One platform.
Every tool you need.
A custom-built operating system for Anchor Point Roofing & Siding. Replace JobNimbus, CompanyCam, and Brevo with a single, unified platform designed around how your team actually works — from the driveway to the final invoice.
by Cortex Automations — cortexautomations.ai
Your tools are fighting
against you.
You're paying for multiple platforms that don't talk to each other, spending hours on workarounds, and losing deals to software limitations.
Invoicing Nightmare
Can't send a 50% deposit invoice without creating duplicate invoices, manually reconciling payments, and deleting extras. One missed step and a client gets billed for the full amount.
Proposals That Expire
DocuSign links expire after 5 days with no control. Clients compare bids for a week, come back ready to sign, and your proposal is gone. The other two competitors' links still work.
Support That Doesn't Exist
Escalated tickets take weeks to months. Software crashes during a sales presentation in the driveway, and there's no one to call. One crash can cost a $15,000 deal.
Reports Require Excel
Pulling a monthly sales report by salesman takes 15+ minutes of exporting to CSV, sorting, filtering, and manual math in Excel. Every single month.
Costs Keep Growing
JobNimbus ($5,652/yr) + CompanyCam + Brevo + per-user fees. Every new hire adds $55–75/month. You're at your plan limit of 4 users, and expanding to Arkansas and Oklahoma means your bill grows fast.
Multiple Contracts, Multiple Invoices
Roof signed, then siding, then gutters. Three contracts, three invoices, three payment tracking headaches. No way to merge them into one clean bill.
Everything in one place.
Built for you.
Contractor Hub replaces your core business tools with a single platform designed specifically for residential exterior contractors — roofing, siding, windows, gutters, soffit & fascia.
Contractor Hub
CRM, Estimates, Invoicing, Payments, Communications, Photos, Calendar, Automations, Reporting
Built around how
your business runs.
Every feature is designed to solve real problems we identified together. No bloat, no generic features — just what your team needs.
Your jobs, your way.
Manage contacts, properties, and jobs with a visual Kanban board. One property owner with ten investment properties? No problem. Every interaction logged automatically.
- ✓ Drag-and-drop pipeline with customizable stages
- ✓ One owner, multiple properties, multiple jobs
- ✓ Automatic activity timeline (calls, texts, emails, status changes)
- ✓ Lead source tracking for every contact
- ✓ Role-based access (Admin, Salesman, Field Worker)
Close deals in the driveway.
Multi-page proposals with cover photos, inspection reports, Good/Better/Best pricing, and digital signatures. Templates auto-fill so you're not typing the same thing twice.
- ✓ Multi-page estimates with toggleable sections
- ✓ Good / Better / Best pricing tiers
- ✓ Reusable templates (roof replacement, siding, gutters, etc.)
- ✓ Digital signatures with configurable expiration
- ✓ Branded PDF generation
- ✓ Auto-move to pipeline stage on signature
The invoicing you've been asking for.
Send deposit invoices, progress payments, and final bills without workarounds. Merge contracts, handle change orders, and let customers pay online with ACH or card.
- ✓ Partial invoicing & deposits — invoice any % of the contract
- ✓ Change orders that modify scope mid-job
- ✓ Merge multiple contracts into one invoice
- ✓ Dual pricing — cash discount for ACH, standard for card
- ✓ Automated payment reminders
- ✓ QuickBooks Online sync without duplicate entries
Invoice #1042
Every conversation in one place.
Text, call, and email customers directly from any job. Every interaction automatically logged. Send email blasts with personalization, no CSV exports required.
- ✓ SMS texting from within jobs (included, not a paid add-on)
- ✓ Phone calls with your business caller ID
- ✓ Email with reusable templates
- ✓ Email blasts with "Hi {FirstName}" personalization
- ✓ Full activity timeline — calls, texts, emails all logged
Show your contractors what to do.
Capture photos and videos on-site, mark them up with annotations, and share a view-only link with your contractors. No app download required for them. Works offline.
- ✓ Photo capture with GPS tagging and timestamps
- ✓ Annotation tools (arrows, circles, cross-outs, text)
- ✓ Video recording with narration
- ✓ Shareable links — contractors view without logging in
- ✓ Works offline — syncs when back online
- ✓ Replaces CompanyCam at no extra cost
Set it once, never think about it again.
Automatic notifications, reminders, and follow-ups. Calendar that syncs with Google. Review requests sent after every job. No limits on automations.
- ✓ Contract signed → team notified instantly
- ✓ New lead → salesman notified
- ✓ Job completed → Google review request sent
- ✓ Follow-up reminders after X days
- ✓ Calendar with Google Calendar sync
- ✓ Appointment reminders to clients
From signed contract to final walkthrough.
Create tasks for your team, generate work orders for subcontractors, and produce contracts, completion certificates, and lien waivers from templates — all linked to the job.
- ✓ Task management with types, due dates, priorities, and reminders
- ✓ Work orders created from estimates — assign per trade to crews or subs
- ✓ Share work orders with subcontractors via link (no login needed)
- ✓ Document templates with merge fields (contracts, lien waivers, completion certs)
- ✓ Custom fields on contacts, jobs, and work orders (text, number, date, dropdown)
- ✓ Multiple workflow types — different pipelines for Roofing vs Siding vs Gutters
How we stack up.
Feature-by-feature comparison against JobNimbus, Roofr, and your current tool stack.
| Feature | JobNimbus | Roofr | Contractor Hub |
|---|---|---|---|
| CRM & Pipeline | ✓ | ✓ | ✓ |
| Multi-page Estimates | ✓ | Limited | ✓ |
| Partial Invoicing / Deposits | ✗ | ✗ | ✓ |
| Change Orders | ✗ | ✗ | ✓ |
| Invoice Merging | ✗ | ✗ | ✓ |
| Configurable Signature Expiry | ✗ 5 days only | ✓ | ✓ You choose |
| SMS Texting | $49–249/mo add-on | Limited | ✓ Included |
| Phone Calling | Caller ID only | ✗ | ✓ Built-in |
| Email Blasts | ✗ | ✗ | ✓ With personalization |
| Photo Annotation & Sharing | Requires CompanyCam | ✗ | ✓ Built-in |
| Offline Mobile Mode | ✗ | ✗ No native app | ✓ With mobile app add-on |
| Native Mobile App | ✓ | ✗ Browser only | ✓ Optional add-on |
| QuickBooks Sync (no duplicates) | Known issues | Beta | ✓ Designed to prevent |
| Sales Reports by Rep (No Excel) | ✗ Manual Excel | Basic | ✓ One click |
| Unlimited Automations | ✗ 10–100 by tier | ✗ 5–25 by tier | ✓ Unlimited |
| Responsive, Direct Support | ✗ Weeks to months | ✓ | ✓ Local, same-day |
| Scales Past $10–20M Revenue | ✗ Recommends switch | Capped at 10 users | ✓ Built to scale |
| Work Orders for Subcontractors | ✓ | ✗ | ✓ Shareable link |
| Task Management | ✓ | ✗ | ✓ With reminders |
| Custom Fields | ✓ | ✗ | ✓ In reports + automations |
| Multiple Workflow Types | ✓ | ✗ | ✓ Per job type |
| Document Templates (Merge Fields) | ✓ | ✗ | ✓ One-click generation |
| Interactive Upgrades on Proposals | ✓ SumoQuote | ✗ | ✓ Dynamic pricing |
| Job Share (Customer Status Link) | ✓ | ✗ | ✓ With uploads |
| Before/After Photo Comparisons | Requires CompanyCam | ✗ | ✓ Built-in |
| Photo-Required Checklists | Basic forms | ✗ | ✓ With templates |
| Data Migration from JobNimbus | N/A | N/A | ✓ Full import |
Ready before September.
8 phases of development, each delivering real, usable functionality. You'll have access to test as we build.
Flexible ownership.
Three options for how we work together. All deliver the same platform, same features, and same level of support.
Subscribe
We build it, own it, and maintain it. You subscribe monthly. Same model as JobNimbus, but you're getting multiple platforms consolidated into one.
- ✓ Per-user monthly pricing for the web platform
- ✓ Consolidates 3 tools into one bill
- ✓ Ongoing updates, maintenance, and direct support
- ✓ No large upfront investment
- ✓ Option to purchase outright in the future
Subscribe Now, Buy Later
Start with the subscription. Use the platform, make sure it fits. When you're ready, purchase the software at fair market value.
- ✓ Try before you buy — zero risk
- ✓ Purchase at fair market value when ready
- ✓ Buy early, pay less. Buy later, pay more.
- ✓ No pressure — stay subscribed as long as you want
- ✓ All ownership benefits when you decide
Own It Outright
You pay for development and own the intellectual property. The software becomes a business asset that transfers if you sell.
- ✓ Full IP ownership — it's yours
- ✓ License it to other contractors for revenue
- ✓ Transferable if you sell the business
- ✓ Optional ongoing maintenance contract
- ✓ One-time development investment
Web Platform — The subscription covers the full web-based platform: CRM, estimating, invoicing, payments, communications, calendar, automations, reporting, and photo/media management. This alone replaces JobNimbus, CompanyCam, and Brevo.
Mobile Apps (iOS & Android) — Native mobile applications with offline support, on-site photo/video capture, field estimating, and push notifications are a separate investment. Mobile apps require development for two platforms, app store submissions, and ongoing maintenance.
The value of consolidation: You're currently paying for JobNimbus ($5,652/yr), CompanyCam (~$1,560/yr), and Brevo separately — plus per-user fees that grow with every hire. Contractor Hub replaces these with a single, integrated system built specifically for how your business operates. You'll keep specialized tools like iRoofing for pitch calculations and Marketing 411 for what they do best. This isn't a generic CRM with bolt-on features. It's a purpose-built platform. Pricing will reflect that value. We'll finalize specifics together before development begins.
View detailed pricing → — Three models side by side: Subscribe, Subscribe Now & Buy Later, or Own It Outright. Includes tier breakdowns, 5-year cost comparison, and everything that's included.
Let's build this.
Here's how we go from proposal to production-ready platform before your JobNimbus renewal in September 2026.
Choose a Model
Subscription or ownership. We finalize terms and scope.
Export Your Data
Screenshots of line items, access to JobNimbus for data audit.
We Start Building
Phase 1 begins. You get access to test as each phase completes.
Go Live
Data migration, training, parallel run, and cutover before September. Ready to grow with you to Arkansas and beyond.