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
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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.
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.
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.
Order a satellite roof measurement report for the customer before anyone drives an hour to the property. It is saved to their record.
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.
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.
Every Roof Manager account gets the same CRM. Here is how each part fits a Mississippi roofing business.
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.
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.
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.
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.
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.
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.
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 accountThe 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.
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.
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.
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.
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.
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.