Skip to content
CybrRM
Start free trial

Roofing

CRM for roofing, from the first leak call to the final inspection

Inspections, estimates, insurance claims, jobs and material orders each get a list. Every roof is a deal on one board.

Start free trial with this template

14-day free trial. No card needed.

The Roofing deals board · example data
  1. 01New lead
  2. 02Inspection booked
  3. 03Estimate sent
  4. 04Insurance approval
  5. 05Signed
  6. 06Lost

A roofer's week, after the storm

  • The calls come in all at once.

    Add each one as a deal in New lead, with where it came from (storm canvass, door knock, referral, website or yard sign) and whether it is an insurance job. On the client you keep the property address, the roof type, the carrier and whether they own the home.

  • The inspection is where the job is won.

    An inspection records the address, the date, who went up, what you found (hail, wind, a leak, missing shingles, age and wear), the roof's age and your recommendation: no work, repair or full replacement. The photos and the report are files on the same record.

  • Claims drag, so keep them in view.

    An insurance claim holds the carrier, the claim number, the date and cause of loss, the adjuster and their number, the day you meet them, the approved amount, the deductible and whether a supplement is filed. The deal waits in Insurance approval on the board until it clears.

  • Then the crew, and the bundles on the truck.

    A job holds the squares, the pitch, the layers to tear off, the shingle color, the crew and the start date. A material order holds the supplier, the delivery date and address, and what is on it. If you add Books, the quote is made from the deal and turns into the invoice.

Your lists, and what each is for

Roofing adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.

  • Inspections

    Use it every time someone goes up on a roof, so the damage and the photos are on one record.

    • Property address
    • Damage found
    • Roof age (years)
    • Recommendation
    • Photos
    • Report

  • Estimates

    Use it for every price you give: how many squares, which material, and whether it is signed.

    • Property address
    • Squares
    • Material
    • Price
    • Good until
    • Status

  • Insurance claims

    Use it when the homeowner is going through insurance and you are working with the adjuster.

    • Insurance carrier
    • Claim number
    • Date of loss
    • Adjuster
    • Adjuster meeting
    • Supplement filed

  • Jobs

    Use it once a roof is sold: what goes on, who does it and when it starts.

    • Property address
    • Squares
    • Pitch
    • Crew
    • Start date
    • Status

  • Material orders

    Use it when you order shingles and flashing, so you know what arrives where, and when.

    • Supplier
    • Ordered on
    • Delivery date
    • Delivery address
    • Items
    • Status
See every field5 lists, 54 fields

Fields on each list

Inspections

  • Property address · Text
  • Inspection date · Date
  • Inspector · Text
  • Damage found · DropdownNone, Hail, Wind, Leak, Missing shingles, Age and wear
  • Roof age (years) · Number
  • Recommendation · DropdownNo work needed, Repair, Full replacement
  • Photos · Files & photos
  • Report · Files & photos
  • Notes · Paragraph

Estimates

  • Property address · Text
  • Sent on · Date
  • Squares · Number
  • Material · DropdownAsphalt shingle, Metal, Tile, Flat / TPO, Slate, Wood shake
  • Price · Money
  • Good until · Date
  • Status · DropdownDraft, Sent, Signed, Declined
  • Estimate file · Files & photos

Insurance claims

  • Insurance carrier · Text
  • Claim number · Text
  • Date of loss · Date
  • Cause of loss · DropdownHail, Wind, Storm, Fallen tree, Other
  • Adjuster · Text
  • Adjuster phone · Phone
  • Adjuster meeting · Date
  • Approved amount · Money
  • Deductible · Money
  • Supplement filed · Yes / No
  • Status · DropdownFiled, Adjuster scheduled, Approved, Supplement pending, Denied, Paid
  • Claim documents · Files & photos

Jobs

  • Property address · Text
  • Roof type · DropdownAsphalt shingle, Metal, Tile, Flat / TPO, Slate, Wood shake
  • Squares · Number
  • Pitch · Text
  • Layers to tear off · Number
  • Shingle color · Text
  • Crew · Text
  • Start date · Date
  • Completed on · Date
  • Contract amount · Money
  • Status · DropdownScheduled, Materials ordered, In progress, Final inspection, Complete
  • Photos · Files & photos

Material orders

  • Supplier · Text
  • Ordered on · Date
  • Delivery date · Date
  • Delivery address · Text
  • Items · Paragraph
  • Cost · Money
  • Status · DropdownOrdered, Delivered, Returned

Extra fields on what you already have

On Clients

  • Property address · Text
  • Roof type · DropdownAsphalt shingle, Metal, Tile, Flat / TPO, Slate, Wood shake
  • Insurance carrier · Text
  • Owns the home · Yes / No

On Deals

  • Lead source · DropdownStorm canvass, Door knock, Referral, Website, Yard sign
  • Insurance job · Yes / No

Where new work comes from

A form on your website and a page where customers book. Both are set up in Settings.

Starts like this

The first minutes, as they go when you sign up.

  1. Step 1: Pick Roofing

    One step adds 5 lists, 54 fields and 6 deal stages. Anything you already have is left alone.

  2. Step 2: Add sample records, if you like

    9 inspections, 9 estimates, 8 insurance claims, 8 jobs and 7 material orders. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.

  3. Step 3: Add your first client

    Add the homeowner who called about a leak, then put a deal on them in New lead.

  4. Step 4: Start the trial

    Start free trial with this template

    14-day free trial. No card needed.

What stays the same

Other industries

Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.

Try CybrRM set up for roofing

Start free trial

14-day free trial. No card needed.