Lead & canvassing pipeline
Leads from the website, door-to-door and referrals, tracked by source and territory.
Roofing CRM
A custom CRM built for roofing companies
Storm leads, inspections, photo reports, insurance claims, material orders and crews — a roofing job has more steps than a generic CRM expects. We build a system that tracks every job through each of them.
Scope
What a roofing CRM can include
The roofing workflow from first inspection to final payment, in one record.
Inspections & photos
Photo reports and measurements from the roof, attached to the job from the phone.
Insurance claims
Claim numbers, adjuster meetings, supplements and approvals tracked per job.
Estimates & contracts
Estimates, signed contracts and change orders in one place.
Production & crews
Material orders, crew scheduling and job status for the office and the field.
Payments
Deposits, insurance checks and final invoices, synced with QuickBooks.
Related work
Systems like this we have built
Client names are withheld under confidentiality agreements. See all engagements →
Field service CRM with call, accounting and marketplace integration
Lead intake, jobs, calls, estimates and invoices in one system, integrated with RingCentral, QuickBooks, Gmail, Google Calendar and Thumbtack, plus a companion mobile app for crews.
Internal dashboards for a distributed operations team
Shared dashboards over live operational data, saved views per role and exports in the formats finance already used.
Sales CRM with a live pipeline board
A drag-and-drop pipeline with live updates across sessions, deal records with documents and activity history, and a documented API for reporting.
Delivery
How the project runs
The same four phases on every project. Only their length changes with scope.
1. Discovery · 1–2 weeks
Interviews with the people who will use the system, a map of the current process, a written specification and an estimate. The documents are yours even if you build elsewhere.
2. Architecture · 1–2 weeks
Data model, integrations, infrastructure and a milestone schedule. This is where the scope, price and launch date are fixed in writing.
3. Build · two-week iterations
A working demo every Friday and a staging environment you can open at any time. Changes in scope are priced and agreed before they are built.
4. Launch & support · ongoing
Deployment, handover, documentation and training, then a support arrangement sized to the business.
Pricing
How much does a custom roofing CRM cost?
Typical ranges for US clients at 2025–26 senior remote rates. The fixed price is agreed in writing after discovery.
A custom system has no monthly license per user — you pay for hosting at cost. Use the configurator to see a range for your scope.
Open the configurator- Core CRM (customers, jobs, pipeline)
- $20,000 – $40,000
- Integrations (accounting, telephony, email, calendar)
- + $2,500 – $10,000
- Scheduling and dispatch
- + $5,000 – $10,000
- Companion mobile app for crews
- + $18,000 – $42,000
FAQ
Questions we are asked most
Can the CRM handle insurance claim jobs?
Yes. Claim stages, adjuster dates, supplements and payments are modeled as part of the job, so nothing lives in a separate spreadsheet.
Will crews use it on the roof?
A companion mobile app lets crews and sales reps add photos, notes and status updates from the job site.
Can you move our data from our current software or spreadsheets?
Yes. Customers, jobs, estimates and history are migrated in stages during the build, so the office keeps working during the switch.
Do we own the system and the data?
Yes. Repositories, cloud accounts and data are created in your name from the first commit. There is no per-seat license and no lock-in.
Contact
Talk to the people who will build it
Describe what you need and get an indicative budget and timeline in two minutes. We reply within one business day.
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