1
Capture the lead
Route website quote requests, calls, referrals, and campaign leads into CRM.
Roofing contractors
Turn roof report data into estimates, proposals, schedules, materials, and payments.
Roofing teams move fast, but the details are often scattered: roof measurements in one tool, estimates in spreadsheets, proposals in PDFs, schedules in calendars, materials in notes, and payments somewhere else. Home Vision connects the roofing sales and production workflow from the first lead to the final balance.
Recommended workflow
2
Measure the roof
Use roof report context to support estimates, proposals, and material planning.
3
Present the proposal
Send homeowner-ready proposal pages with scope, report context, packages, and approval next steps.
4
Prepare production
Move approved work into scheduling, materials, crew readiness, and payment checkpoints.
Core modules
The Home Vision modules this team will use most.
Roof Reports
Use roof measurement context for estimating, proposals, and production handoff.
ExploreProposals
Present scope, options, pricing, and approval steps in one customer-ready experience.
ExploreMaterials
Turn approved scope and measurements into cleaner material planning.
ExplorePayments
Track deposits, invoices, balances, and payment readiness from the job record.
ExploreRole fit
Built for the people moving work forward.
Owner
Review pipeline value, report volume, proposal activity, payment checkpoints, and production readiness.
Sales rep
Move from lead to report to proposal with context that is easier to explain to homeowners.
Operations
Prepare scheduling, material planning, and crew handoff from the approved scope.
FAQ
Questions teams ask before choosing this setup.
Can Home Vision support roof reports?
Yes. Roof Reports is a flagship workflow that connects report context to estimates, proposals, materials, and scheduling.
Is this just for sales?
No. The roofing solution is built for sales, office, estimating, and production handoff.
Can payments stay connected to the job?
Yes. Deposits, invoices, balances, and payment checkpoints can stay visible from the same customer record.
Map your roofing workflow
Book a Home Vision walkthrough and we will map the right starting modules, team workflow, and rollout order for your business.