Operating software for established roofing companies

We’ll handle the busy work while you focus on growing your company.

Working Standard is being built for the work between a homeowner’s first call and final payment: appointments, proposals, signatures, material preparation, production, invoices, and the details your office should not have to enter again.

See the roofing operating model.
A roofing job, carried forwardIllustrative
  1. New inquiry

    Website lead

    Homeowner inquiry recorded

  2. Scheduled

    Appointment

    Sales visit placed on the calendar

  3. Ready to review

    Proposal

    Scope and pricing prepared for review

  4. Approved

    Signed job

    Approved work enters production preparation

  5. Financial follow-through

    Invoice

    Completion and collection stay connected

The operational problem

Your best office people should not be the integration layer.

Roofing companies do not need another place to store contacts. They need the work around a job to hold together when people, systems, and deadlines change.

A lead arrives in one place.

The appointment sits in another. The office copies contact and property details across both.

The measure comes from a provider.

A salesperson recreates it in an estimate, then someone rebuilds the job for production.

The job is finished before the paperwork is.

Invoices, payments, supplier status, and accounting catch up later—usually through a person.

The operating platform

The job carries its context forward.

Working Standard is designed around the business events roofing teams actually manage, not a pile of isolated features. The right people can see the customer, property, scope, status, and open questions for the work they own.

Explore the platform structure
01

Win and schedule the work

Capture website and mailbox inquiries, organize homeowner and property context, schedule the visit, and give the salesperson a prepared starting point.

02

Estimate and sell

Keep measurements, job details, estimate preparation, proposal review, and signature work attached to the same customer and property.

03

Prepare the job

Carry approved scope into materials, supplier coordination, scheduling, weather/workability context, and the production handoff.

04

Close the financial loop

Keep invoice, payment, and accounting follow-through connected to the job without asking the office to rebuild the record.

For the people responsible for the work

One company. Different jobs. Better context for each.

Owner

See the company’s operating picture without asking five people for an update.

Office

Spend less of the day transferring details, chasing paperwork, and checking status.

Sales

Walk into the appointment with the homeowner, property, and opportunity context in place.

Production

Receive approved scope and useful job context before schedule changes become problems.

Working Standard Forge

The layer for understanding how the company is performing.

Working Standard handles the operating record. Forge is being built to help an owner and team examine the patterns inside it: lead response, sales follow-up, close rate, production cycle, receivables, capacity, and the places work is getting held up.

It is not a chatbot bolted onto a dashboard. It is a separate product direction for contractor business coaching built around the way this company actually operates.

Meet Forge

Working Standard Forge

Operating signals, in context.

Illustrative view

Average lead response

12 minTarget: under 15 min

Estimate close rate

31%Retail jobs · last 90 days

Proposals awaiting follow-up

186 older than 48 hours

Average production cycle

9.4 daysTarget: 8 days

Receivables outstanding

$84,20017 invoices past due

Crew capacity

76%Next 21 days

Example categories only. Forge is being built around reviewable operating information; model-generated recommendations are not a generally available product capability.

Connected systems, with boundaries

Coordinate the systems the office already relies on.

Working Standard is being designed to coordinate approved provider workflows rather than ask your team to manually keep every system aligned. Connections are selected by pilot scope and only receive the access the approved work needs.

Google WorkspaceTwilioQuickBooksDropbox SignABC SupplyEagleViewWeather services

A careful first rollout

Built with roofing companies that have real work to protect.

Working Standard is selecting a limited group of residential roofing companies for guided implementation and practical feedback. Scope, connected systems, and approval rules are agreed before onboarding.

For established residential roofing teams.

Company and workflow information only.

Written scope before product access.

Apply for the pilot

Straight answers

What to expect at this stage.

What is Working Standard?

Working Standard is a roofing-first operating platform for the office work around leads, appointments, proposals, signed jobs, production preparation, invoices, and payments. It is being built to become the company’s primary job system after go-live.

What is Working Standard Forge?

Forge is the Growth Intelligence layer being built above Working Standard. It is intended to help a contractor examine concrete operating information such as lead response time, close rate, production cycle, receivables, and capacity.

Is Forge’s recommendation capability available now?

Not as a generally available production capability. Current Forge foundations cover company operating context, readiness, role-aware presentation, and review history. Any pilot scope is agreed with the participating company.

Does Working Standard replace office staff?

No. It is designed to reduce repeat entry, manual checking, and routine chasing so experienced office, sales, and production people can spend more time on the decisions and customers that need them.

Can it send proposals, buy materials, or charge customers without approval?

Not by default. Pricing, scope, proposals, purchases, payments, and other commitments remain with the people responsible for them. Each pilot defines the review rules for its own workflows.

Who is the pilot for?

The initial focus is established residential roofing companies—generally teams with enough lead, sales, production, and office volume that disconnected systems create real administrative drag.

Working Standard

See whether Working Standard fits the way your roofing company operates.

The pilot application starts with company-level workflow information. It does not ask for homeowner records or job files.

Apply for the pilot