This is a one-time setup. If you move offices later, an admin can update it.
My Decks
Team
Pitch Deck Templates
Open and edit the master pitch deck for each market.
Teams & Users
People are nested under their team. Accounts appear at first Google sign-in; roles come from RoofLink.
Checking sync status...
Cost basis & margin admin preview
Mock material orders from RoofLink's templates priced at the latest real orders, mock work orders at the highest crew rates (Production Dashboard). Reps don't see any of this yet.
Audit log — recent admin & mutation actions
Performance
Presentations across regions, teams, and reps.
Are you sure?
New Deck
Just practicing?
Practice decks never count in Home or Performance. A contract goes to your own email, marked TEST — NOT A CONTRACT, and everything lands on the RoofLink test job.
Pulling the roof measurements from Hover for this address.
Roof
Hover can't see these. Answer each one — 0 is an answer.
Full redeck?Yes adds Decking at a full redeck. No? You can still add a few sheets on Products.
Is Bartlett resetting solar panels?Only if Bartlett's roofing crew detaches and resets them ($250 a panel). If the customer's solar company does it, choose No — it stays off the bid.
Skylights
Gutters only if you're selling gutters
Other trades to replace only if you're selling them
Enter the total RCV off the approval (it includes the deductible) and the customer's deductible. The homeowner pays their deductible plus any upgrades they pick.
Insurance pays the full RCV. The homeowner pays their deductible plus any upgrades.
Which trades did the claim cover? Tap each one and enter its amount. They don't have to add up to the total — we only use them to check our price: if we sell a covered trade for more, the homeowner pays the difference.
Already on the house? Tick anything that's pre-existing — insurance owes it, so it's included in insurance (in every package, no cost to the homeowner, supplemented on completion) instead of sold as an upgrade.
The homeowner is paying for the roof. The base roof price comes from the measurements: the market's price per square × the squares with waste. It covers one layer of tear-off, the base shingle, standard pipe boots and box vents. That is Package 1; Packages 2 and 3 add the upgrades you pick next on top of it.
Don't know yet? Leave it blank — every number can be changed inside the deck.
Six is a lot for a homeowner. Pick the plans you want on the Financing slide — change them later on the slide itself.
Turn on what you'll present — each one gets its own slide. Slide a rate to change what you charge.
