Roofing CRM and automation, set up and run for you.

When a notebook and a phone stop being enough

Most roofing companies run on a mix of the owner's phone, a notebook in the truck, a spreadsheet somebody started once and a stack of estimates in a folder. It works until it doesn't. A few ways it shows:

• Estimates go quiet. You quote a replacement, the homeowner says they'll think about it, and nobody follows up. A month later another crew is on their roof.
• Claims stall. An insurance job has a lot of steps: inspection, adjuster meeting, supplement, approval, payment. When nobody tracks them, a job sits for weeks because one step was missed.
• Past customers forget you. The homeowner you roofed five years ago would happily call you about their gutters or their neighbor's roof, but they haven't heard from you since.
• Storms catch you flat. After hail or high wind, the work is there, but by the time you've worked out who to contact, out-of-town crews are already knocking on doors.

What we build month by month

Every roofing business is different, so the order is yours. These are the ones that tend to pay off fastest:

• Insurance-claim pipeline. Every claim job tracked from first call through adjuster meeting, supplement and payment, with a nudge when a step has waited too long. Also available on its own at +$300.
• Storm-response campaign. After a storm, past customers and open leads in the affected area hear from you with an offer of a free inspection, before the out-of-town crews arrive: a text or an email, depending on what each customer agreed to. Also +$250 on its own.
• Estimate follow-up. A short series of emails after each estimate, plus texts to homeowners who agreed to them, so a "let me think about it" gets a second conversation instead of silence. +$200 on its own.
• Past-customer reactivation. We bring in your old customer list and email them a campaign about inspections, gutters or maintenance. +$200 on its own.
• Instant roof-estimate form. A form on your site that gives homeowners a ballpark before they call, then books the inspection. +$400 on its own.

On the Full Roofing System these come as part of the monthly plan, one a month, instead of as separate setup fees. Once you have them all, your monthly addition is a campaign.

Common questions