A roofing CRM that follows the job from the first ladder to the depreciation check.
A roofing job is not a service call. It runs through an inspection, a claim, an adjuster meeting, a scope, often a supplement, a material order, a build day and a final invoice that may wait on the carrier. Generic field software makes you fake that sequence with notes. We build it in.
The roofing pipeline has stages a generic CRM does not know exist
Off-the-shelf field software was designed around a plumber's day: a call, a visit, an invoice, done before dinner. Roofing has a long middle. Between the inspection and the build there can be a claim filed by the homeowner, an adjuster meeting you attend, a scope that arrives from the carrier, a supplement you write when the scope misses the ice and water shield or the drip edge, and a release of depreciation that only comes after the carrier sees the final invoice. Each of those is a step that can stall for weeks, and each needs its own date and its own follow-up.
Roofing also sells differently. Canvassers knock doors after a storm, sales reps run inspections and earn commission on signed contracts, crews are often subcontracted and paid by the square, and a single hail event can drop a hundred jobs into the pipeline in a week. A CRM that was built for a dispatch board cannot report on any of that without a spreadsheet beside it.
We build the roofing CRM around the job's real sequence, with the people (homeowner, adjuster, canvasser, rep, crew lead, supplier) attached to it, so the office can see at a glance which jobs are waiting on whom.
What a roofing CRM has to track
If any of these lives in a text thread or a rep's head, the job is at risk.
The claim, as its own record
Carrier, claim number, adjuster name and phone, meeting date, scope received, supplement sent and approved, deductible collected, recoverable depreciation outstanding. Each has a date and a next action, and the job board shows which claims are stalled.
Inspection photos that become reports
Photos taken on the roof, tagged by slope and damage type, assembled into a report the homeowner and the adjuster can read. The report lives on the job, not in a rep's camera roll.
Estimates by the square with options
Line items priced per square with waste, tear-off layers, decking replacement, underlayment, ventilation and the upgrade options (impact-rated shingles, metal) a homeowner can tick before signing online.
Crews, subcontractors and material orders
The build day needs a crew assigned, a material order placed with the supplier, a dumpster scheduled and a permit pulled. The job shows all four with their status, and the crew lead sees the day's jobs on a phone.
Rep and canvasser tracking
Who knocked the door, who ran the inspection, who signed the contract, and what each is owed when the job pays. Commission math belongs in the system, not in an argument at month end.
Warranty and follow-up
Manufacturer and workmanship warranties recorded on the job with the paperwork attached, and reminders for the follow-up call after the first heavy rain.
How we build a roofing CRM
We built this once for our own companies, and we build it to fit yours rather than to a template.
Your pipeline, your stage names
The stages come from how you actually work (lead, inspected, claim filed, adjuster met, approved, scheduled, built, invoiced, closed) in your terms, and the reports count jobs and dollars at every stage.
A door-knocking app for storm season
Canvassers record knocks, no-answers and interested homeowners on a phone app that works without signal and syncs later. An interested homeowner becomes a lead with the address already filled in.
Online signatures and deposits
The homeowner approves the contract and pays the deposit from a link on their phone. The server re-prices on approval, so a tampered page cannot change the total.
Texting from the job
Appointment confirmations, the day-before reminder, the crew's arrival text and the review request all go from your business number and are logged on the job, with opt-out handled automatically.
Owner reporting
Jobs per storm event, close rate per rep, average days from inspection to build, supplement success and margin per job, on one screen, without exporting anything.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for roofing, answered.
Is a custom CRM really better than AccuLynx or JobNimbus for a roofer?
They are good products built for the average roofer. A custom build fits one roofer: your stages, your commission plan, your supplier, your reports, and it runs in your own accounts, so there is no per-user fee and nothing to lose if you stop paying anyone. Our comparison pages lay out both products fairly before you decide.
Can it import my jobs from the software I use now?
Yes. We export customers, jobs, invoices and photos from the old system, map them to the new one, and run both side by side for a short period so nothing is lost. Your old data stays readable.
Does it work for subcontracted crews?
Yes. A crew lead gets a limited login showing only their jobs, the materials delivered and the photos required before the crew leaves, and the office sees crew pay per job next to the job's margin.
What about the adjuster?
The adjuster never logs in. The system produces the photo report and the estimate in a format they can read and keeps a record of what was sent and when, which is what you need if a scope is disputed.
Custom CRM for roofing. Owned by you.
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