CRM for Roofing

Run Your Roofing Company Without the Paperwork Headaches

From the first storm-damage call to the final invoice, keep every job, crew, and estimate organized in one place.

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Smarfle CRM - Roofing Dashboard
Open Estimates

14

Active Job Sites

7

Completed This Month

23

Revenue This Month

$94,200

Recent Jobs

Patricia Horne

Full Roof Replacement

In Progress

Carl Nguyen

Storm Damage Repair

Scheduled

Sandra Kowalski

Shingle Overlay

Completed

Sound familiar?

✕

Storm Leads Fall Through the Cracks

After a hailstorm or high wind event, calls flood in faster than you can handle them. Without a system to capture and follow up on every lead, you lose jobs to competitors who respond faster.

✕

Crew Scheduling Is a Daily Scramble

Juggling multiple crews across multiple job sites means constant phone calls to check who is where, which materials got delivered, and whether the job will pass inspection on time.

✕

Estimates and Insurance Supplements Get Delayed

Homeowners want written estimates the same day. When your estimators are tied up on-site or using paper forms, turnaround slows down and you lose the job to whoever replies first.

Built for roofing businesses

Not a generic CRM. Every feature is tailored to how roofing companies actually work.

Storm Lead Pipeline

Capture every inbound call and web inquiry into a lead pipeline. Assign follow-up tasks, log adjuster appointments, and track each homeowner from first contact through signed contract.

Crew and Job Site Scheduling

Assign crews to job sites from a visual calendar. Add notes on materials, access instructions, and inspection windows so every crew member knows exactly what to expect on arrival.

Digital Estimates with Fast Delivery

Build itemized estimates with material and labor line items, then send them directly to the homeowner by email or SMS. Get signatures and approvals without a single paper form.

Photo Documentation

Attach pre-job, mid-job, and post-job photos directly to each work order. Before-and-after photo sets give homeowners confidence and protect you in warranty or insurance disputes.

Invoice and Payment Collection

Generate invoices the day the job is complete and collect payment by card or bank transfer. Stop chasing checks and get paid faster on every project.

Is Smarfle the right fit for your roofing business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

✕

This probably isn't for you if...

And that's okay

Top feature for roofing

Close More Insurance Jobs Faster

Roofing companies that respond to storm leads within an hour close significantly more jobs. Smarfle keeps your lead pipeline visible so no inquiry sits unanswered, and digital estimates help you get a signed contract before a competitor even calls back.

Storm Lead TrackingDigital EstimatesCrew SchedulingPayment Collection

Everything your roofing business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Crew Scheduling Calendar

Assign crews to job sites with material notes, inspection windows, and access instructions. Everyone knows where to go before the truck rolls.

2

Storm Lead Pipeline

Capture every inbound call and web inquiry. Assign follow-up tasks and track each homeowner from first contact through signed contract.

3

Job Site Photo Documentation

Crews upload pre-job, mid-job, and completion photos directly to the work order. Build before-and-after sets that protect you in disputes.

Plans that grow with your roofing business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Roofing CRM questions

Yes. You can use client statuses and work order categories to separate storm-damage insurance jobs from standard repairs or new installations, giving you a clear view of each pipeline.
Build estimate templates with your standard line items for shingles, underlayment, flashing, and labor. Then customize and send each estimate by email or SMS directly from the job record.
Yes. Crew members assigned as technicians can upload photos directly from their phones to the work order, so you see progress in real time without needing a phone call.
You can create itemized invoices with custom line items that match insurance scope documents. There is no automatic adjuster integration, but the invoice format is flexible enough to match any scope.
Yes. The scheduling calendar shows all active jobs and assigned crews. You can view by technician or by date to avoid conflicts and keep every site staffed.
Once a job is complete, generate an invoice and send it to the homeowner. They can pay by credit card or ACH through the client portal. Funds are deposited directly to your bank account via Stripe Connect.

Ready to run your roofing business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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