The CRM for roofing contractors
Roofing jobs are big, slow decisions with a lot of paperwork. Inspection photos, a detailed estimate, a signed agreement, a deposit, and a crew schedule that bends with the weather.
Review Monster's CRM keeps all of it on one job, from the first call after a storm to the review after the last shingle. It's free with every Review Monster plan and live in about 30 minutes.
The hard parts
After a storm, everyone calls at once
Hail or a windstorm brings a wave of inspection requests. The roofer who answers and gets on the roof first usually wins the job.
Estimates need proof
Homeowners want to see the damage. Photos from the roof, clearly attached to the estimate, make the decision easier.
Signed paperwork before the tear-off
You need a signed agreement and a deposit before the crew starts, and both have to be easy to find later.
How the CRM helps
Every inspection request after a storm gets a text back in seconds, offering a time to come out.
Photos from the roof go on the job and can be sent with the estimate, so the homeowner sees what you saw.
Build the estimate from your price book, with upgrades like ice and water shield as optional lines. The customer approves and signs online.
Send your agreement for signature from the job. The signed PDF stays on the job and in the customer's portal.
Plan crews by day and publish their shifts, so everyone knows which roof they're on.
When the job is Done, the customer gets a review request by text and email.
A day with it
A hailstorm rolls through Sunday night. Monday morning fifteen inspection requests come in from your site and phone, and each one gets a text back right away.
Your estimator works through them, taking photos on each roof that go straight onto the job.
By Wednesday three homeowners have approved estimates with photos attached, signed your agreement and paid deposits online.
The crew gets the first tear-off on Friday's schedule. When it's done, the final invoice and a review request go out the same afternoon.
Questions people ask
Can customers sign roofing agreements online?
Yes. Documents and estimates can be signed from a link on any phone, and the signed copy is saved on the job.
Can I send photos with my estimate?
Yes. Photos taken on the roof are attached to the job and can be sent with the estimate.
Can I take a deposit before the job starts?
Yes. You can request a deposit on the estimate and collect it online when the customer approves.
We also build websites for roofing businesses, wired straight into the CRM.
See the websitesReady to try it for roofing?
You'll be up and running in about 30 minutes, with your own local business number.