The connected platform
The design is just the beginning. Bring the proposal, the customer and the work that follows into one connected place.
Confirm site measurements
Crew & material coordination
Record installation progress
Illustrative workflow with sample project data.
Start with AI-assisted roof analysis and automatic solar layouts where coverage supports them, or draw the roof yourself. Reshape faces, place panels and review dimensions in the same straightforward workspace.
Configure equipment, roofing materials, extras and required selections around your business. Reps choose from the options you make available while the quote keeps quantities and scope connected.
Bring the design, proposed scope, investment and next steps into a readable customer experience. Keep past issued revisions intact, and create a deliberate new version when the plan changes.
Track the relationship around the proposal. A shared customer record, organized deal stages and follow-up activity help the next person understand what has happened and what needs attention.
Prepare a project from the selected scope, then coordinate owners, dates, tasks and field updates. Record the work as it happens and give the team a common source of context.
Set up your services, equipment, pricing and customer-facing brand. Bring your team into the right roles and keep the handoff clear. Feedback from installers and sales teams guides how we keep improving the workflow.
Some workflows depend on company setup and connected services. Electronic signatures require configured signing and approved agreement terms; email delivery requires an activated sending service. Aerial measurements and production estimates remain subject to site and engineering review.
Find the right plan for your teamA clearer way forward
Bring your roof, your proposal, and your team into the same picture.