CRM For Roofing

crmforroofing.com – Built for Roofing Contractors Who Mean Business

Roofing contractors face unique challenges each day. Between chasing down leads, scheduling crews, managing materials, and keeping track of payments, there’s little room for error. That’s where having the right software in place makes all the difference. crmforroofing.com was created specifically for roofing professionals who want to keep everything organized—from their first phone call to the final invoice—without having to juggle spreadsheets, sticky notes, or long email threads.

This platform isn’t trying to be everything for everyone. It’s made for roofing businesses that want to manage jobs, customers, estimates, and communication in one place. No fluff. Just features that solve real problems roofers face.

Everything You Need to Keep Jobs Moving

The entire workflow starts with a lead. Someone fills out a form, gives you a call, or gets referred by a past client. crmforroofing.com captures that lead instantly. You can assign it to a sales rep, schedule a follow-up, and track it all from one screen. No more losing track of who called or wondering if someone followed up.

Once the job moves forward, it’s time to create an estimate. The built-in estimating feature is designed for speed and accuracy. Add line items, include materials and labor, apply taxes, and send a professional-looking estimate directly to the client. If they approve it, you’re ready to turn that into a work order and schedule your crew.

Job scheduling is simple. Drag and drop appointments to assign jobs, crews, or equipment. Everyone sees what they need to do that day, and you get real-time updates if things shift. Delays due to weather? Reschedule with a click. Running behind? Send an update to the client without leaving the app.

Material tracking helps prevent surprises. You can add the materials you’ll need per job, track delivery dates, and check inventory levels if you store items at a warehouse. It’s all visible inside the job profile, so you’re never scrambling at the last minute.

Stay Connected Without the Chaos

Communication is often where things fall apart. crmforroofing.com keeps it all in one place. Every message—text, email, or phone call—is linked to the contact and job, so nothing slips through the cracks. You can see what was said, when it was said, and by whom.

Client updates are built-in too. Send appointment reminders, job status updates, or payment requests without switching between different platforms. Customers feel like they’re in the loop. Your team stays on track.

Track Payments with Less Back-and-Forth

You finished the job. Now comes the part everyone cares about: getting paid. With crmforroofing.com, invoicing is fast and flexible. You can send an invoice as soon as the work is done or set up progress billing if it’s a multi-stage project. Add payment terms, attach before-and-after photos, and include a secure link for the client to pay online.

Need deposits up front? Configure that during the estimate stage. Want automated reminders for unpaid invoices? Set them and forget them. Everything connects—from estimate to invoice to payment.

Built Around Roofing Business Needs

This CRM wasn’t built for general contractors, painters, or landscapers. It was built for roofing contractors. That means you’ll find features you actually need:

  • Track warranties and roof inspection dates

  • Upload aerial measurements and attach roof drawings

  • Manage insurance claim details

  • Create templates for common roof types or service calls

  • Collect job photos on-site via the mobile app

You don’t need to bend the software to work the way your business does. It’s already built with those workflows in mind.

Mobile-Friendly and Field-Ready

Whether you’re in the office or on-site, crmforroofing.com works wherever you are. The mobile version is fully functional, allowing you to view job details, send estimates, upload pictures, or get signatures from the field.

Crew members can clock in, check assignments, and update job notes right from their phones. You don’t have to rely on memory or end-of-day phone calls to know what happened at the job site.

Reporting That Helps You Make Better Decisions

Data can help you make smart moves, but only if you can actually use it. crmforroofing.com comes with reporting that’s easy to understand. See which sales reps are closing the most deals, how long jobs take, what’s overdue, and which clients bring in the most revenue.

You can filter by date, status, rep, or location. Export reports or view them inside your dashboard. No special training or data skills needed.

Secure, Fast, and Always Accessible

Security matters—your customer info, job history, and payment details are all sensitive. crmforroofing.com runs on a secure, cloud-based infrastructure with encrypted storage, frequent backups, and full audit trails.

You don’t need to install anything. You don’t need IT support. Log in from any browser or device, and everything is there.

For Startups and Established Roofing Businesses Alike

Whether you’re running a small roofing crew or managing dozens of employees across multiple cities, crmforroofing.com is designed to scale with you. You can start with the basics—lead management, estimates, scheduling—and grow into advanced features like recurring maintenance tracking or territory-based team assignments.

You won’t outgrow the system. As your business adds more jobs, hires new staff, or expands into new areas, the software adapts.

Simple Setup, No Long Contracts

Getting started doesn’t require weeks of training or long setup calls. crmforroofing.com walks you through the basics during signup. Import your contacts, create your services, and start sending estimates the same day.

Plans are flexible. Cancel or upgrade anytime. Pay only for what you need.

Why crmforroofing.com?

There are many CRM platforms out there. But crmforroofing.com is focused on the roofing trade. That’s why it feels familiar from day one. You don’t need to customize everything just to make it work. It already does.

You get features like:

  • Roofing-specific job templates

  • Custom fields for insurance claims or inspection details

  • Local tax and permit tracking

  • Easy photo uploads and document attachments

  • Crew-level access control

  • SMS and email communication tracking

  • In-app signature collection

  • Project timeline views

  • Activity logs per job

Every piece of the platform is aimed at making your roofing business run smoother and faster—without getting in the way.

Built for How Roofers Actually Work

This isn’t about packing in features you’ll never use. It’s about giving you just the right features, in the right place, so your day doesn’t get sidetracked by software.

Whether you’re tracking estimates, managing projects, or following up on payments, crmforroofing.com helps you do the work that brings in money and keeps customers happy.

It’s fast. It’s focused. It’s roofing CRM, done right.


If you're ready to bring everything into one clean, connected system—quotes, jobs, payments, communication—crmforroofing.com is ready to go.

No distractions. Just everything your roofing business needs to stay on top of every job, every client, every time.