Category: Features

August 17, 2026

We rebuilt reporting in Contractors Cloud from the ground up. Here’s what changed, and why.

A shift in reporting strategy

For most contractors, a report has always been a starting point rather than an ending point. You go to the reports page, you find something close to what you need, you export it, and then the real work begins in a spreadsheet — summing a column, averaging another, hunting for the outlier, rebuilding the thing you actually wanted out of the two or three reports that each got you halfway there.

That’s data display. It isn’t reporting.

So when we rebuilt reporting, we started with one goal: move from displaying data to delivering answers. A report should tell you what you came to find out, on screen, the moment it loads. And for the questions you ask on a schedule, Monday pipeline, month-end financials, quarterly production, you shouldn’t have to go anywhere at all. The report should come to you.

That’s the whole strategy in a sentence. Reporting has moved from a place you go to retrieve data, to a place you go to get answers and, with scheduling, a place you don’t have to go at all.

Even with these big additions, we still allow you to export your reports in CSV or JSON file types to further work with your data or share it with other tools – especially AI tools.

Built around how you actually think about your business

The first thing you’ll notice is the structure. Reports are now organized into category pages built around reporting context, with one-click movement between them:

• Sales and Marketing
• Financial
• User
• Production
• Project Management

You’re no longer scrolling one long list looking for the report whose name you half-remember. You go to the part of the business you’re asking about, and the relevant reports are there. Contractors Cloud ships with 35 reports across those categories and now, for the first time, the ability to build your own reports on top of them.

What’s new

Know what a report is before you run it

Each category page presents its reports as cards, and the card is what you click to run. That card used to be a name. Now it’s a briefing.

Every card carries a description of what the report actually tells you, so you’re choosing based on the question it answers, not guessing from a title. Once you’ve run a report a single time, the card also displays the entity that report is centered on, giving you an instant read on what you’re looking at before you open it.

Cards also carry visual chips that tell you a report’s status at a glance:

• Custom — this report was built by you or your team
• Scheduled — marked with a clock icon, so you know it’s scheduled for delivery
• Shared — if you shared it with others, the chip reads Shared. If someone shared it with you, the chip shows that person’s initials as well, so you know exactly where it came from.

Those same chips carry through into the report heading once it opens — the context doesn’t disappear the moment you run it. And you can hover over a Shared by MK chip to get a tooltip with the full name, Mike Kampa, in that example.

What you get: a reports page you can scan instead of decode. You know what each report does, what it’s built around, whether it’s already scheduled, and who you’re sharing it with, all before a single click.

Answers on arrival, not after the export

Reporting KPI cards and column aggregations.

Any data or numerical column can now be totaled, averaged, or reduced to its max or min value directly in the report. That in turn powers KPI cards, you can display up to three configurable cards pinned to the top of the report, each showing whichever calculation matters most to you.

The practical effect: the number you were going to open a spreadsheet to calculate is already on screen when the report loads. Sold. Revenue. Balance. Averages. Outliers. Right at the top, before you’ve done anything.

What you get: faster decisions, fewer spreadsheets, and a lot less manual work between “I have a question” and “I have an answer.”

Reporting that runs itself

Scheduled reports in your inbox.

This is the big one. Every report can now run on its own and land in the right inboxes on the right cadence. You no longer need some one remembering to pull it, no one chasing someone else to send it.

You control:

• Recipients — individual users or entire teams
• Frequency — daily, weekly, monthly, or quarterly, at the time of day you choose
• Format — CSV for the people who want a spreadsheet, JSON for feeding another system or an AI assistant

That last option matters more than it looks. JSON output means a scheduled report isn’t just a document, it’s a data feed. Your reporting becomes a pipeline other tools can consume, not a PDF someone has to open and retype.

What you get: consistent visibility with zero recurring effort, and distribution by default instead of on request.

Shaped around how you work

Favorites, drag-and-drop column reordering, add and remove columns, ascending and descending sorting, and duplicate.

Individually, none of these is a headline. Together, they’re the difference between using a report and owning one.

• Favorite a report and it moves to the front of your list, where you don’t have to look for it.
• Reorder columns by dragging them into the sequence you actually read in.
• Add or remove columns so the report shows what you need and nothing you don’t.
• Sort ascending or descending on any column, the way you think about the data.
• Duplicate a report to build one solid version and spin variants off it — same foundation, different question.

What you get: less friction every single time you open a report, and reports your team actually adopts, because they didn’t have to bend themselves to fit the tool.

And now: 🤯 Custom Reports

Every contractor eventually hits the same wall. The report you need doesn’t exist, so you export three that half-fit and rebuild it by hand in a spreadsheet. Every month. Forever.

That wall is gone.

You can now build a custom report from scratch, around whatever part of your business you’re asking about, and decide exactly who sees it. If you can describe it, you can build it — 27 entities to build from, AI-assisted construction, and sharing controls so it reaches exactly the right people.

And because Contractors Cloud is built AI-first with our own MCP server, you don’t have to build it in our interface at all. You can use the AI tool you already work in like Claude, ChatGPT, and Grok, and create a custom report in Contractors Cloud by describing what you want.

What you get: the report you actually wanted, built once, shared with the right people, and running on a schedule from then on.

Reporting rebuilt and ready for you

Custom reports and scheduled reports are, by a wide margin, the two biggest additions here — and they compound. Build exactly the report your business needs, put the answers on KPI cards at the top of it, arrange it the way your team reads, and then schedule it to your crew, your accountant, or your own inbox every Monday morning in whatever format they need it in.

That’s reporting that works for you instead of the other way around. Faster answers, less manual work, and visibility that shows up on its own.

The rebuilt reporting experience is live in Contractors Cloud today. Head to your Reports page and start with a favorite.

August 14, 2026

Our MCP server, an AI-first foundation, rebuilt reporting, a new Notification Center, and real-time Jet Streams — here’s everything we shipped this quarter.

If you missed our Summer Q3 webinar, here’s the short version: the way you work inside Contractors Cloud fundamentally changed this quarter.

For years, using a roofing CRM or project management app meant knowing where things live. Which screen, which tab, which filter, which export. That knowledge was the skill. This release replaces it with something simpler — you ask, and you get an answer.

Here is the full video of the webinar below or subscribe to our YouTube channel for past webinars and future updates.

AI-First: Our MCP Server Changes What’s Possible

The biggest announcement of the webinar was the launch of our MCP (Model Context Protocol) server, and the AI-first approach behind it.

Plenty of software companies are bolting AI onto the side of their product right now. We took a different path. Because we’ve spent years building a meticulously structured database and a robust, fully documented open API, we were able to make AI a native function of Contractors Cloud rather than a feature sitting on top of it. That foundation is why the assistant acts precisely instead of guessing.

A universal connector for the AI tool you already use. The MCP server links your Contractors Cloud data to whichever AI assistant you prefer — Claude, ChatGPT, or Cursor. There’s no new app to learn and no separate interface to master. You bring your tool; we bring your data.

Ask in plain English. Compare this month’s expenses to last month’s. Find the jobs that have gone quiet and are rotting in your pipeline. Pull your production numbers and chart them. The questions you used to skip, because answering them meant an hour of exports and spreadsheet work, are now questions you just ask.

It doesn’t only answer. It acts. Create a task, send a Jet Stream, or set up a new project from a short description or a voice command. The assistant works inside your permissions, as you, with your access. Every action lands in the project activity feed just like any other update.

And it can run without you. Build scheduled, hands-off tools that work in the background, a weekly routine that finds stale estimates and automatically assigns them back to the right sales rep, for example. Set it once and let it run.

The way we framed it on the webinar: we didn’t remove clicks. We removed the ceiling. Your business intelligence is no longer limited by who on your team knows how to build it, only by what you think to ask.

Reporting, Rebuilt: From Data to Answers

Reporting has moved from a place you go to retrieve data to a place where you get answers, and, with report scheduling, a place you don’t have to go at all.

Custom Report Builder. Build a report from scratch around any of 27 entities — invoices, projects, expenses, appointments, materials, users, and more. Describe what you’re trying to learn and let AI help select the most relevant columns, start from a provided prompt, or build it column by column yourself. If you can describe it, you can build it.

KPI cards and column aggregations. Totals, averages, minimums, and maximums now appear as cards at the top of your report and as aggregations at the bottom. The math you were going to do in a spreadsheet is already done when the report loads.

Scheduled delivery. Set recipients and a cadence, daily, weekly, monthly, or quarterly, and choose CSV or JSON file types. Your Monday pipeline report and your month-end financials show up on their own, whether or not anyone remembers to run them.

Built the way you read. Drag and drop to reorder columns. Add or remove them. Sort ascending or descending. Favorite the reports you run constantly so they sit at the top of your list. Then decide who sees each one, keep it private, share it with everyone, or target specific users and teams.

And everything you already relied on — duplicating reports, exporting, adding and removing columns, sorting — is still exactly where you left it.

The Notification Center: Never Miss a Beat

In contracting, timing is everything. A customer email that sits for a day, a task nobody saw, a Jet Stream reply that went unnoticed, those are the gaps where projects stall and margin leaks.

The new Notification Center, now live on both the desktop and mobile web apps, closes them.

• Real-time alerts for new project emails, new Jet Streams and replies, and task activity, assigned, updated, completed, or deleted
• One click to the source as every notification takes you straight to the project or record that needs you
• Complete control to mark individual items read or unread, delete alerts once you’ve acted, or clear the whole tray at once

Look for the bell in the upper right and the purple badge showing your unread notification count.

Jet Streams: From Messaging to a Communication Hub

Jet Streams got a major upgrade earlier this year, moving from a simple internal messaging tool to a real-time business communication hub, with one key difference from the Slacks and Teams of the world: it’s built around action, not just discussion.

• No refreshing. New messages and replies push to your screen the moment they’re sent.
• AI-generated topics. The subject line writes itself from your first message, so starting a thread takes one less step.
• Typing indicators and reply previews. See when a teammate is mid-response so you’re not talking over each other, and scan recent replies at a glance.
• Turn a conversation into work. Create and assign a task directly from a reply, without leaving the thread.

Discussion that ends in a decision is fine. Discussion that ends in an assigned task is better.

Watch, or Come See It Live

This quarter marks a real shift in what Contractors Cloud is. The database, the API, and the MCP server together mean every capability we build from here reaches your AI assistant automatically, nothing to re-code, nothing to relearn. You’re not waiting on a vendor to figure out what AI means for their product. You’re already using it.

Every feature above is live in your account right now. Log in, connect your favorite AI tool, and ask it something you’ve never had time to find out.

Want to see it in action? Book a demo and we’ll walk you through the AI-first workflow built for contractors.

August 10, 2026

Stop searching for critical project updates and never miss a vital communication again—meet your new central hub for instant contracting alerts.

To make sure you’re always connected to the updates that matter most, we are excited to launch the brand-new Contractors Cloud Notification Center!

In the fast-paced world of contracting, timing is everything. Whether it’s a quick response to a high-priority customer email, a critical update on a roofing job-site task, or an urgent Jet Stream message from your team, staying on top of real-time communication is what keeps projects moving forward and profits protected.

Streamline Your Workflow with Real-Time Project Notifications

We’ve placed a central hub for all critical project and communication updates right where you expect it, at the top right of your screen.

Look for the new notification bell in the upper right of your web app and mobile web app screens. Whenever you have unread updates waiting for your attention, an eye-catching 🟣 purple badge will display your exact unread notification count. Click the bell at any time to open your dropdown notification tray without ever leaving the page you’re currently working on.

Real-Time Alerts for What Matters Most

We designed the Notification Center around high-priority triggers, the communications and job-to-be-done tasks where fast reaction time directly impacts your projects.

You’ll now receive instant notifications for:

Email Communications

• New Project Email: Stay on top of incoming customer, adjuster, or vendor emails linked to your projects.

Team Messaging with Jet Streams

• New Jet Stream: Get notified immediately when a new team chat is kicked off.
• New Jet Stream Reply: Know the exact moment someone responds to a Jet Stream thread you’re part of.

Task and Action Items

• New Task Assigned: See right away when a new action item is placed on your plate.
• Task Updated: Track changes or progress on ongoing tasks.
• Task Completed: Get peace of mind when team members wrap up assigned work.
• Task Deleted: Stay informed if a task is removed or canceled.

Scannable Info Built for Quick Action

Every notification in your tray is formatted to give you full context at a glance so you can make decisions fast:

• Clear Title & Type Icon: Easily distinguish between emails, tasks, and Jet Streams with intuitive visual icons.
• Supporting Details: Read preview text of messages or task names directly inside the tray.
• Project Link: Connected project numbers and account names (like MN-2021 | Hilton Hotels Inc.) are clearly highlighted so you know exactly which job requires attention.
• Time Sensitivity: Today’s alerts show exact timestamps (e.g., 9:38 AM), while older updates clearly display the date (Jul 30, Jul 17) so you can prioritize urgent items first.

You can click on that notification to be taken right to the related page of that specific notification. 

Complete Control Over Your Notifications Tray

We know a notification tool is only as good as your ability to manage it. We’ve built powerful, simple inline controls so you can clear out the noise or save items for later:

• Mark as Read / Unread: Hover over any item to toggle its status to read or unread. Unread items feature a 🟣 purple dot for high visibility.
• Individual Delete: Trash specific notifications as soon as you’ve taken action on them.
• Bulk Controls: Clean up your entire tray in a single click using “Mark all as read” at the top right of the notificaiton center or “Delete all” at the bottom left.

The new Notification Center is live in your Contractors Cloud account already. Keep an eye out for the purple notification badge, and experience a faster, more streamlined way to manage your day-to-day contracting workflows!

July 29, 2026

Contractors Cloud is taking a massive leap forward and becoming an AI-first CRM and project management app. We are incredibly excited to announce the launch of our very own, fully functional Model Context Protocol (MCP) server. 

This isn’t just a tacked-on feature; it is a foundational integration that changes the game for roofing and other contractors, allowing AI agents like Claude and ChatGPT to directly interact with Contractors Cloud data to perform an almost unlimited range of functions.

For years, Contractors Cloud has empowered roofers with market-leading database architecture, hyper-customizable workflows, and superior entity mapping. We’ve given you the tools to manage complex projects from lead to final payment. 

Now, we are unlocking that entire foundational ecosystem. By introducing a native MCP layer, the emerging industry standard for securely connecting AI assistants to business software. This move has transformed Contractors Cloud from a closed UI into an open, high-integrity data engine.

Watch our summer webinar recording to see more on our new AI capabilities and real examples at work.

“The Shift is Here”: How AI Assistants Are Redefining Contracting Workflows

The impact of this cannot be overstated. We are moving beyond screens and static reports toward a reality of automated, UI-less ingestion and unrestricted business intelligence. The freedom to connect your favorite AI tool to Contractors Cloud to create the ultimate AI assistant for your roofing and contracting business is a cheat code.

As Contractors Cloud CEO Dwight Gunnarson explains, the AI shift is already here. “Once you get a taste of the power and the productivity this brings and what you’re able to do in an hour today with an AI assistant versus what you were able to do an hour yesterday, there’s no denying that it’s incredible,” Dwight says. “This is the go forward, the writing’s on the wall.”

Unlimited possibilities at your fingertips

This move allows you to continue using the AI assistants you or your team already know and love—like Claude, ChatGPT, and Cursor—but now those assistants can work directly inside Contractors Cloud. You don’t need to learn a new application or constantly copy-paste data between screens. You simply talk to your AI agent in plain English, and it executes actions in the CRM for you.

When Dwight Gunnarson saw how fast AI tech was advancing, he knew Contractors Cloud had to act. “The moment you say it’s still a ways off, with what’s happening with this new revolution, it’s already here,” Dwight emphasizes. “We wanted to figure out how we can help our clients get stuff done faster.”

Once connected, your AI agent has secure access to tools that will grow over time. Today, you can use AI to do the following with more being added:

• Find and manage contacts: Search, create, update, and link contacts to accounts or projects.
• Manage customer accounts: Look up, create, and update accounts.
• Work with projects: Search projects, create new ones with the correct setup options, and add project notes. Your AI agent can also update project details, such as finding out its current milestone or workflow and changing details.
• Handle tasks: Find, create, and update tasks.
• Run reports: Find the right report and pull live data to answer immediate questions, on demand.
• Answer product questions: Search our official help documentation to answer any “How do I…” questions about Contractors Cloud.
• Project files and photos: Have your agent find files/photos in a project’s File Cabinet, or upload files from a link/attachment. It can rename, move, and tag files, and even set a project’s cover photo.
• Email: Ask about emails in your own inbox or any project’s inbox.
• Appointments: Ask “What’s on my calendar today?” to get immediate answers, schedule new appointments tied to projects, and reschedule ones that haven’t started.
• Material orders: Upload a supplier invoice and ask the assistant to find the matching material order by PO and supplier to compare costs.

Imagine asking your agent things like:

• “Run my Production Pipeline report and tell me what roofing projects were created this month.”
• “Find the Hendersons’ customer account and add a note to their active project.”
• “Show me the photos on the Johnson project.”
• “How do I connect QuickBooks Online to Contractors Cloud?”
  

Or you want to create a dashboard for reporting insights:

• “I need you to build me a personal dashboard with my Contractors Cloud account. I want it to give me an overview of my business. Show me what’s coming, what’s rotting, and specifically I want to know expenses this month versus last month, and I want sales this month versus last month with chart comparisons.”

How the Magic Works: The Engine of AI-First Contracting

The launch of the Contractors Cloud MCP Server is more than just a new feature—it represents a fundamental decoupling of our platform’s immense power from the traditional user interface. Instead of manually clicking through screens to find information, update records, or generate reports, you are now delegating those complex operations directly to your AI agent.

This seamless integration isn’t accidental; it is built on a precise, two-part orchestration of advanced infrastructure, security governance, and meticulous documentation, designed to make your business faster, your agents smarter, and your data safer.

The Foundation: Our AI-Ready API and Semantically Clear Core

Before an AI can act on your data, it needs a perfect mathematical blueprint of what is possible within our system. At Contractors Cloud, we’ve always prioritized superior architecture. We’ve meticulously organized, structured, and machine-documented our APIs—programmatically documented via the OpenAPI specification.

This structured approach is critical for pairing with an MCP Server. Traditional APIs often rely on human intuition to parse ambiguous naming or multi-step processes. To fuel an LLM (Large Language Model), however, we must provide absolute precision.

A well-structured API creates predictive input and output. When we define logical granularity—endpoint composition, parameter specificity (e.g., ensuring “temperatureCelsius” is a string), and robust semantic descriptions—we are essentially teaching the AI exactly how to use our app’s capabilities correctly. This deep, programmatic clarity is the primary mechanism that eliminates the hallucinations and errors that plague AIs trying to guess how poorly designed systems operate.

The Automated Interpreter: What the MCP Server Actually Does

The Model Context Protocol (MCP) Server sits as a dynamic intelligence layer between your AI assistant and our core data engine, functioning as an Automated Interpreter that translates simple human intent into complex technical actions.

To understand how this partnership creates unstoppable intelligence, consider this relationship:

The well-structured, documented API teaches the LLM what can be done. The MCP Server manages when and how to do it at runtime.

By reading our programmatic documentation at runtime, the MCP server allows your AI agent to understand precisely which functions to call, what data to provide, and the exact consequences of its actions. This ensures your autonomous agents are stable, safe, and always synchronized with our core app’s business logic. 

Furthermore, when our API is updated, those updates are automatically propagated through the MCP server, instantly giving your agent access to the newest features without your having to re-read documentation or manually re-code a single line.

Safe, Autonomous Operations

The integration is built with clear governance.

• Your Permissions are the Ceiling: This is the most crucial tenet of our AI architecture. The AI agent acts as you, not with administrative super-user powers. It can only see data, update records, and execute actions that your own user login allows. Nothing more.
• Built-in Action Confirmations: Most AI platforms show you a preview of what a “tool call” is about to do before it executes. We strongly recommend keeping these confirmations active, allowing your agent to run autonomously under your explicit review.
• Safe-Action Scopes: While your agent can perform almost unlimited actions, certain sensitive capabilities are excluded by design. It cannot, for example, delete files, Jet Streams, or appointments, ensuring that while it acts on your behalf, it can never accidentally destroy critical business history.
• Total Transparency: Every action taken by your agent is recorded in the project activity feed just like a normal user update, ensuring there are no invisible changes.

Connecting your AI Assistant

The connection process for your AI tool of choice to Contractors Cloud will vary.

Claude

For Claude we are an approved connection in their store. You will start by selecting Customize (toolbox icon) from your main left menu. Then select Connectors, click Add (upper right), Browse Connectors and search for Contractors Cloud and complete the connection process.

ChatGPT

To start with ChatGPT you will select Plugins from the left menu. Then click the + button to the right of the search field. You will then input the Contractors Cloud info, including the connection URL from our docs. You will then complete the connection and process. (Note: We are currently a custom plugin addition for ChatGPT but will be an official connection soon.)

Partner with the Leader: Follow Contractors Cloud into the AI frontier

This launch is a defining moment. We haven’t built another feature for roofers; we’ve defined (with you) a new operational standard for the entire construction software industry. While others are still figuring out what AI means for their bloat-filled codebases, Contractors Cloud is acting. We are the trailblazers, the first to provide native MCP capabilities and unlock infinite data analysis on an auditable, enterprise-grade system.

Our market-leading database structure and complex entity mapping are no longer static assets behind an interface; they are the high-octane fuel for your autonomous workflows. When you pair our programmatically perfect API documentation with this revolutionary MCP server, you are not just getting faster; you are deploying an unstoppable AI engine that acts as the Jarvis for your entire operation.

Lately, roofers and contractors have been asking us: “What can I do with Contractors Cloud and AI?”

With the combined power of our Model Context Protocol (MCP) and robust API, that question just officially flipped on its head. Now, the real question is: “What can’t you do?”

We’re no longer just talking about incremental time savings—we’ve removed the ceiling entirely. How you automate, analyze, and scale your business is now limited only by your imagination.

Want to see this in action? Watch our summer webinar recording to learn more.

April 21, 2026

Communication is the backbone of every successful construction project. But too often, it’s fragmented. It’s spread across texts, emails, calls, and disconnected tools. That’s exactly why we created Jet Streams for team chat many years ago. Now, we’re taking a giant step forward to completely upgrade Jet Streams in Contractors Cloud.

We didn’t just want to improve it, we wanted to redefine what communication inside a roofing project management platform should feel like.

Why We Rebuilt Jet Streams

Our goal was simple: create a communication experience that feels instantly familiar, incredibly fast, and actually enjoyable to use. Yes, we want it to spark joy!

The new Jet Streams blends the best of two worlds—the simplicity and speed of text messaging with the structure and power of business chat tools like Slack. The result is a modern team chat interface that’s intuitive, clean, and purpose-built for how contractors and their teams communicate every day.

No learning curve. No friction. Just clear, organized conversations tied directly to your projects.

This is what forward-thinking communication looks like:

• Real-time, not delayed
• Structured, not scattered
• Visual, not buried
• Built for action, not just discussion

Because when communication improves, everything else follows—speed, accountability, and results.

9 Major Team Chat Upgrades That Change Everything

From this foundation, we’ve introduced nine major enhancements that transform how your team communicates inside Jet Streams.

1. Real-Time Messaging

No more refreshing. No more wondering if someone replied.

Team chat messages now appear instantly in the thread, giving your team true real-time communication. Conversations flow naturally, decisions happen faster, and nothing gets missed.

2. Inbox-Style Interface

Jet Streams now features a familiar inbox layout—just like texting. It’s organized and features visual cues for where your attention is needed.

You can preview all conversations on one side and dive into full threads on the other. This allows you to see 2x to 4x more conversations at once, reducing scrolling and making it easier to stay on top of everything.

3. AI-Generated Topics

Every new Jet Stream now includes an AI-generated Topic. Just a little bit of magic to save you some typing.

The AI automatically summarizes your message into a clear, action-oriented subject—so anyone viewing the thread instantly understands what it’s about and what’s needed.

And if you want to tweak it? You can. The Jet Stream creator can edit the topic to any custom topic they want at any time.

4. Unread Notifications

Just like your text messages, you’ll always know what needs your attention.

Unread Jet Streams are clearly marked with a 🟣 purple dot on the user photo/initials, so nothing slips through the cracks and your team stays responsive.

5. One-Click Filters

Quickly sort your conversations with simple, powerful filters:

• All Jet Streams
• Streams you started
• Unread messages

No digging. No wasted time. Just instant access to what matters most.

6. Task Status Visuals

Jet Streams now visually connects communication to action.

• Grey circle with checkmark → Task created
• Green circle with checkmark → Task completed

This gives you instant visibility into whether conversations are turning into completed work.

7. Typing Indicators

See when someone is replying in real time just below the message composer so you can wait for a message before replying.

This small but powerful feature reduces overlapping messages and creates a smoother, more natural conversation flow—just like texting.

8. Mark All as Read

Need a clean slate?

You can now mark all messages as read in one click from the settings, clearing notifications and helping you refocus quickly.

9. Direct-to-Thread Navigation

No more hunting for the right message. When you click “Open Jet Stream” from an email notification, the app now takes you exactly to that specific conversation in your Inbox. We’ve eliminated the need to scroll through older messages to find the current one, so you can get the context you need and get back to work instantly.

Everything You Already Love—Still Here

While Jet Streams has been completely upgraded, all of the core functionality your team depends on remains intact—now enhanced by a faster, more modern experience.

Team Chat Messaging

At its core, Jet Streams continues to deliver flexible, project-based team chat communication. You can create a Jet Stream in seconds and send it to a single user, multiple teammates, project teams, or entire Jet Groups you’ve set up.

Conversations remain tied directly to your projects, giving full context to every message, reply, and decision. Each stream maintains a complete, chronological history—so anyone involved can quickly catch up and stay aligned without missing a detail.

Tasks

Jet Streams make it easy to turn conversations into action with built-in task creation. Any Jet Stream can be converted into a task in seconds—assign it to a team member, set a due date, and flag it as high priority when needed.

This ensures important discussions don’t just sit in chat, but move forward with clear ownership and accountability. With the new visual task indicators, you can instantly see the status of that work, whether it’s been created or completed, directly from the Jet Stream preview or within the full conversation.

It’s a seamless way to connect communication with execution and keep projects moving.

Controls & Settings

Jet Streams still gives you full control over how conversations are managed. You can add or remove recipients as needed, unfollow streams that are no longer relevant to your role, or delete a Jet Stream if you created it.

Jet Groups remain fully manageable in their own tab, allowing you to organize teams, assign members, and streamline communication across roles.

You also have the ability to customize your experience with email notifications—turning them on or off based on how you prefer to stay informed.

Usability & Efficiency

Everything about Jet Streams is designed to make communication faster and easier in your day-to-day workflow. Messages can be sent instantly with a simple press of the enter key, keeping conversations moving without interruption.

With improved structure and visibility across messages, replies, members, and associated projects, your team can navigate conversations effortlessly and focus on what matters—getting work done.

Built for Better Communication—Available Now

This upgrade isn’t just about new features. It’s about improving one of the most important parts of your business: communication.

With faster messaging, better visibility, and a modern interface your team already understands, Jet Streams now helps you:

• Respond quicker
• Stay aligned
• Keep projects moving

And best of all—it’s ready for you to use right now.

Because when your team communicates better, your projects run better.

Note: Jet Streams is now upgraded in our web and mobile web versions. Our native app experience for Jet Streams will be updated in May.

April 14, 2026

Managing roofing and construction production across dozens, or hundreds, of jobs shouldn’t feel like chasing updates across tabs, spreadsheets, and team messages. The new Whiteboard in Contractors Cloud changes that with a construction scheduling feature set to master your projects and work orders.

Built as a complete top-to-bottom revamp, Whiteboard is now the centralized command center for your production team. The Whiteboard is bringing scheduling, statuses, crews, and real-time job data into one visual, actionable workspace.

Within seconds of opening it, your team can understand what’s happening, what’s next, and what needs attention, without digging.

Powerful Production Scheduling and Management

The Whiteboard isn’t just a new interface, it’s a shift in how construction production is scheduled and managed.

It’s designed to eliminate friction between planning and execution. Instead of reacting to problems late, teams can proactively manage workflows, assign crews, and keep jobs moving forward with clarity.

The result is simple but powerful:

• Fewer delays
• Better crew utilization
• Clear accountability
• Faster decision-making

Most importantly, it gives your team instant visual confirmation of your entire production pipeline, something that traditionally takes multiple tools and hours of coordination.

One Interface. Three Powerful Views.

At the core of the Whiteboard are three distinct views, each designed for a different operational need. Together, they give your team full control over roofing production from planning to completion.

Status View: Control Your Workflow

The Status View transforms your work orders into a visual pipeline, allowing your team to move jobs from left to right as they progress toward completion.

Each work order is represented as a card, customized by trade, giving instant clarity into what type of work is being performed and where it stands.

But this isn’t just for visibility, it’s built for action.

You can open and edit work orders directly from the board, assign supervisors, and manage materials, labor, or installers without ever leaving the view.

Status View Pro Tips

• “Ready & Waiting” Filters
  Quickly isolate work orders that are stuck or ready to schedule. This is one of the fastest ways to remove bottlenecks and keep production flowing.
• Active + Post Production Tracking
  Combine “In Progress” and “Closed Pending” to see what’s happening now—and what still needs financial cleanup before full completion.
• Draft Monitoring
  Keep an eye on draft work orders to forecast upcoming work or clean up backlog before it becomes operational clutter.

Calendar View: Own Your Schedule

The Calendar View is where planning meets execution for production scheduling at the highest level.

With day, week, month, and year views, your team can see exactly what’s scheduled, and more importantly, what isn’t.

Unscheduled work orders live in the left-hand queue, ready to be dragged and dropped directly onto the calendar. Scheduling becomes visual, fast, and intuitive.

Behind the scenes, safeguards ensure accuracy—like preventing crews with expired insurance from being scheduled and prompting notifications when jobs are moved.

Calendar View Pro Tips

• Start with Unscheduled Work
  Use the default queue to quickly assign upcoming jobs without hunting through projects.
• Filter by Installer or Crew
  Instantly view availability and workload for specific installers to balance capacity.
• Track Work Order Supervisors
  Filter by internal supervisors to understand who owns what—and where they’ll be throughout the day.

Map View: See the Bigger Picture

The Map View brings geography into your decision-making.

Every job is plotted visually, color-coded by status, giving your team a real-time understanding of where work is happening.

This is where operational efficiency turns into strategic advantage.

Map View Pro Tips

• Optimize Crew Movement
  See where jobs are clustered to reduce drive time and improve efficiency.
• Support Field Teams in Real Time
  Know which project managers or crews are nearby if a job needs extra materials or support.
• Align Marketing with Production
  Identify active job zones and coordinate marketing efforts in those same neighborhoods to maximize visibility and referrals.

Advanced Filtering: Precision Control in Seconds

The Whiteboard’s filtering engine is what turns a powerful view into a personalized command center.

You can build filters around virtually any part of your operation—companies, projects, contracts, events, material orders, permits, trades, site types, or work orders. Whether you need a simple one-condition filter or a highly specific set of layered conditions, the system gives you complete flexibility to dial in exactly what you want to see.

But the real power comes from how those filters are used day-to-day.

Filters can be saved for personal use or shared across your team, ensuring everyone is aligned on the same views and workflows. This makes it easy to standardize how roles like production managers, coordinators, or project supervisors track their work—without rebuilding filters every time.

For speed and efficiency, you can pin up to five filters directly to your Status or Calendar view. That means your most important views—like “Ready to Schedule,” “In Progress by Crew,” or “Unscheduled Work Orders”, are always one click away.

The result is a filtering system that’s both powerful and practical: as simple or as advanced as you need it to be, with instant access to the views that keep your operation moving.

Built for How Contractors Actually Work

The Whiteboard was designed with one goal: make production scheduling and management faster, clearer, and more actionable.

It reduces the gap between knowing and doing.

Instead of asking:

• “What’s ready?”
• “Who’s scheduled?”
• “Where are we at?”

Your team can see it, and act on it, immediately.

That’s the difference between managing jobs and running a high-performance production operation.

February 26, 2026

Our Winter Webinar 2026 focused on one central theme: operational clarity at scale. As roofing and specialty contractors grow, complexity increases—more jobs, more work orders, more vendors, and more moving pieces. The updates introduced in this webinar are designed to centralize communication, improve visibility, and give teams stronger control over project execution.

We also announced an important transition: beginning March 1, 2026 users will move to a new Stratus-first login experience. This shift lays the foundation for a more integrated, streamlined platform moving forward—connecting users more tightly to the tools that drive daily operations.

But the core of this webinar centered on two powerful enhancements: the new Whiteboard and the expanded Vendor Portal. Here is the full video of the webinar below or subscribe to our YouTube channel for past webinars and future updates.

The New Whiteboard: Your Operational Command Center

The Whiteboard is now the true command center for project and work order management. It brings together three distinct views—Status, Calendar, and Map—giving teams multiple ways to visualize and manage production workflows.

At its core, the Whiteboard is built around flexibility and real-time oversight.

Three Powerful Views

Status View gives you a vertical Kanban board, scrollable workflow of projects and work orders. Each card contains key job information, and now supports trade-specific custom formatting. That means different trades can be visually differentiated at a glance—eliminating confusion and reducing decision friction. Clicking into a card reveals detailed project data, keeping navigation fast and intuitive.

Calendar View simplifies production logistics. Unscheduled work orders appear in the left pane and can be dragged and dropped directly into the schedule. This dramatically reduces the time it takes to move from planning to execution. Users can also manage event details and utilize calendar pins to keep high-priority items visible.

Map View (introduced as part of the unified experience) adds geographic visibility, helping teams coordinate field activity more effectively.

Advanced Filter Management

One of the most impactful enhancements is the new filtering system.

Users can now:

• Save custom filters
• Edit and refine them over time
• Share filters with specific users or the entire team
• Pin frequently used filters for instant access

This transforms the Whiteboard from a static view into a dynamic operational dashboard tailored to each role. Production managers, sales managers, and operations leaders can all create views specific to their needs—while leadership maintains standardized oversight across teams.

In short, the Whiteboard turns complexity into clarity.

Vendor Portal: Centralized Communication & Compliance

The upgraded Vendor Portal expands beyond simple work order access. It is now a comprehensive vendor management and compliance tool.

From a compliance standpoint, contractors can track vendor insurance certifications and monitor expiration dates—ensuring every partner meets safety and documentation requirements before stepping onto a job site.

The Vendor Portal is mobile focused, but available on desktop too. It’s main purpose is for your field crews and vendors to access and manage work order information from the roof or job site.

From an execution standpoint, vendors gain detailed access to work order information, including:

• Trade-specific fields
• Custom instructions
• Location details
• Related labor and material orders

Material management is now more accountable as well. Vendors can certify deliveries directly within material orders, providing confirmation and transparency without back-and-forth communication.

Perhaps most importantly, field-to-office communication is now seamless. Your vendors or crews can instantly upload photos, files, and notes directly to the project record. This ensures documentation happens in real time—reducing delays, minimizing miscommunication, and creating a complete project history inside the platform.

Moving Forward

The Winter Webinar 2026 updates are about one thing: bringing visibility, accountability, and communication into one connected system.

With the Whiteboard serving as your operational command center and the Vendor Portal strengthening compliance and field collaboration, teams now have tighter control over scheduling, execution, and documentation than ever before.

As we transition to the Stratus-first login experience on March 1, these updates mark the next step toward a more integrated, scalable platform built for growing contractors.

If you missed the live session, we encourage you to explore these features inside your account and begin configuring your filters, workflows, and vendor settings today.

October 15, 2025

The fall Contractors Cloud webinar featured our new Project Portal and a walk thru of many new features built into Stratus (our next version) and how it will roll out in the coming months. Our focus on connecting your contracting business to your people, projects, and profits was on center stage with these updates.

Here is the recording of our October webinar, also available on our YouTube channel.

The Project Portal

Our team took on a complete overhaul of our existing Customer Portal, focusing on a mobile-first, intuitive connection between your business and your customer. The Project Portal allows you to share proposals, photos, project calendar, invoices, notes, and more in one centralized web portal with your customers.

The portal is beautifully branded in your logo and accent colors, giving you a connection tool with your customers that makes you look as good as the valuable information you are sharing.

In the coming months we will be adding the capabilities from our Vendor Portal into the new Project Portal, so that it becomes the one tool you can use to connect with your customers, vendors, consultants, and more. Stay tuned for upcoming announcements on this.

The new magic link login format improves the ease of access for users as well as security. It allows you to create users and specify their access type of customer, vendor, consultant, to govern what features and information they will have access to.

The future of Contractors Cloud is now

The next version of the Contractors Cloud app, internally called Stratus, is here. On the webinar we shared our launch timelines with the big news that all NEW customers to Contractors Cloud will be going on Stratus in November and current customers will transition during the start of 2026. Watch the webinar for all of the details.

Stratus is the next generation of Contractors Cloud in every way. From its architecture to feature expansion, Stratus serves as the base to launch our next mission – connected to performance, consistency, and efficiency.

We walked through many of our core features that now have new interface elements, improved performance, additional features, and more. We highlighted our calendars, photos, project email, maps, and polygons.

The webinar was wrapped up with a sneak peak at our new Kanban Board view for Projects, coming to Stratus in the next few weeks. This gives you a highly visual, organized, action oriented view of your stages with powerful filtering and sorting options.

Watch the October webinar to see it all

The ability to mange your business is hitting a whole new level. Make sure you watch this webinar to get all of the details, here what questions our attendees had, and view many of the exciting additions coming to Contractors Cloud.

Stay tuned for more information and our next webinar coming to start 2026.

September 10, 2025

Learn how roofing companies structure payouts, from commissions and draws to bonuses and fees, and how automation keeps everything accurate and transparent.

Designing the right commission structure is one of the most impactful business decisions a roofing company can make. A good plan attracts top sales talent, motivates reps to maximize profit—not just revenue—and ensures that the business stays healthy. 

A poor plan, on the other hand, creates conflict, encourages discounting, and often leaves both salespeople and owners frustrated.

In this commissions guide, we’ll cover:

• The most common roofing commission models, explained with clear examples.
  
• The payout types and calculation methods contractors use.
  
• How Contractors Cloud eliminates spreadsheets and mistakes with industry leading commission management and payout features.
  

If you’re looking to create or refine your roofing commission plan, this resource will give you the building blocks, implementation, and management tools.

Why roofing commission structures matter

Roofing is a sales-driven business. Most companies rely heavily on sales representatives, canvassers, and project managers to generate new jobs and close deals. Because roofing contracts often involve high dollar amounts and multiple payments, commissions are both a big motivator and a big expense.

Your commission plan needs to:

• Reward top performance without eroding profitability.
  
• Protect cash flow by aligning payouts with actual collections.
  
• Stay flexible enough to cover retail, storm, insurance supplement, and service work.
  
• Be clear and transparent, so reps trust the system.
  

Common roofing company commission models

Let’s walk through the commission models that roofing companies commonly use.

1. Percentage of Total Revenue

How it works: The rep earns a flat percentage of the total contract amount or collected revenue.

Example:

• Contract value = $20,000
  
• Commission rate = 10%
  
• Rep earns $2,000 commission.
  

Best for: Simplicity. Great for new or smaller companies where margins are steady.

Caution: Doesn’t account for profit. A job sold with deep discounts could cost the company money, but the rep still gets paid.

2. Percentage of Gross Profit

How it works: Commission is tied to the profitability of the job. Gross profit = Contract value – Direct costs.

Example:

• Contract value = $20,000
  
• Job costs = $12,000
  
• Gross profit = $8,000
  
• Commission rate = 25% of GP = $2,000 commission.
  

Best for: Aligning sales behavior with profit. Reps protect pricing and upsell premium options because their pay is linked to margin.

Caution: Requires accurate, real-time job costing to avoid disputes.

The 10/50/50 Split

A common structure for roofing company commissions is the 10/50/50 split. This plan involves taking 10% of the total sales revenue to reimburse overhead. Then the cost of materials and labor is deducted from the remaining 90%, and the net profit is equally shared between the salesperson and the company. 

3. Tiered Commission Plans

How it works: Reps earn higher rates as they hit volume or margin thresholds.

Example (margin-based):

• < 35% margin → 20% of GP
  
• 35–45% margin → 25% of GP
  
• 45% margin → 30% of GP
  

If a rep sells a job at 42% margin ($8,000 GP), they earn 25% × $8,000 = $2,000.

Best for: Encouraging reps to aim for higher-margin jobs instead of chasing volume with discounts.

4. Split Commissions

How it works: Commission pools are divided between multiple team members, such as setter/closer or rep/project manager.

Example: $2,000 commission pool split 30%/70% = $600 to setter, $1,400 to closer.

Best for: Larger sales teams with multiple roles.

5. Milestone or Progress-Based Commissions

How it works: Commissions are split into stages tied to contract signing, installation, and final payment.

Example:

• Total commission = $2,000
  
• 30% at contract signed = $600
  
• 40% at installation complete = $800
  
• 30% at job paid-in-full = $600
  

Best for: Protecting company cash flow and reducing risk of chargebacks.

6. Draw Against Commission

How it works: Reps receive an advance or “draw” that is later reconciled against earned commissions.

Example:

• Rep receives $2,000 draw.
  
• Earned commission = $2,500.
  
• Net payout = $500 after draw is cleared.
  

Best for: Smoothing income for new hires or off-season periods.

7. Bonuses and SPIFFs

How it works: One-time payouts for hitting goals or selling add-ons.

Examples:

• $500 bonus for selling $100k+ in a month.
  
• $200 SPIFF for each premium underlayment upgrade.
  
• $100 bonus for a 5-star Google review mentioning the rep.
  

Best for: Driving specific short-term behaviors and outcomes.

8. Straight Fees

How it works: Flat fees paid for specific roles or contributions.

Example: $500 canvasser fee for each signed job.

Best for: Setters, canvassing teams, or referrals.

Managing and automating payouts in Contractors Cloud

Once you arrive at the best commission structure(s) for your sales team, Contractors Cloud can help you manage, track, and automate payouts perfectly.

Roofing companies often combine different payout types and calculation methods to match their business model.

Instead of messy spreadsheets, Contractors Cloud provides a robust commission engine built for roofing companies. Using the endless combinations listed below, your roofing company can create, manage, and automate payouts in a commissions system that is customizable, fair, and efficient.

• Create rules: Choose payout type and calculation method.
  
• Add conditions: Define ranges, milestones, and requirements.
  
• Assign employees: Apply plans per role, rep, or tenure.
  
• Automate payouts: Commission runs calculate everything in seconds.
  
• Log results: Every payout is visible, auditable, and tied to the project.

Creating Payout Rules

It all starts with creating a Payout Rule that designates the rules, percentages, and details you need to manage and payout commissions. The rule starts with being centered on the payout type.

Payout Types

• Company Overhead (off the top): Deduct overhead before calculating commissions.
  
• Draws: Advances against commissions.
  
• Commissions: Percentage of revenue, profit, or ticket value.
  
• Bonuses: Flat or conditional payouts.
  
• Fees: Flat payments (e.g., canvasser fee).

Payout Type Popularity

When we look at how ~1,900 roofing companies in Contractors Cloud structure their payouts, commissions dominate the landscape. Of all payout types, commissions account for 54% of usage (1,026 setups), making them the most popular way to compensate sales reps. Company overhead is the next most common at 26% (494), showing how many contractors calculate profit-based payouts after fixed costs are removed. Draws make up 11% (213), while bonuses represent 5% (92) and flat fees just 2% (45).

This breakdown highlights that while commissions are by far the primary method, companies are also layering in overhead, draws, and performance incentives to create compensation plans that fit their business model.

Commission calculation methods (with examples)

Once you select your Payout Plan type, your rule needs its calculation method. Here are the methods available in Contractors Cloud with an example of how they would calculate.

• % of actual gross profit: $20,000 revenue – $12,000 expenses = $8,000 GP × 20% = $1,600.
  
• % of down payments: 9% of $5,000 down payment = $450.
  
• % of all payments: 9% of $20,000 = $1,800.
  
• % of progress payments: 9% of $10,000 progress payment = $900.
  
• % of each payment: Apply percentage per individual payment event.
  
• % of net profit: $8,000 GP – $3,000 overhead = $5,000 net × 20% = $1,000.
  
• % of total revenue (adjusted): $20,000 – $1,000 credits = $19,000 × 10% = $1,900.
  
• % of total ticket items (incl. pending): Includes supplements awaiting approval.
  
• % of total ticket (approved only): Excludes pending items.
  
• Straight fee: Flat payout, e.g., $500 finder’s fee.
  

Setting Conditions

Conditions allow roofing companies to make commission rules dynamic. Examples include:

• Pay 20% of GP if margin is 30–35%, but 30% if margin > 40%.
  
• Only pay if the contract is marked “Paid in Full.”
  
• Require all job expenses entered before GP- or net-profit-based commissions run.
  
• Apply different rules depending on rep seniority (e.g., junior vs. senior sales reps).
  
• Handle multiple reps per project with automatic split commissions.
  

Conditions ensure commissions are fair, accurate, and tied to the company’s priorities.

Applying Rules to Employees

Commission plans aren’t one-size-fits-all. Contractors Cloud allows companies to:

• Apply different rules for senior vs. junior reps.
  
• Set unique plans for canvassers, closers, and project managers.
  
• Assign payout rules per employee or per role.
  

This flexibility makes it easy to scale without confusion.

Logging and Transparency

Every commission payout is automatically logged in Contractors Cloud. This gives companies:

• A clear record of all payouts.
  
• Project-level transparency (which commissions have been paid vs. pending).
  
• An audit trail for disputes or adjustments.
  

For sales reps, this builds trust. For owners, it provides accountability.

Payouts / Commission Report

The Payouts / Commission Report enables you to see all of your commissions payouts by their status, project, date, employee, and amount. It’s a centralized, easy, and sortable way to track your commission payouts.

Draw Accounts

A draw account provides sales representatives with a steady income stream by advancing money against their future commissions, essentially working as a short-term loan that is automatically reconciled once commissions are earned. This approach is especially helpful for new reps ramping up in the role or during slower sales periods when income may fluctuate. 

Contractors Cloud allows you to fully manage the draw process with ease so that payouts are kept smooth and transparent while tracking the funds advanced and the deductions once commissions are earned. 

A draw example would be, if a rep receives a $2,000 draw in January and then earns $2,500 in commissions in February, $2,000 is applied to pay back the draw and the rep receives the remaining $500. Contractors Cloud makes managing draw accounts simple by integrating them directly into the Payouts/Commissions Report as well as the Accountant and Sales Manager Dashboards, giving both leadership and sales teams full transparency into balances, deductions, and payouts.

Commissions and payouts FAQs

Q: Should I pay roofing reps on revenue or profit?
A: Profit-based commissions protect your margin, but revenue-based is simpler. Many companies use a hybrid or tiered approach.

Q: How do you handle supplements in roofing commissions?
A: Define whether supplements are included in total revenue or treated as separate ticket items with their own percentage.

Q: How do you pay setters or canvassers?
A: Many companies use flat fees ($500/job) or a smaller percentage split from the total commission pool.

Q: What’s the best commission plan for new sales reps?
A: Draws or base + lower commission percentage help stabilize income while new reps ramp up.

Roofing sales commissions mastered

Roofing sales commissions don’t have to be a headache. With the right structure, you can:

• Motivate reps to sell profitably.
  
• Protect your company’s cash flow.
  
• Simplify payroll and eliminate disputes.
  

Contractors Cloud makes it easy to design, apply, and automate even the most complex commission rules—per employee, per job, or per payment type.

When commissions are clear, fair, and automated, your reps focus on selling, not fighting over spreadsheets—and your business grows with confidence.

Ready to simplify commissions? Schedule a demo of Contractors Cloud today and see how easy it is to automate payouts, protect margins, and keep your sales team motivated.

July 23, 2025

If your contracting business spans more than one territory, service type, or team structure, you’ve probably asked yourself: How do I keep everything organized, but still view the big picture? That’s exactly what Events in Contractors Cloud are built for.

What are Events?

Events are a powerful organizational tool in Contractors Cloud that let you segment different parts of your business—by service type, geographic location, team, or other strategic divisions—all within a single company account.

With Events, you can:

• Track and manage projects by category or region
  
• Keep operational processes distinct (think crews, suppliers, workflows)
  
• Analyze performance individually or collectively
  
• Simplify accounting with unified or segmented reporting
  

Segmentation is powerful because it transforms raw data into meaningful insights. With segmentation you can quickly spot trends, compare performance, and make smarter decisions. 

It allows you to analyze project history, revenue, and profitability in ways that highlight what’s working and where there’s room to grow. Instead of sifting through cluttered reports, segmentation gives you focused, actionable views of your business.

Examples of events in action

Roofing: storm response, service type, or territory

Let’s say you’re a roofing company based in Minnesota. A hailstorm hits Oklahoma City, and you decide to send a crew to work the storm. Instead of creating a new company or disrupting your main process, you simply create an “OKC Storm” Event. 

Now every job tied to that storm is grouped together, keeping your local and storm operations cleanly separated for tracking, resource assignment, and profitability.

Another common use? Residential vs. Commercial roofing. These two job types often require different suppliers, materials, pricing, and crews. By using Events to divide them, you prevent mistakes like assigning a residential shingle crew to a commercial flat roof, and make it easy to report on how each side of your business is performing.

Tracking service types like roofing and gutters using Events allows you to keep these distinct parts of your business organized and easy to manage. Each service may have different crews, materials, timelines, and workflows. By grouping them into separate Events, you avoid mix-ups and ensure accurate tracking. 

It also lets you analyze how each service line is performing individually, so you can compare revenue, job volume, and profitability for roofing vs. gutters, all within the same system.

Paving & snow removal: seasonal service segmentation

Events aren’t just for roofing as Contractors Cloud serves many contracting industries. A paving contractor who also does snow removal in winter can create two Events for “Paving” and “Snow Removal.” 

Now, each seasonal service is tracked independently. Your team can see which service drives more revenue, where the profitability lies, and plan accordingly for staffing, equipment, and marketing.

Location, location, location – Multi-State operations with clean territory breakdowns

For contractors who operate across state lines or multiple regions, Events offer simple and powerful segmentation. A roofing company based in Stillwater, MN, might also take on work in Wisconsin. With one Event for “MN Projects” and another for “WI Projects,” they can keep workflows consistent while comparing performance by state. 

Want to see total company revenue? Done. Want to drill into Wisconsin’s average job size or close rate? Easy.

Why use events?

Whether you run multiple crews, service areas, or offerings, Events give you clarity without complexity.

Benefits of using Events:

• Accurate Reporting: Run reports by individual Event or across your entire company.
  
• Avoid Operational Mix-ups: Keep the right teams, workflows, and suppliers tied to the right types of jobs.
  
• Better Business Decisions: Understand which areas are most profitable or growing faster.
  
• Scalability: Expand into new services or locations without changing systems.
  

Set up Events to match your business

Think about your business in terms of how you want to measure and manage it. Do you want to separate:

• Different territories or states?
  
• Service types like roofing, solar, or gutters?
  
• Seasonal or temporary teams like storm work or snow removal?
  
• Specialized teams like insurance vs. retail?
  

Events make it possible. And because they live within your company account, you can centralize your operations while gaining the power to zoom in or out depending on your need.

Start using Events today

Whether you’re a roofing contractor chasing storms, a paving business with a snow season hustle, or a growing company expanding across state lines, Events in Contractors Cloud help you stay organized, efficient, and profitable.

Ready to simplify your segmentation?
Reach out to our support team or explore Events in your Contractors Cloud dashboard today.