VP Sales Hub

Retail Roof Order

One form, start to finish — quote, colors, details, financing & the signed install agreement.

PROJECT COST— no package —

$0

Presentation Mode

Your commission: $0

Enter squares & pick a package to begin

1 Customer

2 Roof Size & Measurements

Billable squares auto-adds 10% waste

3 Choose Package

Builder GradeRe-prices all tiers to builder-grade

Promo DiscountApplies promo pricing

Approval Required

4 Color Selection

Shingle color

Drip edge color

5 Add Upgrades — tap the +

6 GAF Warranty — tap to upgrade protection

7 Job Details — fills the install agreement live

Ventilation

Turbine vents (qty)

Ridge runner (qty)

Power vent (qty)

Intake vents (qty)

Underlayment · Leak Barrier · Drip Edge

Underlayment

Leak barrier

Starter strip

Additional Info

Shed / detached garage

Flat roof

Solar R&R (qty panels)

Dumpster location

Dish / antenna

H.O.A.

Attic Inspection

Inspection completed

# of attic spaces

Gutters / Leaf Guards / Fascia / Soffits

Gutters LF

Gutter color

Location

Fascia LF / color

Soffit LF / color

Leaf guards LF / color

Extras & Special Requests

Extras Special requests

8 Payment & Financing

Financing Breakdown

Amount financed ($)

Deposit due today ($)

Financing term

Balance due on completion auto-calculates: Project Cost − financed − deposit.

9 Job Photos

🖼️ Add from Roll

10 Install Agreement — what they read & sign

11 Sign to Approve

Sign with your finger

Creates the contact + job in Operations. Rep is done.

NEW INSURANCE CLAIMAwaiting approval

New Customer

Sign the restoration agreement — we handle the claim

1 Homeowner

2 Insurance & Claim

3 Insurance Restoration Agreement — homeowner initials each clause & signs below

4 Job Photos

🖼️ Add from Roll

Design preview. Emails the homeowner their signed agreement & pushes to JobNimbus once wiring is switched on.

Rejuvenation

Roof & exterior wash / restore — extend the life, boost the curb appeal.

1 Customer & Home

2 Service Details

Notes

Full rejuvenation quoting form is being built. Capture the lead here and it lands in the pipeline.

My Pipeline

Open Pipeline Value

$0

Signed This Month

$0

Stages

Accounts

Sales Funnel

Leads you're working that haven't decided yet. When they sign, write them up in New and manage the job in JobNimbus.

Active Leads

0

Need Follow-Up

0

New Lead

Sign up a contact you're working. Fill what you know now — you can update it any time as you move them through the funnel.

1 Contact

2 The Deal

Product interest

Stage

Next follow-up date

Notes — where's the conversation, objections, next step

My Payroll

Cash-in / cash-out — collected in week A pays out week B.

Earned (Collected)

$0

Pending (Owed to You)

$0

This Pay Period

Next Check$0

Commission Rules

Insurance jobs10%

Retail jobs12%

BasisOn collected

Office Dashboard

Everyone you make money off of — live rollup.

Office Pipeline

$0

Office Signed (MTD)

$0

Your Override (Earned)

$0

Active Reps

0

Team

Rep	Pipeline	Signed	Your Ovr

🔒 Access Control

Beta accounts with access to the Sales Hub. You + Atlas are the vault.

Total Accounts

0

Admins

0

Managers

0

Reps

0

Active Beta Accounts

Username	Name	Role

🛰 Login Activity — device + IP, newest first · vault-only

When	User	Device	IP

Add · rotate · remove access

Passwords are never shown here — only salted hashes live in the app, so no one can read a password out of this screen or the page source. To onboard, rotate, or revoke a person, tell Atlas the name + role and it's live on the next deploy. All app + access changes route through the vault (Jeff + Atlas).

Tap a house to log a knock · tap a pin to update it

SALES HUB