Hail Money
Hail Money Hail Money
Hail Money
Viewing workspace as:
Signed in as:

Hail Money CRM dashboard showing pipeline stages, job action items, leaderboard, and activity feed

Dashboard
Hail Money
Current Pipeline
Active Jobs: 0
JOB ACTION ITEMS (0)
FINANCIAL
MANAGEMENT
ORDER MEASUREMENTS
ORDER MATERIALS
TOP SALES REPSThis month
WORK SCHEDULE
0
Appointments
0
Inspections
0
Follow-ups
ACCOUNTS RECEIVABLE
$0.00
Outstanding
0
Open balance
$0.00
Avg balance
ACTIVITY COUNT
0
New leads
0
Jobs approved
0
Jobs completed
$0.00
Money collected
0
Jobs invoiced
0
Jobs closed
ACTIVITY FEED
No activity yet.
View all activity...

Admin Workspace

This section is coming soon.

This section is coming soon.

Sales Reps

Choose a sales rep workspace to view.

Sales Reps
No sales reps found.

New Lead

Add a new homeowner lead.

HOMEOWNER
PROPERTY
PROPERTY CONCERNS
CLAIM & INSURANCE (OPTIONAL)
NOTES
Please fill in all required fields (First Name, Last Name, Phone, Street, City, State).
Lead saved.

My Completed Jobs

Review active jobs and continue work.

Recent Hail Events

    Property
    Selected Property
    Loading...
    Most Recent Storms
      View Storm Date
      Selected Property
      🌀 HURRICANE CENTER
      Loading hurricane and severe weather status…
      nhc.noaa.gov ↗
      30%
      📍 Drop on a house to log it
      📝 House Note
      Loading address…

      Recent Hail Events

        My Assigned Leads

        Leads assigned to you and waiting to be run.

        Import & Distribute Leads

        Paste a lead list from your provider. Leads will be distributed round-robin to the selected team.

        Activity Feed
        No activity yet.

        Job Detail

        Job Photos

        Inspection Capture

        Take photos for this inspection. Tap Finish when done.

        Projects

        Photo Project

        Property Photo Report

        Start Inspection

        Step 1: Inspection Photos

        Capture photos for each area. Photos save directly to this job.

        Inspection

        Start Inspection

        Front Elevation

        No photos added yet.

          Review Photos

          Contingency Action

          Choose how to handle the homeowner contingency. The Property Photo Report Review opens after this step.

          Property Photo Report Review

          Review every page before finalizing the Property Photo Report.

          Forms & Signatures

          Available Forms

          Saved Docs

          Document Template Builder

          Upload a document, name it, and map fields where job data should appear.

          No file selected

          Field Palette

          Select a field, then draw on the document →

          Upload a document to see preview

          Saved Templates

          Documents

          Company

          Company tools and resources.

          Payroll

          Weekly rep draw, canvasser credits, approvals, and payroll review.

          PAY PERIOD
          PAYROLL REVIEW
          WEEKLY PAYROLL

          Announcements

          Company-wide announcements and updates.

          No announcements yet
          MEETINGS
          UPCOMING MEETINGS
          MEETING ROOM
          HM

          Hail Money Meeting Room

          Video meetings, team chat, screen sharing, virtual backgrounds, and shared files—all in one place.

          RECENT MEETINGS

          Job Cost & Profitability

          Enter costs and view margin for a job.

          File Viewer

          Roofer AI

          Roofer AI

          Ask anything about roofing — codes, materials, damage, claims, job questions, objection handling, and more.

          Start a new chat or select a saved conversation.

          What type of property is this?

          Choose one property type to begin the estimate.

          Estimating tools

          Open individual calculators and material worksheets.

          AI Measurements

          Scope: Select a measurement scope

          PROPERTY ADDRESS

          Enter the complete property address. Hail Money will use only verified property information returned by connected services.

          Complete all address fields to continue.

          Preparing AI Estimate

          Waiting for an address.

          ESTIMATE PROGRESS
          Ready to begin.
          1. 1
            Property informationWaiting
          2. 2
            MeasurementsWaiting
          3. 3
            Exterior imageryWaiting
          4. 4
            Pricing and estimateWaiting

          AI Estimate

          Editable estimate

          ESTIMATE

          —

          —

          Measurement summary

          Every AI-derived value includes its source and confidence.

          Detailed line items

          Review and edit all quantities and pricing before saving.

          DescriptionQtyUnitMaterialLaborWaste %Source / confidenceTotal
          No verified line items are available. Add a line item manually or retry when estimating integrations are connected.
          Subtotal
          $0.00
          Tax
          $0.00
          Grand total
          $0.00

          Notes, assumptions, and verification

          Confirm all flagged values before presenting this estimate.

          Drone Measurements

          Scope: Roof

          DRONE PHOTOS

          Upload drone photos of the property. Measurement extraction from images will be available in a future update.

          EXTRACTED MEASUREMENTS
          No measurements extracted yet. Upload drone photos to begin.

          Upload Measurement Report

          Scope: Roof

          REPORT SOURCE
          IMPORTED MEASUREMENTS
          No report uploaded yet. Import a measurement report to begin.

          Manual Estimate

          Scope: Roof

          Roof Material Count

          Master roof material order sheet. Enter quantities for each line item.

          Roof materials saved.

          Siding Material Count

          Siding, trim, soffit, fascia, and accessories.

          Siding materials saved.

          Labor Calculator

          Set base labor rate per square and apply complexity modifiers.

          BASE LABOR
          Base Labor: $0.00
          LABOR MODIFIERS
          LABOR SUMMARY
          Base rate: $500/sq
          Modifiers: +$0/sq
          Effective rate: $500/sq
          Total Labor: $0.00
          Labor saved.

          All Leads

          Search and manage all CRM leads.

          CONTACT
          Contact Name
          Phone
          Email
          Assigned Rep
          Lead Source
          PROPERTY
          Address
          Storm Date
          Concerns
          NOTES
          ACTIVITY FEED
          No activity yet.

          Contact Information

          * Required.

          Notes

          1000/1000

          Contacts

          0 contacts

          Leaderboard

          Full rep rankings by real leads and jobs for the selected time period.

          This month

          @ Firstname + Lastname

          Create and save a reminder.

          Tag at least one person with @ before saving.

          Description

          Description is required
          Tag at least one person with @ before creating.
          Priority
          Add Task to Job
          Activity Feed
          No activity yet.

          Tasks

          All open and completed tasks.

          Calendar
          Sun
          Mon
          Tue
          Wed
          Thu
          Fri
          Sat

          Jobs

          Leads that have been converted to active jobs.

          Activity Feed
          No activity yet.
          0

          Permit Research

          Enter the job address. Hail Money will identify the permitting jurisdiction, locate the official application and payment options, and save the result to the job for Production.

          Property and job

          Saved permit research

          Start Inspections

          Open inspected leads and finish insurance, claim, and contingency details later.

          Activity Feed
          No activity yet.
          Activity Feed
          No activity yet.
          Activity Feed
          No activity yet.
          Activity Feed
          No activity yet.

          Company Documents

          Shared company documents available for Sales Rep viewing and download.

          Contingencies

          No documents uploaded yet

          Contracts

          No documents uploaded yet

          Shingle and Manufacturer Specifications

          No documents uploaded yet

          Company Insurance Documents

          No documents uploaded yet

          Roofing Licenses

          No documents uploaded yet

          Other Company Documents

          No documents uploaded yet

          Settings

          PIPELINE STAGE ORDER

          The following stages are used in your pipeline.

          TEAM

          Manage team members and permissions.

          DATA
          ACCOUNT

          Owner Dashboard

          Company-wide overview.

          Lead Inbox

          Review new, unassigned, and flagged leads.

          Assign Leads

          Assign or reassign leads to sales reps.

          Team Leads

          All leads across your team.

          Office Leads

          New Office Lead

          Create a lead from the office and assign to a rep.

          HOMEOWNER
          PROPERTY
          NOTES
          Please fill in all required fields (First Name, Last Name, Phone, Street, City, State).
          Office lead saved.
          Primary Contact *Required
          Mailing Address
          Billing Address
          Location Information *Required
          Auto-fills when address lookup is available.
          Insurance *Required
          Select Damage Areas
          Assign & Schedule
          Primary assignment is automatically set to the authenticated creator.
          Total: 100%
          Initial Appointment

          New Lead

          Enter homeowner info. The office will assign it to a rep.

          HOMEOWNER
          PROPERTY
          APPOINTMENT
          PREFERENCES
          NOTES

          My Leads

          Leads you have canvassed. The office assigns them to reps.

          My Pay

          First $50 when your lead is assigned. Second $50 when the claim is filed.

          Lead Rotation

          Fixed lineup. Expires in 5 min. Only Accept moves the permanent pointer.

          LINEUP
            OFFER A LEAD
            SELECT LEAD
            ACTIVE OFFERS
            No active offers.
            RECENT HISTORY (last 20)