A CRM with a roofer's stages, and the estimator already inside it.
Roofexa's CRM plan runs the job after the estimate is signed: job board, calendar, photos, material orders, invoicing and a customer portal, in the same account as the measurement and the proposal.
Every job, in the stage it is really in.
Retail and insurance jobs each get a board with a roofer's stages, from contract signed through permit, material, scheduling and completion. Drag a card to move it. The whole company sees the same board, in the office and in the field.
- Retail and insurance pipelines with their own stages
- Drag a card to change the stage
- Assign a rep, see it on their list
- List or board, searchable by customer or address
One card holds the homeowner's whole history.
Projects, estimates, photos before and after, notes, tasks, calls, documents to sign and the measurement reports you uploaded. A prospect becomes a client on the same card when the contract is signed.
- Projects, estimates and documents in one place
- Before, during and after photos
- Notes, tasks and call log
- Uploaded measurement reports and signed contracts
The estimator, plus the tools to run the job.
Sales
- Prospects and pipeline
- Aerial measurement and instant estimates
- Canvassing map and storm tools
- Proposals, packets and e-signature
Production
- Job board, retail and insurance paths
- Calendar with online booking
- Photos, material orders, service tickets
- Punch list and time clock
Money and office
- Invoicing with Stripe or PayPal
- Customer portal
- Team roles and permissions
- Reports, audit log, documents
Installs, deliveries and inspections on one calendar.
Every event hangs off a job, so the crew opens the calendar and lands on the customer, the address and the signed estimate. Homeowners can book an inspection slot online and the office confirms it.
- Install, delivery and inspection events
- Online booking the office confirms
- Next 7 days at a glance
- Pushes events to Google Calendar
Two pipelines, in the words a roofer uses.
A prospect moves through the sales stages; a signed job moves through production. The insurance path has its own claim stages. You can add columns of your own.
| Pipeline | Stages |
|---|---|
| Sales (prospects) | Lead, contacted, measured, quoted, lost |
| Production, retail | Client intake, contract signed, pre-production, permit pulled, ordered material, job scheduled, waiting on, final payment, job completed |
| Production, insurance | Contingency signed, claim filed, adjuster scheduled, claim approved, then job scheduled and completed like retail |
The CRM is $349 a month, states unlimited.
Prices in USD, billed monthly, cancel anytime from inside the account. Every plan opens with a 2-day free trial; a card is taken at signup and nothing is charged if you cancel before the trial ends. Autopay takes $10 off every month.
The roofing CRM, answered.
What does the CRM plan add to the estimator?
Clients and a production job board, the calendar, photos, material orders, service tickets, a punch list, invoicing with Stripe or PayPal, a customer portal, the canvassing map with storm tools, team permissions and reports. Unlimited states and up to 3 users, with more at $50 each.
Is it built for roofing or adapted from a generic CRM?
Built inside a roofing company, for its own crews, and then opened to other contractors. The pipeline stages are a roofer's: lead, contacted, measured, quoted, then contract signed, pre-production, permit, material ordered, scheduled, completed. The insurance path has its own stages.
Can homeowners see their job?
Yes. The customer portal gives each homeowner a link to their project: status, schedule, photos and documents, without calling the office.
Does it replace my estimating tool?
It includes it. The CRM plan is the estimator plus the tools to run the job, in one account, so an estimate that gets signed becomes the job without re-entering anything.
Can I move up from the estimator later?
Yes, from inside the account. Every customer, estimate and document you already have comes with you.
Does it work on a phone?
Yes. Roofexa runs in the browser on any phone or tablet, so the crew sees the same job board, photos and schedule in the field, and the estimator works from the driveway.
Quote the next roof from the driveway.
Start a 2-day free trial, enter one address, and watch the estimate build itself. Cancel before the trial ends and nothing is charged.