Financials & Performance
How to see what your roofing company is making — pipeline and close rate, per-job profit, expenses, crew pay and 1099s, and a tax-ready profit-and-loss.
Read your Performance dashboard
How to read the Performance screen — open pipeline, signed quotes, collected versus outstanding, leads this month, and your close rate as a percentage.
3 min3 steps
Track expenses & scan receipts
How to capture roofing business costs — add an overhead or monthly bill by hand, or photograph a receipt and let AI fill in the vendor, amount and date.
4 min5 steps
The Expenses page
How the Expenses screen works — year tabs, a search box, separate Overhead and Monthly bills tables with totals, and inline edit and delete on each row.
3 min4 steps
Job costing: what a job actually made
How to see the real profit on a roofing job — enter Materials, Crew pay and Other on the job and RidgeSync shows Sale, Job cost, Profit and Margin as you type.
4 min4 steps
Pay your crews and get 1099s ready
How to track subcontractor pay in RidgeSync: add each crew, record every payment with a date and method, and see who has crossed $600 and needs a 1099.
5 min5 steps
Export a tax-ready P&L
How to pull a profit-and-loss out of RidgeSync for your accountant — sales, gross job profit, net profit and margin, plus a QuickBooks-friendly CSV.
3 min4 steps
Ask your books a question
How to ask plain-English questions about your roofing numbers — best month, least profitable jobs, who still owes you — answered from your own records.
2 min4 steps