Roofometry™

Name and contact

First name

Last name

Phone

Email

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Their job

Job title

Like "Foreman" or "Office manager".

Reports to

Their direct manager.

Division

Whoever runs the division looks after them.

Worker relationship

Confirm whether this person is your employee or a subcontractor. Crew assignments never change this relationship.

Start date

Active

Turn off when someone leaves instead of deleting them.

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Crew and place

Crew

Time on crews

The percent of their working time spent on a crew. Blank means all of it for someone on a crew, none for anyone else. That share of their cost is priced into jobs; the rest is overhead.

Works out of

Leave blank for the headquarters.

Works in

The state their unemployment insurance is paid to.

Workers' comp class

Local income tax where they work, percent

Only for a work place the app does not know: its rate for people who work there.

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Pay

Paid by

Production pay is piecework: dollars per square installed. Commission is a percent of what they sell.

Rate

Dollars per hour, per year or per square, or the percent of sales, to match how they are paid.

Hours in a typical week

What the payroll burden is figured on.

Squares in a typical week

What the payroll burden is figured on.

Sales they close in a year

What the payroll burden is figured on: the rate is that percent of it.

Base pay a year, besides commission

Leave blank for commission only.

Referral pay per converted lead

This person's payment for each referred lead that becomes a customer, added to the next payroll period. Leave blank or enter 0 for no referral pay.

Paid instead of benefits, a month

What you pay them a month on top, in place of the plans an employee joins.

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W-9, insurance and 1099

We also pay them personally

Leave it off when you pay their crew's business and not them: the crew's W-9 is the one that counts.

Business name on their W-9 (line 2)

A sole proprietor's or a single-member LLC's business name, when it differs from theirs.

Federal tax classification

The box ticked on line 3a of their W-9.

Their taxpayer number is

The number itself stays on the form.

W-9 received on

Without a signed W-9 on file, you are to hold back 24% of what you pay them.

Their insurance certificate ends

The end date on the certificate of insurance they gave you.

Last 1099-NEC sent for

The tax year of the last 1099-NEC you sent them.

Paid in 2026

Nothing recorded as paid in 2026 yet; a 1099-NEC is due at $2,000.

Paid on

Amount

Note

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No Connection

Front Range Roofing Co.

Victor Morales

Name and contact

Their job

Crew and place

Pay

W-9, insurance and 1099

Someone new