Tech stack consolidation for roofing and exteriors
Roofing contractors track leads in one tool, run estimates in another, manage jobs in a third, and chase insurance claims in a fourth. Every lead that falls through the cracks is money left on the roof.
Audit your tech stackThe usual tool pile, and what folds together
Most roofing contractors run five to seven separate tools. The audit identifies which ones make sense to consolidate.
Leads die in the handoff between tools
A homeowner calls. Someone enters the lead. The estimate goes in a different system. The contract goes somewhere else. A week later, nobody followed up because the handoff got lost.
We build systems where the lead becomes the estimate becomes the job becomes the invoice. One record, updated as it moves through your process. No handoffs to lose.
How a roofing engagement runs
Frequently asked questions
The system integrates with aerial measurement services like EagleView and satellite imagery to pull roof dimensions directly into your estimates. You build material lists and labor costs from templates, adjust for pitch and complexity, and generate a professional quote without switching tools. The estimate stays attached to the lead record, so nothing gets lost.
Yes. The calendar shows all active jobs, crew assignments, and material deliveries in one view. Crews get mobile access to their daily schedule, job details, and contact info. When weather delays a job, you drag it to a new date and affected crews see the update immediately.
Once an estimate is approved, the material list converts to a purchase order. You can send it directly to your supplier or use it as a pick list. When materials arrive, the job record updates so the office knows the crew can start. No separate spreadsheet tracking.
Automated texts and emails go out at key milestones: estimate sent, contract signed, materials ordered, crew scheduled, job complete. Customers can reply directly, and those messages show up in the job record. The office sees the full conversation history without digging through inboxes.
Crews take photos from the mobile app and they attach to the job automatically with timestamps and GPS data. You can organize photos by inspection stage, damage type, or completion status. Before-and-after galleries generate with one click for insurance claims or customer follow-up.
See what you're paying per job
Send your subscription list. The audit shows the real cost and where consolidation makes sense.