The only five stages you need
- New — lead landed, nobody has called yet
- Report sent — measured, priced, homeowner has the link
- Estimate sent — itemized proposal out, waiting on a decision
- Signed — contract e-signed, deposit collected
- Scheduled — on the calendar with a crew assigned
Why big CRMs fail small roofers
Enterprise field-service software assumes a dispatcher, an admin and a sales team. A three-person roofing company has none of those. Every field required by a CRM that nobody fills in becomes a reason to stop using the CRM entirely, and within a month the pipeline is back in a notebook.
Everything hangs off the report
Because each client record starts as a roof report, the measurements, condition score and imagery are already attached. Generating an estimate is one tap, converting to a contract is another, and the signature, view log and appointment all attach to the same record.
Work from the truck
- Click to call and click to text the homeowner
- Click to navigate straight to the property
- Re-send a report or estimate link in two taps
- Mark a visit completed and trigger a review request
Get your free roof report
Satellite measurements, a 0-100 condition score and your own price range — from just your address.
Free · About 60 seconds · No phone call · Matched with 3 top-rated roofers
Frequently asked
- Do I need to import my existing customers?
- No. Records are created as you run reports, so the list builds itself.
- Can more than one person on my team use it?
- Yes, under the same company account.
- Does it replace my accounting software?
- No — it covers sales and scheduling, not bookkeeping.
Keep reading
How Much Does a New Roof Cost? Real 2026 Prices by Size and MaterialHow to Choose the Best Roofing Contractor (10-Point Checklist)Best Price Roofing: How to Save Thousands Without Cutting CornersHail Damage Roof Claims: What Insurers Actually Pay ForBest Roofing Material for Your Climate: Hail, Heat, Wildfire and Snow