Connecting your company…

Find your next roofing opportunities.

Find roofing opportunities in your target area.

Property address

ZIP code Search our indexed address inventory first. No analysis credits are used.

STORM WATCH

Plan storm canvassing

HYPOTHETICAL DALLAS STORM · Fictional properties · Demonstration only

Hail footprint: purple · Coverage: blue · Excluded: gray · Selection: orange
Saved properties: blue · Customers: green · Do Not Contact: red

Choose your territory

Choose a radius or click corners to draw a boundary. Your selection is clipped to affected service coverage, with exclusions removed.

Selection method Radius (miles)

Click the map to place your radius.

Campaign nameCanvassing sequenceMaximum leads

Saved relationships are reused first. Existing statuses stay visible. Do Not Contact properties are excluded from assignments.

Assign team

Saved relationships

SERVICE AREA INTELLIGENCE

Storm Watch

Qualifying hail across all your service areas, with or without saved properties.

Where does your company work?

Add a service area to start receiving local hail alerts.
You can add more areas anytime.

Search service areas or saved addressesPeriod0 qualifying hail footprints

No qualifying footprints yet.

Address

Search method

Miles

Property type

Year built — on or before

Move or zoom the map, then select Draw area.

—properties matching your filters

Set up your campaign. Screening and roof measurements run in the background; your team receives prospects when processing finishes.

Roof intelligence criteria Roofs with visible concernsFocus on roofs showing signs of wear or damage.

Roof material

Minimum roof age

years

Minimum roof area

squares

Campaign name

Campaign field team

Loading your team…

Maximum leads (optional)

Stop at this many qualified leads, or leave blank to screen the entire territory.

Canvassing sequenceMail first releases Field five days after confirmed mailing.

Roof criteria will be checked when intelligence is acquired. No acquisition has started.

Validate property data

Load up to 10 properties from this circle. This uses Regrid record allowance. Repeated requests reuse the saved sample for 24 hours while server storage is retained. Smarty and Nearmap are not called.

Or reuse your downloaded sample without another provider request

Screen saved properties

These filters apply only to the loaded sample. Attached units and conflicting records need review before roof enrichment.

Property typeMinimum property value

TERRITORY ANALYSIS

Campaigns

Organize territories, review opportunities and track your team’s outreach.

Campaigns0

Properties0

Ready to review0

SearchStatusMarketSort by

CampaignMarketStatusAssigned propertiesCreated

No campaigns yet.Create a campaign from a territory search.

Import existing customers

Upload a CSV with address, and optional status, customer_name, notes columns. Status can be Existing customer, Roof replaced or Do not contact. Missing status defaults to Existing customer.

CSV file — up to 200 rowsExclude these properties from new acquisition and outreach

CAMPAIGN

Campaign

Team: Loading…

Properties0

Qualified properties0

Letter type0 selected

Properties

Search propertiesStatus

Campaign team

Field members assigned when this campaign was created.

Mailers

Prepare homeowner mailers for selected properties. Previews are saved for review; mailing is not connected.

Territory & screening settings

Properties in the original search: —

Screening settings

Territory saved. Property acquisition has not been requested.

Set up your profile

Add the contact details you want homeowners to see on follow-up letters.

NameTitleDirect phoneWork email

All statuses

Record visit

I’m at the correct propertyVisit outcome

Customer contactNameFirst name *Last name *EmailPhone number

Photos for a personal follow-up letter

Take the front of the home and one other view from an accessible location. A visit can be saved without photos; both views are needed for a photo letter.

Front of homeSecond view

Internal notesPersonal note for the homeownerReason / timing

Next actionWhat happens next?Due dateAppointment date and time

JOB EXECUTION

Projects

Manage active jobs from handoff through execution. Completed work is retained separately for history and Portfolio intelligence.

Search Field member

Status

Active projects0

New0

Scheduled0

In progress0

No active projects.Won opportunities will appear here automatically.

Completed ProjectsHistorical work retained for reference and managed-asset history.

No completed projects yet.Projects move here when completed.

PROJECT

Project

Manage execution details for this job.

PROJECT SUMMARY

Execution

New

Project name Status Scheduled date Contract value

CUSTOMER & PROPERTY

Job Location

Customer—

Address—

Phone—

Email—

Field member—

LIFECYCLE

Project History

OpportunityWonSource of this project

Project created—Entered job execution

Last updated—Most recent project change

Completed—Job execution finished

MONEY

Invoices & Payments

No invoices

Contract—

Invoiced$0

Paid$0

Balance—

DOCUMENTS

Project Documents

JOB PHOTOS

Before. During. After.

Field documentation tied to this specific Project.

＋ Take Photo Add From Phone

Before photo checklist 0 of 0 complete

Before Photos No photos yet

📷

No before photos yet. Tap Take Photo and start with the checklist above.

COMPANY SETTINGS

Scope Management

Create reusable scope-of-work templates that can be loaded into any proposal.

Saved Scopes0 templates

No saved scopes yet.

SCOPE TEMPLATE

New Scope

Default scope

Template name

Scope of work

Each scope item is managed separately. Add, edit, delete, or reorder one item without affecting the rest of the scope.

COMPANY SETTINGS

Materials & Pricing

Manage your roofing materials, estimate adjustments, and financing.

MATERIAL PRICING

Material Price Catalog

Set the price per square for each roofing product.

Material typeNamePrice per square

CALCULATION RULES

Company-Wide Pricing Rules

These adjustments apply to each active material in the catalog.

Waste % Steep pitch starts at Steep surcharge / square

Estimate range ± %

CUSTOMER FINANCING

Offer financing on estimates

Show an estimated monthly payment range alongside the total project price.

Financing offered

Customer APR / interest rate % Loan term

years

Estimate presentation Financing application link

Monthly payments are estimates based on the entered APR and term. Actual financing is subject to lender approval, program terms, fees, and credit qualification.

KNOWLEDGE

Documents

Your saved property documents and estimates.

Search documents

FiltersRefine the document repository

TypePropertyCustomerSourceAttentionDate

Sort documents0 documents

DocumentProperty / CustomerTypeSourceDate

No documents match the current filters.

Page 1

WORKFLOW

Tasks & Next Actions

Every follow-up across the company, organized around what needs attention next.

Search tasks

FiltersRefine the task list

Status Due Type Priority Field member

Sort tasks 0 tasks

No tasks match the current filters.

Page 1

PROPERTIES

Properties

Track campaign history, current status, and assigned field members.

Search properties

FiltersRefine the property list

Relationship Field member Measurement Quick Estimate Opportunity Stage Follow-up

Sort properties Show 0 properties

Loading properties…

Your analyzed properties will appear here after your first property analysis.

Page 1

PROPERTY ANALYSISPreparing property…

Analyzing property…

Working

PropertyWaiting

Roof measurementWaiting

Property IntelligenceWaiting

Storm IntelligenceWaiting

Checking the property and collecting available information.

Property Record

—

Saved property

Property Record

Property history restored for review. New field updates and campaign actions will be connected next.

Analyzing property… Building the property record, roof measurement, intelligence, material, and pricing.

SQ Intelligence

Loading qualification evidence…

ROOF MEASUREMENT Saved property image

Street View

Location

Property Information

SQ INTELLIGENCE

Saved roof intelligence

Review available evidence and property history.

SUPPORTING EVIDENCE

›Signal timeline 0 signals

Permit History

Recorded field visits

RELATIONSHIPS & OWNERSHIP

Property Context

Assigned field memberUnassignedProperty ownership is retained for accountability and handoff.

OpportunityNot createdThis property remains in Properties until SquaredRoots or your team identifies it as worth pursuing.

CampaignsNoneCampaigns share this property’s research and activity.

RelationshipProspectReflects the known relationship with this property.

CUSTOMER

Homeowner / Contact

NameNo customer added

Why this property is a lead—

Phone—✓

Email—✓

Notes—

OUTREACH

Review contact options

Contact review

Confirm homeowner contact information and permitted channels before SquaredRoots recommends outreach.

STORM WATCH

Hail Exposure

Monitoring

Saved Storm WatchPreviously saved exposure events.

Checking saved property against Storm Watch…

Exposure events—

Largest hail—

Most recent—

Status—

Historical HailPreviously acquired hail intelligence.

—

Loading 2-year hail history…

Exposure score—

Largest hail—

Most recent—

12 mo. events—

Radar and reported storm exposure are screening signals, not proof of roof damage.

PROPERTY INTELLIGENCE

Property Data

Automatic

Property Intelligence will appear here automatically when the data provider is connected. No manual pull is required.

MARKETING

Prospecting

Lead source—

Mailer draftNone

OPPORTUNITY INTELLIGENCE

Opportunity History

FOLLOW-UP

Tasks

ACTIVITY

Property Timeline

PROPERTY KNOWLEDGE

Documents

Saved documents associated with this property.

Documents will load here.

Email conversations

Mailers & letters

Saved previews and approval history for this property.

SALES

Quick Estimates

No Quick Estimate has been sent for this property.

Welcome back

Set up your company

Service coverage

Building your company intelligence

Here’s what we learned about your company

Find your next roofing opportunities.