One platform. Every type of roofing contractor.
Whether you run an insurance restoration crew, a retail residential shop, a siding operation, or a multi-location fleet — AerialReports CRM has a workflow designed for exactly how you work.
Run storm season like a machine.
When a hail event lands, you need to move fast — identify affected properties, dispatch inspections, build the Xactimate scope, and get signatures before the competition. Every hour counts and every step is in one place.
Storm alert fires → properties auto-enrolled
NOAA hail & wind events match against your contact database. Affected addresses get flagged and an outreach sequence starts.
Inspection → aerial measurement ordered
Order a same-day roof measurement from the lead card. Delivered in hours — PDF, ESX, and Symbility XML included.
Build the scope → export to Xactimate or Symbility
Estimate Builder auto-populates from the measurement. Export ESX directly into Xactimate — no re-keying.
E-sign the ACV + collect the deposit
Send the proposal, collect the digital signature, and process the deposit in one flow before you leave the driveway.
Close more jobs. Collect faster.
Retail roofing runs on speed and trust. Homeowners pick the contractor who responds first, shows up with a professional proposal, and makes it easy to sign and pay. This platform does all three.
Lead captured — 24/7 via Instant Estimator
Embed the instant estimator on your website. Homeowners enter an address and get a ballpark quote in seconds — you get the lead immediately.
Order measurement → build the estimate
Same-day aerial measurement auto-fills the estimate template. Waste, margins, and material pricing in minutes — not hours.
Send the Good / Better / Best proposal
The homeowner gets a branded proposal with three tiers and a 3D roof viewer. They explore options, ask questions, and sign — all in the portal.
Production → invoice → final pay
Crew scheduled, materials ordered, photos uploaded. Final invoice sent and paid from the same job card.
Siding, gutters, windows — all on one job.
Exterior jobs often span multiple trades on the same property. The estimate builder has trade-grouped sections — roofing, siding, gutters, windows — so one job card covers the full scope. Measurements include wall area, not just roof.
Aerial wall + roof measurements
Order wall area measurements for vinyl, fiber-cement, or steel siding from an address. No ladder, no tape measure, no scheduling a measurer.
Trade-grouped estimate sections
Roofing, siding, gutters, and windows each have their own section in the estimate. Separate margins, materials, and waste per trade — one total.
Material ordering by supplier
Generate a PO for ABC Supply or QXO (formerly Beacon) from the job card — both live today. SRS Distribution coming soon. The right materials, quantities, and delivery address — exported in one click.
Run multiple crews. See everything in one place.
When you're running six jobs at once across three crews, you need visibility — which crew is where, what materials were ordered, who hasn't been paid. The production board shows all of it in one view.
Multi-crew scheduler
Assign jobs to crews with drag-and-drop. Calendar and Gantt views show crew utilization at a glance — no scheduling conflicts, no double-booked dates.
Crew app — offline, mobile
Crews check in, upload photos, complete checklists, and mark milestones on any phone — even without signal. Syncs when back online.
Job costing per crew
Track labor, materials, and overhead per job. See which crews are profitable, which jobs ran over, and where your margin is going.
Reports dashboard
Revenue by month, pipeline velocity, close rate, AR aging, and marketing ROI — updated in real time from live job data.
Find your workflow in the live demo.
See insurance restoration, retail, siding, and multi-crew workflows running with real data — no install required.