SD
SDRS OpsRoofing business operating system
🔒 Public demo is isolated from the private account

Run roofing
from one place.

CRM, estimating, roof measurement, production, repairs, accounting, sales and customer visibility in one clean operating system. Visitors can explore a read-only demo; private company data stays behind authenticated access.

Private Cloud WorkspaceCompany data stays behind authenticated access.
Read-only Public DemoVisitors never enter your private account.
Automatic RecoveryCloud snapshots protect against accidental changes.
Licensed SoftwareSubscriber access does not transfer ownership.
SDRS Ops
Demo command center
READ ONLY
ACTIVE JOBS18
PIPELINE$284K
GROSS MARGIN31.4%
A/R$42K
Sales → Production → Payment

Plans built to grow with your roofing company

Start with the plan that fits now, then scale when you need more. Annual billing includes two months at no extra cost. Your public demo stays separated from private company data.

© 2026 Sun Driven Roofing Systems LLC · SDRS Ops™ · Access is licensed, not sold.
SDRS OPS DEMO · Sample data only · Private owner controls are locked

Owner Dashboard

SD
⌘ K
Cloud ready

Welcome to SDRS Ops.

Sales, production, collections, and profitability in one view.

Sales Pipeline

What Needs My Attention Today?

Profitability

Accounts Receivable

Production Snapshot

CRM / Job Management

One record for the customer, property, sales, production, documents, and financials.

Quick Measure Pro

Search a property, pull high-resolution aerial imagery, trace multiple roof planes, classify roof edges, calculate pitch-adjusted squares and waste, then save the complete measurement directly to the job.

Live aerial workflow PO-linked measurements
1Select the jobAttach the measure to a PO
2Locate the roofSearch the property address
3Trace & classifyPlanes, ridge, hip, valley, eave, rake
4Save to jobSend quantities into estimating
SATELLITE / AERIAL
QUICK MEASURE · Select a job, find the roof, then start tracing.Sarasota, FL

Job & Setup

Planning measure
No job selectedChoose a job / PO above to connect this measurement.—

Live Measurement

0 planes
Plan Area0 sf
Roof Area0 sf
Base Squares0.00
Order Squares0.00
Waste Add0.00
Perimeter0 ft
Ridge0 ft
Hip0 ft
Valley0 ft
Eave0 ft
Rake0 ft
Edge Total0 ft

Finish Measurement

Cloud-ready
Field verification required. Aerial Quick Measure is an estimating and planning tool. Confirm pitch, hidden roof planes, overhangs, penetrations and critical dimensions before final ordering, permitting or contract quantities.

Automatic Material Takeoff

Updates live
MaterialQuantityUnitBasis

Measurement History

Job-linked
Select a job to see saved measurements.

Estimating & Profitability

Build price from real job costs, overhead, markup, and margin targets.

Direct Cost$0
Total Cost + OH$0
Suggested Sell$0
Gross Profit$0
Gross Margin0%

Estimate Scope Template

Estimate Documents

Templates & Document Library

Keep contracts, scopes, warranties, forms, and supporting files organized, then pull them directly into estimates.

Document Folder

Private company document storagePDFs, Word files, spreadsheets, photos, product sheets and forms. Files stay locked behind your account.

Estimate Templates

Production

Schedule crews, deliveries, permits, inspections, and completion tasks.

StartJobCustomerCrewMaterialsPermitStatus

Repair Operations

Fast service workflow from inspection through invoice, payment, and warranty.

CustomerScopeTechLabor HrsMaterialsEstimateStatus

Accounting

Job-centered income, expenses, receivables, payables, and profitability.

Transactions

DateTypeCategoryJobDescriptionAmount

Profit & Loss

Sales

Lead ownership, follow-up, sold revenue, close rate, and commissions.

Primary Sales

Secondary Sales

Team Goals

Customer Portal · Invoices · E-Sign

Create a customer-facing job portal, send an invoice, collect an electronic acceptance, and connect a secure payment link.

Create / Update Customer Invoice

Job-linked

Customer Experience

Secure token portal

The customer sees the estimate, invoice, payment button, property/PO, and e-sign acceptance screen from one private link. The link can be rotated at any time.

EstimateJob linked
InvoicePortal ready
E-SignAudit captured
PaymentsProcessor ready
For live card/ACH collection, connect a payment processor. Until then, a secure Stripe/Square payment link can be attached to each invoice and displayed inside the portal.

Customer Portals & Invoices

POCustomerEstimateInvoiceBalanceE-SignPortal

Users & Permissions

Role-based access with customizable permissions.

Users

NameEmailRoleStatus

Role Permission Matrix

SDRS Ops — Platform Owner

Subscription, tenant, and intellectual-property control center.

Ownership: SDRS Ops is configured as proprietary software owned by the platform owner. Subscriber companies receive a limited right to use the service; they do not receive ownership of SDRS Ops or its source code.

Subscriber Companies

CompanyPlanPriceUsersStatusWorkspace

Subscription Plans

Platform Ownership Controls

IP Owner
PrivateLOCKED
Primary Platform Admin
PrivateOWNER
Tenant Isolation
Every operational record carries a company ID.ENABLED
Subscriber Rights
License to use; no transfer of software ownership.LICENSED

SaaS Build Status

Multi-company workspace modelBUILT
Company-specific users/dataBUILT
Subscription plan modelBUILT
Cloud database + authenticationLIVE
Secure workspace backups + activity trailLIVE
Automated subscription billingPAYMENTS NEXT

Settings

Company-wide operating rules and defaults.

Company Defaults

Data Protection

● Cloud protected

Your private workspace is stored in the authenticated cloud database, shared across authorized users, and protected with automatic recovery snapshots. The public demo is isolated and cannot write to company data.

Security & Business Protection

☁
Cloud WorkspaceCompany records save to the authenticated shared workspace instead of relying on one browser or phone.
🔒
Tenant IsolationDatabase access is restricted by authenticated company membership and row-level security.
↶
Recovery SnapshotsAutomatic restore points are retained to help recover from accidental edits.
◉
Activity TrailImportant account actions are recorded with the user and timestamp.
◇
Proprietary LicenseSubscriber access is licensed. SDRS Ops ownership and source rights remain with the platform owner.
✓
Demo FirewallPublic visitors use sample data only and cannot create, change, export, or reset private company records.

Recent Activity

Activity appears after private sign-in.

Recovery Points

Cloud backups will appear here.
Danger Zone
Resetting company data is intentionally separated from normal controls and requires an explicit confirmation phrase.
SDRS Ops™ Customer Portal
Secure estimate, invoice, payment and e-sign access
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© 2026 Sun Driven Roofing Systems LLC · SDRS Ops™ is proprietary software · Subscriber access is licensed, not sold.
SDRS Ops