โœจ DEMO PORTAL โ€” branded for Roof Portal. This is what YOUR customers would see.
Roof Portal Customer Portal

Hi Jordan ๐Ÿ‘‹

๐Ÿ“ 1428 Coastal Breeze Dr, Boca Raton FL 33431
Roof Install Started Roofing - Architectural Shingle
Project progress Step 4 of 6
โœ“
Approved
โœ“
Permitting
โœ“
Scheduling
4
Installation
5
Final Inspection
6
Complete
๐Ÿ”จ
Live now ยท Installation
It's happening! Our crew is bringing your new roof to life โ€” watch the updates roll in. ๐Ÿ“ธ
๐ŸŽจ
Design Your Roof & Pick Your Colors
Mock up your roof, compare colors & options, request samples โ†’
โ€บ
๐ŸŽ‰ Your Project Updates
Installation โ€” milestone reached โœ“
Scheduling โ€” milestone reached โœ“
Permitting โ€” milestone reached โœ“
Approved โ€” milestone reached โœ“
What to Expect โ€” Your Roadmap
โœ“
Approved
We finalize your contract, color & material selections, and paperwork so your project is ready to move.
Your part
  • โ€ขReview & sign your Sign-Up Package (button above)
  • โ€ขConfirm your shingle/tile/metal color & product choices
  • โ€ขFinish any financing paperwork if you're financing
1โ€“3 days
โœ“
Permitting
We prepare and submit your building permit โ€” plus HOA approval if your community requires it โ€” then wait for the city to issue it.
Your part
  • โ€ขSign the HOA application if you're in an HOA community
  • โ€ขUpload any HOA or insurance documents we request
  • โ€ขOtherwise sit tight โ€” issue time is up to the city/HOA
1โ€“4 weeks
โœ“
Scheduling
Your permit is in hand. We order your materials, schedule the crew, and lock in your install date with you.
Your part
  • โ€ขConfirm the install date we propose
  • โ€ขPlan to move vehicles out of the driveway that morning
  • โ€ขArrange to keep kids & pets indoors during the work
3โ€“7 days
โ˜…
Installation You are here
Tear-off, dry-in, and your new roof goes on. Most homes are finished in 1โ€“2 days.
Your part โ€” do this now
  • โ˜Move vehicles away from the house & driveway
  • โ˜Take down fragile wall hangings โ€” tear-off causes vibration
  • โ˜Keep pets indoors; expect noise starting early in the day
  • โ˜Stay clear of the work area for your safety
1โ€“3 days
5
Final Inspection
The city inspects the finished roof and we close out your permit. We coordinate everything with the inspector.
Your part
  • โ€ขNothing required โ€” we schedule the inspection for you
  • โ€ขJust make sure the inspector can access your property if asked
1โ€“2 weeks
6
Complete
Final walkthrough, warranty registration, and you're all set. Thank you for trusting us with your home!
Your part
  • โ€ขWalk the property with us & confirm the magnet nail-sweep
  • โ€ขMake your final payment
  • โ€ขKeep your warranty โ€” we register it with the manufacturer for you
โ€”
Timeframes are typical estimates โ€” your project contact will confirm exact dates.
โœ… Everything We're Doing For You 15/23 done
โœ“ Responded fast and got you on the schedule
โœ“ Measured your roof precisely with aerial RoofGraf technology
โœ“ Built your detailed, itemized estimate for the right system
โœ“ Walked you through your options and answered every question
โœ“ Collected your signed agreement and sent you copies of all paperwork
โœ“ Confirmed your color, material & product selections
โœ“ Opened your project file and assigned your crew
โœ“ Prepared your building permit packet (NOC, PCN, legal description)
โœ“ Attached engineered wind-load & product-approval docs (PE-sealed where required)
โœ“ Submitted your permit and tracked it through the city
โœ“ Handled HOA / architectural approval โ€” colors, samples & follow-ups (if applicable)
โœ“ Took off your exact materials from the roof measurements
โœ“ Ordered your premium materials and confirmed delivery
โœ“ Verified your colors match your approved selections
โœ“ Locked in your install date with you
โ— Staged materials, permit box & yard sign before the crew arrived happening now
โ— Tore off the old roof and inspected the deck happening now
โ— Installed your new roof system to Florida Building Code happening now
โ— Cleaned up daily and swept for nails happening now
โ—‹ Completed our punch-list walkthrough
โ—‹ Passed your final city inspection
โ—‹ Delivered your warranty documents
โ—‹ Made sure you're 100% happy and asked how we did
Every box is real work the Roof Portal team does on your project โ€” the standard you're paying for, tracked in the open.
Your Proposal
Proposal #DEMO-1042 โ€” Roofing - Architectural Shingle โœ“ Approved
Contract
$24,800
Balance Due
$9,920
Paid
60%
In the live portal, homeowners e-sign their proposal and pay each draw right here.
๐ŸŽฎ Referral Game โ€” Level Up & Win
๐ŸŒฑ Newcomer
0 sent
1 more to Spreader ๐Ÿ“ฃ
Your personal invite โ€” edit it, then send it to neighbors. Every send levels you up:
๐Ÿ† Rewards you can unlock (2 signed so far)
๐Ÿ’ณ 1 referral โ€” $50 Visa gift card UNLOCKED โœ“
๐ŸŽŸ๏ธ 2 referrals โ€” $150 + entry in our annual giveaway UNLOCKED โœ“
๐Ÿ”’ 3 referrals โ€” $300 + customer-appreciation party invite
๐Ÿ”’ 5 referrals โ€” $500 + a year of free gutter cleaning
๐Ÿ”’ 10 referrals โ€” Roof Royalty โ€” grand prize + free maintenance
๐ŸŽฏ 1 more signed referral to win $300 + customer-appreciation party invite.
Your Project Contact
S
Sam Carter
Roof Portal
Roof Portal ยท (561) 475-8615
This is a branded demo of the customer portal. Sample data โ€” no real project.