Roofing CRM & Lead Management
Manage leads from first inquiry through inspection, estimate, sale, and completion. Build custom pipelines, assign representatives, track communication, schedule follow-ups, and connect website or advertising leads.
Roofing technology
Custom Software & AI Solutions for Roofing Companies
Run your roofing business with software built around the way your team actually works.
We connect sales teams, estimators, project managers, crews, and customers in one digital workflow—without forcing your process into another generic platform.
Operations overview Monday, 14 September
LiveActive jobs 24 +4 this week
Estimates 12 3 need review
Crews in field 08 All connected
01
Henderson Residence Installation
On site
02
Oak Street Complex Estimate review
Review
03
Westfield Office Customer approval
Waiting
Built around your operation
One connected system instead of scattered tools
Whether you need to replace spreadsheets, connect existing systems, automate estimating workflows, or introduce AI into your operations, we build around your roofing business.
Your team gets a single source of truth from first inquiry through inspection, estimate, installation, payment, and warranty.
01 Lead
02 Inspection
03 Estimate
04 Project
05 Crew
06 Customer
Software solutions 01 02 03 04 05 06 07 08
Tools for every stage of a roofing project
Start with one high-impact workflow or build a complete platform. Every module can connect to the systems your company already uses.
Estimating & Proposal Software
Collect job information, calculate pricing, generate proposals, and send estimates through a consistent digital workflow connected to measurement, pricing, CRM, and accounting data.
AI-Powered Estimating Assistance
Extract information from documents, organize inspection notes, prepare estimate drafts, flag missing details, and produce customer-ready summaries using your structured business rules.
Roofing Project Management
Track project status, owners, schedules, documents, photos, materials, customer communication, and outstanding actions from one centralized dashboard.
Crew Scheduling & Field Management
Schedule jobs, assign crews, share project information, track field status, upload photos and documents, and communicate updates through web and mobile apps.
Customer Portals
Let homeowners review estimates, approve proposals, access documents, follow progress, upload information, make payments, and communicate with your team.
Photo & Document Management
Keep inspection photos, contracts, measurements, invoices, warranties, and project documents attached to the right job, with AI classification, extraction, and search.
Payments & Accounting Integrations
Connect payment processors, accounting software, CRM systems, and existing tools to automate invoices, payment statuses, customer records, and financial data.
AI for roofing companies
Add intelligence to the systems your team already uses
AI doesn’t need to replace your current software. We connect practical AI features to your CRM, project platform, documents, databases, and third-party APIs.
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AI estimating assistants
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Lead qualification and prioritization
✦
Automated customer follow-ups
✦
Inspection note summarization
✦
Document and invoice data extraction
✦
Internal knowledge assistants
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AI-powered search
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Proposal and communication drafting
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Project information summaries
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Workflow automation
Integrations
Connect the tools you already use
A custom roofing platform doesn’t mean replacing your entire technology stack. We integrate CRM systems, payment providers, accounting platforms, mapping services, communication tools, measurement services, calendars, cloud storage, and other APIs.
Your team works through one connected workflow while keeping the tools that already provide value.
CRM
Accounting
Payments
Measurements
Maps
Calendars
Cloud storage
Communication
01 / Office
Responsive web applications
Give administrators, sales teams, estimators, and project managers the complete operational picture, with dashboards and workflows designed for their roles.
02 / Field
Mobile applications
Give estimators, technicians, and crews real-time job details, schedules, photos, documents, and status updates wherever the work happens.
Office employees and field crews have different needs. We give each role an interface designed for its work while keeping everyone on the same real-time project data.
Why custom software?
Build around what differentiates your company
Off-the-shelf roofing software works until your processes become more specialized. Custom development makes sense when you need unique workflows, several connected platforms, automation existing tools cannot provide, customer or contractor portals, proprietary functionality, or AI based on your own business data.
Instead of forcing your processes into a generic system, we build technology around the way your company creates value.
Our development process 01 02 03 04 05 06
From operational bottleneck to working product
A transparent process keeps business goals, field realities, and technical decisions aligned from day one.
Discovery & Business Analysis
We learn how your roofing business operates, what software you use, and where your team loses unnecessary time.
Solution Design
We define workflows, integrations, system architecture, business rules, and user roles.
UI/UX Design
We design focused interfaces for office employees, field teams, and customers.
Development & Integration
We build the application and connect required systems, APIs, and AI functionality.
Quality Assurance
Our QA specialists test functionality, integrations, user flows, and real usage scenarios.
Launch & Support
We deploy the solution and continue supporting and improving it as your business grows.