Everything your shop runs on. One app.

1. 01

   Quotes and e-signature

   Build quotes from your own price list on site. Customers review, sign and approve from a link on their phone.

   • Your price list, your units (squares, linear feet, each)
   • Your logo on the quote, the PDF and the customer's page
   • Customers approve and sign from their phone; you get an email
   • Quote fields per trade, like roof size, pitch and layers for roofing

2. 02

   Jobs with your own steps

   Every job moves through steps your business sets, with checklists for permits, photos and paperwork, and a tracker your customer can see.

   • Your steps, in your order, with your names
   • Checklists per step; required items must be done before a job moves on
   • Different steps per kind of job: a repair skips the permit
   • A tracker for your customer, in the words you choose

3. 03

   Crew assignment

   Put a person in charge and the crew on each job. Office and crew each see what they need.

   • A person in charge and any number of crew per job
   • Owner, office and crew each get the right access
   • Crew see the work without the prices
   • Unlimited users: hiring never raises your bill

4. 04

   Photos, notes and files together

   Everything for a customer in one place, from the first quote to the last job, labelled with where it belongs.

   • A job shows its quote's photos and notes too
   • One tap for everything about the customer
   • Permits, contracts and photos on the job they belong to
   • Take photos with the phone camera or pick from the library

5. 05

   Before-you-send checklists

   Require photos of the house or the problem area before a quote goes out, set per kind of job.

   • Front, sides and roof photos for a re-roof; the problem area for a repair
   • Each business decides what's required
   • Owners can still send with a reason, kept as a note
   • Share chosen photos with the customer on their quote

6. 06

   Payments Coming soon

   Deposits, progress payments and invoices paid by card or bank.

   • Deposit on signing, progress payments as the job moves
   • Card or bank payments from the customer's link
   • Paid straight to your bank account

Running a roofing company? See how a roofing job runs in Guildmark.