OnPoint™ Project Management System

Streamlining Roofing Project Execution with Clarity and Efficiency

What OnPoint™ Can Do for You Business

Project Pipeline Management

  • Custom project pipelines for retail, insurance, and realtor jobs

  • Track project stages: inspection, estimating, material ordering, scheduling, completion, and final invoicing

  • Clear visibility into all active projects for the owner, sales managers, and PMs

Automated Task Assignment and Notifications

  • Automatically assigns tasks to PMs and team members at each pipeline stage

  • Keeps projects moving without manual tracking

  • Automated reminders for inspections, material orders, supplements, and project updates

Scheduling and Calendar Integration

  • Integrated Google Calendar for inspections and installs

  • Automated appointment confirmations and reminders for homeowners and realtors

  • Easy rescheduling to maintain project momentum

Communication and Updates

  • Centralized communication hub for PMs, sales, and admins

  • Pre-built email templates for homeowners, realtors, and insurance adjusters

  • Keeps all parties informed at each stage without extra manual effort

Invoicing and Payment Collection

  • Integrated invoice creation and tracking

  • Payment collection with reminders

  • Syncs with QuickBooks for seamless bookkeeping

Supplement and Estimate Management

  • Uses RoofScope data and CompanyCam photos to generate Xactimate estimates accurately and quickly

  • Streamlines supplements and scope changes

  • Reduces cycle time from inspection to estimate

Custom Checklists for Consistency

  • Roofing-specific checklists for inspections, installs, and final walkthroughs

  • Reduces errors and missed steps

  • Ensures consistent quality and customer experience

Automated Google Review Follow-Up

  • Request reviews automatically post-project

  • Builds online reputation consistently

Reporting and Project Insights

  • Monitor project timelines and performance

  • Track completion rates and bottlenecks

  • Generate reports for accountability and operational improvement

Mobile Access

  • Manage and update projects in the field using the mobile app

  • Upload photos, notes, and updates directly from job sites

  • Access project files and communications anytime

Office:
10359 E. 62nd Ave, Denver CO 80238

Call (719) 201-6053

Site: https://staqsolutions.com