01
See every opportunity
Track new, contacted, estimating, won, lost, and custom lead stages in one pipeline.
One customer and job record
A roofing CRM built for the work between the lead and the final payment.
SiteJobr connects roofing lead intake, customer history, estimating, proposals, production, field documentation, invoicing, and payments. Add the AI receptionist when you want inbound calls qualified and booked into the same workflow.
No credit cardU.S. roofing workflowsCancel anytime
02
Keep the property context
Connect customer, address, insurance, measurement, communication, and job details.
03
Move work forward
Use tasks, activities, estimates, schedules, invoices, and payment status to own the next action.
Direct answer
What is roofing CRM software?
Roofing CRM software organizes the people, properties, conversations, opportunities, and follow-up activities involved in selling and delivering roofing work. A strong system should show who the customer is, what the property needs, where the opportunity stands, and what action the team owns next.
SiteJobr extends that record beyond sales. Estimates, signed proposals, jobs, crew assignments, field photos, documents, invoices, payment status, and review requests remain connected. That gives office and field teams one operating history instead of separate spreadsheets and message threads.
Connected workspace
The page promise matches the product workflow.
SiteJobr keeps the customer, property, lead, job, communication, documents, invoice, and payment history connected. Teams can move into the detailed workflow without rebuilding the record in a different tool.
Sample 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
Product capabilities
CRM that does not stop when the proposal is signed
Roofing teams need the sales record and the production record to agree. SiteJobr keeps both sides attached to the same customer and job.
Lead pipeline
Organize opportunities by stage, source, owner, value, activity, and follow-up status.
Customer and property records
Store contact, address, insurance, communication, documents, and related job history.
Estimates and proposals
Build margin-aware estimates, offer options, send proposals, and collect e-signatures.
Jobs and crews
Schedule production, assign crews, track tasks and time, and preserve rescheduling history.
Photos and measurements
Organize field documentation and connect CompanyCam, HOVER, and EagleView workflows.
Invoices and payments
Create invoices from the operating record and monitor online payment and payout readiness.
How it works
A CRM path that matches a roofing company
The exact stages can differ by contractor, but the record should remain continuous.
- 01
Capture the lead
Add an inquiry manually or receive call intake from the SiteJobr AI receptionist.
- 02
Inspect and estimate
Schedule the visit, organize measurements and photos, then build the estimate.
- 03
Win and produce
Send the proposal, collect the signature, create the job, and coordinate production.
- 04
Invoice and retain
Request payment, track the result, preserve history, and ask for the customer review.
Buying and operating guidance
What to look for in a roofing CRM
Start with adoption. Sales, office, production, and field users should be able to find the same customer without learning four different systems. Then evaluate whether estimates, proposals, jobs, photos, invoices, and communication stay connected or require duplicate entry.
SiteJobr offers Starter, Pro, and Scale plans for different team sizes. Advanced estimating, proposals, jobs, crews, and photo documentation begin on Pro; Scale adds expanded reporting, Good/Better/Best pricing, QuickBooks, and Zapier webhook automation.
Continue researching
Related roofing workflows
Common questions
Roofing CRM FAQ
Straight answers about the workflow, availability, and where provider or plan requirements apply.
What records can I manage in the roofing CRM?
SiteJobr manages leads, customers, properties, activities, estimates, proposals, jobs, crews, tasks, time, photos, documents, invoices, payments, calls, messages, and reviews based on plan and connected services.
Does SiteJobr include roofing estimating?
Yes. Starter includes estimates and invoices. Pro adds advanced margin estimating, proposals, e-signatures, job scheduling, crews, and photo documentation. Scale adds Good/Better/Best pricing and advanced reporting.
Can it connect with roof measurement providers?
SiteJobr supports HOVER and EagleView workflows. Availability and report costs depend on your account and the connected provider.
Can customers pay online?
Yes. Contractors can complete SiteJobr Payments onboarding, accept supported invoice payment methods, and track payment and payout status in their workspace.
Is the AI receptionist included in every plan?
No. The AI Receptionist, Voice and SMS package is an optional $49 per month add-on plus applicable usage and carrier fees.
Put the workflow into one operating system.
Start with a 14-day trial. No credit card required.