Frequently Asked
Questions

CrewDeck is an all-in-one roofing CRM and roofing business software platform built specifically for roofing contractors. It combines lead management, estimating, job tracking, crew scheduling, invoicing, canvassing, storm damage lead generation, and AI-powered insights into a single platform — so you can stop juggling multiple disconnected tools and run your entire operation from one place.

CrewDeck is purpose-built for roofing contractors of all sizes — from three-person crews to multi-state operations. It is especially well-suited for storm restoration companies, residential reroofing contractors, and commercial roofing teams. Whether you focus on insurance work, retail sales, or a mix of both, CrewDeck adapts to your workflow.

Most roofing CRMs like AccuLynx or JobNimbus started as general contractor tools and added roofing features over time. CrewDeck was built from day one for roofers. That means you get purpose-built features other platforms lack: real-time canvassing tools with GPS tracking, storm damage lead generation powered by NOAA weather data, AI-powered lead scoring trained on roofing data, and a fully integrated commission tracking system. No other platform combines all of these in one product.

Yes. CrewDeck is a fully responsive web application that works beautifully on phones, tablets, and desktops. Your field teams can access everything they need — leads, schedules, job details, canvassing maps, GPS check-in — directly from their mobile browser without downloading a separate app.

CrewDeck's AI lead scoring engine analyzes multiple data points for every lead — including property characteristics, roof age estimates, local storm history, demographic data, and engagement signals — to assign a score from 0 to 100. Higher-scored leads are more likely to convert, so your sales reps spend their time on the hottest prospects first. The model continuously improves as it learns from your team's closed deals.

Absolutely. CrewDeck includes GPS check-in and check-out at job sites with geofence verification, so you know exactly when your crews arrive and leave. You can view all active crews on a live map dashboard, see their current job assignment, and get automatic hours calculations including overtime detection.

Yes — canvassing is one of our strongest differentiators. CrewDeck offers full territory mapping with assigned zones, GPS tracking of canvassers in the field, door knock logging with customizable outcome options, and a live results map so managers can monitor progress in real time. After a storm, you can create targeted canvassing campaigns in affected areas with one click.

CrewDeck integrates directly with NOAA weather data to monitor severe weather events — hail, high wind, tornadoes — across your service area. When a qualifying storm hits, you receive an instant alert with a map showing the affected zones, hail size data, and estimated impact. You can then launch a storm campaign that automatically creates canvassing routes and assigns reps to work the impacted neighborhoods before your competitors.

CrewDeck offers three plans: Starter at $79/month (up to 3 users), Professional at $149/month (up to 15 users), and Enterprise at $299/month (unlimited users). You save 20% on every plan when you choose annual billing. All plans include a free 14-day trial with no credit card required.

Yes! Every plan includes a free 14-day trial with full access to all features — no credit card required. You can explore the entire platform, set up your workflows, and even start managing real leads and jobs during your trial. At the end of 14 days, simply choose the plan that fits your team.

Yes. You can upgrade or downgrade your plan at any time from your account settings. Upgrades take effect immediately with prorated billing, so you only pay for the time remaining in your current billing cycle. Downgrades take effect at the start of your next billing period.

We offer a 30-day money-back guarantee on all plans. If CrewDeck is not the right fit for your business within the first 30 days after subscribing, contact our support team and we will issue a full refund, no questions asked.

Security is a top priority at CrewDeck. We maintain SOC 2 Type II compliance, use AES-256 encryption for data at rest, and TLS 1.3 encryption for all data in transit. Access controls, audit logging, and regular penetration testing ensure your business data stays protected at all times.

Yes. You can export your leads, contacts, jobs, estimates, invoices, and reports in CSV and PDF formats at any time. Your data belongs to you, and we make it easy to take it with you if you ever need to.

All CrewDeck data is stored on US-based servers with enterprise-grade infrastructure. We maintain a 99.9% uptime SLA for Enterprise customers and provide redundant backups across multiple availability zones to ensure your data is always available when you need it.

Most teams are up and running within minutes. CrewDeck includes a guided onboarding wizard that walks you through company setup, user invitations, pipeline configuration, and basic customization. For larger teams, our onboarding specialists can provide personalized setup assistance to ensure a smooth transition.

Yes. CrewDeck supports CSV imports for leads, contacts, and job data, making it easy to migrate from tools like AccuLynx, JobNimbus, or spreadsheets. For Professional and Enterprise customers, our team provides hands-on migration assistance to ensure nothing gets lost in the transition.

Support varies by plan. Starter customers get email support with next-business-day response times. Professional customers receive priority support with faster response times and access to live chat. Enterprise customers get a dedicated account manager, phone support, and an SLA guarantee for critical issues.