The Complete RoofKnockers Platform Tour (What Owners Actually Get)

Every owner we talk to asks the same thing before they swipe a card. Show me the product. Not the pitch deck, not the feature list, the actual screens my reps will live in tomorrow morning. This post is that walkthrough.

We built RoofKnockers because we were tired of watching roofing companies duct-tape together five tools that were never designed to talk to each other. A CRM that knew nothing about the door. A mapping tool that knew nothing about the pipeline. A commission spreadsheet that lived on somebody's laptop. So we stitched the whole thing together into one roofing sales platform where the knock, the lead, the claim, the job, and the commission all live in the same place.

What follows is the tour. We are going to walk every screen you would touch as the owner, and every screen your reps would touch in the field. If you want to skip ahead and click around yourself, start a free demo or go straight to signup. Otherwise, grab coffee. This is the complete picture.

What owners actually want to see before they buy

Let's be honest about the buying moment. You are not looking for another SaaS tour. You are looking for proof that the thing will survive contact with your crews. You want to know three things.

First, will my reps actually use it on the door, or will it live in the parking lot on their phone. Second, will I see my business more clearly at the end of the day, or will I have one more dashboard to ignore. Third, is this going to scale from the four guys I have now to the twenty I want in eighteen months, without me rebuilding the whole stack again.

We built every feature below with those three questions in mind. If a screen does not help the rep on the door, help you see your numbers clearly, or scale cleanly from four reps to forty, it does not ship. That is the bar.

The owner's morning: what the dashboard tells you in 30 seconds

Open the app. Before your coffee is cold, you should know if today is going to be a good day or a bad one. That is the job of the main dashboard, and we designed it to be readable in about thirty seconds.

Top of the page, four numbers. Knocks today, rolling against yesterday and last week. Leads in the pipeline by stage. Appointments scheduled for today and tomorrow. Revenue trend for the month against your target. Not twelve widgets competing for attention. Four numbers, big, clear.

Below that, the team activity feed. You can see Jake knocked his forty-second door twenty minutes ago. You can see Maria moved a lead to inspection-scheduled at nine-fifteen. You can see the new guy, Tyler, has not logged a knock since he clocked in. That last one is the signal you actually care about. The dashboard is not there to make you feel good. It is there to tell you where to look.

The revenue trend card pulls from closed-won jobs, not from pipeline optimism, so the number on screen is the number your bank sees. We are strict about that. If you want to see the softer top-of-funnel numbers, those are one click away on the pipeline view.

How you control the map

The map is where a lot of owners get excited, and for good reason. This is the difference between running a modern roofing operation and running the same operation your dad ran in 2005.

You draw territories with a polygon tool directly on the map. Click the corners of the neighborhood, close the shape, name it. Assign it to a rep or a crew. That's it. The territory lives in the system now, visible to everyone who needs to see it, hidden from everyone who does not.

Once reps start logging knocks inside that territory, the map fills in. Color-coded pins show outcomes. Green for signed, blue for inspection-scheduled, yellow for quoted, gray for not-home, red for not-interested. You can look at a neighborhood and in about four seconds tell whether your team actually worked it or whether they drove through and logged ten doors on the same cul-de-sac. Coverage becomes visible in a way it never is when the data lives in someone's head.

This is also where you prevent the classic territory fight. Two reps cannot be assigned to the same street. New guys cannot poach someone's proven neighborhood. The map is the source of truth. If you want the full philosophy on this, we wrote it up separately in our guide to territory management for roofing teams.

How knocks get logged and turned into leads

Now switch seats. You are the rep, standing on a porch, phone in your hand. This is the screen that either earns your adoption or kills it.

The mobile door knock logger is one screen. GPS fires automatically, so the rep never picks an address. Photo capture opens the camera directly, not a gallery picker, because a rep is not going to tap through menus with a homeowner staring at them. Outcome selection is seven tap targets. Not home. Not interested. Inspection scheduled. Quoted. Signed. Closed won. Closed lost. A notes field sits underneath if the rep wants to add color.

Submit. The knock is on the map inside two seconds and on your dashboard count inside three. No sync-later nonsense. No "I'll enter them at the end of the day" fiction that every owner has heard. The friction is low enough that reps actually log in real time, which is the only way the data is worth anything.

When the outcome is inspection-scheduled, quoted, or signed, the knock becomes a lead automatically. No double entry. The lead gets the GPS address, the photo, the notes, and the rep who owns it, already linked and ready to work. That handoff between the knock and the lead is where most of the industry loses data. We do not let it drop.

If you want the bigger picture on what happens before and after the knock, our door knocking complete guide covers the full methodology. This post is about the software.

The lead pipeline the way it actually moves

Generic CRMs give you three stages. Prospect, opportunity, customer. That is useless for a roofing business because the actual pipeline is eight stages deep and every stage has different work.

Our pipeline stages are the ones your business actually uses. Contacted. Inspection scheduled. Inspected. Claim filed. Claim approved. Contracted. Completed. Plus the closed-lost bucket for when it does not go. You can drag a card across stages, or change the stage from the lead detail view, and the system logs the timestamp and the user who moved it.

Every lead has an activity timeline. Every call, every email, every note, every stage change, every document uploaded, every appointment set. When a rep leaves and the lead gets reassigned, the new rep has the full history in front of them in thirty seconds. No "let me call the customer to reintroduce myself." No dropped commitments.

Follow-up reminders are first-class. The system nags the rep on schedule, and if the rep ignores it twice, the lead shows up on your dashboard as stalled. Stalled leads are where money goes to die. We surface them automatically.

Stage conversion analytics sit on top of the whole pipeline. You can see what percentage of inspections become claims, what percentage of claims become contracts, what percentage of contracts become closed-won. If inspection-to-claim is falling, the problem is your adjuster relationships. If claim-to-contract is falling, your supplement process has a hole. The numbers tell you where the leak is. We cover the deeper methodology in our piece on building a roofing sales pipeline, and the broader category in our CRM buyers guide.

Appointments, route planning, and less time in the truck

Next screen. Appointments. Calendar view and list view, both. Team assignment means an appointment can belong to the rep who set it, or to a separate inspector, or to both. Reminders fire on a schedule you set. Inspection prep pulls in the documents and notes the rep needs to walk in looking informed.

Route planning is where a lot of owners feel the time savings first. Your rep has eight leads to visit today. They select them, hit build route, and the system sends an optimized sequence straight into Google Maps with turn-by-turn directions. That is ninety minutes a week back in every rep's pocket, easy. Over a twelve-rep team that is eighteen hours of selling time we just found for you. That is not a slogan, that is the math.

Storm data: deploying a crew in minutes

Storm work is where modern roofing operations make their year. The owners who are fastest to the impact zone win, and the ones who are not lose. We built storm data into the product because reacting to a hail event from a text message thread is how you fall behind.

NOAA hail and wind overlays drop onto the same map you already use for territories. You can search a date range, an area, a storm event. When the overlay shows up, the neighborhoods most likely to have damage light up. You draw a new territory directly on the overlay, assign your reps, and they are on the door the next morning with the storm context already loaded in their lead records.

Every knock in the new territory carries the storm tag. Every lead that comes out of it carries the storm tag. When you are sitting down a month later trying to figure out which events paid off and which did not, the data is already there. No spreadsheet reconciliation. If the operational playbook is what you want, we wrote the storm chasing operations playbook as a standalone read.

Claim and outcome tracking through the full insurance lifecycle

Every job gets tracked from the knock all the way to the check. Carrier. Claim number. Adjuster name and phone. Status of the claim. Status of the supplement. Approved scope. Final paid. Every field lives on the lead, and every change is timestamped.

This matters for two reasons. One, when the adjuster calls the rep, the rep has the whole history open on their phone inside two taps. Two, when the carrier pushes back on the supplement six weeks in, you have the full paper trail without anyone having to dig through email. That is the difference between getting paid what you are owed and eating the delta.

We also track closed-lost outcomes with the same rigor. If a lead dies because the claim was denied, we log it. If it dies because the homeowner went with a competitor, we log it. If it dies because we dropped the ball on follow-up, we log that too, honestly. You cannot fix leaks you cannot see.

Documents: photos, quotes, contracts, scope attached to every job

Documents live on the lead, not in a shared drive nobody can find. Roof photos. Damage photos from the inspection. The scope of loss from the adjuster. Your quote. The signed contract. Inspection reports. EagleView files. Everything attached to the lead it belongs to, viewable by the people who should see it, locked away from the people who should not.

When a homeowner calls your office six months after the job is done and asks for a copy of the contract, your CSR pulls it up in fifteen seconds. When the insurance carrier requests photos for a supplement review, your rep exports them in one click. The days of "hang on, let me find that email from March" are over.

Commission tracking and the revenue dashboard

This is the screen every rep checks first thing in the morning, and they should. Reps see their own accrued commission, their paid commission, and their pending commission, in real time. No waiting until payday to find out what you made. No arguments about what was owed on a job that closed three weeks ago. The number is on screen, and it updates as deals move.

On your side as the owner, the revenue dashboard rolls everything up. MRR from recurring jobs. Deals closed this month, this quarter, this year. Rep-by-rep revenue with a ranking so you can see who is carrying the team and who is coasting. Average deal size. Close rate. All the numbers you usually have to ask your bookkeeper for, live on one screen.

If you are the kind of owner who wants to actually run the business from numbers instead of vibes, this is the screen that makes that possible. Everything we reported on in the hiring and scaling guide assumes you have a number in front of you to make decisions on. This is how you get that number.

Team management, roles, and seat economics

RoofKnockers has three roles. Account admin is you, the owner, plus anyone you trust with the keys. CSR is your office staff, the person booking appointments and managing homeowner communication. User is your rep. Each role sees what it needs to see and does not see what it does not.

A rep can see their own commission. A rep cannot see everyone else's. A CSR can book appointments and edit leads. A CSR cannot change territory assignments or delete users. The account admin can do everything, and can impersonate any user to help them troubleshoot without having to ask for a password. That last one sounds small and it is huge. Your CSR calls you because the mobile app is doing something weird, you impersonate her account, you see what she sees, you fix it in a minute. No screen share. No back and forth.

Seat economics matter too. The starter plan includes five seats. Pro includes twenty-five. Scale includes a hundred. You are not getting nickeled on seats every time you hire somebody. The pricing is flat across a tier so you can actually grow without a surprise invoice. Full breakdown on the pricing page.

Competitions and leaderboards: the retention lever most owners ignore

Reps are competitive. Every owner we have worked with knows this, and most of them do nothing with it. We built competitions and leaderboards into the product because a good sales culture runs on friendly rivalry, not on quarterly meetings.

You can run a leaderboard on knocks, deals, or revenue. You can run it by rep, by team, by crew. You can run it weekly, monthly, quarterly. A rookie can see exactly where they sit against the veteran. The veteran can see the rookie closing the gap and feel the pressure to push. You can publish results at the end of the week in a meeting and the data is already there, with receipts.

The reason most owners ignore this is that setting up a fair competition manually is a pain. Spreadsheets. Missing knocks. Arguments. Our version is automatic because the knock data is already structured. You set the rules, the system runs the board. That is it.

Integrations: webhooks to your existing stack

Most of you are running on a stack already. Maybe you have GoHighLevel for marketing. Maybe Acculynx for production. Maybe JobNimbus. Maybe Jobber. We are not asking you to rip any of that out.

The CRM webhook integrations fire on lead creation and lead stage changes, pushing data into your existing systems so your marketing, production, and finance teams keep working the way they already work. GoHighLevel and Acculynx are live today. JobNimbus and Jobber are next up. If you have a system not on the list, the webhook endpoints are generic enough that any integration platform can pick them up, and Zapier support is coming.

You do not have to pick between RoofKnockers and the stack you already invested in. You build on top of it.

What happens at 5 reps, 25 reps, 100 reps

The plan tier story is simple and we want to be upfront about it. At five reps, you are on starter. You get the full sales and territory stack, the mobile app, the dashboard, claim tracking, commission tracking, and the knowledge base. That is enough to run a real operation.

At twenty-five reps, you are on Pro. Same core, plus the unlimited door scripts library, priority support that actually picks up the phone, and white-label reports for supplement work are on the roadmap under this tier. You also get deeper pipeline analytics and the full competitions toolkit.

At a hundred reps, you are on Scale. Everything above, multi-office support, and the room to keep growing. If you are running an operation that big you probably want a conversation, not a checkout page. We are happy to have that conversation directly.

The point is none of the core value disappears between tiers. You do not lose territory drawing on starter. You do not lose the mobile app. You do not lose claim tracking. The thing works on day one at five reps and still works on day one at a hundred.

The support and knowledge base layer

We ship a knowledge base with fifty-five articles on roofing sales best practices, and we keep adding. This is not generic SaaS filler. These are specific, written-for-roofers pieces on how to handle objections, how to prep inspections, how to train a new rep in their first two weeks, how to work a neighborhood after a storm. The knowledge base ships to every account, starter tier included.

Pro and above get priority support, which means a real human picks up inside business hours and your tickets jump the queue. For most operations, the knowledge base and the in-app help are enough. For the bigger operations, the support lane matters when something breaks on a Saturday morning and you have twelve reps about to hit the doors.

What is on the roadmap, included with your plan

We are not going to pretend the product is finished. Here is what is shipping in the next few quarters, and all of it is included with your existing plan. No surprise upgrades.

Live rep tracking on the map, so you can see where your team actually is during the shift, not just where they logged a knock. Native mobile app wrappers on iOS and Android, so the experience on the door is faster and fully offline-capable. Zapier, so every workflow tool on earth connects without a custom integration. HailTrace, for deeper and faster storm data than the NOAA overlay. EagleView, so the measurement report attaches to the lead automatically without your rep uploading a PDF.

Every one of these is coming on the same pricing you sign up on today. We do not add features and then send you a new invoice. If it is on the roadmap for your tier, it ships to your tier.

What the outcome looks like 90 days in

Ninety days after you roll this out, here is what your operation looks like.

Your reps are logging every knock in real time because the flow is three taps and a photo. Your dashboard shows you the business at a glance and you know by eleven in the morning whether the day is on pace. Your territories are drawn, assigned, and respected, and new hires do not get lost because the map tells them where to go. Your pipeline has eight clear stages and you can see exactly where leads are leaking. Your commission arguments are over because the number is on screen. Your storm response window went from days to hours because the overlay is already on your map.

That is what the product does when it is working the way we designed it. It is not magic. It is a focused roofing sales platform that respects how your business actually runs and gets out of the way so your team can do the work.

If you want to see it on your own data, start a free demo or head to signup and walk through it yourself. If you want to see the pricing before you commit, the pricing page is straightforward. No seat-counting, no gotchas.

That is the tour. Questions about a specific feature or workflow we did not hit hard enough, reach out. We are owners too, and we know the questions you are going to ask before you sign.