LBLevel Best Roofing
Demo Platform

Operations Platform

End-to-end workflow from the first lead through final review ask — built for Level Best Roofing's sales, production, and customer visibility needs.

Lead
Appointment
Estimate
Opportunity
Job
Follow-up

Quick Navigation

Dashboard
Pipeline overview & job status
Concierge
Intake & lead dissemination
Leads
Inbound leads & appointments
Opportunities
Estimates & sales pipeline
Jobs
Production scheduling & tracking
Presentation
Homeowner appointment slides
Canva Deck
Imported homeowner presentation
Roof Preview
Roof visualization tool
Training
Salesman booklet & quizzes
Customer Portal
Homeowner project view
monday.com Mapping
Integration reference (coming soon)
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Staff Dashboard

Manage leads, book appointments, track estimates and production jobs. Full internal workflow with financial visibility.

  • Lead & opportunity pipeline
  • Job scheduling & tracking
  • Estimate financials
  • monday.com integration ready
Open Staff App →
🏠

Customer Portal

Let homeowners check their project status, timeline, and scope of work — no sensitive data, no internal notes.

  • Project status updates
  • Timeline visibility
  • Scope of work
  • Contact information
Open Customer Portal →
Sign in to your account →
Demo Mode: Auth is bypassed via DEV_AUTH_BYPASS=true in .env.local. Both links above are accessible without credentials. In production, clicking either link will redirect to /auth/login instead.