Everything You Need to Run
Your Roofing Business
One platform to manage leads, close deals, schedule crews, track jobs, send invoices, and grow your roofing company. No more juggling five different tools.
Lead Management
Capture, qualify, and convert more leads with an intelligent pipeline built specifically for roofing sales teams.
- AI-powered lead scoring that prioritizes your hottest prospects automatically
- Visual pipeline tracking from first contact through closed deal
- Source tracking across every channel — door knocks, referrals, web, storms
- Automated lead assignment and round-robin distribution to sales reps
Storm Damage Lead Generation
Be the first roofer on the ground after every storm with real-time weather intelligence and automated campaign tools.
- Real-time severe weather alerts delivered to your team instantly
- NOAA hail and wind data integration with precise impact zones
- Affected-area mapping overlaid on your existing territory maps
- One-click storm campaign creation with targeted canvassing routes
Canvassing & Door-to-Door
Equip your door-to-door sales team with the tools they need to cover more ground and convert more homeowners.
- Territory mapping with assigned zones and boundary management
- GPS tracking of canvassers with real-time location updates
- Door knock logging with outcome tracking and follow-up scheduling
- Live results on interactive maps so managers see progress in real time
- Live video inspection sharing with homeowners right from the field
Estimates & Proposals
Create professional, accurate estimates in minutes and close deals faster with digital proposals.
- Good / Better / Best proposal templates that boost average ticket size
- Digital signature capture for instant approvals from homeowners
- One-click conversion from signed estimate to active production job
- Material and labor cost libraries with automatic markup calculations
- Drawn signature capture on mobile with finger or stylus
- Auto-generated signed contract PDF sent to homeowner automatically
- E-signature with legal compliance including IP, timestamp, and E-SIGN Act
Job Management
Track every job from contract to completion with a visual production board that keeps your entire team aligned.
- Drag-and-drop production board with customizable status columns
- Real-time status tracking visible to office staff, PMs, and crews
- Photo documentation with timestamped uploads tied to each job
- Milestone tracking for materials, permits, inspections, and completion
Crew Scheduling & GPS
Schedule crews efficiently, track attendance in real time, and eliminate timesheet disputes with GPS verification.
- Calendar view with drag-and-drop crew assignment across jobs
- GPS check-in and check-out at job sites with geofence verification
- Real-time crew location tracking on a live map dashboard
- Automatic hours calculation with overtime detection and reporting
Invoicing & Payments
Get paid faster with professional invoices and integrated online payment processing built for roofing companies.
- Generate invoices directly from approved estimates in one click
- Online payment acceptance via Stripe — credit card and ACH
- Payment tracking dashboard with aging reports and reminders
- Partial payment and deposit tracking for phased roofing projects
Commission Tracking
Motivate your sales team with transparent, automatic commission calculations they can trust.
- Automatic commission calculations based on customizable rate structures
- Manager approval workflows before payout to ensure accuracy
- Individual rep dashboards showing pipeline, earnings, and projections
- Support for tiered rates, bonuses, overrides, and split commissions
Customer Portal
Deliver a premium customer experience with a branded online portal that keeps homeowners informed and engaged.
- Company-branded portal with your logo, colors, and contact info
- Real-time job status updates so customers never have to call and ask
- Document sharing for contracts, estimates, warranties, and photos
- Secure messaging between homeowners and your project team
Dashboards & Reporting
Make smarter decisions with real-time visibility into every metric that matters for your roofing business.
- Real-time KPI dashboards for sales, production, and revenue
- Sales performance reports with leaderboards and trend analysis
- Pipeline analytics showing conversion rates at every stage
- Custom date ranges, filters, and exportable reports for any audience
Integrations & Marketplace
Connect CrewDeck with 15+ industry tools and grow your tech stack.
- QuickBooks sync for seamless accounting and bookkeeping
- Google Calendar integration to keep your schedule in one place
- EagleView aerial measurements imported directly into estimates
- HOVER 3D models for accurate visualizations and material orders
- CompanyCam job photos synced automatically to every project
- Zapier integration connecting 5,000+ apps to your workflow
- Mailchimp email marketing for drip campaigns and newsletters
- GAF QuickMeasure roof reports pulled straight into your CRM
Supplier Ordering
Order roofing materials directly from your CRM. No phone calls, no separate portals.
- ABC Supply integration for direct material ordering
- SRS Distribution integration with real-time catalog access
- QXO/Beacon PRO+ integration for streamlined procurement
- Real-time pricing and availability from your suppliers
- Order tracking from your dashboard with delivery status updates
Live Video Inspection
Show homeowners roof damage in real-time. Share a video link — they watch from their phone, no app needed.
- One-tap video call from canvassing directly on the roof
- QR code or text link sharing for instant homeowner access
- No app download required for homeowner — works in any browser
- Close more deals with visual proof of damage in real time
Contract Signing & E-Signatures
Send proposals and get them signed digitally. Professional PDF contracts generated automatically.
- Drawn signature pad with finger or stylus support on any device
- Branded PDF contract generation with your company logo and terms
- Automatic email delivery with signed PDF to homeowner and office
- Legal audit trail with IP address, timestamp, and E-SIGN Act compliance
Insurance Claims Management
Track insurance claims from first notice to final payment. Manage adjusters, supplements, and documentation.
- Claim tracking with status pipeline from filing to settlement
- Adjuster contact management with notes and appointment scheduling
- Supplement tracking to capture every dollar owed on the claim
- Document and photo organization tied to each insurance claim
Lead Generation Integrations
Capture leads automatically from Angi, GAF, Roofle, and more — straight into your pipeline.
- Angi Leads webhook integration for instant lead capture
- GAF Leads automatic import directly into your sales pipeline
- Roofle instant quote leads synced to your CRM in real time
- Auto-assign incoming leads to sales reps based on territory or round-robin
Customer Financing
Offer financing options to homeowners at the point of sale. Close more deals with affordable payment plans.
- Acorn Finance integration for in-app financing applications
- Embed financing options directly in estimates and proposals
- Multiple loan options for homeowners with instant pre-qualification
- Increase average deal size by removing upfront cost barriers
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Experience every feature with no credit card required. See why roofing contractors are switching to CrewDeck to run their operations.