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Industries · Roofing

We help roofers run smarter by…

assigning every storm lead the minute it lands...

Every lead and job tracked from the first knock through final inspection.

Talk to an engineer See what we fix for roofers

What we solve

  • Storm leadsAssigned the minute they land
  • SupplementsTracked until the carrier pays
  • MaterialsTied to the build schedule
  • CrewsScheduled on real capacity
  • Close ratesPer rep, selling vs. knocking

Storm season doesn't break your team. The group text does.

When the leads double, everything held together by texts and spreadsheets breaks at once. We build the system that holds.

  1. Held together by textsStorm leads pile up faster than anyone can call them

    Built for storm seasonLeads assigned the minute they land

  2. Held together by textsSupplements sit with the carrier and nobody follows up

    Built for storm seasonEvery supplement tracked until the carrier pays

  3. Held together by textsMaterial shows up before or after the crew does

    Built for storm seasonOrders tied to the build schedule

  4. Held together by textsCrews scheduled by group text

    Built for storm seasonCrew schedules built on real capacity

  5. Held together by textsWarranty paperwork lives in the last rep's truck

    Built for storm seasonWarranties registered, with a homeowner portal

  6. Held together by textsNobody knows which reps actually close

    Built for storm seasonClose rates by rep, on one dashboard

From kickoff to go‑live

Five phases. How long it takes depends on how many of these systems you need and how your jobs run today.

  1. 01 Discovery Map how a job moves, knock to close-out
  2. 02 Design Pipeline, supplements, crew board
  3. 03 Build Automation, scheduling, integrations
  4. 04 Data migration Leads and jobs moved, de-duplicated
  5. 05 Training and go-live Reps and crews trained, then live

Who we build for

Built for

  • Roofing companies that get buried every storm season
  • Teams working insurance claims and supplements
  • Operations running several reps and crews at once
  • Owners who want close rates and job numbers they can trust

Not a fit

  • Teams that want the cheapest setup and no process work
  • Companies looking for an app to install, not a system built around their jobs

In the client's own words

30% increase in closing rate
Client resultCustom automated billing and quoting system

“I tried Zoho support and two other Zoho partners and I was getting nowhere.”

Billing no longer enters unique payment plans by hand.

Sales organizationRead the case studies →

Roofing done right

  • Storm-ready lead CRM Leads assigned the moment they land, with follow-up that runs on its own.
  • Insurance supplement workflow Every supplement and carrier conversation tracked until it's approved.
  • Material ordering Orders tied to job timelines and supplier portals, so material lands with the crew.
  • Crew scheduling Availability, capacity, and job assignment on one board instead of a text thread.
  • Digital warranty registration Warranties registered and stored in one place, with homeowner portal access.
  • Sales pipeline analytics Conversion and revenue by rep, so you see who's closing and who's knocking.

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.

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Already have a system?

Is the software the problem, or the way it was set up?

We find where jobs stall and sequence the fix before anything new gets built.

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  • You own what we build
  • No surprise billing
  • Written scope first
  • Every hour itemized
  • NDA from day one

Roofing, answered

Yes. It's built around that. Leads are assigned by rule the moment they come in, follow-ups are scheduled automatically, and you can see what nobody has touched instead of finding out a week later.

Yes. Each supplement is tracked against its claim and carrier, with the carrier conversations logged, so you know what's pending, what's approved, and what needs a push.

That's what we design for. We build it around how your reps and crews already work, keep each screen to what that role needs, and train each team on its own workflow.

Not necessarily. We start by finding where jobs stall. Sometimes that means a new system, and sometimes it means connecting or fixing the one you have.

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