Presenter view
Demo cheat sheet
10 talking points for roofing owners and salespeople moving off paper. Use arrow keys or the buttons below to advance.
1
Hook — the paper problem
- Lost leads = lost revenue. Paper notes and text chains get buried.
- No one knows which jobs are waiting on insurance, supplements, or signatures.
- Photos live on five different phones. Contracts live in truck glove boxes.
- Gem State CRM puts the whole job — lead → measurement → proposal → production — in one record.
2
Capture a lead in the field
- Open the Map tab. Tap 'Locate me' — the phone drops a pin at the customer's house.
- Tap the roof, enter name/phone, and a new lead is created with address + street view attached.
- Salesperson can also use the camera button on New Lead or Old Lead forms to snap a contract or damage photo right then.
- Use Old Leads to quickly load paper leads from the filing cabinet without retyping everything.
3
Pipeline — no more whiteboard
- Dashboard shows every open deal, stage by stage: Lead → Inspection → Proposal → Signed → Scheduled → Complete.
- Filter by New leads, Aging, or Old leads so nothing falls through the cracks.
- Open pipeline value and deal counts update automatically as you move cards.
- Owner/admin can see every deal; sales reps only edit their own — no lead stealing.
4
Roof measurements
- Order EagleView, Hover, or Roofr reports from the deal — or enter squares and pitch by hand.
- Report PDFs and measurements attach directly to the job record.
- No need to jump between apps, email files to the office, or lose track of which report belongs to which house.
5
Proposals & financing
- Build Good / Better / Best options from the built-in price book.
- Add financing through Hearth — homeowner sees monthly payment right on the proposal.
- Send a secure signing link to the homeowner's phone; signed PDF comes back into the CRM automatically.
- When signed, the deal stage flips and the office is notified instantly.
6
Production & checklists
- Drag the signed job onto a crew on the calendar; crew lead gets an email automatically.
- Salesperson checklist confirms dumpster spot, drip edge/gutter detail, pipe boots, and accessories.
- Foreman checklist confirms materials on site, driveway photo before the container drops, cleanup, and final walk-through.
- Hard gates prevent moving forward until required photos and answers are complete.
7
Photos & documents in one place
- All job photos, contracts, insurance docs, and permits attach to the deal — no separate CompanyCam subscription.
- Field team uploads from any phone, even with weak signal (queued for later sync).
- Full-resolution originals plus thumbnails; older photos archive after 12 months but stay accessible to active customers.
8
Consistent pricing
- 106-item master price book pre-loaded: labor, prep, asphalt shingle, and standing seam categories.
- Edit cost, markup, and sell inline; sell price recalculates automatically.
- Every rep quotes from the same numbers, protecting margin.
9
Price advantage
- $250/month for up to 10 users, then $25/month per additional user.
- Free crew links for subs — they never need a paid seat.
- Compare to Roofr, JobNimbus, AccuLynx, and Jobber: per-user tiers, extra photo tools, and extra e-signature tools.
- Everything — measurement ordering, proposals, e-sign, photos, scheduling, checklists — is included.
10
Close — next step
- Start a free trial or schedule a follow-up walkthrough.
- Data imports: bring over old leads, contacts, and price books.
- Onboarding help available to get the first job created same day.
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