Good afternoon, Jonathon.
Here’s what is happening across Sun Driven Roofing Systems — sales, production, collections, and profitability in one view.
Sales Pipeline
What Needs My Attention Today?
Profitability
Accounts Receivable
Production Snapshot
CRM / Job Management
One record for the customer, property, sales, production, documents, and financials.
Roof Measurement
Draw a roof footprint, set scale and pitch, then create an automatic takeoff.
Measurement Settings
Automatic Material Takeoff
| Material | Quantity | Unit |
|---|
Estimating & Profitability
Build price from real job costs, overhead, markup, and margin targets.
Production
Schedule crews, deliveries, permits, inspections, and completion tasks.
| Start | Job | Customer | Crew | Materials | Permit | Status |
|---|
Repair Operations
Fast service workflow from inspection through invoice, payment, and warranty.
| Customer | Scope | Tech | Labor Hrs | Materials | Estimate | Status |
|---|
Accounting
Job-centered income, expenses, receivables, payables, and profitability.
Transactions
| Date | Type | Category | Job | Description | Amount |
|---|
Profit & Loss
Sales
Lead ownership, follow-up, sold revenue, close rate, and commissions.
Jonathon
Co-partner
Team Goals
Customer Portal
V2 portal-ready document and payment structure.
| Customer | Property | Job Status | Estimate | Invoice Balance | Portal |
|---|
Users & Permissions
Role-based access with customizable permissions.
Users
| Name | Role | Status |
|---|
Role Permission Matrix
SDRS Ops — Platform Owner
Subscription, tenant, and intellectual-property control center.
Subscriber Companies
| Company | Plan | Price | Users | Status | Workspace |
|---|
Subscription Plans
Platform Ownership Controls
Sun Driven Roofing Systems LLCLOCKED
jonathon@sundrivenroofingsystems.comOWNER
Every operational record carries a company ID.ENABLED
License to use; no transfer of software ownership.LICENSED
SaaS Build Status
Settings
Company-wide operating rules and defaults.
Company Defaults
Data Controls
This standalone V2 saves data in your browser using localStorage.