Contractor resources

Practical guidance for growing contractors

Plain answers about leads, property data, software, and running the day without losing track of the work.

Roofing estimator measuring an intact residential roof from the ground
FIELD NOTE

How to define a lead worth taking

Start with the job type, location, customer contact details, and rules both sides can actually check.

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A property record is not a roofing lead

Understand what property information can tell you, what it cannot, and what your team still needs to research.

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What to keep in one job system

A practical list of customer details, communication, estimates, work, invoices, and payments your team needs to see.

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