Roofgraf Doesn't Fix Your Customer Records Problem
Roofgraf keeps billing data but lacks an accessible site-specific equipment history database for technicians in the field.
How Customer Records Actually Works With Roofgraf
The Real Scenario
Repeated diagnostic work is done because techs can't see past service records on site. Binders and legacy customer notes sit in office filing cabinets.
What Roofgraf Does Well
Roofgraf is a solid project management platform. It handles:
- +Project scheduling and milestones
- +Document management and RFIs
- +Subcontractor coordination
- +Budget tracking and change orders
Where Roofgraf Falls Short
But when it comes to customer records, Roofgraf leaves a gap:
- −No project management execution tools
- −No truck inventory management
- −No custom forms for crew daily logs
Signs You Have a Customer Records Problem (Even With Roofgraf)
- !Can't find past work orders for a customer
- !New tech doesn't know the site's quirks
- !Equipment service history is in a filing cabinet
The Cost of Leaving This Gap Open
Without accessible history, you lose upsell opportunities and repeat the same diagnostic work — costing $200–$500/incident.
Roofgraf Can't Fix This Because:
Roofgraf keeps billing data but lacks an accessible site-specific equipment history database for technicians in the field.
Roofgraf is a project management tool — it wasn't built to solve customer records problems at the field level. That's what we build.
How We Fix Customer Records — Without Replacing Roofgraf
Map the Gap
We study exactly where customer records happens in your operation with Roofgraf — the paper, the re-entry, the handoffs.
Build the Bridge
A working prototype that captures field data and eliminates the customer records gap — integrated with Roofgraf, not replacing it.
Prove It Free
Test the prototype on a real job. If it doesn't eliminate the customer records problem, you don't pay.
Keep Roofgraf. Eliminate Customer Records.
Tell us about your customer records problem with Roofgraf and we'll build you a working solution — no commitment, no credit card.
Other Roofgraf Gaps
Rekeying Data
Roofgraf
Handwritten Forms
Roofgraf
Payroll Handoff
Roofgraf
Inspection & Compliance
Roofgraf