The full platform, detailed

Every feature in PitchedOps is built to solve a specific, costly problem in the way roofing companies operate. Here's what you get.

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Pipeline Intelligence

Real-time visibility across every active job.

PitchedOps connects to your CRM and surfaces the state of every job in your pipeline — what stage it's in, how long it's been there, and whether it's moving. Instead of manually chasing down updates, your team sees a live dashboard and gets proactive alerts when something stalls.

What's included

Live job stage tracking synced from your CRM
Days-in-stage alerts with configurable thresholds
Pipeline value and weighted revenue forecasting
Daily digest email to keep your team aligned
Salesperson performance breakdowns

Margin Protection

Know your gross profit on every job, in real time.

Job margin erosion is one of the leading causes of roofing company failure. PitchedOps connects to QuickBooks Online and calculates real gross profit on every job — not the estimate, the actual. Get flagged when a job dips below your threshold before it closes.

What's included

Real-time GP% pulled from QuickBooks actuals
Configurable GP% threshold alerts
Margin trend reporting by salesperson and job type
Side-by-side estimated vs. actual comparison
Low-margin job escalation to owners

Lost Lead Recovery

Automated follow-up for every estimate that went quiet.

Most roofing companies send a quote and move on. PitchedOps enrolls every lost estimate into a structured follow-up sequence — timed emails and SMS messages that re-engage homeowners who didn't respond. The best time to recover a lead is before they hire someone else.

What's included

Automatic enrollment of lost/non-responsive estimates
Configurable email and SMS drip sequences
Unsubscribe and re-engagement tracking
Reply detection to pause sequences automatically
Won-back revenue attribution reporting

Permit Tracking

Never lose a crew to a permit delay you didn't see coming.

Permit delays are a silent margin killer. Jobs sit idle while crews get moved, overhead accrues, and homeowners get frustrated. PitchedOps tracks permit status across your active jobs and alerts your team when a permit is overdue or approaching a critical window.

What's included

Permit status tracking by job and jurisdiction
Overdue permit alerts with escalation
Permit timeline integrated into job stage view
Manual permit log updates from the field
Historical permit timing by municipality

Google Review Autopilot

Double your review volume without changing your workflow.

Reviews drive referrals and search ranking. PitchedOps automatically triggers a review request the moment a job reaches the Completed stage — via SMS and email — so your team never has to remember to ask. Respond to reviews from within the dashboard.

What's included

Auto-triggered review requests on job completion
Customizable SMS and email templates
Review response tracking by channel
Google Business Profile integration
Monthly review volume and rating trend reports

Lien Protection Enforcer

Protect every dollar before you close a job.

Closing a job without a signed lien waiver is a liability most roofing companies don't discover until it's too late. PitchedOps flags every job that approaches completion without a collected lien waiver and blocks stage advancement until it's resolved.

What's included

Lien waiver collection status per job
Stage-gate: jobs can't close without waiver confirmation
Escalation alert to owner if waiver is overdue
Document upload and storage for waivers
Audit log for every lien-related action

See it in action

Connect your CRM and QuickBooks in 15 minutes. Your pipeline is waiting.

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