Everything a roofing company runs on.
Door knocking, supplements, reporting, an AI assistant and a customer portal, built around the job instead of bolted on.
Door knocking, built into the CRM.
Your reps work from a live map of every house they've knocked. Results are shared with the whole team the moment they're logged, and a good door becomes a lead without retyping anything.
Leaderboard This week · Doors
Knock and log
Tap a roof on the map or hit Knock the house I'm at. Pick the outcome and add a note about roof age or damage.
Ten outcomes
Not home, Come back, Not interested, Appt set, Damage, No damage, Claim verified, Do not knock, Renter and Closed.
Door to lead
Create lead opens with the address, location and source filled in, and the house stays linked to the job.
Goals and leaderboards
Weekly door goals, streaks, and leaderboards for doors, conversations, appointments, leads and signed.
A supplement portal that closes the loop.
Start a supplement from the job and MyField checks the packet is complete before it goes to Ruby Writing & Co. Every stage and every dollar comes back onto the job.
- Readiness check: carrier, claim, adjuster, estimate, photos, measurements, worksheet
- Five-step tracker from requested to completed
- Initial RCV, supplement increase and final RCV on the job
- Send follow-up files any time, no duplicates
Ready to send to Ruby Writing & Co.
- Carrier, claim number and date of loss
- Adjuster contact
- Adjuster estimate attached
- Job photos
- Measurement report
- Worksheet value
Custom reporting, without a spreadsheet.
Start from a company report or build your own. Choose columns, filter and group them, chart the result and share it with the people who need it.
- Bar, horizontal, pie, donut, metric and top 5 or 10 charts
- Group calculations: count, sum, average, percent of total, closing percentage
- Company, personal, shared and favorite report libraries
- Dashboards, version history, CSV export and print
| Lead source | Leads | Closing % |
|---|---|---|
| Door knocking | 146 | 38.4% |
| Referral | 41 | 29.3% |
| Storm list | 88 | 26.1% |
Chart
Group by
Calculation
Filter
An AI assistant that knows your business.
Ask MyField a question in plain English and get an answer from your own data, with links straight to the jobs it mentions.
Ask anything
What needs me today, pipeline right now, overdue invoices, which jobs are closest to approval.
Respects permissions
It works inside each person's access, so it only sees what the person asking can see.
Briefs and drafts
Five-line job summaries and drafted texts to homeowners, written in your voice.
Takes action
Ask it to create a task and it does, then links you to it.
A customer portal homeowners will actually use.
Give every homeowner one link to follow their project. They see where things stand, and your office gets fewer calls asking.
- Project progress in plain language
- Photos from inspection through clean-up
- Supplement status
- Invoices and final payment
Progress
Photos
Supplement
Approved by your insurance carrierFinal invoice
Production that stays on schedule.
Drag crews and deliveries onto one weekly calendar and run every material and labor order from the same place.
- Drag-and-drop scheduler for labor and deliveries
- Order manager: waiting to order, ordered, delivered
- ABC Supply ordering with your own account pricing
- Proof of delivery and status back on the job
- Delivery
- Roof load, AM
- PO
- MF-2071
- Proof of delivery
- On the job
Claims, measurements and code on the job.
Everything the claim depends on sits on one record: carrier, adjuster, scope, measurements and the code requirements for the address.
- Order EagleView reports and use the measurements in one click
- One Click Code data with ice and water, ventilation, waste and permit calculators
- Carrier, claim number, adjuster and date of loss on every job
- Financial worksheets that feed supplements and reports
EagleView report imported
And everything else you'd expect.
Job messaging
Team messages and mentions on the job, with notifications.
Photos and albums
Upload from the field and organize photos by job.
Payments tracking
Receivables, payables and payments on every job.
Commissions and payroll
Commission and payroll reports by rep.
Approvals and trackers
Queues for submitted leads, permits, orders and invoices.
Tasks and templates
Task manager, checklists and estimate and order templates.
Roles and permissions
Admin, manager, office, sales and crew access levels.
Built for the phone
The same MyField in the truck, on the roof and in the office.
See MyField on your own process.
Book a 30 minute walkthrough. We'll set it up around the way your company already works.