All-in-one roofing CRM for teams that need jobs collected.
Manage leads, inspections, estimates, production handoffs, job files, tasks, and earnings from one polished contractor workspace.
Up to 5 active users included
Setup, migration scope, and team training
Prove the real roofing workflow first
One job record from first contact to final payment.
RoofSpot keeps the handoff clean across sales, estimating, production, files, and closeout.
Capture door knocks, referrals, web forms, and imported storm lists.
Schedule, measure, photograph, and document the property.
Build scoped totals with labor, materials, overhead, and margin.
Hand off sold jobs with files, dates, materials, and tasks.
Track final invoices, job costs, commissions, and closeout.
Everything a roofing team needs before the bloat starts.
Core stays useful at $79/month. Usage-heavy automation, AI, SMS, and integrations can live in higher tiers.
Configurable stages, owner handoffs, due dates, overdue alerts, and activity history.
Customer, company, property, claim, job, and document records stay connected.
Roofing, siding, and gutter estimates with costs, overhead, margin, and proposal PDFs.
Move approved work into production with checklists, files, materials, and status controls.
Photos, reports, approvals, warranty packets, company files, and permanent history.
Contract amount, job cost, overhead, margin, and commission reporting by job and user.
Let prospects try the CRM without touching live data.
The demo mirrors the real CRM shape with static sample leads, pipeline stages, calendar items, files, and earnings. Buttons that would create, delete, upload, or send are intentionally disabled.
Open sandbox demoCreate, edit, upload, send, delete, and billing actions are disabled in the sandbox.
Prospects can inspect sample leads, stages, files, tasks, and earnings before signup.
The demo routes interested contractors toward Core signup or a guided sales conversation.
No prospect receives live workspace permissions or access to production write paths.
Simple pricing with clear service boundaries.
The plan is built to sell cleanly and avoid unlimited-service traps.
CRM records, pipeline, tasks, notes, files, photos, estimates, proposal PDFs, and basic recap.
SMS, AI usage, measurement reports, storage-heavy workflows, and provider pass-through costs.
Advanced automations, reporting depth, integrations, and larger team operations.
See the workflow before you sign up.
Open the read-only CRM demo, then create a workspace when the fit is clear.