Plenty of Tennessee roofing companies don’t work one tidy territory. A crew based in Memphis takes calls from the Mississippi side of the metro, a Nashville office sells across half a dozen counties, and a Chattanooga team drives up the ridges and down into north Georgia. Roof Manager keeps every lead, roof report, proposal, crew and invoice in one roofing CRM, whichever part of the state the job is in.
No credit card required · 2 free measurement reports included
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Roof Manager is a roofing CRM that Tennessee roofing contractors use to run leads, customer records, proposals, crew schedules, invoices and follow-ups in one place. Every lead moves through six stages (New, Contacted, Appointment, Quoted, Won, Lost), satellite measurement reports fill in proposals, and homeowners can e-sign and pay online. The CRM is included with every account; measurement reports are about $7 USD each (billed as $10 CAD) after 2 free reports.
Tennessee is legally split into three Grand Divisions — East, Middle and West — and a growing roofing company often ends up selling in more than one. The workflow below is how a single office keeps jobs hundreds of miles apart on one board.
A phone call from Germantown, a website form from Franklin, a door knocked in Hixson: each lands on the lead board as New, with the source and property address attached. Search the board by town or street to see every open lead in that area.
Assign the lead to the team member who covers that part of the state. Owners filter the board by rep, or by Unassigned, so nothing sits between offices waiting for someone to claim it.
Order a satellite roof measurement report for the customer before anyone drives across the state. It saves to their record and fills in the proposal, so the first visit can be the sales appointment.
The homeowner e-signs online, the job goes on the crew calendar and syncs to Google Calendar, and one click turns the proposal into an invoice with a Square payment link.
The same CRM runs every Roof Manager account — the examples below are the Tennessee version of each job.
Every lead moves through New → Contacted → Appointment → Quoted → Won → Lost, so a rep in Knoxville and a rep in Jackson read the board the same way. Leads arrive from phone calls, your website, door knocks, referrals, Google Ads lead forms and the Instant Estimator, each tagged with where it came from.
After a line of spring storms the board fills fast. It flags what needs a call first: a new lead nobody has contacted within a day, a quote with no reply after three days, and any open lead left untouched for a week rise to the top.
Each customer record holds the measurement reports, proposals, invoices, payments and notes for that property. When a homeowner in Cleveland calls back in the fall about the quote from spring, whoever answers can open the record and pick up where the last person stopped.
Pick the customer when you order a roof measurement report and it is saved to their record. Build the proposal from that report and its measurements and materials fill in the quote. 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 a job is Won, assign the crew and dates from the customer record. Scheduled jobs sync to Google Calendar, so the office in Nashville and the crew lead on a tear-off in Murfreesboro look at the same week. Roles and permissions control what each person on the team can see and change.
Build branded proposals with line items, discounts and tax, collect e-signatures online, and convert the accepted proposal into an invoice in one click. Set the tax rate that applies on each invoice, send it from your own Gmail address, and add a Square payment link so the homeowner can pay online. Invoices can be exported to QuickBooks Online.
Add your contractor license number once in Profile › Branding and it prints on your proposals and invoices.
Three metros, three different ways of running the week. These are sections of this page, not separate offices — Roof Manager is software your team uses wherever it works.
The Memphis metro spreads from Shelby County into DeSoto County, Mississippi and Crittenden County, Arkansas, so a busy Memphis roofing company can be quoting in three states in the same week. Keep every lead on one board, and use the property address on each record to see which side of the state line a job is on before it is scheduled.
Each state licenses its own contractors: a job on the Mississippi side falls under the Mississippi State Board of Contractors, not the Tennessee board. Setting the tax rate on each invoice means a job in Southaven and a job in Bartlett can go out from the same account.
Nashville roofing companies sell across Davidson County and the counties around it — Williamson, Rutherford, Sumner and Wilson — which makes drive time the thing that eats the day. Measuring from satellite first means a rep does not spend a morning driving to Spring Hill to measure a roof that turns out to be outside the budget.
With several reps on the road, assign each lead to a person and filter the board by rep. The follow-up flags show which quotes in Brentwood or Hendersonville have gone quiet, before a competitor calls them back.
The Chattanooga metro runs from Hamilton County into Catoosa, Walker and Dade counties in Georgia, and many of its neighborhoods sit on the ridges — Signal Mountain, Lookout Mountain, Missionary Ridge — where steep lots make every site visit slower. A satellite measurement report gives you the roof’s squares, pitch and edge lengths to quote from before you make that drive.
Door-to-door canvassing works street by street after a storm: draw a territory on the map, assign it to a rep, log every door with a knock pin, and hot doors go straight onto the lead board.
The Tennessee Board for Licensing Contractors requires a contractor’s license before contracting — including bidding or negotiating a price — on projects of $25,000 or more. Roofing has its own classification, BC-21 (roofing over $25K, including gutters and vinyl siding), and a roofing subcontractor working for a contractor needs a license when its portion of the project is $25,000 or more.
Smaller residential jobs can still need a license in some counties. In Bradley, Davidson, Hamilton, Haywood, Knox, Marion, Robertson, Rutherford and Shelby counties, a Home Improvement license is required for residential remodeling projects from $3,000 to $24,999, and the board lists roofing among the improvements it covers. That list includes the counties around Memphis, Nashville and Chattanooga.
Sources: Tennessee Board for Licensing Contractors — Contractor license; Classification outline; Home Improvement license — checked September 30, 2026. Requirements can change, so confirm the current rules with the Tennessee Board for Licensing 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 accountPut every lead on one board with its property address and source, assign it to the rep who covers that area, and let the board flag the ones that need a call. In Roof Manager each lead moves through six stages — New, Contacted, Appointment, Quoted, Won, Lost — and the board can be filtered by rep or searched by town.
Yes. Roof Manager is web-based, so every office and crew works from the same account. Leads are assigned to team members, scheduled jobs sync to Google Calendar, and roles and permissions control what each person sees.
The CRM is included with every Roof Manager account — there is 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. Add it once in Profile › Branding and it prints on your proposals and invoices. Roof Manager does not check or verify licenses — confirm your own requirements with the Tennessee Board for Licensing Contractors.
They all land on the same board as New, tagged with their source. The board flags every lead nobody has contacted within a day, so the backlog is worked in order instead of by whoever shouts loudest.
Create a free account and the CRM is ready on day one — load your leads, build a proposal from one of your 2 free measurement reports, and see how it runs before you spend anything. No credit card required.
