Roofing
Storm season hits, leads flood in, and suddenly you're managing 200 open estimates with three sales reps and four crews. We build roofing-specific CRM and project management systems that track every lead from first knock through final inspection.
What slows Roofing teams down
Then the storm comes through and the whole operation buckles. Two hundred estimates open, three reps, four crews, and a group text trying to hold it together. Insurance supplements sit in limbo, material shows up before or after the crew does, and warranty paperwork lives wherever the last rep dropped it. We build the CRM to absorb the spike — every lead tracked from the first door knock through final inspection, without the season breaking your team.
What we fix for Roofing
Systems that fix it
- Storm-ready lead management CRM with automated assignment and follow-up
- Insurance supplement workflow with carrier communication tracking
- Material ordering system integrated with job timelines and supplier portals
- Crew scheduling platform with availability, capacity, and job assignment
- Digital warranty registration with homeowner portal access
- Sales pipeline analytics with per-rep conversion and revenue dashboards
What changes for your business
- Storm-season capacity Lead surges handled without dropping a single one.
- Supplement tracking Insurance approvals worked systematically, not ad hoc.
- On-time materials Orders tied to job schedules so crews aren't idle.
- Close rate Per-rep performance visible and coachable.
How we approach Roofing
We wire a storm-ready CRM that auto-assigns leads the moment they land, so nothing rots in a spike. The insurance supplement workflow tracks each claim against the carrier so approvals stop stalling. Material ordering ties to the job timeline, crew scheduling runs on real capacity instead of a text thread, and warranty registration goes digital with a homeowner portal. Per-rep pipeline analytics show you who's actually closing and who's just knocking.