Internal tool examples · Concepts

Four tools your team would actually use.

The spreadsheet that prices every job. The whiteboard that runs dispatch. The text thread that chases approval. These are concept builds of the tools that replace them, with invented sample data. Every one works. Try them.

Concepts, not client work. The companies, people and numbers are made up.

01 · Roofing

A quote builder that does the math

A roofing company whose estimators price every job in a spreadsheet. Measure, pick the material, set the margin, and send good, better and best in one go.

Connects to: Aerial measurements, your price list, job software, e-signature
Style: Estimator's blueprint
Try it: Drag the roof size, change the pitch and watch the diagram, flip to the customer view, then send it.

Concept · sample data

Ridgeline RoofingEstimate #R-2291 · 418 Oak Hollow Dr

Measured from aerial · Oct 2

Roof area 28 sq

Pitch

Material

Tear-off layers

Margin 32%

Add-onsIce & water shield, eaves and valleys$380Ridge vent, 45 ft$540Gutter guards$1,150Re-flash one skylight$425

Prepared forDana & Chris Whitfield

Valid 30 days50-yr material

Item	Cost	Price
Designer shingle, 31.9 sq incl. waste	$6,703	$9,858
Install labor, 8/12 pitch	$3,192	$4,694
Tear-off, 1 layer	$1,260	$1,853
Add-ons	$920	$1,353
Dumpster & permit	$650	$956

Total$18,714

Job cost $12,725Gross profit $5,988Above your 25% floor

02 · Plumbing

A dispatch board that re-plans the day

A plumbing company juggling emergencies and booked work across several techs. Drop a job on a tech and the day re-plans itself, drive time included.

Connects to: Job software, phone system, GPS, text notifications
Style: High-contrast ops board
Try it: Drag a waiting job onto a tech (or tap the job, then the tech). Tap a scheduled job to send it back. Try Auto-assign.

Concept · sample data

Clearflow Plumbing Dispatch

Tue Oct 66 scheduled5 waiting0 into overtime

Drag a job onto a tech, or tap a job then tap a tech.

03 · Garage doors

A customer approval portal

A garage door company that wants quotes approved the same day. The customer chooses an option, signs and pays a deposit from a text link, and the owner sees every step.

Connects to: Quotes, payments, calendar, text messages
Style: Soft consumer app
Try it: Be the customer: pick an option, choose a time, sign with your finger or mouse, pay the demo deposit.

Concept · sample data

Liftright

Hi Sam,

Here are your options for the garage door at 22 Birch Lane.

Recommended by your tech, Marco, after today's visit: broken spring, worn rollers.

04 · Electrical

Truck stock that writes the pick list

An electrical contractor with a van per tech. See what's on each van against par, flag what's running low, and send tomorrow's pick list to the warehouse.

Connects to: Inventory, purchasing, job software, barcode scanners
Style: Industrial, charcoal and yellow
Try it: Switch vans, type a part like GF-20 into the scan box, use parts with minus, then send and receive the pick list.

Concept · sample data

VOLTLINE ELECTRICTruck stock

Stock on van$1,026

Running low4

Fill to par57%

Part	SKU	On van / par
12/2 NM-B wire250 ft roll	WR-122	1/4LOW
20A single-pole breakereach	BR-20S	11/12
GFCI receptacle, 20Aeach	GF-20	3/10LOW
AFCI breaker, 15Aeach	AF-15	7/8
1/2 in EMT conduit10 ft stick	EM-12	6/20LOW
6 in LED wafer lighteach	LD-6W	12/16
Smoke + CO alarmeach	SC-CO	5/6
Wire connectors, mixedbox	WN-MX	2/6LOW

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