Workflow
From quote request to scheduled work.
ShingleStack is designed so each stage unlocks only after the right action is logged. No more boards that look clean while the real work is missing.
Website
Request comes in
A homeowner submits a quote request and ShingleStack creates the lead automatically.
SLA
Contact is logged
Staff must log the contact attempt and note before moving the lead forward.
Sales
Lead is qualified
Qualification notes and appointment details keep the sales handoff clear.
Quote
Estimate is created
A draft estimate is created from the lead or customer record without retyping data.
Portal
Customer approves
Approval and signature workflows are planned around magic-link customer access.
Field
Work gets scheduled
Approved jobs move into inspections, appointments, crews, and field work.
Want this workflow in your roofing company?
Request founder access and help shape the next phases.