In Alabama, residential roofing is sold by dedicated roofing companies and by home builders who add a re-roof to a remodel. Both end up juggling the same things: storm leads, measurements, proposals, crews and getting paid. Roof Manager puts all of it in one roofing CRM that runs in a browser, from the Tennessee Valley to the Gulf Coast.
No credit card required · 2 free measurement reports included
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Roof Manager is a roofing CRM Alabama roofing contractors and home builders use to track leads through six stages, keep every report, proposal and invoice on the customer record, schedule crews with Google Calendar, and collect e-signatures and Square payments online. The CRM is included with every account; measurement reports are about $7 USD each (billed as $10 CAD) after 2 free reports.
Most Alabama roofing weeks are shaped by weather: a quiet stretch of retail re-roofs, then a line of severe storms and a flood of calls. The workflow below is built to absorb that surge without losing the retail work already in progress.
Storm calls, website forms, referrals and door knocks go on the board as New, with the source and address attached. Nothing lives in a notebook in someone’s truck.
The board flags every lead nobody has contacted within a day. Assign blocks of leads to reps, filter by rep, and the retail quotes waiting on a reply stay flagged too.
Order a satellite roof measurement report for the customer. It saves to their record and fills in a branded proposal the homeowner can e-sign online.
Schedule the crew, sync the job to Google Calendar, then turn the signed proposal into an invoice with a Square payment link. The job moves to Won.
Every account gets the same CRM. Here is how each part fits an Alabama roofing business.
Six fixed stages — New → Contacted → Appointment → Quoted → Won → Lost — mean every rep reads the board the same way. After a hail or wind event, the leads nobody has called yet rise to the top; in a slow month, quotes with no reply after three days do.
Leads come in from phone calls, your website, referrals, door knocks, Google Ads lead forms and the Instant Estimator, and each one shows where it came from, so you can see which source paid off after storm season.
For home builders who also roof, the customer record keeps the roofing proposal next to everything else you have sent that homeowner. Reports, proposals, invoices, payments and notes sit in one timeline, so the office knows what was promised before the crew arrives.
Pick the customer when you order a roof measurement report and it saves to their record. Build the proposal from it and the measurements and materials fill in the line items. Reports are delivered in 1–3 hours, and usually in under an hour.
On properties with high-quality imagery, Roof Manager measurements can achieve 98.5% accuracy against an on-roof tape measure. Accuracy depends on the quality and visibility of the available imagery.
When rain pushes a tear-off back two days, move it once and everyone sees it: scheduled jobs sync to Google Calendar for the office and the crews. Assign the crew from the customer record, and use roles and permissions so field staff see their jobs without seeing the books.
Branded proposals with line items, discounts and tax go out from your own Gmail address and are e-signed online. One click turns the accepted proposal into an invoice; set the tax rate that applies to that job, add a Square payment link, and export to QuickBooks Online when the books need it.
Your license number, entered once in Profile › Branding, prints on proposals and invoices.
Birmingham is Alabama’s largest metro area, and its roofing companies sell across several counties and a ring of suburbs. This section covers how Birmingham roofing teams use the CRM; it is part of the Alabama page, not a separate office.
A Birmingham roofing company’s territory rarely stops at the city line. Jobs run from Jefferson County into Shelby County, and through the Over the Mountain suburbs — Homewood, Mountain Brook, Vestavia Hills and Hoover — where a single rep can have a dozen open quotes. Search the lead board by suburb or street and you see every open lead there, with its stage and the rep it belongs to.
Hills and mature trees are part of selling roofs around Red Mountain. A satellite measurement report gives you squares, pitch and edge lengths to build a first quote from; where tree cover hides part of the roof, confirm the key dimensions on site before ordering materials.
When severe weather moves through central Alabama, the calls arrive faster than any one person can return them. Every call goes on the board as New, the ones nobody has contacted within a day are flagged, and reps work their assigned leads in order.
For canvassing the streets that were hit, the door-to-door tool lets you draw territories, assign them to reps, and log each door with a knock pin. Appointments set at the door go straight onto the lead board — no retyping from a clipboard at the end of the day.
Residential roofing in Alabama is licensed by the Alabama Home Builders Licensure Board, which issues a Roofers License. Its roofers application states that a residential roofer who contracts directly with a homeowner needs a residential roofers license when the total cost of the job exceeds $2,500.
Home builders are treated differently by license type. The board says an Unlimited Home Builders License qualifies the holder to do residential roofing without a separate Roofers License, while a Limited Home Builders License holder does need a Roofers License to do residential roofing.
Sources: Alabama Home Builders Licensure Board — Roofers License; Roofers license application packet; FAQ: Roofers License with a home builders license — checked September 30, 2026. Requirements can change, so confirm the current rules with the Alabama Home Builders Licensure Board before you bid. This is general information, not legal advice, and Roof Manager does not check or verify contractor licenses.
The CRM has no separate subscription: pipeline, customer records, proposals, invoices, scheduling and door-to-door canvassing come with every account. Roof measurement reports are priced per report or by plan — 2 free to start, then about $7 USD each (billed as $10 CAD). Prices are in Canadian dollars; USD amounts are approximate.
Billed as $10 CAD
2 free reports to start. The full CRM is included.
Billed as $199 CAD
Up to 30 reports every month. The full CRM is included.
Billed as $1,990 CAD
360 report credits up front, 12 months for the price of 10.
Talk to the team
Send your details and someone from the Roof Manager team will follow up by email with answers about running your leads, jobs, proposals and invoices in Roof Manager. This doesn’t open an account: the CRM is free with every account, which you can create now or after we talk.
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A confirmation email is on its way to you, and the Roof Manager team will reply within one business day. Want to start before then? The CRM is free with every account, and your first 2 reports are on us.
Create my free accountIt keeps every lead, measurement report, proposal, crew schedule and invoice in one place. In Roof Manager, leads move through six stages from New to Won or Lost, the board flags leads nobody has called and quotes that have gone quiet, and a signed proposal becomes an invoice with a Square payment link in one click.
Yes. It is web-based, so a Birmingham team uses the same account in the office and on the road. Leads can be searched by suburb or street, assigned to reps, and scheduled jobs sync to Google Calendar.
Yes. The CRM is not limited to roofing-only companies. Roofing proposals, measurement reports and invoices sit on the same customer record as the rest of the work you have quoted for that homeowner.
The CRM is included with every Roof Manager account, with no separate CRM subscription. Measurement reports are about $7 USD each (billed as $10 CAD) after 2 free reports, or about $139 USD a month (billed as $199 CAD) for up to 30 reports. See pricing.
Yes. Roof Manager supports properties across the U.S., Canada and additional regions, subject to usable imagery at the individual property. Reports are delivered in 1–3 hours, and usually in under an hour.
No. Roof Manager does not check or verify licenses. You can add your license number in Profile › Branding so it prints on proposals and invoices; licensing questions go to the Alabama Home Builders Licensure Board.
Create a free account — the CRM is ready immediately, and your first 2 measurement reports are on us. No credit card required.
