OneRoof Mobile

OneRoof is the field app for the OneRoof roofing CRM. The office runs the CRM in a browser. Your team runs the day from this app. Requires an active OneRoof account. Accounts are created by your company's administrator — there is no sign-up inside the app. FOR SALES REPS • Today's appointments, each with the address, job type and current status on one card • Call, text or start driving directions straight from the appointment • Every contact grouped by pipeline stage, from new lead through signed • The full history on a contact — appointments, notes, photos and documents • Text a customer from the app; the conversation stays on their record instead of disappearing into a personal phone FOR CANVASSERS • A door-knocking map of your assigned zone • Property and owner details before you knock • Log the outcome of every door in a few taps • Record a voice note while the conversation is still fresh • Send a hot door straight to a sales rep FOR CREWS AND SUBCONTRACTORS • Your assigned jobs, with the address and what the job needs • Photograph the work as you go • Snap receipts for reimbursement without keeping paper • Keep your documents and compliance items current • Connect a bank account once, then see what you have been paid and what is still pending BUILT FOR HOW THE WORK ACTUALLY HAPPENS • Push notifications when you're assigned a job, sent a message, or a customer texts back • Sign in with a passkey, Google or Microsoft • Team chat between the office, your reps and your crews • Roles decide what each person sees — a subcontractor does not get the sales pipeline • English and Spanish ABOUT ONEROOF OneRoof is a CRM built for roofing companies: contacts and pipeline, appointments, canvassing, jobs, proposals, documents and payouts in one system. This app is the field half of it. Questions: https://onerooflabs.com/support