Your Shop Desk
Siding · Custom Shop Desk CRM

A Custom CRM for Siding Contractors

Siding jobs get stuck on color picks, HOA approvals and the rot you find behind the old boards. Your desk tracks all of it, from the measure to the last piece of trim, so the job keeps moving and the money comes in.

Start your project See desks we built
A Shop Desk set up the way a siding business would run it
A Shop Desk set up the way a siding business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Siding Words

Every siding job moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Measure
  3. 03Estimate
  4. 04Signed
  5. 05Material Order
  6. 06Install
  7. 07Paid

A siding job on your desk hangs off the home and each elevation.

So the card asks for what you actually need, and nothing a siding business would never fill in.

  • Squares by elevation
  • Siding product and color
  • Trim, soffit and fascia
  • HOA approval
  • Rotted sheathing found
  • Photos of every side
Where it leaks

Where Siding Businesses Lose Work

HOA Approvals That Delay the Start

The homeowner signed but the HOA has not approved the color. Your crew gets moved around and the job slides.

Rot Found With No Change Order

Tear off shows bad sheathing and the crew just fixes it. The homeowner never agreed to the extra cost.

Wrong Color on the Truck

The color gets written down wrong between the sale and the order. You find out when the boards come off the truck.

What we would build

Fitted to How You Already Work

  • A Measure by Elevation

    Your estimator logs each side of the house with photos and squares. The estimate and the material order come from the same numbers.

  • An HOA Step With the Paperwork

    The HOA approval gets its own line with the color and style sent in. Install day only gets booked once it is back.

  • Change Orders From the Wall

    Your crew lead photographs the rot and adds the fix with a price. The homeowner signs on their phone before the crew keeps going.

  • Color Locked From Sale to Order

    The color and profile the homeowner picked carry straight to the order. No one copies it by hand.

Start your project

Questions

What Siding Owners Ask

Can the homeowner pick colors from their phone?
Yes. They see the options you offer and pick one. It goes on the job and the order.
Can it handle insurance siding jobs after hail?
Yes. Insurance jobs get their own steps for the adjuster and each check. Cash jobs skip those steps.
Can I bill in stages on bigger jobs?
Yes. You set the milestones, like deposit, material drop and finish. Each one sends an invoice with a pay link.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Siding Business Runs

We will tell you honestly what a desk fitted to it would take.

Start your project