Roof Manager
CRM included with every Roof Manager account

Roofing CRM Software for Mississippi Contractors

Mississippi roofing companies often cover a lot of ground with small teams: the Gulf Coast in hurricane season, the Delta, the Pine Belt, and the northern counties that are really part of the Memphis market. Roof Manager is a roofing CRM that keeps a small office in control of all of it — leads, measurement reports, proposals, crews and invoices on one record per customer.

No credit card required · 2 free measurement reports included

Published · Updated

In short

Roof Manager is a roofing CRM Mississippi roofing contractors use to track every lead through six stages, quote from satellite measurement reports, send e-sign proposals, schedule crews with Google Calendar and collect payment with Square links. Every proposal and invoice shows its total and can carry your license number. The CRM is included with every account; measurement reports are about $7 USD each (billed as $10 CAD) after 2 free reports.

Workflow

A Mississippi roofing workflow for a small team covering a big state

If your company runs with an owner, an office manager and a few crews — and drives long distances between jobs — this is the workflow to aim for. The point is that nobody drives out just to measure, and nobody has to remember who was promised a call back.

1

One board for the whole state

Calls, website forms, referrals and door knocks go on the lead board as New, with source and address. Search by town to see everything open in that part of the state.

2

Measure from the office

Order a satellite roof measurement report for the customer before anyone drives an hour to the property. It is saved to their record.

3

Quote with the total in view

The report fills in a branded proposal with line items and tax, and the proposal total is on the page before it is sent. The homeowner e-signs online.

4

Schedule, invoice, get paid

Assign a crew, sync the job to Google Calendar, then convert the signed proposal to an invoice with a Square payment link in one click.

What You Get

What the CRM does for a Mississippi roofing company

Every Roof Manager account gets the same CRM. Here is how each part fits a Mississippi roofing business.

Leads & Sales Pipeline

A pipeline a small office can actually keep up with

Six fixed stages — New → Contacted → Appointment → Quoted → Won → Lost — and a board that points at what needs doing: a new lead nobody has contacted within a day, a quote with no reply after three days, an open lead untouched for a week. For a two-person office after a Gulf storm, that is the difference between working the list and losing it.

Each lead shows where it came from — phone call, website, door knock, referral, Google Ads lead form or the Instant Estimator — and can be assigned to the person who will call it.

  • Follow-up flags on the lead board
  • Lead assignment and filtering by rep
  • Lead source on every card
Customer & Job Records

Every property’s history in one place

If much of your work comes back as repeat and referral jobs, history matters. The customer record keeps every measurement report, proposal, invoice, payment and note for the property together, so a call about a roof you replaced years ago starts with the facts on screen.

  • Reports, proposals, invoices and notes in one timeline
  • Property address on every record
  • Referral source kept on the lead
Measurement Report → Proposal

Quote the roof before the long drive

Pick the customer when you order a roof measurement report and it is saved to their record; build the proposal from it and the measurements and materials fill in. 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.

Crews & Scheduling

Crews that know where to be

Assign a crew and dates from the customer record once a job is Won. Scheduled jobs sync to Google Calendar for the office and the field, and roles and permissions keep each person to what they need.

  • Crew assignment per job
  • Google Calendar sync
  • Roles and permissions
Proposals, Invoices & Payments

Proposals and invoices that say who you are

Branded proposals with line items, discounts and tax go out from your own Gmail address and are e-signed online. An accepted proposal becomes an invoice in one click, with the tax rate you set for that job and a Square payment link.

Add your license number once in Profile › Branding and it prints on proposals and invoices.

  • E-sign proposals
  • One-click proposal → invoice
  • Square payment links · QuickBooks Online export
Contractor Context

Mississippi residential roofing licensing: what to know

The Mississippi State Board of Contractors (MSBOC) says that if you are performing residential roofing over $10,000, you need a Residential Roofing license from MSBOC.

The board’s Residential Roofer classification covers installation, repair or improvement of residential rooftop structures, including roof coverings and roof drainage; it requires a test, and its holder is limited to residential roofing work only.

Sources: MSBOC — One Stop Shop; MSBOC — Residential Roofer classification — checked September 30, 2026. Requirements can change, so confirm the current rules with the Mississippi State Board of Contractors before you bid. This is general information, not legal advice, and Roof Manager does not check or verify contractor licenses.

Pricing

Roofing CRM pricing for Mississippi contractors

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.

Pay as you go

≈$7 USD / report

Billed as $10 CAD

2 free reports to start. The full CRM is included.

Monthly

≈$139 USD / month

Billed as $199 CAD

Up to 30 reports every month. The full CRM is included.

Annual

≈$1,393 USD / year

Billed as $1,990 CAD

360 report credits up front, 12 months for the price of 10.

Compare Roof Manager plans and report pricing →

Talk to the team

Setting up a CRM for a Mississippi roofing company? Talk it through first

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.

  • A confirmation email goes to the address you enter
  • The team replies within one business day
  • No credit card and no obligation

Ready now? Create your free account Book a demo

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FAQ

Mississippi roofing CRM questions

When does a Mississippi residential roofing job need an MSBOC license?

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The Mississippi State Board of Contractors says residential roofing over $10,000 requires a Residential Roofing license from MSBOC. Requirements can change — check the board directly; this is not legal advice.

Does the CRM tell me when a job needs a license?

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No. Roof Manager does not check licensing rules or verify licenses. Every proposal and invoice shows its total, and your license number from Profile › Branding prints on both; deciding what a job requires is up to you and the Mississippi State Board of Contractors.

Can a small Mississippi roofing company use the CRM statewide?

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Yes. Roof Manager runs in a web browser, so the office and every crew use the same account wherever the job is. Leads are searchable by town or street and can be assigned to the person who covers that area.

How much does the roofing CRM cost in Mississippi?

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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.

Are measurement reports available for Mississippi addresses?

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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.

Does the CRM help with door-to-door canvassing after a storm?

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Yes. Draw territories on the map, assign them to reps, and log every door with a knock pin. Appointments set at the door go straight onto the lead board.

All roofing CRM features →

Get Started

Run your Mississippi roofing company from one CRM

Create a free account and the CRM is ready on day one. Quote your first jobs from 2 free measurement reports — no credit card required.