1
Subscriptions for one job
Leads in one tool, measurements in another, estimates, scheduling, supplier orders and invoices in three more. Every one is its own bill, and every one holds a piece of the same customer.
For roofing companies
How to save over $800/month for your roofing company
Most roofing companies run on five tools that don't talk to each other. RoofAI replaces the pile: every lead, job, measurement, estimate, crew, supplier order, storm claim and invoice lives in one system, and the field sees the same thing the office does.
- See where a pile of separate tools is costing you money, and what one system replaces
- Keep every lead, job, estimate, crew, supplier order and invoice on one customer record
- Stop re-typing the same job at every handoff, where most of it used to get lost
- Put the office and the field on the same records, from day one
Works on the web and in the field. Takes about a minute to get started.
Let's start with the money
Where does the money actually go?
You don't need a bigger team to make more. Most of the leak is in the way the work is run, and it shows up in three places.
2
Re-typing at every handoff
When the lead, the job, the estimate and the invoice live in different places, someone re-keys the same details each time. That is paid time, and it is where numbers and jobs get lost.
3
Money sitting in the gaps
Proposals still awaiting a signature and invoices going overdue are easy to miss when they are scattered. In RoofAI they sit on the dashboard instead of in a spreadsheet.
What it replaces
One system instead of the pile.
Not a general-purpose CRM with a roofing template bolted on. Each part is built for how roofing work actually moves, and they share one record of the customer.
Leads & CRM
Door knocks, referrals and storm canvassing land in one list, assigned to the rep who owns them. RoofAI flags a customer who is about to be entered twice.
Jobs
Every job carries its own stage, photos, documents, tasks and timeline, so "where is this one actually up to?" has an answer instead of a phone call.
Measurements
Roof measurements attach to the property, not to someone's inbox, and flow straight into the estimate instead of being re-keyed.
Estimates
Build from your own materials and pricing, send a proposal the homeowner can sign, and watch the ones still awaiting signature instead of guessing.
Crews
Schedule crews and subcontractors against real jobs, track who is on site, and keep subcontractor insurance current before they are dispatched.
Suppliers
Order materials against the job they belong to, keep supplier pricing in one catalogue, and stop reconciling delivery tickets against memory.
Storm work
Storm alerts, a canvassing map and a lead pipeline built for the week after the hail, so the crew that gets there first is yours.
Invoicing
Turn a signed estimate into an invoice, track what is overdue on the dashboard rather than in a spreadsheet, and reconcile against your books.
How it works
One thread, from the knock to the payment.
The same customer record carries all the way through. Nothing is re-typed at a handoff, which is where most of it used to get lost.
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01
Lead
A knock, referral or storm canvass is captured on the spot and assigned to a rep.
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02
Job
It becomes a job with a property, a stage and an owner, the record everything else hangs off.
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03
Estimate
Measurements and your pricing become a proposal the homeowner can sign.
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04
Crew & work
Materials are ordered, a crew is scheduled, and the field logs photos and progress.
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05
Invoice
The signed job becomes an invoice, and what is still owed stays visible until it is paid.
Set expectations
Let's be clear about what this is.
What RoofAI is
- One system for leads, jobs, measurements, estimates, crews, suppliers, storm work and invoicing
- Built for how roofing work actually moves, with one shared record of the customer
- A real app for the field that stays usable on bad signal
- The same records for the office and the crew, so nobody is working from a different version
What it is not
- A general-purpose CRM with a roofing template bolted on
- Five more tools to keep in sync
- A cut-down web page for the crew
- A promise of a specific amount saved. What you save depends on what you pay for today
In the field
The crew's half of the system, on the roof.
Reps and crews get a real app, not a cut-down web page, the jobs assigned to them, the leads the office handed over, and the storm map, all on the same records the office is looking at.
Today, firstTasks due and the jobs actually assigned to you, not the whole company's pipeline.
Call, navigate, logOne tap to the homeowner, one to directions, and photos and notes that land on the job.
Storm canvassingWork a hail map door to door and capture leads where you are standing.
Stays usable on bad signalCaptured work queues up and syncs when the phone gets a bar back.
Before you get started
Questions you're probably asking.
Where does the $800 a month come from?
It depends on what you pay for today. Most roofing companies run on separate tools for leads, measurements, estimates, scheduling, supplier orders and invoicing. Those separate subscriptions, and the time spent moving the same customer between them, are what RoofAI replaces. Your number is whatever those add up to, and we'll go through yours with you.
Isn't this just another CRM?
No. It is not a general-purpose CRM with a roofing template bolted on. Each part is built for how roofing work actually moves, and they all share one record of the customer, from the first knock to the final payment.
Does it work out in the field?
Yes. Reps and crews get a real app, not a cut-down web page: the jobs assigned to them, the leads the office handed over and the storm map, all on the same records the office is looking at. Captured work queues up and syncs when the phone gets signal back.
What about invoicing and my books?
RoofAI turns a signed estimate into an invoice, shows what is overdue on the dashboard, and reconciles against your books.
What happens after I get started?
You'll answer a few quick questions about your company, then the RoofAI team will be in touch.
Your move
Stop paying for a pile of tools that don't talk to each other.
Put the whole operation on one system. Start with your next lead and follow it all the way to the invoice, with the office and the field on the same records from day one.