A roofing CRM from the company that measures the roofs.
Order a roof measurement from the job and get it back the same day. The same record then carries the estimate, a Good/Better/Best proposal, the e-signature, the deposit and the production schedule.
From first click to final payment in ten steps.
A roofing job usually passes through a website, a lead tool, a measurement vendor, Xactimate, a payment processor and a spreadsheet. Here it stays on one job record from first inquiry to final invoice.
Launch your website
A contractor website with a lead form built in.
Instant roof quote
Visitors see three priced options for their roof and become a lead, any hour.
Lead OS
Leads are captured, scored, assigned and followed up.
Order measurement & 3D
Roof, wall or gutter report from an address, same day.
Build the estimate
Waste, materials and margin, then export to Xactimate format or Symbility XML.
Send the proposal
Good/Better/Best options, with the roof viewable in 3D.
E-sign + deposit
The homeowner signs online and pays the deposit.
Collect payment
Card or ACH, applied straight to the invoice.
Order & schedule
Materials to your supplier, crew to the calendar.
Production & final pay
Photos, checklists, final invoice — closed out.
Ten steps, one login, one job record.
Screens from the live demo account.
These are unedited captures of the app with sample data. You can open the same demo yourself, no signup.
Estimates you can send for e-sign from the list
Every estimate shows its status, owner, total and the next action: send for e-sign, follow up, or recall it.
- Draft, sent and approved counts with the outstanding value
- Proposals with Good/Better/Best options and a client portal link
- Waste, materials and margin set per estimate
Follow-ups that run without anyone remembering them
The Automation Manager ships with ready-made recipes you switch on with one click, or you can build your own trigger, condition and action.
- New lead auto-text, appointment reminder, overdue invoice nudge
- Estimate follow-up at 3 days; proposal re-send at day 3 and day 7
- Each recipe can send a text, send an email or create a task
Invoices, balances and what is overdue
The Financials page lists every invoice with its job, customer, amount paid, balance and due date, with AR aging and cash flow a tab away.
- Card and ACH payments applied to the invoice
- Outstanding AR and overdue invoices at the top
- QuickBooks sync from the same page (Pro and up)
Three ways to get a roof measured.
Pick the level that fits the job. Every one lands in the same job record and feeds the estimate line items and the proposal, so nobody re-types measurements.
DIY Measurements
One click from the job measures the roof from aerial imagery: total squares, roof area and predominant pitch. Your rep reviews the numbers before anything is priced.
- Review and correct squares and pitch
- Nothing touches the job until you confirm it
- Type squares and pitch in when trees block the roof
- Confirmed squares and pitch → estimate and proposal
Aerial Measurement Report
Order from the job with one click. Our measurement team builds the roof, wall or gutter report from aerial imagery, a person checks it, and it is delivered back into the job with the full measurement data.
- Same-day delivery, human QC before every report
- PDF, Xactimate-formatted export & Symbility XML included
- Drafts a priced estimate and a 3D roof model
- Roof, wall & gutter reports — US & Canada
Xactimate Estimate Request
For insurance work, request a white-glove Xactimate estimate straight from the job. Claim number, adjuster, carrier, and current scope are pulled in automatically — you only add what's specific to the request.
- Built in real Xactimate by the AerialReports team
- Intake auto-filled from the job — no re-typing
- Every request tracked to completion in the CRM
- Pairs with the Professional report for the full claim file
Knock the right doors first, quote from the driveway.
Reps see roof age, owner and hail before they knock, and a yes becomes a lead and a quote at the door.
- Knock-first list ranked by roof age, hail, callbacks and whether the owner lives there
- Roof age from building permits; owner, year built and last sale for 50¢ per address
- Leaderboard, offline knocks, and live rep routes on Plus
- Measure and quote at the door: instant squares and pitch, estimate and proposal
$45 per rep/mo · Plus $72 · 3-rep minimum
See door knockingKnock
Log the door with GPS, even with no signal.
Lead
An interested door becomes a lead in one tap.
Measure
Squares and pitch in seconds, checked by the rep.
Proposal
The estimate and proposal are built and sent.
A roof price on your website, a lead in your CRM.
Homeowners type an address and see the roof size, pitch and three priced options in seconds, from your own price per square.
- Good, Better and Best prices from your price per square, with steep-roof pricing and a minimum job price
- Every quote becomes a lead with the address, squares, pitch, prices and the option picked
- Speed-to-lead automations fire the moment a quote comes in
- One line of script on any website, or a hosted page by link or QR code
$139/mo · any plan · 300 quotes a month · no setup fee
See the quote widgetAddress
The homeowner types the address on your site.
Contact
Name and phone; email is optional.
Three prices
Roof size, pitch and three priced options.
Lead
The quote lands in the CRM and follow-up starts.
Squares and pitch in seconds, priced into the estimate.
One click on a job or a door measures the roof from aerial imagery, and your rep confirms the numbers before they are priced.
- Total squares, roof area and predominant pitch in seconds
- Review and correct squares and pitch; type them in when trees block the roof
- Confirmed numbers fill the estimate line items and the proposal
- For material orders and claims, order the full AerialReports report from the same job
$99/mo per company · 200 measurements a month · any plan
See AI measurementsOpen the job
The address is already there.
Measure
Squares, area and pitch come back in seconds.
Review
The rep corrects or types in squares and pitch.
Price
Confirmed numbers fill the estimate and proposal.
Six areas of the contracting workflow.
Which features you get depends on your plan; the pricing page lists them.
Lead & Sales
- Lead OS with AI lead scoring
- Visual sales pipeline (kanban)
- Contacts & Properties as first-class records
- Instant Roof Quote widget for your website (add-on)
- Door-knocking canvassing with one-click Measure & Quote (add-on)
Measure & Estimate
- Aerial measurements from an address — tiered by plan
- AI and DIY measurements: squares and pitch in seconds (add-on)
- White-glove Xactimate estimate requests
- Interactive 3D roof viewer
- Estimate Builder with waste & margins
- Xactimate-formatted & Symbility XML export
Insurance & Claims
- Full claim lifecycle — RCV / ACV / deductible
- Supplement management & Xactimate workflow
- Depreciation tracking
- Insurance claim fields: carrier, adjuster, claim number
Production & Ops
- Crew scheduler (calendar / Gantt)
- Order Manager + supplier integrations (ABC Supply & QXO live)
- Permit tracker & Track hub
- Geotagged media manager
Money
- Card (3.2% + $0.29) & ACH (1%, max $50) payments
- Invoices, AR aging & cash flow
- QuickBooks sync
- Job costing & profitability
AI & Growth
- AI Assistant that can create leads and draft texts
- Storm Intelligence & lead correlation
- Automation builder (trigger → action)
- Site Builder + Leads+ marketing
One company makes the CRM and the measurement report.
The report comes from us
AerialReports has produced aerial roof measurement reports since 2014. Ordering from the job means no second vendor account, and your plan discount (10% to 35%) is applied to the report price.
A delivered report drafts the estimate
When a report arrives, the measurements fill a priced estimate draft and a 3D roof model on the same job. You edit and send it instead of typing numbers in.
Four plans, prices published.
Every plan includes the core CRM, field tools and aerial reports at a plan-based discount. E-signature, two-way SMS and QuickBooks sync start at Pro. AI, automations and claims tools start at Scale; multi-location starts at Enterprise.
- Core CRM: leads, jobs, pipeline
- Estimates & proposals
- Mobile crew app & client portal
- Email · 50 GB storage · EN/ES/FR
- Everything in Solo
- Photo & Document Hub · E-signature · Two-way SMS
- Production board · Crew PWA · Permits · QuickBooks sync
- Everything in Pro
- 3D Viewer · Material calculator · Website lead form
- AI lead scoring · automation · claims & supplements
- Everything in Scale
- Multi-location · Storm intelligence · Advanced AI
- Public API & webhooks · white-label · SLA
- Everything in Enterprise
- Negotiated seat pricing · negotiated report discount
- Volume commitment · custom integrations · dedicated infra
Annual billing saves ~17%. Aerial reports are ordered & charged on aerialreports.com with your tier discount applied automatically. Size overages are charged as the retail delta (no % off). Optional add-ons on any plan: DIY Measurements ($99/mo), Instant Roof Quote widget ($139/mo) and Door Knocking ($45 per rep/mo, Plus $72, 3-rep minimum). Build your exact plan → · See full pricing →
What every plan includes.
The CRM, mobile crew app and client portal are on every plan, including Solo.
Common questions
What is AerialReports CRM?
AerialReports CRM is a CRM for roofing, siding and storm restoration contractors. You order an aerial measurement from the job, and the same record carries the estimate, proposal, e-signature, payment and production schedule. It is built by AerialReports, which has produced aerial roof measurement reports since 2014.
How does the measurement ordering work?
Order a roof, wall or gutter report from the job with one click. The AerialReports team builds it, a person checks it, and it is delivered the same day back into the job with the measurement data. A priced estimate draft and a 3D roof model are created from it.
Does it export to Xactimate?
It exports an Xactimate-formatted estimate file and Symbility XML that you review and import yourself. If you need an estimate built in Xactimate, request a white-glove Xactimate estimate from the job and the AerialReports team prepares it.
How much do aerial measurement reports cost?
Reports are priced at the retail AerialReports report price minus your plan discount: 10% on Solo, 20% on Pro, 30% on Scale and 35% on Enterprise. Custom plans can go up to 40%. Price varies by report type and roof size.
How much does AerialReports CRM cost?
Solo is $89/mo with 1 user, Pro is $200/mo with 3 users, Scale is $599/mo with 10 users and Enterprise is $999/mo with 20 users. Every plan starts with a 14-day free trial and no credit card. Annual billing is cheaper.
Is it an alternative to JobNimbus or AccuLynx?
It covers the same core job: leads, pipeline, estimates, proposals, scheduling and payments. The difference is that the aerial measurement report provider and the CRM are the same company. See the comparison pages for a feature-by-feature look.
Try it on a real job.
Start a 14-day trial, or open the live demo first. Reports and estimates export as PDF, Symbility XML and an Xactimate-formatted file.