Leads & CRM
Door knocks, referrals and storm canvassing land in one list, assigned to the rep who owns them. RoofAI flags a customer who is about to be entered twice.
Roofing operations software
The operating system for roofing teams.
Most roofing companies run on five tools that don't talk to each other. RoofAI replaces the pile: every lead, job, measurement, estimate, crew, supplier order, storm claim and invoice lives in one system — and the field sees the same thing the office does.
Works on the web and in the field. No credit card to look around.
Capabilities
Everything a roofing company actually runs on.
Not a general-purpose CRM with a roofing template bolted on. Each part is built for how roofing work actually moves — and they share one record of the customer.
Jobs
Every job carries its own stage, photos, documents, tasks and timeline — so "where is this one actually up to?" has an answer instead of a phone call.
Measurements
Roof measurements attach to the property, not to someone's inbox — and flow straight into the estimate instead of being re-keyed.
Estimates
Build from your own materials and pricing, send a proposal the homeowner can sign, and watch the ones still awaiting signature instead of guessing.
Crews
Schedule crews and subcontractors against real jobs, track who is on site, and keep subcontractor insurance current before they are dispatched.
Suppliers
Order materials against the job they belong to, keep supplier pricing in one catalogue, and stop reconciling delivery tickets against memory.
Storm work
Storm alerts, a canvassing map and a lead pipeline built for the week after the hail — so the crew that gets there first is yours.
Invoicing
Turn a signed estimate into an invoice, track what is overdue on the dashboard rather than in a spreadsheet, and reconcile against your books.
How it works
One thread, from the knock to the payment.
The same customer record carries all the way through. Nothing is re-typed at a handoff, which is where most of it used to get lost.
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01
Lead
A knock, referral or storm canvass is captured on the spot and assigned to a rep.
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02
Job
It becomes a job with a property, a stage and an owner — the record everything else hangs off.
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03
Estimate
Measurements and your pricing become a proposal the homeowner can sign.
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04
Crew & work
Materials are ordered, a crew is scheduled, and the field logs photos and progress.
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05
Invoice
The signed job becomes an invoice, and what is still owed stays visible until it is paid.
In the field
The crew's half of the system, on the roof.
Reps and crews get a real app, not a cut-down web page — the jobs assigned to them, the leads the office handed over, and the storm map, all on the same records the office is looking at.
Today, firstTasks due and the jobs actually assigned to you — not the whole company's pipeline.
Call, navigate, logOne tap to the homeowner, one to directions, and photos and notes that land on the job.
Storm canvassingWork a hail map door to door and capture leads where you are standing.
Stays usable on bad signalCaptured work queues up and syncs when the phone gets a bar back.
Put the whole operation on one system.
Start with your next lead and follow it all the way to the invoice. The office and the field on the same records, from day one.