Company Configuration
Admin
How Waters Edge runs: people, workflow, templates, and settings.
Workflow Milestones
Define the stages every job moves through.
New Lead
Open revenue
Inspection Scheduled
Open revenue
Inspection Complete
Open revenue
Proposal Sent
Open revenue
Contract Signed
Open revenue
Production Prep
Open revenue
Materials Ordered
Open revenue
Scheduled
Open revenue
In Production
Open revenue
Final Inspection
Open revenue
Closed / Warranty
Closed revenue
Drag handles are illustrative in this preview. Revenue classification controls whether a stage counts as open or closed in Reports.
Users & Roles
Team access and permissions.
Blake Hauger
blake@watersedge.example · Owner
Taylor Reed
taylor@watersedge.example · Salesperson
Chris Morgan
chris@watersedge.example · Salesperson
Dana Whitlock
dana@watersedge.example · Project Manager
Kim Sutter
kim@watersedge.example · Project Manager
Robin Vance
robin@watersedge.example · Office Admin
Proposal Templates
Reusable proposal layouts and language.
Standard Shingle Replacement
Architectural shingle · full tear-off
Metal Roof — Standing Seam
Premium residential metal
Repair & Maintenance
Small scope repairs
Storm / Insurance Claim
Includes claim language
Manufacturers & Products
Selectable brands, product lines, and colors.
Owens Corning — Duration
Architectural shingle · 12 colors
GAF — Timberline HDZ
Architectural shingle · 15 colors
CertainTeed — Landmark
Architectural shingle · 10 colors
Atlas — Pinnacle Pristine
Architectural shingle · 8 colors
Standing Seam — 24ga
Metal panel · 9 colors
Additional Services
Optional add-ons offered on proposals.
Gutter Guards
Per linear foot add-on
Gutter Replacement
5" or 6" aluminum
Skylight Replacement
Velux deck-mounted
Attic Ventilation Upgrade
Ridge vent + intake
Decking Replacement
Per sheet, as needed
Financing Settings
Homeowner payment options shown on proposals.
Financing partner
Placeholder — not connected
Default term display
120 months, est. monthly payment
Show financing on proposals
Per-proposal toggle default
Deposit requirement
30% at contract signing
Company Settings
Branding, licensing, and defaults.
Company name
Waters Edge Roofing
Service area
Anne Arundel County, MD
License #
MHIC 000000 (sample)
Default warranty
Manufacturer + 10yr workmanship
Brand colors
WER Navy / Cyan
Integrations
All integrations are placeholders in this visual prototype.
QuickBooks
Accounting sync
Not connectedCompanyCam
Job photo documentation
Not connectedStripe
Payments & deposits
Not connectedEmail & SMS
Customer messaging
Not connected