Connect sales, service, production, and reporting across companies while retaining local leadership, brands, and market expertise.
Built for roofing operations
workflows
A shared foundation for portfolio leaders, local teams, and the field.
Keep the local leadership, brand and market knowledge that made each company successful.
Give leaders a more consistent view of sales, service and production across locations.
Use a structured roofing technology and adoption playbook for every acquisition.
Choose the view that fits your business
Large roofing operator
Set shared standards and reporting while keeping local branch leaders connected to the work.
PORTFOLIO OR PLATFORM
Create a repeatable operating foundation that preserves each company’s identity and leadership.
SELECTED CENTERPOINT CUSTOMERS
Supporting regional operators and national roofing organizations.
A selection from the Centerpoint customer community. Logos are shown for customer recognition only and do not imply a specific ownership structure.
ROOFING EXPERIENCE AT THE TABLE
A PARTNER IN THE ROLLOUT
Work with portfolio leaders and local teams to map workflows, configure systems, plan migration, and train users.
Portfolio leadership
Shared standards and a clearer operating view
Local leaders
Control over the teams and processes they know best
Office and field teams
Practical tools shaped around commercial roofing work
“When we found you guys it was literally an aha moment. As soon as we attended the demo we knew this is exactly what we needed.”
Sarah P. · President, Peterson Roofing
THE REAL INTEGRATION QUESTIONS
Build a shared operating foundation while preserving what works locally.
ONE PLATFORM · EVERY LEVEL
Link portfolio leadership with operating companies, departments, and the office and field teams serving customers.
PORTFOLIO LEVEL
Strategy · Governance · Visibility
Local leadership
Centerpoint Connect
Sales
Service
Production
Reporting
Illustrative model. Configuration varies by organization and scope.
STANDARDIZE WITH INTENTION
Decide where consistency adds value and where local flexibility matters.
THE PORTFOLIO GAINS
OPERATING COMPANIES KEEP
A PEOPLE-FIRST ROLLOUT
Discover, design, launch, and optimize with the local team involved throughout.
PHASE 1
01
Understand current systems, people, priorities and operating-company workflows.
PHASE 2
02
Define shared standards, local flexibility, data needs and the rollout plan.
PHASE 3
03
Configure, migrate, train and support office and field teams through adoption.
PHASE 4
04
Strengthen reporting, refine workflows and reuse the playbook for future acquisitions.
REPORTING, INTEGRATIONS & GOVERNANCE
Scope KPI definitions, company comparisons, permissions, migrations, and system connections for your organization.
Advanced reporting, integrations, custom development and data requirements are available based on scope and may require additional fees.
WHAT WORKING TOGETHER LOOKS LIKE
Portfolio discovery and roadmap
Workflow and leadership alignment
Migration and configuration planning
Role-based training and launch support
05
Ongoing optimization
Start with a real conversation
Start with how your companies operate, whether you are acquiring, standardizing, or managing a portfolio.
Portfolio consultation
Tell us a little about your organization and we will follow up.
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