Features

The roofing CRM workspace your team actually works from.

RoofSpot brings pipeline, leads, customers, properties, files, tasks, calendar, email, and earnings into one focused operating system for roofing contractors.

RoofSpot CRM dashboard
Pipeline that shows what is stuck

Track every job through roofing-specific stages with owner, due date, overdue state, and next action visible.

Lead and customer records

Keep homeowners, properties, claims, contact details, notes, and activity tied to the same file.

Inspections and estimates

Move from inspection notes to scoped estimates, proposal PDFs, job cost math, and approval tracking.

Tasks and calendar

Schedule follow-ups, adjuster meetings, inspections, production dates, and team work without leaving the CRM.

Company and job files

Store photos, reports, contracts, supplements, warranty packets, and handoff documents where the team can find them.

Earnings and profitability

Roll contract value, cost, overhead, profit, and commission into one view for admin and sales accountability.

Email workspace

Keep customer communication close to the job record so the office can answer questions quickly.

Admin-ready workspace

Separate team visibility, settings, integrations, and locked-down demo access from day-to-day sales work.

Daily insights

Start the day with the work that needs attention.

The dashboard rolls up open leads, overdue items, open tasks, pipeline status, and quick actions so managers know where to push before jobs slip.

RoofSpot daily insights dashboard
Pipeline

A roofing pipeline built around stages, owners, and urgency.

Every card carries the customer, property, owner, activity warning, and stage context. Teams can see bottlenecks without digging through spreadsheets.

RoofSpot pipeline board
Lead files

One operating record for sales, office, and production.

Leads, customers, properties, tasks, files, notes, and earnings connect around the same job so handoffs do not depend on memory.

RoofSpot lead management screen