Pipeline & Jobs
How to run every roofing job across your pipeline stages on one board, what lives on the job page, how to record a voice note, and how to close a job out.
Create a job
How to create a job in RidgeSync — the record holding the customer, the measurement, the quote, the material order, the invoices, files, photos and costs.
3 min3 steps
Move jobs through your pipeline
How to move a roofing job between pipeline stages, search the board, filter by stage and sort by newest, value or name — and see each column’s total value.
3 min2 steps
Customize your pipeline stages
How to add, rename, recolor and reorder your pipeline stages so the board matches how your roofing company works — without losing any of the jobs on it.
4 min3 steps
Inside a job
What lives on the RidgeSync job page and how the numbered steps fit — job details, measure the roof, quote, materials, schedule, invoices, tasks and costs.
4 min5 steps
Record a voice note from the roof
How to talk a roofing job in from the roof instead of typing: record up to 90 seconds and RidgeSync writes the job note and creates the follow-up tasks.
2 min4 steps
Close out a job and ask for the review
How to mark a roofing job complete and text or email the customer your Google review link — and why the review buttons stay disabled until that link is set.
3 min4 steps