Roofing Contractor HQ

Summit Ridge Roofing · Roofing contractor · Omaha, NE

The owner of Summit Ridge Roofing uses this to see what is booked, what is owed and what needs ordering.

Construction and tradesWork ordersLinked tables5 tables · 16 views · 1 form · 2 row actions · 1 agent
Use this template

Customers board

Customers
Active10
Desmond VasquezHomeowner(402) 555-0159
Noor DelacroixLandlord(402) 555-0196
Silas KellermanInsurance claim(402) 555-0133
Tobias CastellanosHomeowner(402) 555-0107
Greta JankowskiLandlord(402) 555-0144
5 more
Lead1
Kasia TennantHOA(402) 555-0170
Inactive1
Priyanka OyelaranLandlord(402) 555-0192

Tables

Customers

12 sample rows · 13 columns

Homeowners and property owners, their roofs and what they owe.

CustomerTypeStatusPhoneEmailNeighborhoodCustomer since
Desmond VasquezHomeownerActive(402) 555-0159desmond.vasquez@inbox-mail.netStonebridgeSep 8, 2026
Noor DelacroixLandlordActive(402) 555-0196noor.delacroix@inbox-mail.netHarbor HeightsJul 15, 2026
Silas KellermanInsurance claimActive(402) 555-0133silas.kellerman@inbox-mail.netWillow CreekMay 21, 2026
Kasia TennantHOALead(402) 555-0170kasia.tennant@inbox-mail.netNorth RidgeMar 27, 2026
Tobias CastellanosHomeownerActive(402) 555-0107tobias.castellanos@inbox-mail.netSunset FlatsJan 31, 2026
Greta JankowskiLandlordActive(402) 555-0144greta.jankowski@inbox-mail.netMaple HollowDec 7, 2025
Percival RosenthalInsurance claimActive(402) 555-0181percival.rosenthal@inbox-mail.netEastgateOct 13, 2025
Bronwyn ZielinskiHOAActive(402) 555-0118bronwyn.zielinski@inbox-mail.netRiverbendAug 19, 2025
Idris GraysonHomeownerActive(402) 555-0155idris.grayson@inbox-mail.netOld MillOct 5, 2026
Priyanka OyelaranLandlordInactive(402) 555-0192priyanka.oyelaran@inbox-mail.netCedar ParkOct 4, 2026
Hamza YoshidaInsurance claimActive(402) 555-0129hamza.yoshida@inbox-mail.netLakeviewOct 3, 2026
Rosalind FairbairnHOAActive(402) 555-0166rosalind.fairbairn@inbox-mail.netFoxglove CourtOct 2, 2026

Roof jobs

21 sample rows · 18 columns

Every roof from inspection to final walk-through, with crew, cost and margin.

Roof jobStatusCustomerWork typePriorityLead techScheduled for
Roof repair - KellermanCompletedSilas KellermanRoof repairRoutineTamar WhitcombeSep 27, 2026
Full roof replacement - ZielinskiCompletedBronwyn ZielinskiFull roof replacementRoutineDmitri SokolovOct 2, 2026
Storm damage patch - VasquezCompletedDesmond VasquezStorm damage patchRoutineKofi MensahOct 6, 2026
Gutter and fascia - JankowskiCompletedGreta JankowskiGutter and fasciaRoutineTamar WhitcombeOct 9, 2026
Skylight install - YoshidaCompletedHamza YoshidaSkylight installUrgentDmitri SokolovOct 12, 2026
Roof inspection - TennantCompletedKasia TennantRoof inspectionRoutineKofi MensahOct 14, 2026
Flat roof recoat - GraysonCancelledIdris GraysonFlat roof recoatRoutineTamar WhitcombeOct 10, 2026
Chimney flashing repair - DelacroixOn holdNoor DelacroixChimney flashing repairEmergencyDmitri SokolovOct 13, 2026
Roof repair - RosenthalScheduledPercival RosenthalRoof repairRoutineKofi MensahOct 16, 2026
Full roof replacement - FairbairnIn progressRosalind FairbairnFull roof replacementUrgentTamar WhitcombeOct 12, 2026
Storm damage patch - CastellanosIn progressTobias CastellanosStorm damage patchRoutineDmitri SokolovOct 13, 2026
Gutter and fascia - OyelaranScheduledPriyanka OyelaranGutter and fasciaRoutineKofi MensahOct 14, 2026

9 more rows

Materials

10 sample rows · 11 columns

Shingles, underlayment and flashing at the yard, with cost and reorder levels.

MaterialCategoryUnitUnit cost (USD)On handReorder atSupplier
Architectural shingles, bundleShinglesbundle$3412060Prairie Roofing Supply
Synthetic underlayment, rollUnderlaymentroll$88148Prairie Roofing Supply
Ice and water shield, rollUnderlaymentroll$11296Prairie Roofing Supply
Drip edge, 10 ftFlashingpiece$78040Missouri Valley Metals
Roofing nails 1.25 in, boxFastenersbox$46126Missouri Valley Metals
Ridge vent, 4 ftVentilationpiece$164020Prairie Roofing Supply
Pipe bootFlashingeach$93015Missouri Valley Metals
Roofing cement, tubeSealantstube$83618Prairie Roofing Supply
Starter strip, bundleShinglesbundle$312412Prairie Roofing Supply
Dumpster tarpsSafetyeach$4263Missouri Valley Metals

Invoices

6 sample rows · 11 columns

What has been billed, what is paid and what is overdue.

InvoiceStatusRoof jobCustomerAmount (USD)IssuedDue
INV-1040OverdueRoof repair - KellermanSilas Kellerman$560Sep 27, 2026Oct 11, 2026
INV-1041PaidFull roof replacement - ZielinskiBronwyn Zielinski$14,497.70Oct 2, 2026Oct 16, 2026
INV-1042PaidStorm damage patch - VasquezDesmond Vasquez$2,101.80Oct 6, 2026Oct 20, 2026
INV-1043SentGutter and fascia - JankowskiGreta Jankowski$1,419.40Oct 9, 2026Oct 16, 2026
INV-1044SentSkylight install - YoshidaHamza Yoshida$2,360Oct 12, 2026Oct 22, 2026
INV-1045DraftRoof inspection - TennantKasia Tennant$390.80Oct 14, 2026Oct 30, 2026

Also included

  • Mark doneRow action
  • Mark paidRow action