Low-fidelity layout wireframes: structure, hierarchy, and component placement - not visual design. Surface ownership: W1, W2, W6–W11, W14–W16 are Phoenix LiveView; W3, W4, and W13 (map canvas) are React islands; W5 and W12 are React Native / mobile web.
W7 - Calendar / scheduling
Week view with crew lanes for dispatching installs. Board-synced entries, drag-to-reschedule, and the homeowner SMS automation toggle at the point of scheduling.
Calendar
DayWeekMonthAgenda
Crews: allJul 13–17
Mon 13Tue 14Wed 15Thu 16Fri 17
Crew A 4 techs
Adams reroof
Install · 2 days
Fox gutters
Install
Crew B 3 techs
Kim solar + roof
Install · 3 days · sub: SolarCo
Sales J. Diaz
Reyes inspect
10:00a
Olsen inspect
9:00a · hail
Brandt signing
2:00p
Unscheduled (3):Garcia reroofNguyen guttersOlsen build Text homeowner on schedule: on
W8 - Invoice & payment flow
Invoice generated from the signed quote, collection actions (text-to-pay, card/ACH, financing), payment history, and always-visible QuickBooks sync state.
Invoice #2087 - Adams reroofPartially paid
PDF Text to payCollect payment
Billed to
Tom Adams · 412 Cedar Dr
Due
Jul 30, 2026
ItemQtyAmount
Architectural shingles - install28.4$9,940
Tear-off and disposal1$3,120
Gutter guards (upgrade)1$1,150
Labor and permits1$4,090
Total$18,300
Paid to date−$5,000
Balance due$13,300
Created from signed quote #1038 - no re-entry
Collect
Card - 2.9%
ACH / eCheck - 1%
Send text-to-pay link
Financing - from $228/mo
Payments
Jul 2 · Deposit · card$5,000
Synced to QuickBooks
Reminders
Payment-chasing automation active - next nudge Jul 22 (text)
W9 - Material ordering
One-click conversion from the signed quote: supplier picker with live pricing comparison, order lines derived from the same measurement the quote used, delivery tied to the install date.
Material order - Adams reroofFrom quote #1038
Send order
Supplier - live pricing
Beacon Pro+Selected
$7,842
Delivery Thu · in stock
ABC Supply
$7,911
Delivery Fri · in stock
QXO
$7,798
1 item backordered
ItemQtyUnitTotal
Arch. shingles - weathered wood96 bdl$42.10$4,042
Synthetic underlayment8 rl$118.00$944
Ridge cap + starter14 bdl$61.20$857
Ice + water, drip edge, fasteners--$1,999
Order total · qty from EagleView 28.4 sq + 10% waste$7,842
Deliver: Thu Jul 16, 7–9a Drop: driveway, left sideStatus updates post to job feed
W10 - Settings & admin
Roles-and-permissions matrix mapped to the Admin/Sales/Field pricing roles, plus price list management and the consent configuration governing website tracking and personality profiles.
Settings
CompanyRoles and permissionsPrice listsConsent and privacyWorkflowsIntegrationsBillingLocationsAPI keys
Roles and permissions
Custom role
CapabilityAdmin · $89Sales · $59Field · $29
Edit price lists and margins
Send quotes / apply discounts
Discount below margin floorApproval
Photos, forms, work orders
Edit automations
Price lists
Residential roofing 2026312 items
Gutters and siding148 items
Margin floor28%
Import / export Excel
Consent and tracking
Website snippetInstalled
CMP integrationOsano
Collect analytics cookiesIf consented
Personality profilesOpt-in · 12 mo retention
GDPR / CCPA requestsView queue (2)
W11 - Login
SSO first for the enterprise tier, email/password for small shops, magic-link fallback for field crews.
The highest-stakes screen in the product - where deals close, on the homeowner's phone. Any line item or section can carry a comment-style question thread; the rep replies asynchronously and open questions surface at the top of the quote and in the job activity feed (W2). Signing stays available but is never gated or rushed by open threads.
Summit Roofing Co.
Quote for Rachel Brandt · 1428 Maple Ct
1 open question - Jordan replies within a few hours
Good
$16,900
Better ✓
$18,750
Best
$21,400
What's included - tap any line to ask about it
Architectural shingles - 50 yr$9,940
Synthetic underlayment$1,890 1
RB
Is this better than felt? Our last roof leaked at the valleys.
You · yesterday 8:12p
JD
Much better - it won't wrinkle or absorb water, and we add ice-and-water shield in every valley. Happy to send the spec sheet.
Jordan (Summit) · 7:05a
Reply…
Tear-off, disposal, permits$3,120
Labor and 10 yr workmanship$3,800
Inspection photos (14) Financing from $228/mo
Selected: Better$18,750
Accept and sign
Questions stay attached - signing is never rushed
W20 - Photo & video upload (project media hub)
Drag-and-drop upload with a queue that handles large video (transcoded for streaming), before/damage/after tagging, annotation entry points, EXIF time + GPS matching to the job, and a per-item visibility control (shared with homeowner / internal / insurance packet) - shared items publish to the customer timeline (W21). Mobile capture feeds the same hub via the offline queue (W5).
Brandt reroof - Photos & video (17)
Build photo report Upload
Drag photos or video here, or browse
JPG, PNG, HEIC, MP4, MOV · videos up to 2 GB · EXIF time + GPS kept
Uploading (3)
drone-roof-pass.mp4 · 124 MB
62%
IMG_2041.heic · 8 MB Done
IMG_2042.heic · 7 MBQueued
Damage
N slope
Before
Front
After0:48
Walkthrough
Damage
Annotated
Visibility (selected)
Shared with homeowner
Internal only
Insurance packet
Shared items appear on the customer timeline
Auto-organize
Group by capture time GPS-match to job address Add to photo report draft
Storage
S3 · originals kept · video transcoded for streaming · archived to Glacier on job close
W21 - Project timeline, customer perspective
The homeowner portal timeline: plain-language milestones with preparation guidance, only customer-visible events and shared media, a progress bar, and message/pay actions. A filtered projection of the same event log the company view (W22) renders - the two can never disagree.
Your roof project
Summit Roofing · 1428 Maple Ct
On track
Step 3 of 6 · install starts Mon, Jul 20
Proposal signed
Jul 15 · Better option · $18,750 · deposit received
Materials ordered
Jul 15 · shingle color: weathered wood
Material delivery - Thu, Jul 16
Between 7–9a. Please keep the driveway's left side clear; the pallet stays on plywood, not the lawn.
Install days - Mon–Tue, Jul 20–21
Crew arrives ~7a · expect noise 7a–6p · cars out of driveway · pets indoors
Final walkthrough & cleanup
Magnet sweep for nails · you approve before we leave
The internal, unfiltered view of the same job: every event from the transactional log with visibility badges (shared vs. internal), including automation runs, margin/discount notes, work orders, supplier webhooks, and QuickBooks syncs. The "Customer view" toggle previews exactly what the homeowner sees; W21 is a filtered projection of this log.
Rendered from the transactional event log - the customer timeline (W21) is a filtered projection of these same events, so the two views can never disagree
AYO & Ryzo Platform - hypothetical product specification and wireframe set, v4.0 (July 2026). Feature inventory derived from public JobNimbus and SumoQuote materials; all screens, names, and figures are illustrative. Back to index