The roofing CRM built by a roofer
Run the whole roofing company from your truck. Be home by supper.
Leads, estimates, insurance claims, crews and payments in one place. We built Roofstead because the big CRMs kept charging us for every seat, every add-on and every signature. Here, every plan gets every feature.
Nothing charged for 14 days. Cancel from the Billing page any time.
- $199
- a month for up to 3 office users
- $0
- per measurement report or signature
- Free
- logins for crews and subs
If this sounds like your week, keep reading.
Roofstead puts the lead, the estimate, the claim, the crew and the money in one job file the whole company can see. On your phone, in the truck.
Clean it up free for 14 days- Leads written on the back of a supply house receipt.
- Typing the same estimate twice: once for the homeowner, once for the supplier.
- Paying a fee every time a homeowner signs.
- Texting the crew the address. Again.
- Chasing a depreciation check nobody wrote down.
- Still answering the office phone at 9 PM.
From the first knock to the final check. No notebook required.
Here's one job, start to finish, on a phone. Real Roofstead screens, made-up customer. You enter the customer once and it follows the job all the way to the invoice.
01
The lead comes in
From your website, the instant quote, a door knock or Angi. It shows up under New Lead with the source already filled in.
02
Work it on the board
Every job sits on one pipeline board. Drag it to the next stage, or let the signed contract move it for you.
03
It all lives in the job file
Contacts, measurements, photos, documents, the insurance claim and notes. Anyone in the office can pick it up.
04
The homeowner picks and signs
Three options on their phone. They check off the add-ons they want and sign with a finger.
05
The crew gets the work order
Address, scope, the photos you require and their labor invoice, in English or Spanish.
06
You get paid
Invoice straight from the signed job. Log the payment and the job closes when the balance hits zero.
Sample company, sample data. Yours shows your name, logo and prices.
Run your next job through it freeStop leaving the kitchen table without a signature.
Hand the homeowner Good, Better and Best off one estimate, right on your phone. They pick one, check off the add-ons they want and sign with a finger. The job moves to Approved by itself.
- Three options side by side
- Good, Better and Best off one estimate, with your product photos and a compare table.
- Add-ons they check off
- Gutter guards, skylights, upgrades. Priced per option and added as they check them.
- Signed at the kitchen table
- Online, on your phone, or on paper with the pages photographed.
- One PDF when it's done
- The signed contract, your terms and your state's required notices in one file.
Right crew. Right house. Right material. No 6 AM phone calls.
Once it's signed, the estimate turns into the material order and the crew's work order, numbered as a pair. Nobody retypes a thing, and nobody has to call you to ask which house.
Material orders
The signed estimate becomes the supplier order, counted by the roll and bundle and rounded up, with your supplier's email already filled in.
Work orders
Address, scope and the photos you require. Send it to the crew or the sub and see exactly when it went out.
Crew app in English or Spanish
Directions, one tap to call the homeowner, the scope and the photo list. Their labor invoice comes back for your OK.
One calendar
Inspections, installs and appointments on one shared calendar. Flip between everything, sales and production.
Subs on rate cards
Each sub's own prices go on the work order, and a red warning shows before a job goes to a sub whose insurance lapsed.
Photos from the roof
Crew photos and video land on the job, so you can see the tear-off without driving out there.
Quit guessing what the carrier still owes you.
We work insurance jobs too, so the claim lives right on the job: RCV, ACV, deductible, depreciation, every supplement and every check that comes in. When the adjuster approves a supplement, the job total and the next invoice update.
- Supplements tracked from sent to paid
- Change orders the homeowner signs, billed once
Insurance worksheet
Sample claim
| RCV (replacement cost) | $24,860.00 |
| Recoverable depreciation | $4,120.00 |
| ACV | $20,740.00 |
| Deductible | $1,000.00 |
| First carrier check | $19,740.00 |
| Supplement approved | + $1,385.00 |
| Carrier still owes | $5,505.00 |
| Homeowner owes (deductible) | $1,000.00 |
Know where it hailed before everybody else does.
Hail tracking and door knocking come with Roofstead. No second subscription and no second login. The inspection you book at the door lands in the same pipeline as every other lead.
Hail alerts
Radar, National Weather Service warnings and spotter reports, checked every few minutes. Your phone goes off while the storm is still moving in.
Hail Map
Five years of storms with paths and hail size. See which of your past customers were in it and turn them into leads.
Door knocking
Tap the house, tap what happened. A booked inspection creates the lead and the appointment.
Territories
Draw an area, give it to a rep, and see doors knocked, talks and inspections per rep per day.
We got sick of paying for every add-on. So we built our own.
We're a roofing contractor. We used the big roofing CRMs for years. Every time one got bought out, the price went up, and we paid extra for every seat, every add-on and every signature.
Now we run every job on it, and so can you. Every company gets every feature for one monthly price. No upgrade calls.
Everything's in it. Yes, even that.
There are no feature tiers. If it's on this list, it's in your plan at every size.
Sell the job
- Pipeline & job files
- Every lead and job on one board from first call to paid. One job file holds the contacts, property, photos, documents, notes and every step it took.
- Estimates with a margin floor
- Price from your own catalog, set the margin you want and every line re-prices. Overhead and profit get added for you, and a margin floor keeps a thin job from getting approved.
- Good / Better / Best proposals
- Three options off one estimate, with your product photos and add-ons the homeowner checks off. They sign once: online, on your phone at the kitchen table, or on paper.
- Your numbers stay yours
- Quantities and line prices stay off the customer's copy unless you turn them on, so nobody shops your takeoff to the next roofer.
- State notices
- Right-to-cancel forms, lien notices and consumer pamphlets for 18 states print in the statute's own words, filled in with the signing dates.
Measure & order
- Satellite measurements
- Roofstead Measure measures the roof from the air with no per-report fee, or you trace it yourself on the satellite image. The takeoff fills in the estimate and the material order.
- Repairs and partial roofs
- Every roof plane has its own square count. Pick the planes you're replacing and the estimate re-figures for just those.
- Ice & water by code
- Courses figured from the eave overhang and the pitch, plus valleys and penetrations, so the order matches what the inspector wants to see.
- Material & work orders
- The signed estimate becomes a supplier PO and a crew work order, numbered as a pair. The supplier and the crew see only what you choose to print.
Insurance work
- Insurance worksheet
- RCV, ACV, deductible and depreciation on every claim, with what the carrier still owes and what the homeowner owes.
- Supplements & change orders
- Every carrier supplement from submitted to paid, every customer change order from sent to approved. Approved amounts roll into the job total and the next invoice.
- Permits
- Every permit from applied to passed, on the job it belongs to.
Build it
- Crew app in English or Spanish
- Crews see their jobs, the scope and the photos you require, and send their labor invoice back for approval.
- Sub rate cards & labor invoices
- Each sub's own prices go on the work order. They adjust squares, add OSB or receipts, and you approve the labor invoice.
- Sub insurance on watch
- Certificates on file with expiry dates, a reminder two weeks out, and a red warning on any work order going to a sub whose insurance has lapsed.
- Photos, video & markup
- Photos and video go straight into the job from the field. Scan paperwork to PDF, mark up damage and put together an adjuster packet in a few taps.
Get paid
- Invoice the balance
- The job worksheet adds up the contract, change orders and supplements, then bills whatever hasn't been invoiced yet in one click. Progress billing if you want it.
- Customer financing
- Your lender's application link next to the price on every estimate, proposal and invoice.
- QuickBooks Online
- Customers, invoices and payments go into QuickBooks as they happen, so nobody types them in twice at month end.
- Commissions
- Set each rep's plan once. Jobs paid in full show up by week with what each rep is owed.
- Reports
- Company P&L, A/R aging, profit per job, close rates by rep and lead source, and why deals were lost.
Win more work
- Instant Quote
- A homeowner types in their address, the roof gets measured from the air and they see a price range for your three options. The lead comes in with the measurement already on file.
- Your company website
- A one-page site built from your profile, photos and reviews, on your own domain, with the instant quote and a contact form that creates the lead.
- Project Map
- A public map of the roofs you finished, filterable by shingle color. Never a customer's name or house number.
- Leads from everywhere
- Angi, Thumbtack, web forms and Zapier send leads straight into New Lead with the source filled in and duplicates caught.
- Hail Map & door knocking
- Five years of storms in your area, which of your customers got hit, live alerts on your phone, and a knocking app that books the inspection.
- Automations & postcards
- Follow-ups on unsigned bids, review requests when a job closes, reminders, and Dope Marketing postcards when a job sells or a storm hits.
Run the company
- Team notes & notifications
- Tag a teammate or a whole team in a job note and it reaches their phone.
- Permissions per person
- Who sees money, who builds estimates, who deletes jobs, who sees every job or only their own.
- Backups and your data
- A sign-in code for admins, nightly backups of every file and record, and a full download of your data whenever you want it.
- Gmail, Calendar, CompanyCam, Zapier
- Gmail and Google Calendar for each person, CompanyCam photos onto the job, and an API plus Zapier for everything else.
Works in any browser and as a phone app. Get it on Google Play.
Try all of it free for 14 daysGet a demo from a roofer, not a sales rep.
30 minutes on a screen share. We'll run a lead through the estimate, the proposal, the insurance side, the crew app and getting paid. Bring your questions and how you do things now, and we'll show you how it fits.
Demos are run by people who run roofing jobs every day. You'll see the real thing with sample jobs in it, and we'll answer straight about what it does and what it doesn't.
No time that works? Call (888) 509-7750 or .
Your next job deserves better than a notebook and a group text.
Sign up in a couple of minutes. Nothing is charged for 14 days, and you can cancel any time from the Billing page.