✨ Product Description

Bring your roofing business into one colorful, organized workspace.

Roofing Sales and Project Manager from Eldon-Digital helps you organize customer information, prepare estimates, track roofing projects, manage invoice records, and keep important documents connected to the work.

Built around roofing operations, this desktop-hosted application combines a bold visual dashboard with linked business records, practical document exports, user permissions, and local data storage.

Whether you are reviewing new inquiries, preparing a proposal, checking active jobs, or following up on outstanding invoices, the application gives you a central place to find information and plan your next steps.

📌 Current release: Version 0.9.1 is a functional evaluation and development release. It includes working business features alongside documented limitations. Please review the release details below before purchasing.

👷 Who Is This Product For?

A practical option for:

• Independent roofing contractors organizing their business records.
• Small roofing companies reviewing a local operations-management solution.
• Roofing sales professionals tracking inquiries and estimates.
• Office administrators managing customer details, documents, and invoice records.
• Business owners who prefer a desktop-hosted workspace with local data storage.

🎨 A Colorful Dashboard Built for Everyday Work

Start your day with a clear overview of your roofing operation.

The dashboard brings together scheduled visits, active production records, outstanding receivables, sales activity, tasks, and items needing attention.

Highlighted sections help separate different types of work:

🔵 Sales activity and business records
🟢 Scheduled visits and operational information
🟠 Production updates and items requiring attention
🟣 Financial information and connected work

Choose from four visual themes: Coastal, Sunset, Alpine, and Midnight. Bold text, colored headers, and organized panels make the workspace easier to scan.

🤝 Customer, Contact, and Property Records

Keep essential business information connected.

Organize customer records, contacts, properties, and roof assets, then connect relevant records to estimates and projects. Store supporting information alongside the work instead of relying on disconnected notes and folders.

Record workspaces include relevant details, connected records, attachments, and an activity timeline.

📈 Lead and Sales Tracking

Give incoming inquiries a place in your workflow.

Maintain lead records, update their status, track follow-up tasks, and use the available conversion actions to create connected customer, property, inspection, and estimate records.

The sales dashboard includes pipeline and inquiry-source views to help you review recorded activity.

🧾 Roofing Estimates and Proposals

Prepare estimates with the details that matter to the job.

Supported estimate information includes:

• Scope descriptions and line items.
• Quantities and unit pricing.
• Cost information for authorized users.
• Discounts and tax calculations.
• Document totals.
• Customer and property connections.
• Payment terms and exclusions.
• Proposal status and acceptance information.

Accepted estimates can support the creation of linked project and work-order records through the available workflow actions.

🏗️ Project and Production Tracking

Keep roofing work organized as it progresses.

Use project records, work orders, scheduled visits, tasks, and status updates to maintain a clearer picture of active work. The production view helps you review jobs and their recorded stages.

Connected records make it easier to move between a project, its customer, its property, and related business documents.

💵 Invoice and Payment Records

Maintain invoice information alongside the work it belongs to.

Create invoice records, review document totals, record supported payments and allocations, and track remaining balances. Dashboard summaries help highlight outstanding receivables.

This application supports operational billing records. It does not include online card processing or replace a complete accounting system.

📄 PDF, Excel, and CSV Exports

Turn supported records and lists into useful documents.

Available export formats include:

📕 PDF for viewing, sharing, and printing.
📗 XLSX for opening supported exports in spreadsheet software.
📘 CSV for working with exported record data.

On the host computer, selecting Print record generates a PDF and automatically requests that it open in the default viewer. You can then review the document and print through that viewer.

A compatible viewer or spreadsheet application is needed to open the corresponding file type.

📷 Photos and Supporting Documents

Keep relevant files with the record.

Attach roof photos, delivery documents, and other supporting paperwork to available record types. Connected attachments help preserve job context and make supporting information easier to locate.

👥 Team Accounts and Permissions

Configure access for different responsibilities.

The application includes administrator and staff accounts, module permissions, and supported record-access scopes. Sales, field, and office permission presets provide starting points for configuring accounts.

Control available actions such as viewing, creating, editing, exporting, and accessing cost information through the permission settings.

🖥️ Local Hosting and Private-Network Sharing

Your main computer runs the application and maintains the business database. The interface opens in a browser on that computer.

Authorized devices can connect through the host’s private-network HTTPS feature after setup.

The connection tools include:

• LAN-sharing controls.
• Displayed connection addresses.
• Certificate download and fingerprint information.
• Connection checks.
• A user-invoked Windows firewall helper.

The host must remain running, awake, and connected. Other devices require appropriate network access and certificate trust. Firewall settings, guest Wi-Fi restrictions, and organizational policies can affect connectivity.

This is local-network sharing. It is not an automatically hosted cloud service or an access-from-anywhere subscription platform.

💾 Backups and Business Settings

Use the included backup and restore tools to help maintain copies of your data.

Supported controls include manual backups, backup scheduling, destination settings, and retention settings. Scheduled operations run while the host application is running.

Business settings allow you to configure supported details such as your business name, contact information, logo, currency, tax settings, payment instructions, and document footer.

📦 What Is Included?

Your digital application package includes:

✅ Windows x64 application files.
✅ Setup-App.bat for initial setup and shortcut creation.
✅ Run-App.bat for subsequent launches.
✅ Embedded application assets and database components.
✅ Optional fictional sample data for exploring the workflow.
✅ Setup, administration, backup, and troubleshooting guides.
✅ Release notes, an acceptance report, and documented limitations.
✅ Separate Intel and Apple Silicon Mac builds and launchers, with Mac execution currently unverified.

The customer application does not require installing Python, Node.js, Go, or a separate database server.

🚀 Getting Started on Windows

1. Download and extract the entire ZIP package.
2. Keep the application folders and batch files together.
3. Double-click Setup-App.bat.
4. Create your administrator account.
5. Choose whether to explore the fictional sample data.
6. Enter your business information and begin reviewing the available workflows.
7. Use Run-App.bat or the created shortcut for later launches.

If you are upgrading an existing installation, follow the included backup and update instructions first.

📌 Release Details and Current Limitations

This listing covers the v0.9.1 evaluation and development release, not a fully completed implementation of every planned feature.

Windows execution and representative business workflows have been tested. The included Mac builds have been compiled but have not been verified on actual Mac hardware. The application binaries are unsigned.

Private-network HTTPS was tested through the host computer’s private IP address. Physical device-to-device operation and certificate installation across different phones, tablets, and browsers remain unverified.

Additional points to consider:

• Full disconnected field operation is not included. Offline support is limited to explicitly saved text drafts.
• Offline photo and signature queues are not included.
• Advanced workflow customization, accounting cases, reports, and document layouts remain incomplete.
• Email requires separate SMTP configuration. Unattended email automation is not included.
• No online payment processing or live map-provider integration is included.

The supplied acceptance report and requirements matrix describe the current implementation and remaining work in greater detail.

🛍️ Explore a More Organized Roofing Workspace

Bring your leads, estimates, projects, invoice records, and supporting documents into one colorful application.

Message Eldon-Digital for product details, purchasing information, and help reviewing whether the current release fits your business needs.