Turning an offline roofing business into a working platform.

RoofDRP is a multi-sided platform that helps insurance agents, customers, contractors, and admins manage roof inspections, repairs, and replacements in one system. I designed it from the ground up — first understanding how the business operates offline, then translating that into clear, role-based flows that work together as a single platform.

Replace a functioning offline process without slowing it down

• Understand an agent-led roofing workflow before designing any screens
• Convert informal, manual steps into structured digital flows
• Help customers navigate an unfamiliar process with confidence
• Give contractors everything they need to manage jobs in one place
• Ensure admins can monitor jobs and outcomes without manual tracking
• Keep discovery, communication, and execution inside the platform
• Understand where handoffs break down and why people fall back to offline tools

Designed the core system across all four user roles

• Job creation → guided step-by-step flow instead of a long form, reducing cognitive load
• Contractor selection → system assigns up to three relevant contractors, removing decision fatigue
• Jobs as single source of truth → status, timelines, communication, documents, signatures in one place
• Embedded document templates with e-signatures directly in the job flow
• Dashboards for execution and visibility — progress signals, not vanity metrics
• Spoke to contractors and customers, mapped the full job lifecycle and every handoff

The challenge wasn't designing screens — it was alignment

• RoofDRP had to work for customers, contractors, and admins in one system
• Designed around the job, not the user — every role sees the same job differently
• One shared system with role-specific layers on top
• Principle: don't force users to understand the system, let the system adapt to them
• The same job feels simple to a customer and detailed to a contractor
• Only moved into flows and sketches after the system was fully mapped