A desk built for roofing jobs.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

Ridgeline Roofing · sample business

See Roofing templates Choose a plan

Pipeline stagesNew lead → Inspection → Estimate → Scheduled → On roof → Follow-up

Job-type tagsLeak, storm, tear-off, repair, ridge vent

Squares & materialApprox squares and shingle type on the card

Photo notesDrone or phone shots of the damaged area

Sample estimatesRepair and full-roof quotes marked sample

AI draftsYou review and press send — never auto-sent

New lead

Harper J.

Priority

Ceiling stain — active leak

LeakPhoto note

Willow Bend · Inspection today

Photo of attic wet spot attached

Inspection

Marcus T.

Missing shingles · north slope

RepairPhoto note

Glenwood · Inspected Mon

~4 sq architectural · wind lift

Estimate

Owen F.

Storm damage — full slope

StormTear-off

Fairmont · Estimate out Tue

$14,800 · sample

~22 squares · architectural shingles

AI draft — sample

Hi Owen — inspection photos and the estimate for the storm slope are ready. 22 squares, architectural, tear-off included. Want to walk it Thursday?

Scheduled

Camila R.

Ridge vent + ridge cap

Repair

Oakmont · Fri start · weather hold if rain

$1,950 · sample

Material staged Thu

On roof

Derek L.

Valley repair

LeakRepair

Pine Crest · Crew on site

Tarp removed · dry deck confirmed

Follow-up

Sofia N.

Gutter check after leak fix

Leak

Willow Bend · 30-day check

Ask if stain dried fully

Static preview. Nothing here saves, dials, or emails. Stages match how roofing jobs usually move.

Choose a plan See templates for this trade View a finished sample