Clearview Roofing

Sales, production, and back office each tracked jobs differently. Change orders were easy to miss, crew notes did not always reach billing, and leadership lacked a clean picture of job margin until weeks after completion.

As volume increased, the friction between office and field started showing up as rework, delayed invoices, and customer callbacks that should have been caught on site.

Clearview moved every job onto one shared record from first quote through production and final invoice. Photos, scope changes, crew updates, and approvals live in the same place—visible to sales, PMs, and finance.

Production teams close out jobs with the documentation billing needs, so invoices go out faster and leadership can review margin while the work is still fresh.

Handoffs between sales, crews, and finance are cleaner because everyone works from the same source of truth. Fewer jobs reopen after close-out, and billing cycles shortened once documentation stopped living in inboxes.

Robert’s leadership team now reviews active production and margin signals in one dashboard instead of reconciling three systems every Monday morning.