Roofing Project Tracker

Project & Client Tracker: Simplify Your Workflow 

Keep track of all your projects and client information, monitor project phases, and calculate commissions—all in one easy-to-use template. Perfect for managing your workload and staying on top of your business goals!
About this template

What’s Included ?

A fully customizable Client & Project Database to organize all your roofing projects.

Pre-built Views for easy tracking:

  • Simple List for a quick overview.

  • Trello-style Board to visualize project phases and drag-and-drop updates.

  • Calendar View to track build dates.

  • Customizable Charts for insights like lead sources and performance metrics.

  • Ready-to-use Properties for tracking names, phone numbers, addresses, project phases, and commissions.

  • Step-by-step setup instructions for both beginners and experienced Notion users.

  • Built-in examples to help you get started quickly.

Why It’s Good?

  • Save Time: Everything you need to manage clients and projects is in one place.

  • Boost Organization: Clear tracking of project phases, payments, and contact details.

  • Improve Efficiency: Drag-and-drop updates make managing projects simple and intuitive.

  • Actionable Insights: Use charts and filters to analyze data and identify opportunities for growth.

  • Beginner-Friendly: Comprehensive guidance included, no prior Notion experience needed.

  • Customizable: Tailor it to fit your unique workflow and business needs.

Transform the Way You Manage Your Roofing Projects!

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