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
- Visual kanban pipeline — 9 roofer-specific stages
- Contacts & Properties as first-class records
- Instant Estimator widget for your contractor site
- Two-way SMS + email follow-up automation
Measurements & 3D
- Same-day aerial roof & wall measurements from an address
- Tiered pricing — 25–60% off retail by plan
- Interactive 3D Quantum Viewer for homeowner proposals
- PDF, Xactimate ESX, Symbility XML export
- 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
- ESX and Symbility XML export built-in
- 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 & QXO live; SRS coming soon)
- Permit tracker and inspection checklist
- Geotagged photo hub — grouped by category
- Offline-capable crew PWA on any mobile device
Money
- Card (2.8% + $0.30) and ACH (0.5%) 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
Never lose a lead. Never miss a follow-up.
Nine stages — built for 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. Every drag updates the record. Nothing falls through.
Two-way SMS and email — from the job card
Reply to homeowners without leaving the CRM. Every message thread is tied to the lead, contact, and job record so the full conversation history is always at hand.
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.
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.