Step 1
Listen & Map
We sit with your team, trace how data moves today, and surface every blocker before changing a thing.
Roofers Edge
For Roofers Edge, that meant mapping every form, checklist, and approval flow from paper to screen.
Case Study
Roofers Edge
How we took a paper-heavy roofing operation digital with a single workflow app that keeps every compliance box checked in real time.
The Problem
The company relied on paper forms and disconnected spreadsheets for Start Right forms, invoices, and end-of-day checklists, making compliance and documentation cumbersome.
The Solution
Clearpane built a custom app ("Roofers Edge") that automated their documentation pipeline, allowed staff to log and access forms digitally, and stored all their training, certification and right-to-work documentation.
The Outcome
The pipeline became paperless, documentation was available with one click, and managers could instantly view compliance status.
Key Metrics
100% reduction in paper forms
4 hours/week saved on admin
Instant access to compliance documentation
Mobile app view
Talk to us about your projectOur Process
From messy data to measurable calm
Four practical steps that took Roofers Edge from scattered paperwork to one confident, live view of their operations.
Step 2
Connect & Clean
We build pipelines that pull every source into one clean layer—no brittle exports, no chasing files.
Roofers Edge
Those paper workflows were digitised into a single app that stores every form automatically.
Step 3
Build & Visualise
Live dashboards take shape so you can see trends, track performance, and catch issues early.
Roofers Edge
Managers could instantly see training status, compliance, and end-of-day progress.
Step 4
Automate & Empower
We automate the repetitive pieces so the team focuses on the work that matters.
Roofers Edge
No more paperwork or waiting—just one calm view of every moving part.
Step 1
Listen & Map
We sit with your team, trace how data moves today, and surface every blocker before changing a thing.
Roofers Edge
For Roofers Edge, that meant mapping every form, checklist, and approval flow from paper to screen.
Step 2
Connect & Clean
We build pipelines that pull every source into one clean layer—no brittle exports, no chasing files.
Roofers Edge
Those paper workflows were digitised into a single app that stores every form automatically.
Step 3
Build & Visualise
Live dashboards take shape so you can see trends, track performance, and catch issues early.
Roofers Edge
Managers could instantly see training status, compliance, and end-of-day progress.
Step 4
Automate & Empower
We automate the repetitive pieces so the team focuses on the work that matters.
Roofers Edge
No more paperwork or waiting—just one calm view of every moving part.