Updated
Roofing CRM software
Roofing CRM software for storm season and insurance work. Leads follow up automatically, every roof photo sits on the project for the adjuster, and crews move with the weather without a rebuilt schedule.
14
7
23
$94,200
Patricia Horne
Full Roof Replacement
Carl Nguyen
Storm Damage Repair
Sandra Kowalski
Shingle Overlay
Roofing software for scheduling, billing and invoicing
You work storm leads, move crews with the weather and chase deposits and draws. Smarfle keeps all of it on the project, from one crew to eight.
Roofing scheduling software
Inspections book into open times online, and crews move to the next dry day by dragging the project on the calendar.
Roofing dispatch software
Each crew lead sees their projects in order on the phone, with the address, notes and photos from the inspection.
Roofing billing software
Bill the deposit at signing, a draw at dry-in and the balance at completion, each as its own invoice on the project.
Roofing invoicing software
Invoices fill from the project lines, the homeowner pays by card or Zelle from a payment link, and late ones flag themselves.
Calls, reviews and your roofing website in one account
Roofing call tracking
Storm weeks bring more calls than you can answer. Each is recorded with its source, and missed ones are texted back at once.
Reviews and Google Business Profile
Homeowners get a review request after the final walkthrough, and that rating is checked first when a storm hits.
Website and lead follow-ups
Inspection requests from your website reach the calendar, and proposals that stall get nudged three and seven days later.
Roofing CRM plans that grow with your crews
All plans include a 14-day free trial. No credit card required.
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Three roofing problems Smarfle fixes
Storm work arrives faster than any office can sort it.
Storm leads that go stale
Every call, text and web request lands on a customer record, and unsigned estimates get automatic follow-ups before the homeowner signs elsewhere.
Crews scheduled around the weather
Drag a project to the next dry day and the crew lead's phone updates, with no rebuilt spreadsheet and no round of calls.
Photos the adjuster asks for
Crew leads shoot tear-off, deck and dry-in photos onto the project, each stamped with who took it and when.
Four ways to answer roofing calls
Choose how the number answers in storm season. Calls you miss get a text back or the AI, and every one is logged to the homeowner.
Plain forwarding
$0.04/min
Rings your phone, and every call is logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone; calls are recorded, transcribed and saved to the customer.
Busy message and text-back
~$0.05/call
Plays your message, then texts the caller. Replies land in your Inbox.
AI receptionist
$0.25/min
The AI answers, qualifies the caller and books the job, day or night.
Spam screening comes with every mode. Unknown callers press a key before the call connects, and screened calls cost nothing. How spam screening works
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a roofing job flows through Smarfle
One roof, followed from the storm call to the last draw.
- 1
Storm inspection requested
Calls, texts and website requests open a project on the homeowner with the roof and the damage noted.
- 2
Roof estimate signed
The homeowner signs your estimate on the phone and pays the deposit, and the project lands on the calendar.
- 3
Crew moved to a dry day
Drag the project to a dry day, and it moves on the crew lead's phone at the same moment.
- 4
Tear-off documented
Tear-off, deck and finished photos go on the project as the crew works, along with materials and time.
- 5
Final draw collected
The balance invoice goes out at completion, the homeowner pays by link, and a review request follows.
Roofing contractors that get the most from Smarfle
Residential roofers with storm work and retail replacements, from one crew to eight.
A good fit if
Probably not a fit if
Everything Smarfle does for a roofing company
Profit on every roof
Materials, sub invoices and the final total sit on each project with the profit worked out, so retail and insurance jobs compare.
A homeowner page without a password
One link shows the homeowner their project photos, invoices, receipts and estimates, and lets them pay the draw from it.
Canvassing on a map
Reps tap each house on a map after a storm and log the answer, setting a come-back time or turning a yes into a customer.
Roofing CRM software across crews and offices
Roofing margins are made after the contract is signed. These four cover the tear-off checklist, a second market, storm texts and the hours your crews put in.
From tear-off to the magnet sweep
Save the deck check, underlayment, flashing and magnet sweep on the service once, and every project carries that checklist.
A second market on its own calendar
On Starter and above, a new market gets its own crew leads, calendar and phone number, and one picker switches between offices.
Message a whole subdivision
Filter homeowners by tag, status or area, check the list, and send one text after a storm passes through their neighborhood.
Crew hours priced, not guessed
Crew leads log minutes on the project at each person's hourly rate, so labor sits beside materials on the final number.
Get more customers for your roofing business
Roofing lead generation
After a storm the homeowner calls whoever they find first. One roof pays for more leads than you will buy that month. Smarfle puts your company on the pages they are searching and sends the property with the request. No bidding against four others for the same name.
Flat pricing per accepted lead
Roofing leads run about $50 each. You see the job and ZIP first, then accept or pass free, with no lead budget or bidding.
When leads start
Google needs time to rank the pages we add around you, so plan for up to two months. You pay per lead, never for waiting.
Requests arrive pre-qualified
Each request comes with the customer's answers to “What do you need?” and “What roof type?”, so your callback quotes the job instead of interviewing.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed for a wallet refund.
Roofers ask these before choosing roofing software
Roofing by the numbers
Roofer Salary by State
Free U.S. Census data: business counts, pay, and growth by state.
See the dataRoofing pricing
Roof Replacement cost
Typical prices, what drives the cost, and what to charge.
See pricingFree tool
Roofing Cost Calculator
Estimate what a roof replacement costs by home size, material, and pitch, with a low-to-high range.
Open the calculatorMore roofing software features
Related industries
Other contractor trades with a similar workflow. See CRM for contractors
Restoration CRM
Storm and water damage work with insurance paperwork.
General contractor CRM
Project crews, subcontractors and staged billing.
Remodeling CRM
Multi-week home projects with change requests and draws.
Switching to Smarfle from another roofing CRM?
Your homeowners, services and past projects come across with our help, and each crew lead gets a login. Old invoices remain in your previous system.
- Comes across
- Customers, services with prices, past jobs with their dates and prices, and products in stock.
- Set up fresh
- Recurring plans and saved cards, since card numbers never move between systems.
- Stays in your old system
- Past invoices, so export them as a file before you cancel.
Why businesses stay
Who you are buying from
Ihor Lavrenenko, founder of Smarfle and author of Rank, Ring, Repeat, a local SEO guide for business owners, puts his name on this product after helping hundreds of local businesses grow. Ask for a feature or a change and it is often built by the next day.
Try Smarfle free for 14 days
No credit card. Import your homeowners and book the next roof inspection today.
14 days free · No credit card · Cancel anytime