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Roofing CRM · included with every account

Roofing CRM Software Built for Roofing Contractors

One lead. One record. The whole roofing job.

Capture the lead, keep the customer history, order the roof report, build the proposal, schedule the job and invoice the work — from one roofing workflow. Roof Manager is roofing CRM software where the roof measurement, the proposal, the job and the invoice belong to the same customer and property, not to four different tools.

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  • CRM included with every account · No separate CRM subscription
  • No credit card to start

Roof Manager's roofing CRM is free with every account: leads, customers, roof reports, proposals, invoices and crew scheduling in one record, with no separate CRM subscription.

01 · New lead
Instant Estimator Sample Homeowner Sample Property · estimate range seen
02 · Customer record
Sample HomeownerNew
Property
Sample Property
Source
Instant Estimator
Rep
Demo rep
  1. Roof reportOrdered · ready in 1–3 h
  2. ProposalBuilt from the report · sent
  3. JobScheduled · Google Calendar
  4. InvoiceFrom the proposal · Pay Now link
Demo data · illustrative workflow

What is a roofing CRM?

A roofing CRM keeps leads, customers, properties, estimates, jobs and follow-up organized in one system. Roof Manager adds roof measurement reports, proposals built from those measurements, invoicing with online payment links, job scheduling and door-to-door canvassing to the same customer and job record, and the CRM is free with every account.

Roof Manager is roofing business software built in Alberta: a CRM for roofing contractors inside the Roof Manager roofing software platform, alongside roof measurement reports and Instant Estimator for roofing leads.

One homeowner. One record.

This isn’t a contact card. The whole roofing job grows from one record: the lead, the customer, the roof report, the proposal, the scheduled job and the invoice, in the same account, for the same property.

  • A lead with a phone or email is also saved as a customer, automatically
  • Every report, proposal, invoice and scheduled job for a property sits on one job record
  • What runs by itself is marked Automatic; everything else is a button you press

Illustrative workflow with demo data. The times are examples, not a promise.

  1. Today · 9:14 AM

    Lead created

    Source: Instant Estimator. The homeowner’s name, contact details, address, the price ranges they saw and their answers arrive on the lead board. A customer record is saved alongside the lead.

    Automatic
  2. 9:19 AM

    Roof measurement report ordered

    You order the report for the property from the same account. Our team traces the roof on aerial imagery.

    You order it
  3. 10:03 AM

    Report ready

    Reports are delivered in 1–3 hours, and usually in under an hour. The email arrives and the report sits on the job record for the property.

    Automatic email
  4. 10:11 AM

    Proposal built from the report

    Build from Report fills the quantities from the material take-off and prices them from your own price sheet.

    You press Build from Report
  5. 11:02 AM

    Proposal sent

    Sent from your own Gmail address with a share link. You see when it is viewed, and the homeowner signs online.

    You press Send
  6. Later

    Job scheduled

    You schedule the job with the customer, date, time and crew members. It is created on your Google Calendar.

    You schedule it · calendar push is automatic
  7. Later

    Invoice created from the proposal

    Convert the proposal to a draft invoice, review it, send it with a Square Pay Now link, and mark it Paid when the money lands in your Square account.

    You press Convert to Invoice

Roofing lead management in one pipeline.

Every lead sits on one board and moves through New → Contacted → Appointment → Quoted → Won / Lost. Pick where the demo lead comes from, then click a stage: the record beside the board updates the way Roof Manager would.

Lead source
Instant Estimator Sample Homeowner Sample Property New — call now

Front-end demo: nothing is saved, no lead is created. In Roof Manager you drag the card between columns in Board view, use “Move to”, or change the Status on the lead. A lead created for a sent proposal follows the proposal: Won when it is accepted or paid, Lost when it is declined.

Leads come in. One board catches them.

Different lead sources, one roofing CRM. Every source below is wired into the lead board today; each lead keeps its source so you know what is working.

Instant Estimator

A website or ad visitor pins their roof, sees your price range, and lands on the board as a priced lead with their contact details and answers.

Instant Estimator for roofing leads

Door to door

An appointment booked at the door becomes a lead in the Appointment stage, with a customer record and the visit on your calendar.

Door-to-door canvassing

Manual lead

Office or sales staff add a lead from a call, a referral or a walk-in: a name and a phone or email is enough to start.

The customer record
Roof Manager lead boardNew → Contacted → Appointment → Quoted → Won / Lost

Know who needs a call next.

A roofing sales CRM earns its keep by telling you who to call next. The lead board flags the leads that are going quiet and collects them in a Needs action tab. The flags are reminders for your team; Roof Manager does not message the homeowner for you. Call, Text and Email on a lead open your own phone or email app.

  • A new lead nobody has touched for 24 hours
  • A quote with no reply after 3 days, overdue after 7
  • Any open lead untouched for a week

Won and Lost leads are closed, so they are never flagged. The customer list has its own Needs attention tab for overdue invoices and customers who have gone quiet.

  • NewNew — call nowunder 24 hours old
  • NewNever contacted · 2d old24 hours or older, nobody has touched it
  • QuotedQuote sent 3d ago, no reply3 to 6 days with no reply
  • QuotedQuote sent 8d ago, no reply7 days or more with no reply
  • Any open leadNo contact in 9 days7 days or more untouched

Every customer and property in one record.

Everything about the job, where your team can find it. Roofing customer management in Roof Manager is two records that belong together: the customer record holds who they are and every conversation; the job record holds what Roof Manager has for the property. Anyone on your team can pick up a job cold and know where it stands.

  • Details: name, company, phone, up to four email addresses, one property address
  • Stage and source, with the stage history logged automatically
  • Interaction history: calls, texts, emails, meetings, site visits and notes, with photos and files
  • Balance owing and lifetime value; last and next job dates
  • The job record for the property: reports, proposals, invoices, scheduled work and events

Customers and leads are two views of the same people: add a lead and it is saved as a customer; add a customer and it appears on the lead board. Each board keeps its own stage.

Name
Sample Homeowner
Company
—
Phone
Demo number
Email
Primary, plus up to three “also send” addresses
Address
Sample Property, Demo City
Stage
Quote sent
Source
Instant Estimator
Balance · lifetime
$0 owing · $0 to date
Last · next job
— · —

Demo data

The roof measurement is already inside the CRM.

Roof measurement reports are native to Roof Manager, not an outside file you attach. Order the report for the customer’s property, and when it is ready press Build from Report: the proposal’s quantities come from the report’s material take-off, and the prices come from your own price sheet.

  1. 01

    Customer

    Sample Homeowner · Sample Property

  2. 02

    Roof measurement report

    28.4 squares · 8:12 · eaves, rakes, ridges, hips, valleys · material take-off

  3. 03

    Build from Report

    Quantities from the take-off × your price sheet

  4. 04

    Proposal

    Priced line items, ready to review and send

What transfers from the report

Shingles
bundles, from gross squares at the waste factor
Underlayment
rolls
Ice & water shield
rolls
Ridge cap
bundles, from ridge and hip length
Drip edge
linear feet, from eaves and rakes
Starter strip
linear feet
Valley flashing
linear feet
Nails and caulk
boxes and tubes
Installation labour
per square
Tear-off and disposal
per square, dumpsters by area

The waste factor saved on the report is applied, and you can override it. Lines without a saved price come through at $0 and are flagged so nothing ships unpriced. Roof Manager never chooses your prices: set the price sheet once in the proposal builder.

What a roof measurement report contains · See a sample roof report

Quote the job from the same record.

Roofing proposal software that already knows the roof. Pick the report and the property address and contact fill in; the customer is matched by email. Then price the lines, add your terms and send.

  • Branded with your logo, business name and colours
  • Line items with a taxable flag, one tax rate, and a dollar or percentage discount
  • Quantities from the roof report with Build from Report, or a per-square price by pitch
  • A share link the homeowner opens in a browser; you see when it has been viewed
  • Online signature, drawn and typed; an expired proposal cannot be signed
  • Sent from your own Gmail or Google Workspace address, so replies come back to you
  • “Convert to Invoice” turns an accepted proposal into a draft invoice with the same line items; review the draft before you send it

When a homeowner signs, the proposal is marked Accepted and you get an email. Scheduling the job and creating the invoice are the next two buttons; neither happens on its own.

Demo Roofing Co.Viewed · 2×

Proposal · Sample Property

Laminate shingles · 85 bundles$6,375
Underlayment · 7 rolls$595
Ice & water shield · 3 rolls$420
Ridge cap · 5 bundles$375
Drip edge · 212 LF$424
Installation labour · 28.4 sq$5,112
Tear-off and disposal$1,549
Total with tax (5%)$15,593
Signed online · Sample Homeowner · typed and drawn

Demo data · illustrative prices

This week

  • Tue
    Sample Property · Tear-off and re-shingleDemo crew · 2 people · 8:00 AM · 2 days
    Scheduled
  • Wed
    Sample Property 2 · RepairDemo rep · 1:00 PM · 3 hours
    In progress
  • Fri
    Sample Property 3 · InspectionDemo rep · 10:00 AM
    Scheduled

Created on your Google Calendar · Google events shown read-only

Demo data

Won the job? Put it on the schedule.

Roofing job management without a second calendar. Schedule the job from the customer with a date, a time, the duration, the job type and the crew members doing it; the Jobs tab lists Today, Tomorrow and Upcoming with a map, and every job for a property sits on its job record.

  • Assign team members to the job; the crew list is your team
  • Statuses: Scheduled, In progress, Completed, Cancelled, Postponed
  • A checklist on every job: permit, material delivery, dumpster, final inspection
  • Progress notes and photos, and GPS check-in and check-out on site
  • Jobs and appointments you schedule are created and updated on your Google Calendar; your existing Google events are displayed in Roof Manager, read-only

Changes made to an event in Google do not update the Roof Manager job, so reschedule jobs in Roof Manager. How the Google Calendar connection works.

Your canvassing team and your CRM should be the same system.

Door to Door is the roofing canvassing tool inside the CRM, not a separate app. The owner draws areas on a satellite map and assigns them to reps; each rep logs every door from their phone; an appointment booked at the door becomes a lead on the board with a customer record and a calendar entry.

Reps today

  • ARep A12 doors · 2 appts
  • BRep B9 doors · 1 appt

Areas

  • North loopRep A
  • East blocksRep B
Demo streets · satellite view in the real module
  • Yes / Interested
  • Appointment booked
  • No / Not interested
  • No answer
  • Come back
  • New Roof
  • Renter
  • Do not knock
  • Not knocked

Door

Sample Property Appointment booked
Knocked by
Rep A
Area
North loop
Last visit
Today

Lead created in Appointment · customer record saved · on the calendar

  • Satellite map with your live location on a phone; map or satellite view
  • Areas drawn by the owner and assigned to one or more reps; reps can be limited to their own areas
  • Every door gets a status; a rep can mark doors offline and they sync later
  • Leaderboard per rep: doors, yes, appointments, no, no answer, conversion, pins placed, leads booked
  • A price at the door needs the Instant Estimator add-on

    • Demo drawing of the board; the real module runs on Google satellite imagery. Counts shown are demo data.

    Roofing invoices and payments, from the same proposal.

    Roofing invoicing software that starts from the signed proposal. One button turns it into a draft invoice; review the draft, send it with a Square Pay Now link, and the homeowner pays online.

    1. 01

      Proposal

      Accepted and signed online

      You press Convert to Invoice
    2. 02

      Invoice

      A draft with the same line items, due in 30 days. Review it, then send it

      You press Send
    3. 03

      Square Pay Now link

      Full amount or a deposit, paid on Square’s checkout into your Square account

      You mark it Paid

    Square processes the payment in your Square account. Roof Manager does not currently mark the invoice paid automatically, so mark the Roof Manager invoice Paid after payment. Square charges its own processing fee on each payment.

    Invoices carry line items and a tax rate, and show Draft, Sent, Viewed and Paid. Send the invoices you choose into QuickBooks Online as an export, with their customers and payments. How Square and QuickBooks Online work with Roof Manager.

    Connected to the tools around the job.

    Five connections, each with one job and one direction. All are included with your account.

    Gmail

    Proposals and invoices are sent from your own Gmail or Google Workspace address, and replies come back to your inbox.

    Roof Manager → Gmail (sending only)

    Google Calendar

    Jobs and appointments you schedule in Roof Manager are created and updated on your Google Calendar, and your existing Google events are displayed in Roof Manager, read-only.

    Roof Manager → Google Calendar · Google events shown read-only

    Google Ads lead forms

    Google Ads lead-form submissions become new leads on your Roof Manager lead board, each with a matching customer record.

    Google Ads → Roof Manager

    Square

    A Square Pay Now link goes out with your proposals and invoices; the customer pays on Square’s checkout and the money goes to your own Square account.

    Roof Manager → Square (payment link)

    QuickBooks Online

    Send the invoices and proposals you choose into QuickBooks Online, with their customers, payments and — if you want — the roof report attached.

    Roof Manager → QuickBooks Online (export only)

    Also for your own software: a report-ordering API with an API key from Settings, and a signed webhook when a report is ready. See all integrations

    The office, sales team and field crew see what they need.

    Each person gets their own login. The owner and admins see everything; members get permissions per module, with presets for sales and field staff or a custom set of boxes. Door to Door adds rep roles, and reps can be limited to their assigned areas.

    • Roles: owner, admin and member
    • Permissions per module: leads and customers, jobs, proposals, invoices, door to door, reports, tasks, billing, settings
    • Sensitive abilities off by default: seeing prices, exporting reports, deleting records
    • Every lead can be assigned to a team member; the D2D leaderboard counts each rep

    Permission presets

    Admin
    Every module, prices visible, can manage the team
    Sales
    Leads, customers, jobs, proposals, invoices, door to door, reports and tasks; prices visible
    Field crew
    Jobs, tasks and Crew Cam AI; no prices

    What team members cost

    Core software: invite your team to the CRM, proposals, invoicing and canvassing with no seat fee.

    With Crew Cam AI: the monthly and annual plans, and Crew Cam AI on its own, include a team of 3 people, you included. Each extra person is $24.99 CAD a month. Team members on the pricing page.

    The job record goes with you.

    Roof Manager works in your phone browser, with screens laid out for a phone: the lead board, the customer record, the Jobs list and Door to Door. Add it to your home screen and it opens like an app. Nothing to install from a store.

    • Open a lead, call or text from it, change its stage, book the appointment
    • Today’s and tomorrow’s jobs with the address and a map
    • Door to Door uses the phone’s location and keeps working offline for knocks
    • Reports, proposals and invoices open from the same account
    LeadsNeeds action · 3
    Sample HomeownerQuoted

    Sample Property, Demo City

    Quote sent 3d ago, no reply

    Next step
    Follow up on the proposal
    Job date
    Not scheduled
    Rep
    Demo rep

    Call · Text · Email open your phone’s own apps

    Demo data

    Stop rebuilding the same job in different tools.

    Separate tools

    • Lead spreadsheet
    • Measurement vendor
    • Proposal app
    • Calendar
    • Invoice and payment app

    The same homeowner, address and roof typed into each one, and the history split five ways.

    Roof Manager

    • One customer record and one job record carrying the lead, the roof report, the proposal, the schedule and the invoice

    Typed once. The next step starts from the last one.

    Roofing CRM for every kind of roofing contractor.

    One roofing contractor CRM, the same six stages for every crew; what differs is the job around the board.

    Residential roofing

    Quote-to-close on homeowner jobs, with the board flagging every quote that has gone quiet.

    Storm and restoration

    A surge of leads on one board, with the ones nobody has called flagged first.

    Door-to-door teams

    Areas, knock pins and a per-rep leaderboard, with booked doors landing on the board.

    Commercial and multi-property

    Longer cycles and more decision-makers, with the full history on each customer and property.

    The CRM doesn’t have a separate subscription.

    If you are looking for a free roofing CRM, this is how Roof Manager works: core software is included with every account — the CRM, proposals, invoicing, jobs and door-to-door canvassing. You pay for roof measurement reports, per report or by plan.

    Pay As You Go

    $10CAD / report

    • No subscription
    • Same price for every roof size
    Buy a Report

    Monthly

    $199CAD / month

    • Up to 30 reports a month
    • Crew Cam AI included
    Start Monthly

    Billed in Canadian dollars. An annual plan is $1,990 CAD for 360 reports; Instant Estimator and Crew Cam AI are paid add-ons. Compare all pricing

    Roofing CRM questions, answered.

    More in the Roof Manager FAQ.

    What is a roofing CRM?

    A roofing CRM is software that keeps a roofing company’s leads, customers, properties, estimates, jobs and follow-up in one place, so the office and the sales team work from the same record. A general CRM stops at contacts and deals. A roofing CRM also has to carry the roof: the measurement, the proposal built from it, the scheduled job and the invoice.

    What is Roof Manager CRM?

    Roof Manager CRM is the customer-management side of Roof Manager, roofing software built in Alberta. It has a lead board with six stages, customer records, roof measurement reports you order in the same account, proposals built from a report’s material take-off and your own price sheet, invoices with Square payment links, job scheduling that posts to Google Calendar, door-to-door canvassing and team logins with roles.

    Is Roof Manager CRM free?

    The CRM is included with every Roof Manager account; there is no separate CRM subscription. A new account starts with 2 free roof measurement reports and no credit card. What you pay for are roof measurement reports and the optional add-ons, Instant Estimator and Crew Cam AI.

    How much does Roof Manager CRM cost?

    Nothing on its own. Roof measurement reports are $10 CAD each after your 2 free reports, or $199 CAD a month for up to 30 reports. Compare Roof Manager pricing.

    What stages are in the roofing sales pipeline?

    Every lead moves through New → Contacted → Appointment → Quoted → Won / Lost. The stages are the same for every account, so every rep reads the board the same way. Move a lead by dragging its card on the board, from the “Move to” menu, or with the Status field on the lead. A lead created for a sent proposal follows the proposal: Won when it is accepted or paid, Lost when it is declined.

    Can roof measurement reports be stored with the customer?

    Roof reports are ordered and stored in the same account as your customers, and every report sits on the job record for its property, beside the proposals, invoices and scheduled work for that address. Reports are matched to the job record by the property address; ordering a report does not create a customer by itself. What a roof measurement report contains.

    Can Roof Manager create roofing proposals?

    Yes. Proposals carry your logo, business name and colours, line items with a tax rate and a dollar or percentage discount, a share link the homeowner opens in a browser, a viewed count, and an online signature drawn and typed. “Build from Report” fills the line quantities from a roof report’s material take-off and prices them from your saved price sheet. Proposals are sent from your own Gmail address.

    Can Roof Manager send invoices?

    Yes. Convert an accepted proposal into a draft invoice from Roof Manager, or create an invoice directly; review the draft, then send it. The invoice page carries a Square Pay Now link when your Square account is connected. You mark the invoice Paid in Roof Manager after the payment arrives.

    How do customers pay an invoice?

    Through a Square Pay Now link on the invoice or proposal, for the full amount or a deposit. The homeowner pays on Square’s checkout and the money goes to your own Square account. Square charges its own processing fee. Roof Manager does not currently mark the invoice paid automatically, so you mark it Paid after payment.

    Does Roof Manager sync with Google Calendar?

    Jobs and appointments you schedule in Roof Manager are created and updated on your Google Calendar, and your existing Google events are displayed in Roof Manager, read-only. Changes made to an event in Google do not update the Roof Manager job, so reschedule jobs in Roof Manager. How each Roof Manager integration works.

    Does Roof Manager work with QuickBooks Online?

    Yes, as an export. Choose the invoices and proposals you want and send them into QuickBooks Online with their customers and payments, and the roof report PDF attached if you want it. Nothing is read back out of QuickBooks.

    Can Google Ads leads enter Roof Manager?

    Yes. Paste your Roof Manager webhook URL and key into a Google Ads lead form and each submission becomes a new lead on your lead board with the name, phone, email, address if your form asks for it, custom-question answers and the campaign IDs, plus a matching customer record.

    Does Instant Estimator create CRM leads?

    Yes. Every estimate a homeowner runs on your website with Instant Estimator lands on your lead board as a New lead with their name, contact details, address, the price ranges they saw and the answers to your questions. Instant Estimator is a paid add-on; the leads it creates live in the included CRM.

    Does Roof Manager include door-to-door canvassing?

    Yes. The Door to Door module is a satellite map where the owner draws areas and assigns reps, each rep logs every door with a status, and a leaderboard counts knocks, yes answers, appointments and conversion per rep. An appointment booked at the door becomes a lead in the Appointment stage, with a customer record and a calendar entry.

    Can roofing teams have separate logins?

    Yes. Each team member gets their own login as an admin or a member, with permissions per module (leads, customers, jobs, proposals, invoices, door to door, reports and more) and presets for sales and field crew. There is no seat fee for the core software. Accounts with Crew Cam AI, the monthly and annual plans or Crew Cam AI on its own, include a team of 3 people, you included; each extra person is $24.99 CAD a month.

    Does Roof Manager work on mobile?

    Yes. Roof Manager runs in your phone’s browser with layouts made for small screens, and you can add it to your home screen. The lead board, customer records, jobs and door-to-door canvassing all work on a phone; door-to-door uses the phone’s location on the map.

    What is included when I create a Roof Manager account?

    The CRM (lead board, customers, jobs and scheduling), proposals and invoicing, door-to-door canvassing, team logins, and the Gmail, Google Calendar, Google Ads lead form, Square and QuickBooks Online connections, plus 2 free roof measurement reports. No credit card is required to start.

    Roofing CRM resources by region

    The CRM works the same everywhere; these pages cover how roofing contractors in four states run leads, crews, proposals and invoices in Roof Manager, with a note on each state’s licensing. Roof measurement reports: Available across the U.S., Canada and additional supported regions, subject to imagery availability. See measurement report coverage.

    Tennessee roofing CRMMemphis, Nashville and Chattanooga teams, and Tennessee’s roofing licences.Alabama roofing CRMBirmingham roofing companies, storm-season lead surges, and Alabama’s Roofers License.Louisiana roofing CRMShreveport and the Ark-La-Tex, and the 2026 residential roofing licensing change.Mississippi roofing CRMSmall teams covering a big state, and the residential roofing licence line.

    Put your next roofing lead in one place from the start.

    Create the account, add the lead, order the report. The CRM is unlocked from day one.

    Start Free — 2 Reports Book a Demo

    No credit card required · CRM included with every account

    Questions? Email sales@roofmanager.ca.

    Or send us a message