NOW EXPANDING INTO ROOFING

The Operating System
Built for Roofing Teams
That Want to Scale

Core365 brings the same proven infrastructure powering high-volume
solar and home services operations to the roofing industry. Unifying canvassing, estimating, production, compliance, and customer communication in one place.

Get Started
Get Started

THE INDUSTRY
EXPERT

THE OPERATIONS
UNIFIER

THE Growth
Enabler

Turn Every Storm Event and Neighborhood Into a Sales Opportunity
Core365 gives your canvassers live territory maps with homeowner data, storm hit zones, and rep tracking so your team knocks the right doors first. Pulse AI follows up with every lead that doesn’t answer automatically, around the clock.
Live territory maps with address level homeowner data
Storm damage zone overlays for targeted door knocking
Instant lead capture flows directly into the CRM pipeline
Pulse AI re engages every non converted lead in any language
Rep performance tracking and territory analytics in real time
Core365 — Canvassing & CRM Pipeline
Live
PIPELINE
Territory Map
Leads 47
Estimates 12
Contracts 8
AI TOOLS
Pulse Follow up
Storm Zones
Sales Pipeline — Mar 20
4 reps active · 47 leads this week
+ New Lead
47
Leads
12
Estimates
8
Contracts
$142K
Pipeline
New Lead
A. Barnes
Storm
P. Nguyen
Referral
Estimate Sent
R. Martinez
T. Okafor
Proposal
S. Chen
Signed
J. Williams
M. Davis
Core365 — Estimate Builder
Auto calculated
Estimate #EST-4821 — R. Martinez
247 Meridian Blvd · GAF Timberline HD · 34.9 sq
Preview
Send →
MATERIALS
Auto calculated from 34.9 sq
Item
Qty
Unit
Total
GAF Timberline HD — Charcoal
39 sq
$98
$3,822
GAF WeatherWatch Ice & Water
8 sq
$62
$496
GAF Feltbuster Synthetic Felt
35 sq
$18
$630
Drip edge — aluminum
184 ft
$1.80
$331
Ridge cap shingles
62 ft
$4.20
$260
Materials subtotal: $5,539
LABOR
2 crew · est. 2 days
Tear off & haul away
35 sq
$65
$2,275
Installation labor
35 sq
$145
$5,075
Flashing & detail work
1 job
$580
$580
Labor subtotal: $7,930
Materials $5,539
Labor $7,930
Overhead $1,381
Total project estimate
$14,850
✓ 18.4% margin
Accurate Estimates in Minutes, Not Hours Without a Measuring Wheel
Core365 auto measures roofs from aerial imagery and builds a complete, branded estimate in minutes. Material costs, labor rates, waste factors, and profit margins are calculated automatically so every rep quotes accurately and consistently, whether they're in the office or at the door.
Aerial measurement with ±2% accuracy no ladder required
Smart templates with material libraries and labor rates built in
Automatic waste factor and overage calculations per facet
Insurance scope line item matching for supplement submissions
Estimate to proposal to contract in one workflow no re keying
Profit margin visibility on every job before you sign
Keep Jobs Moving From Signed Contract to Final Inspection
Core365 connects your sales team, production manager, and install crew on the same job timeline so everyone knows what stage a project is in, what’s needed next, and who’s responsible. No calls, no guessing, no dropped balls between sale and install.
Job milestone tracking from permit through final inspection
Crew scheduling with availability and zone assignment
Material delivery coordination tied to install date
Change order and supplement management built in
Photo documentation uploaded from the field automatically
Customer communication triggered at every stage
Core365 — Production Management
8 Active Jobs
PRODUCTION
Job Board
Crews 4
Materials
Permits 2
DOCS
Photo Log
Change Orders
Production Board — Week of Mar 20
8 active jobs · 2 awaiting permit · 1 inspection
+ New Job
8
Active jobs
2
Permit pending
3
Scheduled
$182K
In production
Job / Address
Crew
Stage
Install
Value
J. Williams
312 Elm Blvd
Crew 1
Permit
Mar 24
$18,600
M. Davis
88 Cedar Rd
Crew 2
Install
Mar 20
$11,800
S. Chen
56 Maple Ave
Crew 3
Supplement
Mar 27
$22,400
R. Thompson
9 Park Ave
Crew 1
Materials
Mar 25
$15,200
Change order pending approval — S. Chen
Decking replacement added · +$1,840 · Customer notified
Approve
Core365 — Finance & Job Costing
MTD
FINANCE
Dashboard
Invoices 14
Payments
Job Costing
Insurance
REPORTS
Profitability
Commissions
Finance Dashboard — March 2026
14 invoices · 3 outstanding · $182K in production
+ Invoice
$284K
Revenue
+22%
$52K
Outstanding
3 invoices
19.2%
Margin
Above target
$38K
Commissions
Payroll ready
Job
Contract
Cost
Margin
Status
S. Chen
56 Maple
$22,400
$17,800
20.5%
Supplement
J. Williams
312 Elm
$18,600
$14,900
19.9%
Production
M. Davis
88 Cedar
$11,800
$9,600
18.6%
Invoiced
✓ Payment received — M. Davis · $11,800
ACH processed · Commission flagged for payroll
Closed
Invoice, Collect, and Track Every Dollar Without Leaving Core365
Core365 handles the complete financial lifecycle of every job from deposit collection at signing to final invoice delivery and payment processing. Commission tracking, job costing, and profit reporting give leadership real time visibility into what's actually making money.
Send invoices and collect deposits directly from the platform
Job level profitability tracking against original estimate
Commission calculations for reps, setters, and closers
Insurance payment reconciliation and supplement tracking
Lien waiver generation and document routing
Financial dashboards by rep, crew, and market
AI Agents That Run Your Pipeline While Your Crew Is on the Roof
Core365 deploys purpose built AI agents that handle the time sensitive work autonomously re engaging cold leads, activating new reps in under 24 hours, confirming installation appointments, and training your sales team so your operation runs at capacity without adding management overhead.
Pulse re engages every un converted door knock automatically
Nova activates new sales reps and subcontractors in under 24hrs
Echo confirms install appointments and handles reschedules by text
Ava coaches reps through objections and insurance claim conversations
All agents run 24 7 no extra headcount required
Core365 — AI Agent Activity
All systems live
AI Agents — Today's Activity
4 agents active · running autonomously
All live
P
Pulse — Lead Follow-up
Active
Re engaging 22 storm zone leads right now
62
Leads contacted
14
Appointments set
5
Estimates booked
E
Echo — Appointment Confirmation
Active
Confirmed 11 installs · 2 rescheduled automatically
11
Confirmed
2
Rescheduled
0
No shows
N
Nova — Rep Onboarding
Active
2 reps activated this week · 1 in progress
2
Activated
1
In progress
<24hr
Avg time
WHY CORE365 FOR ROOFING

One platform. Every function.

Roofing companies don't need another piece of software. They need a complete operational backbone & that's exactly what Core365 delivers.

The Unifier
One system for field and office
Sales, production, finance, and compliance unified under one roof. No more silos, no more disconnected tools.
The Industry Expert
Built by people who know roofing
Core365 is built by industry veterans who understand the workflow from canvass to close to insurance supplement.
The Growth Enabler
Scales as you grow
As your team expands, Core365 automates complexity, streamlines reporting, and turns data into direction.
THE PROBLEMS WE SOLVE

Where roofing companies lose ground.

Storm demand. Insurance delays. Supplement pressure. Core365 was built to protect roofing margins at scale.

Roofing
$20K–$55K
Estimated monthly revenue loss from insurance delays, supplement gaps, and material logistics issues
Weather Impact
Storm cycles and seasonality create unpredictable demand, impacting revenue consistency and planning.
Supplement Gaps
Missed supplements and incomplete scopes reduce claim value and cut into roofing margins.
Insurance Delays
Insurance approvals, adjuster timelines, and claim disputes delay roofing projects and payments.
Material Logistics
Shingle availability, supplier delays, and delivery coordination issues disrupt roofing project timelines.

Let's Simplify Your Operations & Scale Smarter

Be Among The First Roofing
Companies on Core365

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