Know the app. Then head out.

Overview is built for roofing sales reps and project managers who prospect in the field. It brings hail maps, recommended places to prospect, and canvassing into an iPhone app you can use throughout your day.

It means less work deciding where to go next and keeping your day organized. Overview suggests work areas and follow-ups, helps you navigate, and tracks a canvassing session. You choose where to work, record outcomes, and handle the homeowner conversation.

Explore storm footprints, radar-estimated hail size, storm history, and live radar. The public website archive also includes radar surfaces and NWS/SPC reports. Radar tells you where to look. Only an inspection confirms damage at an address.

Overview uses a proprietary Prospecting Score to surface promising areas and build a curated shortlist of places to work. Review a recommendation, choose your next neighborhood, and head out with a clearer plan.

Quests are actionable recommendations in the app. They can point you to a suggested work area, a hail alert, no-answer doors, unfinished coverage, or a follow-up. Open one to see the context and decide what to do next.

Yes. Use the map and your saved areas to choose where you prospect. Recommendations help you decide; they do not restrict you to a prescribed list.

Navigate to your area and start a session. With your permission, Overview tracks location and activity, suggests door visits, and gives you quick ways to log outcomes. Add notes and photos, then review your session and follow-ups.

No. Location can suggest that you stopped near a door. You record the outcome; a GPS stop does not establish a conversation, appointment, or sale.

Saved visits and notes can queue when connectivity drops and sync when a connection returns. Photos need a connection. Maps, navigation, and fresh recommendations also depend on available data, so do not plan on every feature being available offline.

Your visit history, notes, outcomes, and session summaries keep the context together. Quests can bring back no-answer doors and unfinished work. Optional homeowner contacts, CSV exports, and postcards give you additional ways to follow through.

They help you see your progress and add some motivation to your field work. Your logged activity still matters on its own; XP is not a measure of revenue or a promise of results.

Overview Pro is $149.99 USD per month in the US App Store. It includes hail maps, recommendations, canvassing, and web access for up to 4 team members. The plan includes 5,000 new addresses per user each month. Contacts and postcards are optional additional purchases.

Start a 7-day trial during Overview onboarding, with no card required to start. It includes 200 addresses. You choose whether to subscribe in the app when the trial ends. This Overview trial is separate from an Apple introductory subscription offer.

Their checkout terms differ. The web plan is $150 per month and its 7-day trial requires a card, with the first charge after the trial unless cancelled. The iPhone onboarding trial does not require a card to start. See pricing for the terms of each checkout.

Manage or cancel your subscription in your Apple Account subscription settings. Use Restore Purchases in the app if you need to restore an existing App Store purchase. For a subscription purchased on the web, use Overview web billing.

Yes. Sign into the iPhone app with your existing Overview account. Your account’s active access carries across iPhone and web; you do not need a second subscription.

The iPhone app requires iOS 18.0 or later. The web app is also available. Android is coming soon; no release date has been announced.

No. Contacts and postcards are optional. Available homeowner contacts cost $0.21 each, and postcards cost $0.75 each with print and postage included. You can use the maps, recommendations, and canvassing features without those purchases.