THE SOFFYT PLATFORMBuilt around the way contractors work.
Every part of the job. Working together.
Win the work. Set the team up to deliver. Keep the customer in the loop. Get paid. Know your profit. Soffyt brings the whole operation together, so every person knows what happens next.
Features depend on your plan, permissions, and company setup. Connected email, document templates, and payment collection require their respective accounts to be configured. Explore the dedicated mobile app and ask about rollout availability.
Start with the customer, then keep each opportunity connected to the people, property, and work involved. Follow your sales pipeline from the first inquiry through an accepted proposal, with ownership and follow-up visible to the whole team.
See where each opportunity stands and who is responsible for moving it forward.
✓
Keep the customer at the center
Connect opportunities to a shared customer record, so contact details, notes, and previous work stay within reach. Track separate opportunities when the same customer needs more than one job.
✓
Build your sales process
Configure pipelines and stages around the work you sell. Use board and list views to see active opportunities, their value, and the people responsible for them.
✓
Follow through on the next step
Keep notes, tasks, email, and appointments connected to the opportunity. Where company phone service is configured, a dedicated Calls/Texts tab brings calls and text conversations into customers, opportunities, and projects, with their history also visible in Activities. Give the next teammate the context to pick up the conversation and move the sale forward.
A homeowner calls about replacing a roof. Create their customer record and opportunity, assign an estimator, and keep the site visit, follow-up, and proposal tied to that same opportunity.
Connect your email and bring shared inbox work into Soffyt. Assign messages, track their status, and discuss the response internally, with the customer and job records close at hand.
Email ownership and follow-up live alongside the records your team works from.
✓
Personal email and shared inboxes
Connect supported Google or Microsoft accounts. Give the team a shared place to manage office, sales, or service email with access appropriate to each employee.
✓
Assign, discuss, and resolve
Assign responsibility, change a conversation’s status, and leave internal notes for teammates. Coordinate the reply in context instead of forwarding messages between employees.
✓
Learn how your responses land
Use the ‘How was my response?’ feedback workflow to collect customer response satisfaction. Review feedback by team and employee to identify what is working and where coaching would help.
A customer asks to move an installation. Assign the email to scheduling, leave an internal note for the project manager, and track the conversation until the customer has a confirmed answer.
Your quote workspace brings pricing, scope, options, and presentation together. Use a customizable price book for everyday work and an integrated roofing proposal workflow for roof-specific estimating—all inside the same platform.
Build the scope, price the work, and prepare the customer’s proposal in one workspace.
✓
Your prices, your way
Organize products, materials, labor, permits, and services by job type and category. Set descriptions, units, costs, and selling prices so your team quotes from a consistent company price book.
✓
Bundle repeatable work
Group the items you sell together into reusable bundles. Add a complete installation package to a quote while keeping the underlying materials and labor organized.
✓
A home for every trade
Create proposals for roofing, electrical, plumbing, HVAC, insulation, windows, siding, solar, and more. The roofing tool adds roof measurements, waste, and roof-system pricing to the regular quote workflow.
A CLOSER LOOK
Make your best estimates repeatable.
A well-organized price book means the next estimator can use the same products, service packages, and pricing. Your team can spend more time getting the scope right. The mobile quote workflow supports reopening drafts, finding price-book items, editing names, quantities and prices, and preparing a customer link or email from the quote. Mobile availability and sending setup apply.
For a roof replacement, start with roof area and waste, choose the roof system, and add ventilation and gutters. For the same customer’s electrical work, build a separate quote from your electrical price book.
Your paperwork. Your terms. Ready for the next job.
Create reusable proposal, contract, and change order templates that reflect how your company sells and delivers work. Pair them with payment schedules that match the job, so the customer sees a clear scope and knows when payments are due.
Keep company documents organized and ready to use across your quote workflow.
✓
Customize the customer’s documents
Create company documents with supported record fields, scope sections, terms, and signature requirements. With Google Docs connected, edit the source, review the customer preview, and publish a version for the team to use. Later source edits do not rewrite earlier signed documents.
✓
Set the right payment schedule
Create reusable schedules for deposits, progress payments, and final balances. Choose the schedule that fits the work and carry it into the project’s billing milestones.
✓
Keep changes just as organized
Use dedicated change order templates to explain revised or additional work. Keep the approval, updated scope, and commercial record connected to the original project.
A CLOSER LOOK
Make the payment plan part of the agreement.
Build milestones with fixed amounts, percentages, or a remaining balance. Set the due timing and choose which payments customers are prompted to make after acceptance.
Use a deposit, material-delivery payment, and final payment for a roof replacement. Use a different schedule for a short service installation, without rebuilding either document from scratch.
Every customer gets a portal connected to their customer record. Soffyt prepares their access automatically, giving them a dedicated place to follow the work you share without your team building or maintaining a separate site.
Signed documents, ready for your customer.
The wider viewA customer-facing view of the work and records your team chooses to share.
✓
Created automatically
Portal access is prepared from the customer record, ready for your team to share. Their quotes, projects, appointments, and payment information stay connected to that customer in one place.
✓
Choose what customers can see
Control portal visibility for supported records and documents. Share the information that helps the customer follow the job while keeping internal working records with your team.
✓
Keep the conversation moving
Customers can find the shared information they need and follow payment and document actions from the portal. Your office has fewer files and updates to resend individually.
Share the approved proposal and upcoming installation with a homeowner. When a new change order is ready for them, make the relevant record available in their portal.
With the signed-quote handoff enabled, Soffyt creates or connects the project and carries the approved work into it. Review the sold scope and payment milestones together, then use configured project flows and the calendar to plan delivery.
Approved scope beside the payment plan.
The wider viewCustomer, jobsite, sold scope, and financial details stay with the operating record.
✓
A clean handoff from sales
The handoff connects the customer, property, approved work, and contract details. Check the resulting project before scheduling the crew or ordering materials; an unavailable required flow can need administrator attention.
✓
Signed changes update the job
When a change order is signed, the project’s approved scope and contract value update with it. Your team can follow the current agreement and trace the change back to its source.
✓
Payments follow approved work
Keep collected payments and issued invoices in the financial history. Soffyt updates the remaining payment schedule as the approved contract changes, so past receipts stay intact.
A customer adds gutters after signing the roof contract. The approved change order increases the project value and updates the remaining payment plan, while the deposit you already collected stays recorded.
Turn your company’s standard operating procedures into project flow templates. Define the steps, owners, teams, and timing once, then start each type of job with the right plan already in place.
Progress, owners, and the next step.
The wider viewA shared sequence of work makes the next step and its owner visible to everyone.
✓
A different flow for different work
Create and publish flows for the work you deliver. Set a company fallback and contract-template rules for the enabled signed-quote handoff. New defaults do not replace flows already applied to projects.
✓
Assign the work before it gets lost
Give steps and tasks an employee or team, and define how long each part should take. When the flow is applied, the project starts with responsibilities and timing already mapped out.
✓
Make the next step obvious
Employees can see their work, due dates, and progress within the project. Managers can spot unfinished steps and coordinate the handoff to the next person.
A sold roof job starts with scope review, permits, material ordering, installation, inspection, and closeout. Your production coordinator owns scheduling; the field team owns installation and documentation.
The right people. The right place. The full job context.
Schedule around the way a contracting company actually works: different trades, crews, technicians, and types of appointments. The calendar connects the visit to the customer, the job, and the actions your field team needs.
Appointments with the job details attached.
The wider viewCoordinate sales visits, installations, inspections, and service on connected calendars.
✓
Make the calendar fit your company
Configure calendars, people, crews, and job types to match your departments, trades, and subtrades. Filter the schedule to focus on the people or work you are planning.
✓
Confirm the visit from the event
Send a customer confirmation email from the appointment. When the customer responds through the confirmation link, the appointment’s confirmation status updates.
✓
Give technicians the next action
Keep the appointment tied to the customer, property, and project. Attach a payment request so the technician can collect in the field with the right amount and record in view.
Plan a plumbing installation, a roofing inspection, and an HVAC warranty visit across separate crews. Each event carries its own customer, work details, confirmation status, and relevant payment action.
See the team. Follow the visits. Keep the fleet ready.
A dedicated workspace brings your live map, technician board, time records, and vehicles together. Choose the technicians you manage, review their visits over any selected period, and keep vehicle maintenance in view alongside the work.
System inspection10:15–11:00 AM · 45m recordedCalendar event ↗ Service ticket ↗
Time at visits2h 30m
Vehicles
Maintenance
↗
Van 0442,300 miles recorded
Oil & filterNext service · 43,000 mi
Due soon
Tire rotationNext service · 47,000 mi
On track
Annual inspectionDue date reached
Due / overdue
Mileage logs & service history↗
Illustrative records: visit durations stay linked to the work, while vehicle maintenance follows recorded mileage and service dates.
✓
A clearer view of the field
See the latest phone location shared by on-shift technicians, with freshness and accuracy in view. Sharing requires the technician’s action and device permission; authorized dispatchers can see the feed. Vehicle markers follow an assigned driver’s phone. Mobile availability and device conditions affect updates.
✓
Time with the job attached
Use period presets or a custom date and time range, then filter by technician. Review recorded visits and time spent, with links to the calendar event and connected customer, project, service ticket, or opportunity. Visit addresses describe the jobsite; they are not a historical GPS route.
✓
A fleet you can stay ahead of
Keep VIN, vehicle details, driver assignments, and mileage logs together. Apply maintenance templates or customize each vehicle’s schedule by mileage, date, or both. See on-track, due-soon, and overdue work, then record the service, provider, cost, and notes in its history.
Review a technician’s visits for the week and open the original service ticket. Update their van’s mileage, see that an oil change is due soon, and record the completed service so the next interval starts from that visit.
Bring field documentation into Soffyt with Jobsite. Organize photos, notes, and checklist requirements around the work your team is doing, with reusable templates that set a consistent standard across crews and trades.
The checklist behind a job well done.
The wider viewKeep field documentation and checklist progress attached to the job.
✓
Document the whole visit
Collect job photos and field notes together. Keep site conditions, installation details, and closeout evidence connected to the project, opportunity, or service ticket they describe.
✓
Build your own checklists
Create checklist templates for site surveys, installation quality, inspections, and closeout. Define the documentation your company expects so crews know what to capture on each visit.
✓
Bring field tools into one system
Give the office access to the documentation as part of the job record. Use Jobsite to consolidate the photo and checklist work you currently spread across separate documentation tools.
Your HVAC checklist asks for equipment labels, installation photos, startup readings, and a completed walkthrough. The office can review those items without chasing pictures through crew text messages.
Keep invoices, payment requests, and receipts connected to the customer and project. With a ready Stripe account and collection enabled, the office and field team can use payment links and review confirmed receipts against the amount owed.
Invoices, receipts, and remaining balances.
The wider viewOne view of contracted, invoiced, collected, and outstanding amounts across your jobs.
✓
Check the account before collecting
Link your company’s Stripe account and check its mode and collection readiness. In enabled workspaces, create USD card checkout links for remaining issued invoice balances. Confirmed payments update the job’s payment history.
✓
Collect from the office or the field
Create invoices and payment requests from the office. In the mobile workflow, authorized technicians can open an invoice attached to a calendar event or find an existing invoice through the project in CRM when it was not attached to the event. Collection requires the company’s payment setup to be ready.
✓
Know exactly what is left
Track deposits, partial payments, overdue invoices, and remaining balances. See the financial picture for a single project or the whole business without rebuilding it in a spreadsheet.
Your crew finishes a water heater installation. The technician opens the scheduled appointment and its payment request. Once payment is confirmed, the office can see the updated balance on the same job.
Know what the job sold for. And what it costs to deliver.
Compare the selling price and cost of each item in an editable project worksheet. Bring in the saved costs from accepted quote items, add the expenses that go into delivery, and see total job cost and profit together.
PROJECT / ROOF REPLACEMENT
Job Costing
Example project
Sold value$20,000
Total Job Cost$13,500
Total Job Profit$6,50032.5% margin
Example roof replacement costs and selling prices
Item / cost
Calculation
Cost
Price
Difference
Architectural shingle systemMaterials
25 squares × $340
$8,500
$15,000
$6,500
Installation crewLabor
80 hours × $50
$4,000
$5,000
$1,000
Building permitPermits
Fixed amount
$500
$0
-$500
Project coordinationOffice hours
10 hours × $50
$500
$0
-$500
Job totals
$13,500
$20,000
$6,500
An illustrative project: $20,000 sold, $13,500 in tracked costs, and $6,500 in job profit.
✓
See the margin behind the sale
Compare item costs, selling prices, and their difference. Total Job Cost and Total Job Profit are also project fields you can display in your project list, with profit calculated from sold value minus tracked costs.
✓
Account for the whole job
Track materials, labor, permits, subcontractors, equipment, office hours, and overhead using fixed amounts, quantities and unit costs, or a percentage of sold value. These are tracked job costs; recording them does not pay vendors or update a general ledger.
✓
Make repeatable costs automatic
Build a reusable cost library and bundles of costs that belong together. Route costs or bundles by Job Type so matching projects start with the right defaults, while keeping each project's adjustments independent.
A roof replacement starts with the sold materials and their saved costs. Your roofing defaults add a permit and office time. Update the crew's hours on the project and see how the added labor changes the job's profit.
Keep service moving. Keep it separate from new sales.
Warranty callbacks need their own process. Soffyt’s Service workspace gives them dedicated tickets, pipelines, and stages, so your team can organize the follow-up work without mixing it into the revenue-producing sales pipeline.
A separate operating view for service requests, warranty follow-up, and resolution.
✓
A dedicated service pipeline
Define the stages your service team uses, from new request through scheduling, work in progress, and resolution. Keep warranty records organized independently from new revenue work.
✓
The history comes with the ticket
Keep the customer, property, notes, appointments, and documentation connected. Give the responding team the context they need to understand the issue and follow through.
✓
See service as its own metric
Track ticket volume, status, ownership, and outstanding work through service reporting. Understand the service workload alongside the rest of the company’s operations.
A window customer reports a sticking sash after installation. Create a warranty ticket, assign a technician, schedule the visit, document the repair, and track its resolution in Service.
See the company at a glance, then get into the details. Soffyt combines reporting dashboards with a custom report builder, bringing information from across your operation into views your team can use.
Explore company performance, then build focused reports for the questions that matter.
✓
Look across the operation
Explore customers, sales opportunities, quotes, projects, tasks, scheduling, and service. Use connected operational data to understand activity and progress across departments.
✓
Build the report you need
Choose a data source, select fields, apply filters, and configure the report. Save useful views so the next person asking the same question has a reliable place to start.
✓
Go from owner view to team detail
Use dashboards for a company-wide picture and narrow the view by dates, job type, or owner. Give a growing team the detail it needs without forcing a small company into an oversized reporting process.
A CLOSER LOOK
Build around the question you need answered.
Select a source, choose the fields to compare, and turn the results into a chart or record table. Preview the report with your data, then save it to a dashboard your team can return to.
Review open projects by job type, check which tasks need attention, and look at warranty ticket volume separately. Build a focused report when you need more detail than the overview provides.
