Category: Features
Category: See Your Business on the Map: Unlock the Power of Visual Project Management With Map View
Map View gives you an interactive, real-time look at all of your roofing and contracting projects.
In the roofing and contracting world, every project has a location—but until now, it hasn’t always been easy to see the full picture of where your jobs are happening and how they’re distributed. That’s where the Map View feature in the File Cabinet (Projects) section of Contractors Cloud changes everything.
Map View gives you an interactive, real-time look at all your projects—whether they’re in early lead stages, mid-estimate, active production, or long since closed. Instead of digging through lists or reports, you can visually explore your work, filtered exactly how you need it. It’s like turning your project database into a dynamic command center.
This feature isn’t just about convenience—it’s about strategy. Visual mapping brings clarity to complex workflows, reveals patterns in sales and production, and helps you make smarter decisions, faster.
What Is Map View?
Map View is a feature inside the Projects section of Contractors Cloud that lets you see all of your jobs plotted on an interactive map, regardless of their status. Click the “Map View” tab when in the File Cabinet to access your map.
Whether you’re working hundreds of jobs across multiple cities, or just need to get a clearer sense of where your team is focused, Map View brings it all into focus.
With this tool, you can filter your map pins by:
- Project Status (12+ status options from Lead to Production to Closed)
- Assigned Role (sales rep, sales manager, production coordinator, etc.)
- Lead Source
- Event
- Milestone
- Workflow
- Sub-category
- And many more
Each pin on the map gives you instant visibility into where your business is active—and where there may be opportunities to optimize. Clicking on the map pin gives the project details including the primary contact, company rep, status, and milestone.
Why Visual Mapping Matters
Text-based lists and spreadsheets are great for many tasks—but they don’t always tell the whole story. Here’s what you can do with Map View that you can’t do with static reports:
- Spot geographic trends in leads, estimates, or closed deals
- Plan smarter routes for production crews or sales reps
- Identify opportunity zones after a storm or marketing campaign
- Reduce inefficiencies by seeing overlapping or scattered job locations
- Quickly assess workload distribution across teams or regions
Let’s look at some real-world ways contractors are using Map View to take action.
Use Cases That Drive Smarter Operations
1. Visualize Where Your Sales Reps Are Working
“I want to see all Leads, Prospects, and Estimates for Rep John Smith to understand what areas he’s covering.”
This is a game changer for sales managers. Instead of relying on verbal updates or guessing where your team is focused, Map View gives you a real-time visual of a rep’s footprint.
You can easily filter by rep and project status to see where your leads and proposals are coming in. It helps you:
- Spot geographic gaps or overlaps in coverage
- Identify high-performing areas that may deserve more marketing support
- See where to reduce drive time by clustering appointments more efficiently
In short, Map View gives you a smarter way to manage territory and improve rep productivity.
2. Track Active Production Across the Map
“I want to see a map of all jobs in ‘Production’ so I can plan more efficiently.”
Need to know where your crews are working this week? Or where your materials are being delivered? By filtering for projects in Production, Map View becomes a real-time operations board.
You can use it to:
- See which neighborhoods are active
- Avoid scheduling conflicts
- Group nearby jobs for streamlined logistics
- Help crews avoid long travel times between jobs
This is especially helpful during your busiest weeks, when coordination is everything.
3. Use the HailWatch Overlay to Spot Opportunities
“The HailWatch overlay shows recent storm paths right on top of my project map.”
Contractors Cloud integrates with HailWatch (subscription required), allowing you to overlay recent storm data on your project map. This turns Map View into a post-storm response powerhouse.
By enabling the HailWatch overlay, you can:
- Quickly identify which of your past customers were in the storm path
- Launch targeted follow-ups with those homeowners
- See where new leads are likely to emerge and get ahead of competitors
This is a powerful tool for storm restoration and re-engagement strategies.
4. Draw a Custom Area in Rainmaker for Hyper-Targeted Filters
“I can draw a polygon in Rainmaker to define a storm line or neighborhood, then view all jobs within that area.”
If you have access to our Rainmaker version, you can take Map View even further. Use the polygon tool to draw a custom area—like a storm-damaged region or a new development—and instantly view all your jobs, leads, or opportunities in that zone.
Common use cases include:
- Pulling a list of previous leads within a storm zone
- Defining a target area for new canvassing or direct mail
- Measuring your presence in specific neighborhoods or subdivisions
This blend of custom geography and project data gives you unmatched targeting power.
Map View = Smarter, More Visual Project Management
The power of Map View lies in its simplicity: it takes the complexity of project data and turns it into something you can see and act on.
Whether you’re leading a sales team, managing production crews, or tracking storm opportunities, Map View gives you the visual insights to:
- Improve decision-making
- Increase team efficiency
- Maximize lead conversion
- Strengthen operational oversight
If you haven’t explored Map View in your File Cabinet yet, now’s the time.
See Your Business on the Map
Log into Contractors Cloud and head to the Projects section → File Cabinet → Map View (tab) to start exploring. Use filters to customize your view, and activate HailWatch overlays to unlock even more value.
Need help or a walkthrough? Contact our support team — we’re happy to help you get set up.
Category: Jet Streams: The Team Chat Feature That Keeps Your Contracting Business In Sync
Leverage team chat for better communication and better projects.
Effective communication is the backbone of any successful contracting business. Whether it’s job updates, team collaboration, or tracking critical details, staying connected ensures projects stay on track, issues get resolved quickly, and nothing falls through the cracks.
That’s why we built Jet Streams—a real-time team chat feature designed to help you communicate instantly, stay organized, and keep projects moving forward.
What are Jet Streams?
Jet Streams is the built-in team chat messaging tool inside Contractors Cloud that allows users to communicate in real time—whether it’s one-on-one, in small groups, or across entire teams. Think of it as your company’s own private team chat system, similar to Slack or Facebook Messenger, but built specifically for roofers, contractors and their teams.
With Jet Streams, you can:
- Message team members directly
- Message teams with Jet Groups for different departments, roles, or the whole company
- Keep all project-related conversations in one place
- Automatically log important updates for easy tracking in Project Notes
Unlike traditional emails or text messages, Jet Streams keeps communication organized, logged, and tied directly to your projects.
Why use Jet Streams?
Traditional communication methods—emails, phone calls, or texts—often lead to missed messages, delayed responses, and lost information. Jet Streams solves this problem by keeping all team conversations in one central location, linked to the right project, person, or department.
Your roofing or contracting business benefits from Jet Streams being automatically added to your Project Notes, giving you a detailed history of your projects and communication.
Key benefits of Jet Streams:
- Instant updates – No more waiting for emails or callbacks. Get the information you need, when you need it.
- Organized communication – Messages are tied to projects, so you always know who said what and when.
- Improved team coordination – Keep sales, production, and admin teams in sync, reducing errors and delays.
- Better accountability – Document important conversations for future reference, helping resolve disputes and track decisions.
Example team chats uses with Jet Streams
Still wondering how Jet Streams can improve your daily workflow? Here are real-world examples of how contractors use it to stay connected and get things done faster:
✅ Job Updates for the Team
“Hey Aaron, the insurance company has approved the following for supplements: …”
✅ Checking on Low-Activity Projects
“Tom, can I get an update on this project, please?”
✅ Requesting Missing Documents from Sales Reps
“Hi Justin, upon reviewing this file, we’re still missing the following documentation: photos, scope, etc.”
✅ Documenting Unhappy Customers or Incidents
“Spoke with Karen today—she said the crew trampled her flower bed and wants a call from management.”
✅ Guidance on Moving Forward
“Hey team, insurance is only approving a partial roof after re-inspection. Can you review the file and determine if we should move into arbitration?”
✅ Notifying Teams for Payment or Client Contact
“A/R Team: Please invoice the client for final payment.”
“Call Center: Please contact Mr. Smith to provide an update on his project.”
✅ Coordinating Production & Trades
“Hey production team, siding install is scheduled for Thursday—please confirm crew availability.”
Whether it’s scheduling, resolving issues, updating the team, or coordinating invoices, Jet Streams makes communication faster, clearer, and more efficient.
Tips for using Jet Streams effectively
Set up Jet Groups (teams) wisely – Create dedicated group chats for departments like sales, production, or customer service.
Keep messages clear & concise – Be direct and include necessary details to avoid confusion.
Log important updates – Use Jet Streams to document critical job details, customer issues, or decisions.
Encourage regular check-ins – Make Jet Streams a habit to keep everyone aligned and projects on schedule.
“I love Jet Streams, I rely on Jet Streams. It helps us track history of the client. It helps tremendously to update the team when the project has been scheduled for production or when we have repeat customers with a warranty call.”
-Robin Argo, Office Manager at Pro Roofing and Siding
Stay connected with Jet Streams
Communication is the key to running a smooth, organized, and profitable contracting business. Jet Streams takes team messaging to the next level, keeping your entire company in sync with real-time, project-linked conversations.
No more lost emails, forgotten updates, or scattered messages—just clear, organized, and instant communication to help you get work done faster and better.
Start using Jet Streams today and experience the difference in your workflow with team chat!