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roofing crm
The CRM and project management app for your roofing company
Running your roofing business means managing leads, proposals, crews, schedules, materials, and budgets while keeping projects on track.
Our all-in-one roofing CRM and project management software is built for both residential and commercial roofers, giving you the features to manage every aspect of your business, from first contact to final inspection.
We help you stay organized, deliver quality roofing projects on time and on budget, and scale your success.
Roofing CRM features
CRM
Track and manage your contacts, from lead to prospect to customer. CRM features for effective roofing sales and customer communication.
Estimates + Proposals
Create fast and accurate estimates. Send professional proposals with estimates, documents, and photos for signature to win more projects.
Scheduling
Schedule and manage your events for what trades, installers, suppliers, material lists, and work orders for a project with automations.
Custom Workflows
Create powerful custom workflows for your project processes. Build and reuse automated project plans with milestones, tasks, conditions, alerts, and more.
Materials
Automate material management with smart workflows that streamline estimates, orders, and pricing. Detailed material organization and measurements for precise ordering and cost control.
Invoicing + Financials
Manage invoices, payments, accounts receivable, and integrate with QuickBooks. Track profitability, cash flow, and expenses with financial reporting tools.
Photos
Upload, organize, and access your project photos. Create albums and capture every aspect of your projects with ease.
Project Notes
Master the details and automatically log every change or add manual notes, creating a detailed project history. Keep everything documented and organized.
Reporting
An unparalleled suite of 50+ reports to track, manage, and optimize your business. From financials to production reports to milestones and work in progress reports, we have it all.
SOFTWARE BUILT FOR ROOFERS
Connect your roofing company to the details that grow your business
Discover the most complete roofing CRM and project management software for your residential or commercial roofing. Get connected to your sales, projects, ordering, scheduling, financials, and more.
Your project process, perfected—create workflows that fit you
Custom Workflows in Contractors Cloud give you unmatched flexibility to build repeatable, automated processes for any project type. Create workflow templates that standardize milestones, require conditions to move forward, send alerts, reduce errors, and improve team efficiency—so every job stays on track.
Automate key steps, ensure consistency, and scale your operations with ease. This is a game-changer for contractors looking to streamline project management and boost productivity.
Communication takes off with Jet Streams team chat
Jet Streams in Contractors Cloud is a powerful team chat tool designed to keep everyone connected and informed. Similar to Facebook Messenger or Slack, it creates a real-time chat stream for every project, ensuring seamless collaboration across your team.
Track client history, share updates, and streamline internal communication—so nothing falls through the cracks. From scheduling production to handling warranty calls, Jet Streams keeps your team in sync and your projects running smoothly.
The combination of features and service your roofing company deserves
Contractors Cloud delivers an app packed with valuable CRM and project management features serviced by a dedicated support team for training and help.
I love Jet Streams, I rely on Jet Streams. It helps us track history of the client. It helps tremendously to update the team when the project has been scheduled for production or when we have repeat customers with a warranty call.
Your support and product knowledge is why I use with Contractors Cloud over your competitors, which I have tried.
Contractors Cloud is extremely valuable and easy to use for our team at Elevated Roofing. One feature I love is the Whiteboard. It is very unique and easy to manage multiple trades and projects on a daily basis.
COMMERCIAL ROOFERS
We’re a commercial roofing CRM too
Contractors Cloud is built for both residential and commercial roofing companies, giving you the tools to manage large-scale projects with precision. Our platform streamlines commercial roofing sales, project tracking, material management, and financials—all in one place. Learn more on our features designed for complex jobs and expert support from our CRM specialists.
EXPERT HELP
Ask us anything!
Choosing the right roofing CRM is no small task. Have questions about features, options, or switching platforms? Our experts are here to show you how it works and answer your questions.
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