Everything built-in. Nothing bolted on.
Every module was designed for roofing and siding contractors from the ground up — not adapted from a generic CRM. From the first lead to the final payment, it all lives in one record.
One platform. No stitching required.
Every module shares the same contact, property, and job record — no re-keying, no sync failures, no dropped data between steps.
Lead OS
- AI lead scoring and priority routing
- Kanban pipeline with roofing stages you can rename
- Contacts & Properties as first-class records
- Instant Roof Quote widget for your website (add-on)
- Two-way texting, plus email and text follow-up automation
- Door knocking with measure and quote at the door (add-on)
Measurements & 3D
- Same-day aerial roof & wall measurements from an address
- Tiered pricing — 10–35% off retail by plan
- AI and DIY measurements: squares and pitch in seconds (add-on)
- White-glove Xactimate estimate requests from the job
- Interactive 3D Quantum Viewer for homeowner proposals
- PDF, Xactimate and Symbility XML report formats
- Human QC before every delivery
Estimate Builder
- Trade-grouped line items — roofing, siding, gutters, windows
- Waste factor and margin control per section
- Pre-built templates and a custom price book
- Xactimate-formatted and Symbility XML export
- Good / Better / Best assembly for proposals
Proposals & E-Sign
- Branded proposal PDFs with your logo and colors
- Good / Better / Best that homeowners can explore in 3D
- DocuSign-style e-signature built-in (Pro+)
- Deposit collection linked to the signed proposal
- Reminder sequences — email and SMS
Production & Ops
- Crew scheduler — calendar and Gantt views
- Material order manager + supplier PO export (ABC Supply live; QXO in testing)
- Permit tracker and inspection checklist
- Geotagged photo hub — grouped by category
- Offline-capable crew PWA on any mobile device
Money
- Card (3.2% + $0.29) and ACH (1%, max $50) via Square
- Invoices — deposit, progress, final, change-order types
- AR aging dashboard and cash-flow reporting
- QuickBooks Online two-way sync
- Job costing and profitability per crew and per job
Three ways to measure. One job record.
Instant when you need speed, professional when you need the report, white-glove when the claim is on the line. Every level flows straight into estimate line items and the proposal — nothing to export, re-key, or import.
Squares and pitch in seconds, checked by your rep before they touch the job
One click on a job or a door measures the roof from aerial imagery and returns total squares, roof area and the predominant pitch. Your rep reviews the numbers and corrects them if needed, and only confirmed numbers are priced. It is for quoting, not a line-by-line report: there are no ridge, hip, valley or eave lengths.
Same-day aerial report — measured by the AerialReports team
Order from the job with one click. Our own measurement team builds the roof, wall, or gutter report from aerial imagery, runs human QC, and pushes it straight back into the job with full measurement data. A delivered report drafts a fully priced estimate and a 3D Quantum Viewer model automatically.
Xactimate estimate requests — our team builds it for you
For insurance work, request a white-glove Xactimate estimate straight from the job. Claim number, adjuster, carrier, and the current scope are pulled in automatically — you only add what's specific to this request. The AerialReports team builds the actual estimate in Xactimate, and the CRM tracks every request to completion.
Never lose a lead. Never miss a follow-up.
Knock the door, send the proposal from the driveway
Map-based canvassing with a one-click Measure & Quote chain. One tap after an interested knock creates the lead and the job, measures the roof for the rep to review, builds the estimate, and opens the proposal to send — with the homeowner's number already filled in.
A roof price on your website, and a lead in your CRM
A homeowner types an address on your website, enters a name and phone, and sees the roof size in squares, the pitch and three priced options within seconds. Prices come from your own price per square for each option, with steep-roof pricing and a minimum job price.
A pipeline that follows how roofers actually sell
From first knock to paid job, the pipeline follows your real workflow: Lead In → Appt Set → Inspected → Estimate Sent → Sold → Production → Complete → Paid, plus Lost with a reason. Drag a card and the lead record updates. Rename or reorder the stages to match your own process.
Two-way texting and email from the job card
Texts and replies sit in one thread on the job and the contact (Pro and up). Email goes out from the CRM under your company name, and replies go to your company inbox.
Trigger-based automations — no code, no Zapier
Build workflows with the visual automation builder. When a stage changes, a form is submitted, or a storm alert fires — the next action runs automatically.
From a priced estimate to money in the bank
Send the estimate for e-sign from the same list you track it in
Every estimate shows its status, owner, total and the next action: send for e-sign, follow up, edit, duplicate or recall. Line items are grouped by trade, with waste and margin set per section and Good / Better / Best options for the homeowner.
Invoices, balances and what's overdue on one screen
Deposit, progress, final and change-order invoices live on the job. The financial view shows month-to-date revenue, outstanding AR, overdue invoices and QuickBooks sync status, with tabs for payments, AR aging, commissions and cash flow.
The full claim lifecycle — in one place.
Track RCV, ACV, deductibles, depreciation, and supplement requests without leaving the job card. Export directly to Xactimate and Symbility when you're ready.
AI that takes real actions.
Not a chatbot that gives suggestions — a tool-calling AI that creates leads, builds estimates, drafts the proposal copy, and runs automations on your behalf.
AI Assistant
- Creates leads, drafts SMS, runs estimates
- Understands your job data — not generic
- Proposal copy from a few bullet points
Storm Intelligence
- NOAA hail and wind event feed
- Auto-match storm damage to your contact addresses
- Trigger outreach the same day as the storm
Reports & Analytics
- Revenue, conversion, pipeline velocity
- Job costing and crew profitability
- Marketing expense ROI tracking
See every feature in the live demo.
No install. No sales call required. The full CRM — leads, estimates, payments, production — all working with real data.