Winter Webinar Recap: Whiteboard and Vendor Portal

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.