Field Service and Skilled Trades

From inspection to warranty—one project record

A roofing company tracks leads and inspections in a spreadsheet that falls out of date the moment a project actually starts, so nobody has a current view of which jobs are waiting on materials versus a subcontractor crew. Build the lead-to-warranty pipeline as one system.

A lead and a project are not the same record

A spreadsheet built for tracking leads breaks down once a project actually starts—materials, subcontractor scheduling, and project stage don't fit in the same columns as lead status. Teams end up keeping the real project status somewhere else entirely.

Carry the same record from lead through inspection, estimate, project, and warranty, so nothing gets re-entered and nothing falls out of view.

From lead to warranty
  1. 1. Lead comes in and an inspection is scheduled
  2. 2. Inspection findings turn into an estimate
  3. 3. Approved estimate becomes a project with materials and a crew assigned
  4. 4. Project progresses through stages—tear-off, install, cleanup
  5. 5. Final walkthrough, invoice, and warranty registration
Who uses it

Three views of the same project

Customer/homeowner

Request an inspection, review the estimate with photos, track project stage, and review the final invoice and warranty.

Field/project manager

An inspection checklist with photos, project stage updates, and coordination with materials and subcontractors.

Sales/estimator

The pipeline from lead to project, materials ordering status, and subcontractor scheduling across active projects.

What the system tracks and automates

Records

Leads, inspections, estimates, projects, materials, subcontractors, invoices, warranties.

Automations

Stage-change notifications to the customer, material-ordering triggers on approval, and warranty registration on completion.

Custom logic

Insurance-claim versus cash-pay workflow differences, and weather-dependent scheduling holds.

Platform

Own the application. P2HS runs the platform.

Example build brief

Example prompt
Build a roofing contractor app with lead intake, inspection scheduling with photos, estimates, project stages from tear-off to completion, subcontractor assignment, and warranty tracking.

Scenarios to test in your preview

  • A project must not advance past tear-off without materials confirmed on-site.
  • A cancelled project must release its scheduled subcontractor slot.
  • A warranty must stay linked to the project even if the homeowner later sells the property.
FAQ

Common questions about roofing contractor software

Who is this for?

Roofing contractors managing the full pipeline from lead through inspection, project execution, and warranty.

Does this handle insurance claims?

Model insurance-claim jobs as a separate workflow path from cash-pay jobs, with the documentation each one needs.

Can subcontractors use this too?

Give subcontractors a scoped view of their assigned projects and stage updates, without exposing your full pipeline or pricing.

Related platform pages

See how roofing contractor software fits into the wider P2HS platform.

Build the roofing app that tracks the whole project

Describe the workflow. Review the foundation. Launch it on your own domain.