Jobs & workflows
Every job, at the right stage, with the next step obvious.
Model how your company actually runs a roof: the stages, the checkpoints inside each one, and who owns them. StageKit moves jobs forward as the work gets done, and everyone can see where things stand.
Your stages
Build workflows that match how you work, per job type.
Milestones that check themselves
Many complete on their own when the work is done.
Board view
Drag jobs between stages on a kanban board.
01
Workflows you design
A workflow is a list of stages, such as Lead, Inspection, Sold, Production, and Collected, each with milestones that must be done before the job moves on.
- Different workflows for different job types
- Gate milestones that must be verified before advancing
- Stages advance automatically when their milestones are done
- Move jobs forward or back by hand when you need to, with permission
02
Milestones that complete themselves
Pick how each milestone gets checked off, and StageKit watches for it.
- A field filled in, such as the claim number
- Photos taken for a required photo section
- An appointment of a given type completed
- A document signed
- The stage's work orders finished
- Or a simple manual check or a choice
03
Everything about the job in one place
The job page holds the whole story, so nobody digs through texts to find the color selection.
- Contacts, address, and map location
- Photos organized into sections
- Estimates, documents, invoices, and payments
- Work orders for crews and subcontractors
- Measurements, custom fields, notes, and full activity history
Works hand in hand with
See StageKit run your next job
We’re onboarding roofing and exterior contractors now. Tell us about your company and we’ll walk you through it.