Product tour·5 min read
00/Prologue
Before RevCore Pro, this same re-roof took three tools and seven forms.
Watch what happens here.
01/Lead
CRM
At 9:14 AM, a homeowner in Pasadena submits a form. Before your phone pings, the lead is already in your pipeline, enriched with address, source, and first-touch SMS. No spreadsheet. No copy-paste.
New lead · Coastline Exteriors
09:14 · Mon Apr 26
Captured 0:00 after submit
Margaret Henderson
Submitted the homeowner intake form on coastlineexteriors.com.
Service address
312 W Coastline Dr, Pasadena 91105
Source
Google LSA · roofing keyword
Project
24 sq architectural shingle re-roof
Assigned to
Hayden Mitchell · Coastline Exteriors
First-touch SMS · auto-sent
· 0:42 after submit“Hi Margaret, this is Hayden at Coastline Exteriors. Got your re-roof inquiry — happy to walk the property this week. Tue 9 AM or Wed 4 PM?”
Pipeline stage
New leadQuote sent02/Quote
Quote builder
Pull from your price book, let Rev flag margin risk, and assemble three tiers the homeowner can actually compare. Financing shown inline on every tier, automatically.
Quote · Henderson re-roof · 24 sq
By HM
Good
24 sq · architectural · 3-tab ridge
30-year shingle · 5-year workmanship
$48,200
Better
Popular24 sq · architectural · ridge cap · ice + water
50-year shingle · 10-year workmanship
$54,400
Margin 32% · safeBest
24 sq · designer · synthetic underlayment · ice + water
Lifetime shingle · 15-year workmanship
$62,200
Pipeline stage
Quote sentAwaiting signatureFinancing shown inline · monthly preview on every tier
03/Pitch
Presentation
Open presentation mode. Every slide is branded to your company. Photos, warranties, financing, monthly payments — in one swipe-friendly flow designed for the dining room.
01 / 03·Welcome, Henderson · Coastline Exteriors
"/From the field
“Our techs love the iPad presentations. Homeowners see the options right there and pick the higher tier almost every time.”
Sarah Chen
Operations Manager · ProElite HVAC
04/Close
Payments
The homeowner says yes. They sign on your iPad, the deposit hits your account same day, and the job moves into your schedule automatically. No paper, no follow-up, no waiting two weeks.
Close · Henderson re-roof · $12,400 deposit
Mon · Apr 27
From signature to bank
Two minutes at the kitchen table.
Margaret Henderson signs at 312 W Coastline Dr. Coastline does not pack up the truck before the deposit lands.
E-sign · iPad
6:42 PM
Margaret signs the Good tier
Re-roof contract · $48,200 · 24 sq architectural
RevCore Payments · authorize
6:43 PM
Deposit authorized
$12,400 held against the Coastline operating account
Same-day payout · queued
6:44 PM
Same-day payout queued
On Pro and Scale plans · same-day window · weekend-safe
Funds cleared · ledger
Tomorrow · 9:00 AM
Funds in Coastline Exteriors's bank
Job moves to Build · Crew Bravo dispatched Tuesday 7:30 AM
05/Build
Service delivery
Drop the job onto the schedule. Field techs see everything on their phone — address, scope, photos, notes. They check in, upload progress photos, and the homeowner's portal updates in real time.
Job J-2046 · Day 2 · Henderson tear-off
11:47 AM · 5G
Crew Bravo · Tomás Beltrán + Rae Whitfield
7 stages on the truck. 4 done, 1 in motion.
312 W Coastline Dr · same punch list as the office laptop, same photos as Henderson's portal.
01 · Tarps · perimeter protection
02 · Tear-off · old layer
03 · Ice + water shield
04 · Synthetic underlayment
05 · Shingles · south slope
70%
06 · Ridge cap
07 · Cleanup + magnetic sweep
Milestone 2 · auto-fires on sign-off
$19,280Money map · Coastline Exteriors
06:04 · Mon Apr 26
Pinned for Hayden · Mon 6:04 AM
Where every dollar sits today.
Pipeline open
$186,400
14 deals
In quote
$42,600
5 quotes
Signed this week
$48,200
1 deal · Henderson
AR owed
$31,240
7 invoices
1 deal aging in quote · Kim residence · 4 days no touch
NudgePinned by · owner
Hayden Mitchell · Coastline Exteriors
06/Paid
Reports
The job gets marked complete. The final invoice goes out automatically. The homeowner pays from their portal or a payment link via text. Your revenue, margin, and close-rate dashboards refresh live.
07/Epilogue
Every chapter you just walked through ships in the box. Fourteen days, every workflow, no credit card.
Ready when you are
Start the fourteen-day trial with every feature unlocked. No credit card required. Point your team at one system before the busy season hits.
14-day free trial · No credit card · Cancel anytime
Also ask about RevCore on
