Now Available for Roofing Contractors

Stop Checking Five Systems to Answer One Question

View production stage, permits, inspections, change orders, AR, and vendor costs in a single real-time dashboard — pulled automatically from every platform you already use.

Unified Job Status Dashboard
JobStagePermitInvoiceStatus
Smith Install ✓ Approved Sent On Track
Johnson Inspect ✓ Approved Pending Action Needed
Lee Tearoff ⏳ Pending Not sent In Progress
Garcia Complete ✓ Passed Paid Closed
Pulls live from MarketSharp · Roofr · QuickBooks · CompanyCam

The Way Most Roofers Track Job Status Today

Switching between platforms wastes hours and lets critical details fall through the cracks

Scattered Across 10 Systems

  • Job stage lives in MarketSharp — but hasn't been updated
  • Permit status is in a separate spreadsheet or WhatsApp thread
  • Invoice status requires opening QuickBooks separately
  • Photos and job docs scattered across CompanyCam and email
  • No single place you can reliably check to get the full picture

The Real Cost

  • Hours per week switching between platforms just to answer basic questions
  • Reactive management — problems discovered late because no one was watching
  • Owner blind spots — Owners have to dig to know what's actually happening
  • Team misalignment — everyone checking different systems, seeing different things

One Dashboard. Every Answer. Zero Platform Switching.

Stop reacting to what you find. Start managing with full visibility at all times.

Before

10 Systems, No Source of Truth

REACTIVE

10+

Systems to Check

Hours

Lost Per Week

0%

Single Source of Truth

With PromptLab

One Dashboard, Complete Visibility

PROACTIVE

1

Place to Check

Real-time

Job Visibility

100%

Data Accuracy

1

Question: what's going on with this job?

Opens MarketSharp first — status hasn't been updated

1

Open the dashboard

Every job, every status, pulled live from all platforms — one screen

2

Check WhatsApp for crew updates

Scroll through threads trying to find the relevant message

2

See production stage instantly

Pulled from your CRM and estimating tools — no manual checking needed

3

Open Roofr to check measurements

Log in, find the job, cross-reference with the estimate

3

Permit status shown automatically

Green = approved, yellow = pending, red = action needed — at a glance

4

Check QuickBooks for invoice status

Open another tab, search for the job, confirm if payment was received

4

Invoice and AR status in the same row

Pulled live from QuickBooks — sent, paid, or overdue flagged automatically

5

Check the permit log spreadsheet

Open Google Sheets, find the row, hope it was updated recently

5

Clickable links to every source

Click any cell to jump directly into MarketSharp, Roofr, or QuickBooks for that job

6

Still don't have the full picture

30 minutes later, still piecing together information from multiple sources

6

Weekly metrics generated automatically

Pipeline counts, job stages, and AR totals ready for your Tuesday meeting — no manual prep

Reactive. Scattered. Always One Step Behind.

Every Job. Every Status. One Screen.

Systems to Check

10+ → 1

Visibility

Reactive → real-time

Management Style

Guessing → knowing

How It Works

One dashboard that pulls from every platform you already use

Step 1

Connect Your Existing Tools

The dashboard reads from MarketSharp, Roofr, QuickBooks, CompanyCam, and your permit log. No manual data entry — it pulls what's already there.

Step 2

Every Job on One Screen

See every active job with its production stage, permit status, invoice status, and outstanding AR — all in a single view that updates in real time.

Step 3

Click Through to Any Source

Every row is hyperlinked. Click a job name and jump directly into MarketSharp. Click the invoice status and land in QuickBooks. No searching, no tab-switching.

Step 4

Flags & Alerts Surface Automatically

Overdue invoices, stalled permits, and jobs stuck in a stage too long are automatically flagged — so you can manage proactively instead of reacting to problems.

Step 5

Weekly Metrics, Zero Prep

Pipeline counts, jobs by stage, and AR totals are pulled and formatted automatically for your weekly ops meeting. No manual prep, no spreadsheet copying — just open and present.

Business Impact

Real results for roofing contractors

Instant Answers

Any question about any job answered in seconds — no platform switching, no hunting.

Full Owner Visibility

Owners and managers can see the status of every single job at any moment without asking anyone.

Nothing Falls Through

Overdue items surface automatically. Problems are caught before they become expensive.

Metrics-Ready Weekly

Pipeline stats and metrics ready for your weekly meeting. No manual prep ever again.

Built to Work With Your Existing Roofing Stack

Pulls live data from the tools you already use — no replacements, no migrations

MarketSharp
Roofr
QuickBooks
CompanyCam
AccuLynx
+ Many More
"We used to check five different platforms just to answer one simple question about a job. Now we open one dashboard and everything is right there."
CR

Owner

Mid-Sized Roofing Company

Stop Checking Five Systems to Answer One Question

See exactly how this would work inside your roofing operation.

Free 30-minute consultation • No commitment required