Field-sales operating layer · roofing-first
Run the route.
Close the roof.
Pavelio runs the whole motion — turf and territory, live canvassing, deals, measurement, supplier-backed estimates, proposals, signed jobs, commissions and reporting. One operating layer for the rep on a doorstep and the manager at a desk.
- Mobile-first
- Offline-ready
- Secure by design
- Modular underneath
The route
Every step of the job, in one place
Pavelio isn't a generic CRM table. It's the operating layer for the roofing motion — each stop is a real object with a state, an owner, a next action and an audit trail.
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01
Knock the map
Open the map, snap a pin to the right property, and log a knock in seconds. Adaptive pins, do-not-contact protection, and existing-customer warnings keep reps fast and compliant — online or off.
- Smart property snap
- DNC & customer protection
- Offline capture & sync
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02
Run the deal
Turn a knock into a qualified deal, set the appointment, and move it down a pipeline that fits how roofing actually closes — proposal, signature, contract — with the next action always in front of the rep.
- Pipeline & deal command center
- Appointments & reminders
- Proposals to signed contract
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03
Measure, estimate, order
Go from roof measurement to material takeoff to a margin-aware, supplier-backed estimate. Measurement and supplier pricing plug in as modules with a manual fallback — never a vendor baked into the workflow.
- Measurement → takeoff → estimate
- Margin visibility, permissioned
- Purchase orders & job handoff
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04
Run the business
Managers see who's active, what moved today, which deals are stale and which jobs are blocked — with commissions, margin and reporting computed from verified work, not vanity activity.
- Manager pulse & reporting
- Commissions & payroll export
- Audit log on every action
Why teams switch
Qualified work, advanced — not busywork tracked.
"Our reps stopped fighting the software and started working the street. Everything a deal needs — measurement, estimate, contract — finally lives in one place."
Pricing
One operating layer. Priced per rep.
Start with the thin full lifecycle on manual fallbacks — add measurement, supplier pricing and messaging modules as you grow.
The full thin loop: map, knocks, deals, proposals, jobs.
- Map, canvassing & offline capture
- Deals, appointments & proposals
- Manual measurement & pricebook
- Audit log & roles
Everything in Starter, plus the money & manager layer.
- Measurement & supplier-backed estimates
- Commissions & margin visibility
- Manager pulse & reporting
- Storm campaigns & overlays
For multi-branch operations with advanced needs.
- Real provider integrations
- Advanced analytics & benchmarks
- SSO, onboarding & priority support
- Data export & compliance
FAQ
The short version
Is Pavelio just a CRM?
No. It's an operating layer that owns the roofing workflow end to end. Every object — deal, measurement, estimate, job, commission — has a state, an owner, a next action and an audit trail, not just a record in a table.
Do I need EagleView, ABC Supply or a specific vendor?
No. Pavelio is roofing-first and modular underneath. Measurement, supplier pricing, signatures, messaging and billing are modules with a real manual fallback, so you can run the whole loop before connecting a single vendor.
Does it work in the field with no signal?
Yes. Capture is mobile-first and offline-ready — knocks, properties, deals and photos queue locally and sync when you're back online, validated server-side.
How is our data protected?
Security is built in: tenant isolation, role- and field-level permissions on sensitive money fields, private document storage with short-lived links, and an audit log on every sensitive action.
You are here. Go close.
See Pavelio run your route in a 20-minute walkthrough.
No card required · See it on your own turf.