Quick start

Roughneck quick start for a shop owner

Version 1.0, 29 October 2026. Written for app v3.11.3.

Your first thirty minutes, from the founder code to a signed quote. Do it on your phone. Have your founder code (RN-XXXX-XXXX) and your customer list to hand.

1. Sign in (2 minutes)

1. Open roughneck.app.
2. Tap Create an account. Put in your work email and tap Create account.
3. Type the eight-digit code from the email.

2. Set up the shop (5 minutes)

1. Tap Set up my company. Put in your founder code and tap Next. If we issued the code to your email, the app picks it up and you skip this.
2. Under What is the company called, type the name your customers say on the phone. Tap Next.
3. Under What do you sell, tap your trade. Your service lines show; you can change them later. Tap Next.
4. Your territory shows the states your code carries. Nothing to pick. Tap Next.
5. Skip Add your people for now; your shop's code comes on the last screen.
6. Your paperwork is optional. Load your terms and conditions and your MSA as Word or text files now, or later in Settings, Quotes.
7. Under And you are, put in your name, tap Owner or partner, and tap Build my territory.
8. When it is built, tap Open it, then Start calling.

The next time you open Roughneck, Read and agree. shows the User Terms, the Acceptable Use Policy and the Privacy Policy. Tap each to read it, tick the box and tap Agree and open Roughneck.

3. Invite your first rep (2 minutes)

1. Tap the three dots by your name, then Team.
2. Under Add your people, tap Share the code and text it to your rep.
3. Your rep opens roughneck.app, taps Create an account, signs in, taps Join my company and types the code. They are on your board the same minute.

4. Bring in your customers (5 minutes)

1. Tap My Customers, then Import a list.
2. Paste your list: one customer a line, name, company, phone and email in any order. No column mapping. Or tap From my phone's contacts.
3. Tap Read it. Check what it found. The ones on the state record carry their filings; the rest are private to your shop.
4. Tap Save to My Customers (the button says how many).

Every one now runs a visit clock.

5. Price and sign one quote (10 minutes)

1. Tap Quotes, then Write a new quote. Under Who is it for?, type the customer's name and tap it.
2. Under Commercial proposal, pick a Service type, tap Add a service, and put in what it is priced per, the quantity and the rate.
3. Fill Scope of work and pick How it gets paid.
4. Tap See the document and read it.
5. Tap You sign. Put in your name and title, sign with a finger, tick Save it for next time. and tap Done signing.
6. Tap Send signing link, then Text it or Email it. Your own phone sends it.
7. The customer signs on their own phone. Tap Check again to see Signed.
8. Tap They signed it. Book the job, then Yes, we won it.

Tap Save this as my defaults on the quote and the next one starts from it.

6. The tutorial (1 minute)

Short notes on each screen say how it works. Turn them on or off in Settings, Tutorial. Take the walkthrough runs the tour again.

Where to get help

• Three dots by your name, Help: the manual, the common questions, and our email.
• On Help, What would make this better? takes one line and sends it straight to us.
• The full guide and the release notes are at roughneckcrm.com/help.
• Email connect@roughneckcrm.com. A person reads it.

Roughneck is run by Bootstrap Digital, Inc. (in formation), doing business as Roughneck.

Roughneck quick start for a rep

Version 1.0, 29 October 2026. Written for app v3.11.3.

Ten minutes to your first logged call. Keep this on your phone.

1. Sign in

1. Open roughneck.app on your phone.
2. Your owner already set you up? Tap I have a seat. New to the shop? Tap Create an account.
3. Put in your work email and tap Sign in (or Create account). Type the eight-digit code from the email.
4. New to the shop: tap Join my company. Type the shop code your owner gave you under Or enter the code and tap Next. Put in your name, tap Sales rep, and tap Join.
5. When Read and agree. shows (at your first sign-in with a seat, or the next time you open the app after joining), tap each document to read it, tick the box and tap Agree and open Roughneck.

A new phone or a new browser tab starts signed out. Put the app on your home screen and it stays signed in. A seat works on two devices, a phone and a computer.

2. Today

Today opens with your calls due, what the state filed in your states, and Up next, the moves worth making. Tap Start calling and it works the list top to bottom.

3. Make the call

1. The card shows who they are and why you are calling. Tap Call.
2. Follow the script on screen. Tap Said it to keep their answer.
3. Tap The call's over.
4. Tap what happened: Answered, No answer, Not their call, Set meeting or Number is dead. After Answered, pick Interested, Wants a number, Not now or Not interested.
5. Tap Next call.

That tap sets the next date. No answer comes back later today. Interested comes back in two working days. Not now waits 30 days. Not interested parks it for 90. Eight touches with no meeting parks it too. You never pick a date.

4. Cold, Warm, Hot, Won

Every account shows Where it stands. You never set it.

• Warm: somebody took your call, or you visited.
• Hot: a quote is out, a meeting is set or held, or you know five of the nine things worth knowing.
• Won: they signed a quote or field ticket, agreed to one, or you put in their MSA date. They move to My Customers.

5. No signal

Your book lives on your phone. Log calls, write notes and build quotes with no bars. Everything goes up when you have signal again. If something has not gone up yet, Today says so. Sending a signing link needs signal.

6. Help

Tap the three dots by your name, then Help. It has the manual, the common questions, a box to tell us what would make it better, and our email.

To turn the notes on each screen on or off: Settings, Tutorial.

Roughneck is made by Bootstrap Digital, Inc. (in formation), doing business as Roughneck.