Rocky · Example drawing
Saved on this device
WORKSPACE

Home

Manage leads from first contact through drawing and estimate, then move sold work to Jobs.

● Saved on this device

Recent Leads

Pending Approvals

0 awaiting

Estimates marked as sent and awaiting homeowner response. Follow-up campaigns will come later.

Calendar

Estimate appointments, installations, and follow-ups.

YOUR COMPANY CATALOG

Showroom

Present your own products, examples, and before-and-after images.

CUSTOMER PIPELINE

Leads

Create a lead to start its drawing, materials, and estimate.

PROJECT FOLDERS

Jobs

Sold jobs retain their drawing, material list, and estimate.

SCHEDULING

Calendar

Sales appointments, installations, follow-ups, and assigned installers.

COMPANY SHOWROOM

Showroom

Your company's custom product gallery. All folder names and images are chosen by your company.

COMPANY ADMINISTRATION

Settings

Manage your company's product Showroom and installer names.

Showroom Manager

Create your own folders, rename them, and upload your own images. Changes are specific to this company's local prototype.

Installers

Add installer names for job assignments on the calendar.

Prototype storage: photos, folders and schedules are currently saved only in this browser. They are NOT yet synchronized to the company or installer's devices. Cloud accounts and storage are required before team rollout. Back up critical job photos separately.

LEAD WORKSPACE

Rocky

Example gutter drawing

Rocky · Gutter drawing

Set ★ House Center in the middle of the home first for accurate placement. Numbers face the house; blue circles face out. Tap a run or number to edit. Pinch with two fingers to zoom.
★ = house center · Black = gutters · Red dots = miters · Blue circles = downspouts · ⊗ = outlet only · RC = rain chain
● Saved locally

Selected item

Edit the selected run, downspout, or miter
193Gutter feet
50Downspout feet
Billable-equivalent units—
Your quick estimating method: gutter and downspout feet + 1 per elbow, miter and cap + 2 per offset. Outlets are excluded. Not a dollar amount.

Installer material takeoff

Tap Adjust to change order quantities without changing the drawing. Manual differences carry forward when the drawing changes.

Miters and left/right end caps are estimated from the drawing’s interior. Tap a corner to correct IS/OS or IBM/OBM. Double-check handedness before ordering materials.

Geocel Sealant (Senox)

Material quantity only — no price and no billable units. Miters include inside, outside, and bay miters.

Calculated from miters

Leaf Screen Pricing

Set the installed price per linear foot for each screen type used on this drawing. Leave a price blank to exclude its charge.

Screen charges$0.00

Screen footage comes from the drawn gutter runs, not material order adjustments. It does not add billable units. Screen charges are added before the employee discount.

Fascia Paint

Optional flat-price service for this job. Enter a dollar amount only if fascia painting is included.

Not counted in billable units. A price greater than $0 adds a separate line item to the job estimate.

No fascia painting added

Employee review

Awaiting review

Once the drawing and takeoff are correct, approve the material quantities and set the internal rate per billable unit.

No approval recorded yet.
Select a gutter run, downspout circle, or a corner to edit it. To add gutters, choose Draw gutter and drag a line. For a downspout, outlet only or rain chain, choose Add downspout and tap near a gutter.

Prototype only: drawings and employee pricing approvals save on this device. Cloud sync, customer estimates, delivery, and supplier ordering are not connected yet.

MATERIAL PLANNING

Material takeoff

Calculated from this record's drawing. Adjust order quantities without changing measurements.

CUSTOMER ESTIMATE PREVIEW

Estimate for Rocky

Awaiting employee approval
Legacy Gutters and PatiosRepresentative: Rocky Martinez
Contact: (210) 602-3844
GUTTER INSTALLATION ESTIMATE
Customer copy

Prepared for

Rocky

Job-site address

Address not entered

Installation layout

GuttersDownspoutOutlet to lower roofRain chain

Project specifications

Total estimatePending review

Email and text open a draft in your device's app; they do not send automatically. For the drawing, use Print / Save PDF and attach it manually. Real remote approval requires secure online estimate links.

Prototype: customer approval shown here is a preview only. No email, text or remote acceptance is stored on a server.

JOB PHOTOGRAPHY

Job Photos

Take before, after, and inspection photos directly in this folder for team review and future before-and-after marketing.

Photos save to this browser's private storage for now, not to company cloud storage. They will not appear automatically on another device until the backend is connected.

Admin Job Review

Review the drawing, materials and photos before installation. Role permissions will be enforced when accounts are connected.

Not reviewed