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RidgeworkBook a demo

What's inside.

Everything below is built and running today, not a roadmap. If something here is the reason you would switch, say so on the demo and we'll start there.

Winning the job

From the first call to a signed contract, without the record moving between three tools.

The Ridgework estimate builder with catalog line items, quantities, prices, line totals, and the estimate total and margin

Real Ridgework screens. The company, people and numbers in them are sample data.

Leads, including the ones you don't type in

Take leads by hand or post them straight in from your website form or lead vendor through the inbound lead endpoint.

A pipeline that matches your workflow

Stages are yours to name and reorder. Insurance and retail files can run different columns without running different systems.

Estimates built on the job

Line items priced against the job record, so the estimate reflects the scope and measurements already attached to it.

Your catalog, your templates

Pick line items from your own product catalog, watch the total and margin as you build, and save the result as a template for the next job.

A PDF that looks like yours

Choose a style, add a cover and your own pages, and preview the PDF before it goes out.

Signatures without an account

The customer gets a private link, signs in the browser, and the signed record locks. No portal login for them to forget.

Measuring the work

Roofs from the aerial, rooms from the phone. Both land on the job they belong to.

Ridgework roof measurement: roof planes drawn over an aerial photo with area, squares, pitch, linear feet by edge type and a waste table
Ridgework on iPhone: scanning a room, with walls and a doorway outlined in the camera view
Ridgework on iPhone: the floor plan on a job with its square footage totals

Real Ridgework screens. The company, people and numbers in them are sample data.

Roof planes drawn over the aerial

Open the address, trace each plane on the aerial image and set its pitch. Corners snap to each other and edges are labelled eave, rake, ridge, hip or valley.

Squares, pitch and linear feet

Roof area, squares, area by pitch and the length of every edge type, including wall and step flashing, totalled as you draw.

Waste and the estimate

Choose a waste factor from the table and create the estimate from the measurement in one step.

EagleView, out of the box

Built in, out of the box. Connect your EagleView account and order roof reports from a job's Measurements tab. The delivered report is saved to the job's documents and whoever ordered it gets a task. Orders bill your EagleView account.

Room scans for interior work

On an iPhone with LiDAR, walk the room and get a floor plan with floor, ceiling and wall square footage and perimeter. The scan is for rooms; roofs are measured from the aerial.

Or draw the rooms

No LiDAR on the phone? Draw the floor plan by hand and get the same totals.

On the roof

The part most CRMs treat as an afterthought, built as a first-class native app for iPhone, iPad and Android.

Ridgework on iPhone: today's tasks and recently viewed jobs
Ridgework on iPhone: the job pipeline by stage
Ridgework on iPhone: one job with its claim, team and notes
Ridgework phone app: tasks due today and this week, each linked to its job
Ridgework phone app: the camera with the photo category picker open

Real Ridgework screens. The company, people and numbers in them are sample data.

Pitch and measurements on the photo

The camera reads the roof pitch from the phone's tilt and can measure a distance in the shot, then stamps it on the photo.

Photos filed as they're shot

Crews pick the category at capture. Folders and categories are yours to define per organization.

Document scanner

Scope sheets, permits and supplier tickets photographed into the job as documents, not as loose images.

An upload queue that survives dead zones

Captures hold on the device and send themselves when signal comes back. Nobody watches a spinner on a roof.

Push notifications that land on the right screen

A notification opens the job it is about, not the app's front door.

Photos that make the case

Shot into categories on the roof, marked up at the desk, sent as a report.

The Ridgework photo editor on the web: a roof photo with a hail hit circled and an arrow pointing to it, with drawing tools above
Ridgework phone app: a job's roof photos with captions, the marked-up copy beside the original
Ridgework phone app: the marked-up photo open full screen with its caption

Real Ridgework screens. The company, people and numbers in them are sample data.

Mark up the damage

At the desk, draw arrows, circles, boxes, freehand lines and text on any photo, in six colors and three line weights.

Crop and rotate

Straighten a sideways shot or crop to the damage before it goes anywhere.

The original stays untouched

Edits save as a copy beside the original, and the copy shows up on the crew's phones.

Captions and folders

Caption a photo from the phone or the desk, and move it between elevation and room folders.

Photo reports for the adjuster

The job's categorized photos become an ordered PDF report, generated from the job, so a re-shoot means regenerating.

Back at the office

The desk half of the same records, where the paperwork, the money and the schedule live.

Ridgework Insights: contract value, collected, jobs signed, value by month, jobs by status and a rep leaderboard

Real Ridgework screens. The company, people and numbers in them are sample data.

Jobs, contacts and tasks in one place

Every document, photo, note and appointment hangs off the job rather than off somebody's inbox.

Invoicing and payments

Financials tracked against the job, restricted to the people whose role includes them.

Search across everything

One search over jobs, contacts, documents and library content.

A shared library

Warranties, spec sheets, price lists and templates in one place the crew can actually reach from the field.

Insights you arrange yourself

Each person builds their own dashboard: contract value, collected, close rate, stuck jobs, jobs by status, a rep leaderboard.

Saved reports

Build a report over jobs, contacts, leads, tasks, estimates, invoices or payments, choose the columns and filters, and save it.

Email from the job

Send from the job with your own templates. The email is kept in the job's activity with everything else.

A record of what changed

Status changes and edits are logged on the job, so you can see who moved it and when.

Follow-up that runs itself

Rules you write once, so the next step does not depend on somebody remembering it.

Ridgework Automations settings listing rules with their triggers, conditions, actions and last run

Real Ridgework screens. The company, people and numbers in them are sample data.

Triggered by the work

When a job, lead, contact, task, estimate, invoice, payment, document, note or appointment is created, changed or deleted, and your conditions are true.

Or by the calendar

A set time before or after any date on the record, on the weekday and at the hour you pick.

Tasks, emails and webhooks

Create a task with a due date and assignee, send one of your email templates to the customer, the rep or the team, or call a webhook to tell another system.

A log of every run

See when each rule last ran and what it did, or why it failed.

No runaway loops

What a rule does never sets off another rule, so one change cannot cascade.

Who can see what

The part that decides whether you can hand the app to a subcontractor.

Ridgework Roles and access settings listing Administrator, Office Staff, Production Crew and Project Manager with their permission counts

Real Ridgework screens. The company, people and numbers in them are sample data.

Twenty-one permissions, custom roles

Build the roles your company actually has, across workspace, administration and library permissions, not four fixed tiers.

Enforced in the database

Row-level security in Postgres decides access. Hiding a button is presentation; this is the real boundary.

Deactivation that means it

Turning someone off ends their sessions and drops their access, including on a phone that is already signed in.

Your own branding

Organization logo, favicon and brand color carry through the app and the mail it sends.

Bring the job you're arguing about.

The fastest way to judge this is to watch a real job go through it. Bring one, the messy one, and we'll run it end to end.

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