Roofing CRM software
Roofing CRM software for storm season and insurance work. Leads follow up automatically. Photo documentation is filed the way adjusters accept 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
Software a roofing business runs on
Storm season hands you a year of leads in a month. It also punishes anything you drop. Every lead gets followed up automatically and photo documentation is filed the way adjusters accept it. Crews move when the weather does without the schedule being rebuilt by hand. Smarfle carries that for one crew or eight.
Roofing scheduling software
After a storm you get a week of calls and no way to see them. Smarfle turns the inspection requests into slots the homeowner picks themselves, so a backlog becomes a booked week overnight instead of a list you work through by phone.
Learn moreRoofing dispatch software
You cannot commit the second crew until you know whether the first roof is genuinely finished. Smarfle keeps job status current from the roof itself, so a tear-off running long is something you see at ten rather than discover when a crew is standing in a driveway.
Learn moreRoofing billing software
You ask a homeowner for thousands before a single shingle is delivered. Smarfle holds the terms and the due date on the job so the request is part of a process, not a conversation your salesperson has to have twice.
Learn moreRoofing invoicing software
Your customer reads every line on a five-figure invoice, so tear-off and disposal need to be visible rather than buried. Smarfle itemizes them from the job, credits the deposit automatically and offers bank transfer on the balance to keep the card fee off it.
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 and 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 and 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.
CRM 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 →
What an inefficient roofing business looks like
Storm work arrives faster than you can organise it, so the money is lost in the scramble rather than in the selling. Leads go stale in days.
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.
Every roofing call, handled your way
Storm season brings more calls than anyone can answer. The number can text back or book automatically. Each call is logged whether or not it was picked up.
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.
Spam screening is included in every mode
Turn it on and unknown callers hear one sentence and press a key before the call connects. Dialer software does not press keys, so it never reaches you. How screening works
- Your customers skip it. Known clients and callers on mobile numbers are never screened.
- You are not billed for it. Screened, silent, and blocked calls cost nothing.
- One blocklist. Block a number once and it stops calling and texting.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a roofing job flows through Smarfle
A storm lead becomes a documented claim and a paid roof. These are the five steps in between.
- 1
Storm-damage estimate requested
Storm-damage calls are logged with a transcript on the customer, and web enquiries arrive alongside them. Each opens 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 + follow-up reminder
Final invoice from the estimate, Stripe payment link, review request after inspection passes, and maintenance reminders for the post-install roof check.
Same flow for every roofing business, only the terminology and details change.
Smarfle fits some roofing companies better than others
Insurance work and storm volume decide it. Both put more through your business in a month than most trades see in a quarter. Steady replacement work alone still fits, just more simply.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
Everything Smarfle does for a roofing company
The roof goes on in a day. Everything else takes the rest of the year. Working the leads, documenting the claim, and collecting the draw.
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.
Claim details on the homeowner record
Claim number, adjuster name, and where the supplement stands are fields you build yourself. Whoever picks up the phone can say where that job stands without hunting for a folder.
Roofing CRM software across crews and offices
The handoff from whoever sold the roof to the crew that installs it is where the money quietly goes. A checklist attached to the service travels with the work order, so tear-off, dry-in, and cleanup happen in the order you want them done. Open a second office and it works from that same checklist instead of writing one of its own.
Two markets, one way of working, because the checklist and the customer list come from the same place.
From tear-off to the magnet sweep
Deck inspection once the tear-off is done, underlayment, flashing detail and a magnet pass over the yard are what a crew has to answer for. Those items sit on the service, reach every job built from it, and get checked on the roof rather than recalled afterward.
Read one market's week cleanly
Each market keeps the crews working it, the calendar those crews fill and a number reaching the office there. A single control drops everything else out of sight, so the week you are reading belongs to one market only.
Message a whole subdivision at once
Address filtering lets you take every homeowner in one subdivision, combine that with tags and status, and confirm the names before it goes anywhere. The send happens in a single action with tracking on each text, which matters when hundreds of roofs sit side by side.
Final draw collected on completion
Stripe carries the homeowner's card from the deposit onward, and the closing draw runs at whatever milestone you settled on. That successful payment builds an invoice of its own, so finishing a roof does not require a conversation about money.
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 the ZIP first, then accept or pass free. No monthly lead budget, no bidding wars.
When leads start
We expand the directory around every business that joins, and Google needs time to rank new pages, so plan for up to two months before leads ramp up. You pay per lead, never for waiting. A Google Business Profile with real reviews brings them sooner.
Requests arrive pre-qualified
Every quote request already answers what do you need and what roof type, so your callback quotes instead of interviews.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed with a refund to your wallet.
Roofing owners ask these before storm season
Related industries
Other trades using Smarfle to run their book of business.
Switching to Smarfle from another roofing CRM?
Moving you across is hand work done on our side, with homeowner records and priced services taken out of the file your current system produces, and every sales rep and crew lead invited to an account of their own. Our people are in the US throughout.
Why businesses stay
Who you are buying from
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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