Operations · Reference Standard
Software Tools for Residential Roofing
The four core systems Flatland uses on every residential job — what they're for, how they integrate, and the standard way every team member uses them.
| Document ID | FRI-SOP-008 |
|---|---|
| Version & Revised | v1.0 · 2026-04-29 |
| Owner | Operations Manager |
| Audience | All team members |
| Review Cycle | Annual (or whenever a tool changes) |
1. Purpose
Define the standard role, use case, and integration of the four core software tools used across every residential roofing project at Flatland Roofing & Insulation. Following this SOP keeps customer data, project documentation, and insurance claims accurate and consistent.
2. ProLine Customer Relationship Management (CRM)
Purpose: Customer management and communication.
Standard Use
- Customer communication: send updates, reminders, and follow-ups directly from ProLine.
- Estimating: generate accurate estimates that include labor and material costs.
- Cost tracking: track every cost tied to a job to keep projects on budget.
- Payment collection: use the ProLine payment portal to invoice customers and collect securely.
Key integration
ProLine is synced with CompanyCam — project photos and documents flow directly into customer profiles.
3. EagleView
Purpose: accurate property measurements.
Standard Use
- Request EagleView reports to obtain precise roof and property measurements before estimating or planning a job.
- Use the data to calculate material needs — minimizing waste and ensuring accuracy.
- Import measurements into ProLine or other estimating tools as needed.
Key integration
EagleView ensures measurement accuracy for estimates and aligns with claims processing in TotalScope.
4. CompanyCam
Purpose: project documentation and organization.
Standard Use
- Capture detailed photos of every job site before, during, and after completion.
- Use the checklist feature to mark project milestones as they're hit.
- Scan and upload contracts, permits, insurance documentation, and other records.
- Sync all photos and documents to ProLine for seamless integration with the customer profile.
Key integration
CompanyCam is the documentation hub — all photo and document data is accessible and organized inside the ProLine profile.
5. TotalScope
Purpose: claims and supplement management.
Standard Use
- Process insurance claims for residential projects through TotalScope.
- Submit supplements to insurance companies so all work, materials, and unforeseen expenses are accounted for.
- Maintain accurate records of every claim document for compliance and smooth processing.
Key integration
TotalScope aligns with EagleView measurements and CompanyCam photo evidence to validate claim line items.
6. Compliance & Updates
- Every team member follows these procedures when using the listed tools.
- Tool or workflow changes are communicated through team meetings or internal memos.
7. Training & Support
- New hires complete training on every tool during onboarding.
- Ongoing support is available via tool-specific guides or by contacting the respective software support team.
9. Revision History
| Version | Date | Summary | Approved By |
|---|---|---|---|
| 1.0 | 2026-04-29 | Format reset; CRM acronym spelled out; integration notes promoted to callouts; explicit purpose, audience, and review cycle. | Operations Manager |