Roofing CRM Software That Runs Your Crews Without the Paperwork
Insurance jobs live and die on documentation. Smarfle tracks every roof from inspection to final draw with photo reports, claim details, crew scheduling, deposits, and progress invoicing. From $19/month.
14
7
23
$94,200
Patricia Horne
Full Roof Replacement
Carl Nguyen
Storm Damage Repair
Sandra Kowalski
Shingle Overlay
Everything a roofing business runs on
Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the roofing workflows below.
Roofing Scheduling Software
Roofing scheduling balances estimates today + installs next week + warranty inspections in a year. Smarfle's per-service durations + multi-day install crew blocking + auto-walk-through scheduling handle the project arc. And weather days bulk-reschedule with one click.
Learn moreRoofing Dispatch Software
Roofing dispatch coordinates 2-3 day install crews + estimators + warranty inspectors across multiple jobs at once. Smarfle's dispatch board + per-tech role tagging + bulk-reschedule for weather days handle the full project orchestration without the panicked Monday morning calls.
Learn moreRoofing Billing Software
Roofing billing handles big project deposits + milestone invoicing + warranty service all from the same client record. Smarfle's ACH for $15K+ deposits + project milestone tracking + saved card for balance keep cashflow tight across multi-week installs.
Learn moreRoofing Invoicing Software
Roofing invoicing breaks out material + labor + permit fees + warranty work as separate line items, applies deposit credits automatically, and encourages ACH for big invoices via Pay Now. Customer sees clear breakdown; you save hundreds in card fees.
Learn moreThe growth side, built in
Roofing Call Tracking
After a storm, homeowners call every roofer the insurance adjuster mentions. Tracking captures each call and campaign, and missed ones get texted back within a minute.
Reviews & Google Business Profile
Reviews are how you prove you are the local roofer, not the storm-chaser. Post-completion requests build the legitimacy that closes insurance jobs.
Website & Lead Follow-Ups
Free inspection requests from your site feed the CRM with address and photos, and follow-ups nurture the replacements that take months to decide.
Plans that grow with your roofing business
All plans include a 7-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 100 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Activity log, tags, custom fields
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 200 clients
- 1 GB storage
- Everything in Solo
- Voice AI receptionist (usage-based)
- GMB rank tracking
- Search Console integration
- API access + webhooks
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- AI work order summaries
- GBP Posts + Dashboard
- Workflows automation
- Website builder + AI content
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Higher AI credit limits
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Where roofing businesses lose time and money
The day-to-day friction every roofing owner recognizes.
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.
Insurance Claim Field Tracking
Claim numbers, adjusters, and supplement status per job, so insurance work never stalls on missing paperwork.
Every roofing call, handled your way
Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a roofing job flows through Smarfle
From storm-damage call to passed final inspection — every estimate, photo, and invoice in one place.
- 1
Estimate request lands
Storm-damage call via AI receptionist, web form, or referral. Each lead becomes a client record with the property address.
- 2
Inspection booked
Office picks an inspection slot; estimator gets a work order with the address, claim number (custom field), and insurance carrier. Calendar holds the slot.
- 3
Estimator captures the roof
On-site, estimator logs photos of damage, drone shots if needed, measurements, and prepares the estimate from inventory + line items.
- 4
Crew installs with photos + checklist
Multi-day install tracked via work-order status. Daily progress photos, job checklist for tear-off + underlayment + nailing pattern, time tracking, and material draws from inventory.
- 5
Final invoice + review + warranty reminder
Final invoice from the estimate, Stripe payment link, review request after inspection passes, and maintenance reminders for the warranty checkup.
Same flow for every roofing business, only the terminology and details change.
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
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.
The full roofing toolkit, in detail
Three ways Smarfle transforms how you operate, get paid, and grow.
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.
Storm Lead Pipeline
Capture every inbound call and web inquiry. Assign follow-up tasks and track each homeowner from first contact through signed contract.
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.
Roofing CRM Software Built for Storm Season and Insurance Claims
Most roofing CRM software treats roofing like B2B sales, leads, pipeline, close. Real roofing is different: a storm hits, your call volume spikes 10x in 24 hours, half the jobs are insurance claims with adjusters in the loop, and your estimator is on a roof measuring with a drone while the office cuts contracts. Smarfle's roofing CRM was designed for storm season, insurance restoration workflow, and the 30/50/20 progress billing that most contractors actually use. Whether you're doing residential re-roofs or commercial TPO, the same CRM roofing system covers both without bolting on a second tool.
A roofing CRM that treats storm response, insurance claims, and phased billing as first-class concepts is what lets a roofing company go from 5 to 50 crews without drowning in spreadsheets.
Storm lead routing in 24 hours
Inbound calls during a storm hit your AI receptionist, get qualified (insurance vs self-pay, hail vs wind), and land in the estimator's queue within minutes. No leads lost to voicemail while you're on a roof.
Insurance claim status per job
Track adjuster name, claim number, scope-of-loss amount, and supplement requests on every job. The CRM remembers which insurer is fast and which fights every supplement so you bid accordingly next time.
Estimator + crew dispatch separately
Roofing CRM software has to schedule the estimator separately from the install crew. Smarfle keeps both calendars in sync and prevents the estimator from being on a roof at the same time as the crew.
30/50/20 progress billing
Most roofing contracts bill in phases: deposit, materials delivered, completion. Smarfle generates each invoice from the work order, no manual math, no missed phase billing two weeks after the crew left.
Roofing CRM questions
Related industries
Other trades using Smarfle to run their book of business.
Why businesses stay
A Florida company that treats you like a partner
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
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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