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…