Do I have to use every stage?

No. Many companies never drag to In production. Use the stages that help you see where work is stuck.

Can a job skip stages?

Yes. A manual move can go to any stage, and automatic moves jump straight to the matching stage, for example from New lead to Quote sent if you send a proposal without saving photos first.

What My Roof CRM does: the life of a roofing job

A five-minute orientation. Learn the eight stages every job moves through and which screen you use at each one, so the rest of the course makes sense.

Beginner 5 minOwner / manager, Office & admin staff, Sales rep / estimator, Field crew· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /board · Guide last checked 2026-10-03

0 of 7 ticked · remembered in this browser

Preconditions

A demo workspace with jobs in most columns, leaving Inspected empty so its hint text shows.
Sidebar expanded, browser at 1920×1080.

Steps

1. Open the boardDo: Log in. You land on Board, the first item in the left sidebar. Read the eight column headings from left to right: New lead, Inspected, Quote sent, Signed, Materials ordered, In production, Invoiced, Paid.Expect: Eight columns are visible (scroll sideways on a small screen). Each has a coloured dot, a count and a dollar total. The subtitle reads "N active jobs · $X still to win".Actual:
2. Stage 1 and 2: New lead and InspectedDo: Look at the first two columns. A job is created with the "New job" button and starts in New lead. When someone saves site photos from their phone, the job moves to Inspected on its own.Expect: Empty columns show the hint text "Call booked, customer created" and "Photos and notes captured".Actual:
3. Stage 3 and 4: Quote sent and SignedDo: Look at the next two columns. Building the proposal happens on the job page and in the report editor. Sending it moves the job to Quote sent; the homeowner signing moves it to Signed.Expect: Cards in Quote sent carry a tracking chip such as "Sent 2h ago" or "Opened 3× · yesterday".Actual:
4. Stage 5 to 8: order, production, invoice, paidDo: Look at the last four columns. Creating a material order from the signed proposal moves the job to Materials ordered. In production is a manual move when the crew starts. Creating the invoice moves it to Invoiced. Paid is a manual move when the money arrives.Expect: Hint text reads "Material order created", "Crew on the roof", "Invoice sent" and "Payment received" (the Invoiced move actually happens when the invoice is created).Actual:
5. Find the supporting screensDo: Read the rest of the sidebar. Calendar schedules visits. Jobs is the full list. Customers rolls up every homeowner. Dashboard shows revenue. Price list is your catalog. Under Setup: Branding, Settings, Team, Billing and Help & guides.Expect: Every item highlights when you click it, and the page heading matches the item (the Jobs page heading says "Projects"; same thing).Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Finished this lesson?