Quick answer: A roofing CRM tracks every lead from first call or canvass through inspection, estimate, insurance claim, production and final payment, with photos and measurements attached to the job. A custom CRM for roofers fits your own sales steps and crews, and you own it with no per-seat fees. It can start as a 30-day pilot.
Built to your workflow · you own it · starts as a 30-day pilot · the pilot fee credits toward the build
A roofing job changes hands many times: the person who knocks or answers the call, the inspector on the roof, the estimator, the adjuster, the production manager and the crew. Each one keeps notes somewhere different, and the photos live on whoever took them.
When a storm brings a wave of leads, that is where jobs get lost. A roofing CRM keeps one record per job that every role works from, so the inspection photos, the claim number and the material order are all in the same place when the crew shows up.
Every stage of the job, from lead to warranty, with the documents each stage produces attached to the same record.
| Stage | What gets captured | Who uses it |
|---|---|---|
| Lead | Source, address, contact, roof type, storm date if any | Sales, office |
| Inspection | Photos, measurements, damage notes, signed authorization | Inspector |
| Estimate | Line items from your price book, options, signed contract | Estimator |
| Insurance claim | Claim number, adjuster, approved scope, supplements | Office, sales |
| Production | Material order, permit, crew, schedule, delivery date | Production manager, crew |
| Close-out | Final photos, invoice, payments, warranty, review request | Office |
Off-the-shelf roofing software is a fine start for a standard residential pipeline; custom fits when your sales steps, crews or claim process are the edge.
It connects to the accounting, payments and calendar you keep, and stores the measurement reports and photos you already produce on the job.
Every engagement opens with a Blueprint: your workflow, handoffs and records mapped into a spec before anything is built. It is priced from $1,500 and the fee credits toward the build.
Most systems then start as a 30-day pilot, a working version live with your own team in 30 days and usually faster. One core system is a Foundation Build from $2,500; a connected system is a Core Build from $5,000, quoted from the Blueprint. An optional Care Plan from $150/mo keeps it maintained.
The one that matches how you sell. A standard residential pipeline fits most roofing software; a mix of insurance, retail and commercial work with several crews usually fits a custom build better.
Yes. Claim number, adjuster, approved scope and supplements sit on the same job record as the inspection photos and the estimate.
Yes. Inspectors capture photos, measurements and notes on a phone, and the job record updates for the office.
You do. Customer records, photos and job history stay in a system you own, with no per-seat fees.
A Blueprint from $1,500, credited toward the build, then a Foundation Build from $2,500 for one core system.
A Blueprint maps your sales steps, claims and crews, then a working roofing CRM goes live as a 30-day pilot.
