Roofr CRM.
One software. All the tools you need to grow your roofing business.

PerformanceWorkflowsMaterial OrderingPayments & Invoicing
Screenshot examples of the Roofr CRM interface, featuring a board view with new leads and scheduled appointments, a job metrics dashboard displaying monthly performance data, and a construction worker using tools on a roof, illustrating the integration of job management and fieldwork.

Finally, everything in one place.

Roofr's CRM was built to work seamlessly with our Instant Estimator, Reports, Proposals, Material Ordering, Invoicing and Payments. The one platform that does it all.
Roofr: The all in one software for roofers
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Welcome to RoofrCRM. A preview of the Roofr CRM.
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Interactive Job Pipeline

Drag and drop jobs as they move through the pipeline. Job cards put the most important info — like job price, location, and tasks — first.

Analytics Dashboard

Gain a better understanding of your sales processes and business performance with real-time data at your fingertips.

Material Ordering

Make ordering materials a seamless part of your workflow. Create, send and track your material orders right from your signed proposal.

Measure & Estimate

Carry on using Roofr Measurements, winning jobs with Roofr Proposals, and bringing in leads with Instant Estimator. They all connect with the CRM.
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Automated Tasks

Automations let you set and forget the little things. Automate tasks like changing job statuses, updating proposals or assigning tasks.
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Invoicing & Payments

Create and share invoices for each job, and easily view payment status to find outstanding balances.
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Dashboard
wORKFLOWS

Streamline your operation from start to finish.

Stay Organized

Designed to work the way roofers do, the interactive dashboard captures leads and turns them into detailed customer records with real-time activity logs to keep you organized and up to date.

So you can replace:
Jumping between platforms, managing a whiteboard, and relying on your inbox.

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Dashboard
wORKFLOWS

Collaborate with your team in real-time.

It’s easy for teams to collaborate and stay up to date with document uploads, assigned tasks, and notes for internal communication.

So you can replace:
Sticky notes, constantly asking for updates, keeping track in your head.

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WORKFLOWS

Uncover insights to improve your workflow.

Instant analytics show the number of jobs in each stage and the total value of those jobs, to understand where your pipeline is heavy, where it’s light, and where jobs are stuck.

So you can replace:
Spreadsheets, calculators, whiteboards.

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MATERIALS IN A CLICK

Making your life easier with material ordering.

Take the guesswork out of material ordering with our built-in tool that pulls quantities and important job details directly from your Roofr Reports and job card.

Be confident you'll get the right amount of materials, on time, with waste factored in, and never stress about material ordering again.

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A screenshot of material orders in Roofr.
A screenshot of invoices in Roofr.
ROOFR PAYMENTS

Easy-to-use invoicing & payments.

Never miss another payment. Easily create and send professional invoices to customers. Instantly track the status of your invoices through your dashboard.

Best of all, we integrate with a payment processor to provide you with competitive pricing while giving your customers the flexibility to pay in person, or on their own device, with their preferred payment method.

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Analytics Dashboard

Insights that unlock your growth potential

Roofr’s CRM enables you to better understand the value of each roofing job, from tracking job costs and project timelines to identifying areas for improvement using real-time data.

You’ll be making better decisions, identifying where your earning potential lies, and optimizing your operations for greater efficiency and profitability.

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A screenshot of the overview performance job metrics in Roofr.
A screenshot of the Roofr calendar.
Roofr Calendar

A calendar that connects your work

Roofr’s Calendar view simplifies appointment scheduling and automates homeowner communications while keeping your work and teams connected in one place — from start to finish.

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Building the CRM that
works the way roofers do

We’re obsessed with creating the software that roofers actually need.
Here’s what’s coming soon with Roofr CRM.

WHAT THEY'RE SAYING
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“Roofr has helped my business earn over $1M in revenue in less than a year.”

Tools proven to win more jobs

Job Management
Instant Estimator
Measurement Reports
Proposals
Material Ordering
Invoicing
Payments
Calendar

Job tracking

Stay organized and up to date on all the jobs in your pipeline. Job boards make it easy to know what’s on track and what needs attention.

Automated workflow

Automate your processes to save time, reduce errors, and keep your team on track. Work more efficiently with the peace of mind nothing will be missed.

Team collaboration

Stay on the same page with the whole team working seamlessly one place. Assign tasks, write notes, and track job activity for instant updates.

Performance tracking

Get visibility into your lead quality, sales close rate, revenue, team performance, (and more) with real-time data from your job pipeline.

Lead capture

Turn generic contact forms into instant roof quotes that capture leads. Collect and manage your lead details directly in Roofr, to win the job faster.

Marketing optimization

Capture leads from anywhere, not just a form on your website. Turn all your marketing - ads, door hangers, business cards - into lead capture forms.

Lead qualification

Capture important project details and skip the back and forth with homeowners. Quickly qualify and prioritize leads to improve your close rate.

Customer experience

Stand out from your competitors by delivering value faster. Build trust with homeowners by offering estimate options up front and on their own time.

Digital aerial measurements

Order reports from anywhere by typing in the address and hitting send. Detailed reports are sent right to your inbox, so you can measure more roofs in less time.

Instant proposals

Convert your Roofr Reports into proposals with a click. Measurements and materials are automatically converted into a digital proposal with your branding and prices.

Comprehensive reports

Each report is a flat rate of $13 and includes all structures at the address, measurements, material calculations and recommended waste factor.

DIY reports

Use our easy online tool to draw roof measurements yourself and instantly convert them into professional measurement reports.

Dynamic digital proposals

Create and update proposals from anywhere, whether it’s your desk or in the field. Changes are made in real-time to save time on admin and get signatures faster.

On the spot e-signatures

Create unlimited e-signatures so everyone who needs to sign, can sign quickly from their own device. There’s no extra cost and no need to switch softwares.

Customizable templates

Customize your templates with your own branding and easy select pricing options like discounts, Good/Better/Best pricing, and upgrades.

Activity tracking

Track your proposal activity to know when they’ve been sent, received, and opened so you can follow up faster and spend less time chasing down updates.

Standardized material orders

Never start from scratch again. Quickly create material orders from auto-populated customer details and quick select supplier information.

Easy tracking

Manage your orders in the dashboard to know what’s been sent and what’s been filled, and stay up to date at a glance on your job record.

Instant email sending

Create and send material orders from your Roofr account to streamline your process and make sure nothing slips through the cracks.

Automated workflow

Quickly convert won proposals into material orders with a click by importing line items and prices. Now teams can work seamlessly together in one place.

Integrated proposals

Offer a seamless customer experience by converting signed proposals into invoices. Directly import line items and pricing for consistency and transparency.

Dashboard & status updates

The dashboard helps you prioritize urgent invoices and know when to follow up with customers who are behind on payments.

Track and record payments

Easily collect and record payments directly on the invoice to reduce errors, consolidate paperwork, and know what’s still outstanding.

One software for everyone

Anyone can create invoices in Roofr so there’s no need to rely on one person, switch back and forth from platforms, or pay for extra software seats.

Digital payment processing

Offer homeowners the option to make online payments through credit card or ACH/EFT transfers, from their own devices.

No hidden fees

There’s no cost to sign up for Roofr payments, no minimum spends and competitive processing fees help you protect your margins.

Secure payments in Roofr

Sign up and manage your payments directly in Roofr for peace of mind when it comes to your money. Trust the same team you trust with everything else.

Integrated invoices

Roofr Payments let’s you send payment requests with your invoices so homeowners can settle up on the spot, from their own devices.

Schedule and manage work

Events are connected to job records, for full visibility into tasks, deadlines, and milestones.

Better collaboration

Keep your entire team informed —from sales to production—on what’s happening and when.

Time-saving automations

Automatically update homeowners when events are scheduled, changed, or coming up.

Track availability

Manage one calendar for all of your team’s work with smart filters, event types and custom views.

A digital calendar interface displaying scheduled events for a week. The calendar shows different colored blocks representing tasks like "Sales team meeting. Each event block is labeled with time slots and titles, illustrating a busy schedule.
A detailed event creation interface showcasing fields for event details like title, date, time, and location. The interface also displays a list of invitees with checkboxes for selection. On the right, a summary of the event includes relevant details like the address and participants.
An interactive interface for setting up event reminders. The panel shows options for defining conditions like event types ("Roof install," "Roof repair") and associated actions such as "Check with Bill" or "Order a measurement report." Reminder triggers include time-based settings like "1 week before event starts."
Another view of a digital calendar interface showing a week with time slots populated by events in different colors. Tasks are marked with their duration, showing a mix of personal and work-related events, such as "Visit Joe" and "Production." The clean design emphasizes schedule clarity.

FAQs

You have questions, we have answers. Browse our most frequently asked questions when it comes to payments and invoicing.

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Does Roofr CRM have tools to generate leads?

With Roofr’s Instant Estimator, you can not only generate leads - you generate QUALIFIED leads. The instant estimator replaces gathering contact information from a form, and actually provides an instant quote based on the lead’s address. It doesn’t replace a full marketing strategy, but makes it more efficient. Way more efficient.

Can I create custom stages in my board view?

Yes! You can customize your job stages in the job board to match your existing workflows.

Can I customize the job board view of my pipeline?

Yes, you can customize your pipeline dashboard based on job stages. Each stage is shown as column in your kanban view, and you can add or remove them at any time. If you want to play god, you can also change your pipeline view with filters. You can view the active pipeline by team member, job value, date range - you name it.

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I want to use Roofr CRM but you’re missing a feature I love. What do I do?

Chances are we’re already working on it! The best thing to do is book a call with one of our team. They know the product inside and out, and can help find a solution. Like my mom always says, you never know until you ask!

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I do siding and gutters as well - can I manage all my trades in the CRM?

You bet! There’s a couple of ways you can do this, but the easiest way is to talk to one of our experts to help get you set up. We’ve got a bada$$ implementation team dedicated to helping you get the most out of your account.

I already have a Roofr account - how do I sign up for CRM?

You don’t! The CRM features are already accessible in your account (mind blown). In your existing Roofr dashboard you’ve got access to all the CRM features - no additional set up, no additional fees. Want to learn how to start optimizing your Roofr dashboard today? Talk to an expert today.

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Join thousands of roofers who successfully streamline their sales process with Roofr

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a close up view of a metal roof