Field capture · by Retrostack Software

Every opening.
Captured once.

Roughnote™ walks the rep through every window and door at the house: measurements, photos, product choices and conditions. It works with no signal. When the job reaches the office, it's complete, so nobody has to call the rep back.

Get Roughnote for your teamTry the 90-second walk
  • Works with no signal
  • Photos stay with the opening
  • No prices in the field. Ever.
In beta · iPhone, iPad and Android

Frame 01 · The problem

The most expensive call in a window company is the quoter calling the rep back.

Callback

“Which way does the door swing?”

One missing detail and the quote stalls while the office chases the rep.

Second trip

“Was that rough opening or glass?”

Guess wrong and somebody drives back out to a homeowner who's getting three quotes.

Lost money

“Nobody said the buck was rotten.”

The extra work shows up at install, after the price is signed. That's margin gone.

Roughnote fixes the capture, not the quoter. The job is complete before the rep leaves the driveway.

Frame 02 · Try it

Walk one opening.

Roughnote is built around one target: a complete, checked opening in about 90 seconds, with no signal. Tap through it. The clock is running.

  1. Where it is
  2. What it is
  3. Size
  4. Swing & handing
  5. Photos
  6. Flags
  7. Complete

Interactive illustration. The real app runs on the rep's phone or tablet.

Opening H0:00

Room

Elevation

Type

Product picks carry forward from the last opening. Change only what's different.

Handing

Swing

Sliders ask for panel configuration instead. Double doors ask which side is active.

Photos save on the phone first and wait in line until there's signal.

Anything unusual?

Ordinary opening? Skip it. Zero extra taps.

✓Opening complete

Checked and saved on the phone.

Time: 0:00

3 items left

Frame 03 · Features

Built for the driveway, not the desk.

Tap any card for the deep dive.

Frame 04 · Leak control

A chip is a line item, not a grade.

Most forms ask reps to grade things: good, fair, poor. Reps tap “fair” thirty times a house and the quoter learns nothing. Roughnote asks for detail only when something is wrong, and then it won't let it slide.

Tap a condition.

No flags. Ordinary opening, zero extra taps.

✈ Offline · 3 queued
  • Opening D · exteriorwaiting
  • Opening D · interiorwaiting
  • Opening E · buck workwaiting

Flip the signal on and watch the queue send.

Frame 05 · No signal

Concrete walls. Impact glass. Zero bars.

A field app that needs signal to save will eventually lose an opening. In Roughnote, “works offline” means all of this:

  • It opens with no signal. The whole app is stored on the phone after the first load.
  • Every tap saves on the phone first. It syncs when there's signal.
  • Photos wait in line. A dropped upload picks up where it stopped.
  • The rep can see what's waiting. “Offline · 3 queued” means safe, not sent yet.
  • Nothing is overwritten quietly. Originals are kept, photos and audio included.

Frame 06 · Your way around the house

Three ways to walk a job.

Cards. Every opening as a card in a list, lettered A, B, C the way schedules read. Open one, fill it in, close it. On a tablet the list sits beside the open card.

Wall. A photo board of the whole house. Each tile wears its opening's exterior photo, so the missing one jumps out. Tap a tile to edit it.

Conveyor. One big opening at a time, with a letter rail across the top and Prev / Next to move around the house.

Frame 07 · Accountability

Nothing leaves the driveway half done.

The job header always shows a live count. At the end, the exit gate lists every gap, blockers first, and each row jumps straight to the field that fixes it. The rep reviews, signs off and submits for quote.

  • A name on every job. Who captured it, and when.
  • Openings counted. The planned count is checked against what was captured.
  • Flags travel with it. Every flag is on the card, in the gate and in every export.
Sample Residence✓ 18 of 20 · 2 items left
KInterior photo missing
NSwing not set
EBuck work · note addedflag
Rep sign-off

Frame 08 · Setup

Set it up once. Every rep captures the same way.

Settings · Team
PersonRoleStatus
Rep 1UserActive
Rep 2UserInvite sent
Sales managerManagerActive

Invite-based onboarding. Send an email invite, they sign in with the link. Users capture jobs. Managers see every company job and manage the team, lists and templates.

Settings · Option lists
Frame color
WhiteBronzeBlack+ Add
Glass
ClearGray tintBronze tint+ Add
Low-E
NoneSolarBan 60SolarBan 70+ Add
Labels
Letters A, B, CNumbers

Your catalog, your chips. Product lines, colors, tints and Low-E become tap-to-pick chips for your company instead of free text. Rolling out

New job

Not every job is a whole house. A single-door job goes from New Job to capturing in seconds. Managers can add their own templates.

Team dashboardSample data
RepJobOpeningsFlagsPhotosStatus
Rep 1Sample Residence18 / 18341Submitted
Rep 2Sample Condo6 / 9112In progress
Rep 3Sample Townhome1 / 102Submitted

Managers see it live. Every company job, its status, flags, photo counts and what's incomplete, per rep.

Frame 09 · How it works

One engine. Many ways to capture.

Capture modesCardsWallConveyorGuided checklist · next
The engineData modelValidation rulesExporters
On the phoneSaves every tapPhoto queueRuns offline
When there's signalSyncCompany security rulesEach company kept separate

Installable web app

Add it to the home screen on iPhone, iPad or Android. It opens and runs like an app, including with no signal. App-store versions are on the roadmap.

The same rules everywhere

Every capture mode reads the same job and checks it with the same rules, so a job is “complete” the same way no matter how the rep walked it.

AI suggests. People confirm.

Any smart feature can propose. Nothing fills itself in silently. The rep taps to accept.

Tested before it ships

The rules that decide “complete” are covered by automated tests that run on every change.

Frame 10 · The stack

Roughnote is the first link in one chain.

Roughnote captures it. Eyewall turns it into a plan and a takeoff. Quote Converter Pro prices it inside the owner's rules. One account across all three, with a name on every step.

Roughnote™Who measuredCapture at the house Eyewall™Who checkedPlan and takeoff Quote Converter Pro™Who pricedQuote inside the rules
Leak

An adder seen at the house never makes the quote.

Sealed

The flag is a required line with a photo and a note.

Leak

The job gets typed in twice, and something changes in between.

Sealed

One job record moves from app to app.

Leak

Nobody knows who missed it.

Sealed

Every step has a name and a time on it.

One login across the three apps is in development.

Frame 11 · Roadmap

Where Roughnote is headed.

Live in beta

  • Offline capture with autosave
  • Photo queue with resumable uploads
  • Validation and the exit gate
  • Cards, Wall and Conveyor modes
  • Job templates
  • Excel, PDF and CSV exports
  • Door configuration picker
  • Team dashboard and email invites

Now

  • Company option lists as chips
  • Fraction keypad for tape readings
  • Richer manager dashboard

Later

  • App-store versions for iOS and Android
  • A desktop app for the office
  • Markup drawn on photos
  • Photo suggestions that a rep confirms

Plans, not promises. Order can change as dealers tell us what matters.

Frame 12 · Questions

Straight answers.

Does it need a signal?

No. Roughnote works at the house with no connection and sends the job when you're back online.

Does it show prices?

No. There are no rates, totals or estimates in the field app. The office prices the job.

What phones does it run on?

iPhone, iPad and Android. It's an installable web app, added to the home screen.

Is it a CRM?

No. Roughnote captures the job and hands it to the office. It doesn't run your pipeline.

Can I use it without the other two apps?

Yes. Roughnote works on its own, and it's built to hand off to Eyewall and Quote Converter Pro.

Is it available now?

Roughnote is in beta. Tell us about your team below and we'll set it up.

Frame 13 · Get started

Stop the callbacks.

Tell us about your team and we'll walk a real opening through Roughnote with you.

Rather email? [email protected]

Deep dive

Works with no signal

After the first load, the whole app is stored on the phone, not just the last page. Every measurement and note saves on the phone the instant it's entered. Photos go into a queue and upload when signal returns; a dropped upload resumes instead of starting over.

Deep dive

Photos stay with the opening

Every opening asks for an exterior and an interior photo. A flagged condition asks for a special photo of the problem. Each one is pinned to its opening, so the office never wonders which window it's looking at.

Deep dive

Flag the exception

Condition chips cover the extra work a quote has to charge for: stucco, buck work, rotten wood, structural damage, water intrusion, electrical conflict, alarm wiring and access issues.

Deep dive

Speed features

Deep dive

The exit gate

The job header always shows a live count, like “✓ 18 of 20 openings complete · 2 items left”. Tap it and you get the list of gaps, grouped by opening, blockers first. Each row jumps to the exact field that fixes it.

Deep dive

Talk, don't type

Reps can dictate a note instead of typing it with gloves on. Richer voice and video notes are on the roadmap, built on the same rule: the original recording is kept, so nothing's lost if the transcription mishears a word.

Deep dive

What the office gets

When the rep finishes, the job is locked and ready to download as an Excel workbook, a PDF or a CSV. The PDF builds right on the device, even offline, with a cover sheet, every opening's details and its photos.

Deep dive

No pricing in the field

Reps quoting numbers at the kitchen table that the office can't stand behind is a leak. Roughnote has no rates, totals or estimates, ever. The rep's job on site is documentation; the finish button says Submit for quote.