Customer CRM
Contact details, properties, insurance information, notes, tags, activity history, and duplicate detection.
SiteJobr features
Roofing business software for the work between the lead and the last payment.
SiteJobr connects sales, production, field documentation, communication, billing, and reporting around the same customer and job.
Start freeSample SiteJobr workspace
Monday overview
Keep every job moving
Open leads
18
4 need follow-up
Scheduled jobs
7
This week
Estimates out
$84.2k
Awaiting approval
Collected
$31.8k
This month
Jobs in motion
Sales, production, and payment status together
Anderson Residence
Full roof replacement
Crew scheduledMartinez Residence
Storm damage inspection
Estimate sentOak Street Retail
Commercial repair
Deposit paidAI receptionist active
Calls route into the lead workflow
Customer inbox
Text history stays with the customer
Win the work
Move from new inquiry to signed proposal without losing the follow-up.
Give sales teams one place to manage the relationship, the opportunity, and every document that helps close it.
Lead pipeline
Configurable stages, ownership, values, confidence, follow-up dates, and won/lost tracking.
Estimates
Line items, labor and material costs, margin visibility, templates, measurements, and taxes.
Proposals
Branded customer-ready offers, Good/Better/Best choices, sharing, and e-signatures.
Deliver the job
Keep production details clear from the office to the roof.
Plan the schedule, give crews the right context, and preserve a reliable record of what happened onsite.
Jobs and scheduling
Job status, dates, crew assignments, addresses, scope details, and rescheduling history.
Crew portal
A mobile-ready today view for assignments, time tracking, and job completion details.
Photos and albums
Jobsite documentation, customer-facing albums, upload links, and branded sharing.
Materials and purchasing
Material lists, suppliers, purchase orders, receiving, and job-level cost context.
Get paid
Turn completed work into collected revenue with less handoff.
Build the invoice from the same operating record and keep payment progress visible to the team.
Invoices
Create, send, track, and manage balances against the customer and job record.
SiteJobr Payments
Embedded contractor onboarding, supported online payments, payment status, and payout readiness.
Expenses and profitability
Track job costs, labor, materials, expenses, and margin reporting.
Customer portal
Give customers a focused place to view messages, photos, and shared work.
Stay responsive
Keep customer communication tied to the work it belongs to.
SiteJobr connects conversations, calls, and review follow-up to customer records instead of leaving them in personal phones.
Customer inbox
Two-way SMS threads, unread state, delivery status, and customer-linked history.
AI receptionist
Optional dedicated number and AI call handling that captures lead details around the clock.
Call records
Call status, direction, duration, recordings, transcripts, and customer association.
Reviews and feedback
Automated requests, configurable routing, and private feedback capture.
Operational depth
The supporting work is part of the system too.
Revenue and profitability reports
Tasks and activity history
Roles and team permissions
Google Calendar sync
CompanyCam photo workflows
Insurance claim documentation
Inspection and supplement reports
Purchase orders and suppliers
Review automation
Notifications and global search
Put the whole job in one operating record.
Start with a 14-day trial. No credit card required.