T&S Roofing CRM

T&S Roofing CRM puts the company CRM on the phones of the people who are out at properties rather than at a desk. It is a thin client over the CRM that T&S Roofing Systems already runs. It adds no records and no business rules of its own. What a rep can see and change on the phone is decided by the same permissions that govern the web CRM, so access granted or withdrawn in the office is what applies in the field. What it does: Properties, pipeline, projects, contacts, tasks and inspections, each opening to the record itself with the fields that matter first. Records default to the ones assigned to you, with everything you have access to one tap away. Call, text or navigate to a property owner straight from the record, so the phone does the thing a phone is for. Search across every module at once from a single box. A read-only assistant that answers questions about the pipeline in plain language. It reads. It never changes a record. Sign in with a work Google account or a CRM username and password, then unlock with Face ID afterwards rather than signing in again. A record that cannot be fully loaded says so and says which fields are missing, rather than showing a blank space that reads as an empty field. An account with T&S Roofing Systems is required. The app is not usable without one.