Roofing CRM
A roofing CRM that fills itself in.
Most CRMs are a filing cabinet you have to feed. This one is fed by the phone. A call that turns into a booking becomes a customer, a job and an appointment without anybody typing, and the job file holds the parts a roofer actually argues about later.
$997/mo for the whole company. Everything below is included.
How it works
What is in the file by the time you open it.
This is created by the call, not by an office manager catching up at 6pm.
01 The customer and the property
Name, number, email and the property address, read back and confirmed on the call rather than guessed from the caller ID.
02 The job, on a board you renamed
Your stages, your words. The pipeline columns, the statuses and the custom fields are all yours to rename, because every roofer names their stages differently.
03 The appointment
Who it is with, when, and the notes the crew needs. It is checked against Google or Outlook every thirty minutes, so a move made in the calendar shows up here.
04 Photos and video
Before, during and after, taken on a phone from the roof and attached to the job rather than lost in somebody camera roll.
05 The paperwork
The worksheet, the claim details, the parties on the job, measurements, contracts and invoices, all on the one file.
06 Everything that was said
The call recording, the transcript, the texts and the emails, on the customer rather than in five different apps.
The honest version
What it replaces, and what it does not.
It is a roofing CRM, not an accounting package or a production scheduler. Where something belongs in another tool, it connects rather than pretends.
| Task | Handled here | Still a person |
|---|---|---|
| Customers, jobs and appointments | Yes | Nobody |
| Photos, video and documents on the job | Yes | Nobody |
| Contracts and e-signature | Yes | Nobody |
| Invoices through your own Stripe or QuickBooks | Yes, new | Nobody |
| Full bookkeeping and payroll | No | Your accountant |
| Material ordering and supplier POs | No | Your supplier |
| Crew production scheduling | No | Your production manager |
Straight answers.
Do I have to move off the CRM I already use?
No. GoHighLevel and JobTread can receive new bookings, and Jobber can too, although that connection has not yet run on a live roofing account. AccuLynx cannot be connected yet. The built-in CRM is for companies who do not want to pay for a second system.
Can I rename the pipeline stages?
Yes, and you should. The columns, the statuses and the custom fields are all yours. Nothing here forces a roofing company to adopt somebody else words for their own process.
What happens to a job we lose?
Mark it lost and it moves to your lost column with its history and photos intact. Move it back if the homeowner returns after the next storm. You can also archive a job to take it off the board without deleting it.
Who on my team can see what?
Access is set per screen and per role. A sales rep can be limited to their own jobs, an office manager can see everything, and job costs, margins and billing are owner only by default.
Also included
The rest of what your $997 covers.
Everything here is one plan and one price. Nothing below is an add-on.
AI roofing secretary
Answers every call in a natural voice, qualifies the job the way an office manager would, and books the estimate before hanging up.
Roofing answering service
Nights, weekends and the second caller during a storm. It takes several calls at the same time, so nobody sits in a hold queue.
Hail map and storm reports
Radar-estimated hail swaths over your territory, with roof and address dots underneath so you know which streets to inspect first.
Stop typing up your own phone calls.
The job file is written while the call is happening. You read it afterwards.