Reports-only workspace

Fast customer entry, ordering, downloads, and billing in one focused lane.

Roof Reports Portal

Fast roof report ordering without the extra noise.

This is the lower-friction Roof Ops Hub lane for contractors who only need customers, orders, downloads, and simple flat-rate billing.

Existing CRM members

Full CRM customers already have access to this lighter reports portal lane if they want a faster entry point for customers, ordering, and downloads.

Open reports portal

Dashboard

Customers

Roof Report Orders

Completed Downloads

Billing

Account

Portal rules

Portal login is free.
Flat-rate roof reports at $18 each.
Card on file is required before live roof report orders.
Customers and files stay in one simple workspace.
Upgrade path into full Roof Ops Hub stays clean.

Upgrade trigger

When a contractor needs estimates, permits, supplier workflows, or full job files, this lane promotes them into the main CRM instead of sending them to a different system.

Dashboard

Orders in, files out, no extra mess.

The portal gives contractors a real logged-in product from day one: quick customer entry, fast order submission, a live report queue, and download access the second files are ready.

Miami-Dade + Broward supported

Shared backend with main platform

Designed to convert into full CRM

Reports this month

+12 from last month

Pending orders

2 need approval today

Ready to download

Newest file 18 min ago

Current spend

$684

Flat-rate billing at $18/report

New order

Quick order composer

Fast lane

Customer

Maria Diaz

Property

19501 SW 154th St, Miami, FL

Product

Roof measurement report

Price

$18 flat rate

Delivery

Email alert plus portal download queue

Submit order

Save as draft

Customers

Lightweight customer list, not a bloated CRM grid.

Search customer or property

Customer

Property

Last order

Status

Carmen Torres

Torres Roofing

123 Main St, Miami

Jun 29

Active

Edward Jimenez

Jimenez Contracting

4226 Cascada Cir, Cooper City

Jul 3

Ready

Maria Diaz

Diaz Roofing

19501 SW 154th St, Miami

Today

New

Luis Moreno

Moreno Builders

13015 SW 88th Ter, Miami

Today

Processing

Report queue

19501 SW 154th St

Maria Diaz

Draft

Waiting for confirmation

4226 Cascada Cir

Edward Jimenez

Processing

Expected in 45 minutes

8421 SW 143rd Ave

Internal sample file

Ready

Download available now

Billing snapshot

Roof reports38 x $18

Current cycle total$684

Next invoice dateJul 31, 2026

Completed downloads

Files stay easy to find after the order is done.

Download queue

4226-cascada-cir-roof-report.pdf

4.2 MB • Ready 18 min ago

Download PDF

123-main-st-roof-report.pdf

3.8 MB • Ready yesterday

Download PDF

13015-sw-88th-ter-roof-report.pdf

4.0 MB • Ready Jul 4

Download PDF

Upgrade path

Start with reports. Expand when the business needs more firepower.

This portal converts contractors into the bigger Roof Ops Hub product naturally. Once they need estimates, supplier workflows, permits, documents, or production tracking, the same account graduates into the full CRM.

Reports-only customers become full CRM workspaces later

Customer records and report history follow them forward

Same brand, same login family, cleaner upsell path

See CRM Path Back to Homepage

Signup path

Free portal login. Card saved for report charges.

Reports-only users can log in without paying for the full CRM, but they still need a card on file before ordering live roof reports. That keeps the lane friction-light while using the same Stripe and 1ESX plumbing already powering the main platform.

No CRM subscription required for reports-only accounts

Card setup happens first so live orders can charge cleanly at $18

Upgrade Now unlocks full CRM access without rebuilding the account

Create reports-only access

Start the real portal setup flow

This creates the free reports portal account and sends the owner through secure Stripe card setup for roof report ordering.