RoofGuard sales workspace
Configure, price and present the plan.
Choose the service level, confirm pricing, and prepare the customer agreement without leaving the tablet.
1
Quote setup
Property and system
JobNimbus customer or job
Start typing a company, contact, job, address, email, phone, or job number.
Verified sources only
Choose an existing JobNimbus job that has already synchronized to CompanyCam.
Build the scope
Choose the services to include
Each selection adds its line-item rate and minimum to the custom annual price.These are editable staff-side pricing defaults. Essential, Plus, and Signature keep their normal package pricing.
Verified customer, property and integration details
Customer record connection
No verified customer selected
Enrollment and signing stay locked until JobNimbus and CompanyCam are matched by the server.
Signed agreement delivery
Checking Outlook connection…
Customers receive the signed PDF through Outlook; delivery is logged in JobNimbus.
System detail inputs
Only the fields used by the selected system affect the material list. Blank fields are treated as zero.
2
Restoration pricing
Materials, labor and margin
| Material | Required | Purchase plan | Factory | After discount |
|---|
Enter a roof area to calculate materials.
Factory materials$0
Discounted materials$0
Materials with tax$0
Labor + other$0
Restoration job cost$0
Restoration selling price$0
3
Signature funding
Maintenance rate and funding assumptions
$/sq. ft.
$
Cost-recovery period108 months
Financing period12 months
Contract term120 months
These totals update from the selected services. Type over either amount to set a manual price; use Use calculated to return to the service total.
Customer records
