A siding CRM that follows a job from the kitchen table to the last piece of trim.
Most of a siding job happens before the crew arrives. Estimate, samples out and back, color choice, options, the cancellation window, HOA approval, a special-order color with a lead time, a deposit, crew or sub scheduling, a few days on the wall, the final walk and the warranty registration. Storm jobs add a claim on top. Most field service apps assume the job starts and finishes on the same afternoon.
The siding pipeline has stages that live between visits
A siding sale moves in steps that happen when nobody is at the house. The samples sit on the wall for a week. The homeowner waits on the HOA board. The spouse wants a second estimate. The special-order color has a lead time the supplier only confirms after the deposit. On in-home sales, the federal cooling-off rule and whatever your state adds give the buyer a short window to cancel, and you cannot place a nonreturnable material order until it closes. Storm work adds a carrier, an adjuster, a scope, a possible supplement and a second check that waits on the final invoice. Every one of those carries a date, and any of them can sit untouched for weeks unless someone owns it.
The build is different too. Crews or subs need pump jacks or scaffold, a dumpster, a material drop and a run of dry days, and one rain day moves every job behind it. Then the tear-off reveals soft sheathing or missing house wrap, and the price changes mid-job. A CRM that cannot carry a per-sheet unit price into a change order the homeowner approves from their phone leaves the crew standing on the wall waiting for a phone call.
We build the siding CRM around that sequence, with the homeowner, the rep, the HOA contact, the adjuster, the supplier and the crew lead on one record, so anyone in the office can tell which houses are stuck and whose turn it is.
What a siding CRM has to carry
Anything below that lives on a rep's phone or in a supplier's email thread is a job that can stall without anyone noticing.
Measurements and photos by elevation
Square footage for each elevation, window and door openings, corner posts, the run of soffit and fascia and a photo set per wall, kept on the property record, so a repair quote or a storm claim years later starts from real numbers.
Quotes with options the homeowner can toggle
Material tiers, insulated backer, trim wraps, shutters, new gutters and soffit as lines the buyer adds or drops before signing on their phone, following the tiered approach in our guide to option quotes.
Samples, color and product on the record
Which samples went to the house and when they came back, the manufacturer, product line, profile and color name chosen, and the carton details once the material lands, so a damaged wall years later gets the same product instead of a near match.
The waiting periods, as dates
The cancellation window on in-home sales, the HOA approval status, the financing decision and the supplier's lead time on a special-order color, each with a date, so a nonreturnable order is never placed early and a crew is never booked before the material exists.
Claim fields for storm jobs
Carrier, claim number, adjuster and visit date, scope received, line items approved, supplement sent, deductible collected and whether a second payment is still outstanding, so the last bill lines up with the amounts the insurer approved.
Hidden-work change orders per unit
Rotted sheathing per sheet, failed flashing per opening and missing wrap per square, written into the contract as unit prices, so when the tear-off finds them the crew lead sends a priced change from the wall and the homeowner approves it by text.
How we build a CRM for a siding company
We wrote a CRM for the home-service companies we own before offering one to anyone else. Yours is set up for your materials, your subs and your sales process, in accounts that belong to you.
Stages named for a siding sale
Lead, inspected, estimate out, samples out, signed, window closed, HOA approved, material ordered, scheduled, installed, final walk, warranty registered, with claim stages for storm jobs. Reports count houses and dollars at each one.
In-home sale paperwork logged
The contract date, the cancellation notice given in writing and read aloud, and the day the window closes, recorded on the job, with the material order held until then. Whether a given sale is covered is a question for your lawyer; the CRM makes sure the record exists.
A crew board that handles rain
Each install shows its crew or sub, whether it needs staging or pump jacks, the dumpster date and the material drop, all on one calendar. A rain hold slides the whole job and texts the homeowner the new start date in your words.
Signatures, deposits and progress payments on a phone
The contract and deposit go out as one link the homeowner signs and pays from, with progress payments tied to the stages you set. The amount is re-figured on the server when they approve, so the page cannot be tampered with.
A street map of finished houses
Every installed house on a map with its color, its install date and any calls that came from the same street later, which shows the blocks worth working and where to send the next mailer. Our door-to-door tracking guide covers working those streets.
Lead-safe and older-home records
Year built on every address. On homes old enough to fall under the federal lead paint rule, the date the owner received the pamphlet, the certified renovator on the job and the records kept for the years the rule requires, all on the job rather than in a binder.
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 siding, answered.
Can it track samples that are out at a house?
Yes. Each sample board or full-length panel is checked out to an address with a return date, and the rep sees which houses still have samples when planning the week. A sample that has been on a wall for a month is a follow-up waiting to happen.
How does it handle the adjuster?
Adjusters do not get a login. The siding job keeps the elevation photos, the wall measurements and your estimate in a form a carrier can review, and logs each send with its date, so a disputed scope has a paper trail.
What about subcontracted crews?
Each sub sees a stripped-down view with only the houses assigned to them, the material dropped, the color and the photos required before they leave, and the office sees sub pay next to the job's margin.
Can our current customer list and job history come with us?
Customers, estimates, contracts and photos move over from your old software, get matched to the new fields, and the old system stays available until you are sure every record made it across.
Does it work for a company that does roofing and gutters as well?
Yes. A single homeowner can carry several projects, say new siding this spring and gutters next fall, each with its own quote, crew and warranty, and the reports can split by service so you can see which one carries the year.
Custom CRM for siding. Owned by you.
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