Live
Dashboards update as deals move
Every job
Profit tracked after materials and labor
One place
Pipeline, production, leads and margin
Most roofing company owners don't know their close rate, their cost per lead, or their true profit margin until the accountant tells them at the end of the year. By then, it's too late to fix. CompanySync reports on those numbers as your team works, so you can act on them while the jobs are still open.
See the value of everything in play, broken down by stage, source, and rep. Filter by date range so you can compare this month to the same month last year.
See your gross and net margin on every job — after materials, labor, commissions, and overhead. Know which job types and which reps are actually profitable.
Record your ad spend against the leads it produced and see what you're paying per lead, per inspection, and per closed job for every channel.
Jobs completed per crew per week, average days from inspection to install, and where jobs are sitting past their target date.
Dashboard — Revenue, Margin & KPI Overview
When you lose a deal, do you know why? CompanySync records a win/loss reason on every opportunity, so you can see the pattern by rep, by source, and by price and fix what keeps costing you jobs.
Win/Loss Report — Reasons, Reps, and Patterns
Reporting dashboards are included in every CompanySync plan. Start free today.
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