Roofing CRM Features
for Contractors
AI measurements, smart CRM, proposals, scheduling, payments — all connected. Built for roofing contractors.
Phase 01
Measure
Feature 01 / 10
Measure any roof
in 30 seconds.
Any US address → complete roof measurements in under a minute. No ladders, no drones, no site visit. 98% accurate.
- Area, pitch, facets, ridges & valleys in one scan
- Download annotated PDF reports instantly
- Auto-sync measurements to proposals with one click
Phase 02
Sell
Feature 02 / 10
Proposals that
close themselves.
Branded proposals built from your measurements and pricing. Clients sign from any device — get notified the moment they open or sign.
- Custom pricing per material, pitch & labor rate
- Clients sign from any device — no account required
- Notified the moment a proposal is opened or signed
Feature 03 / 10
Never lose a lead
to a forgotten call.
Visual Kanban pipeline from first contact to closed job. Automated follow-ups, full contact history, and your entire pipeline at a glance.
- Drag-and-drop Kanban with custom stages
- Automated follow-ups so no prospect falls through
- Full contact history, notes, and call log
Feature 04 / 10
Schedule crews.
Zero conflicts.
Drag-and-drop crew scheduling with two-way Google Calendar sync. Weather-aware alerts, SMS reminders sent automatically, never double-book again.
- Drag-and-drop with color-coded crew lanes
- Two-way Google Calendar sync — no double entry
- Weather-aware alerts + automated SMS reminders
Feature 05 / 10
Your business runs
while you're on the roof.
If-this-then-that workflows for follow-ups, status changes, and task assignments. Saves 10+ hours a week without writing a single line of code.
- Auto follow-ups when a lead goes cold
- Trigger tasks when proposal status changes
- Visual builder — no developer needed
Phase 03
Collect & Manage
Feature 06 / 10
Every job tracked
from quote to cash.
Real-time crew progress, on-site photos, change orders, and invoicing — all in one job thread. No spreadsheets. No phone tag.
- Real-time crew progress and on-site photo uploads
- Change orders and invoicing in one thread
- Before/after photo albums auto-sent to homeowners
Feature 07 / 10
Get paid.
Stop chasing.
One-click invoices with Stripe built in. ACH, card, or financing — clients pay how they want. Automatic overdue reminders so you never chase again.
- One-click invoice from signed estimate or job total
- ACH, card, or financing via Stripe in 3 clicks
- Automatic overdue reminders — no chasing needed
Feature 08 / 10
Assign, track,
done. One click.
Create field work orders in seconds. GPS check-in, real-time progress photos, and task completion — all from the crew's phone. No app download required.
- GPS check-in and real-time location tracking
- Photo uploads and task checklists from any phone
- No app install required for field crews
Feature 09 / 10
Your brand.
Their confidence.
A branded homeowner hub with your logo and colors. Clients sign proposals, pay invoices, track job progress, and message your team — no password needed.
- Sign, pay, and track — all in one branded link
- Real-time job progress visible to the homeowner
- No account or password required for clients
AI Damage Detection
Analyzing roof
condition…
Coming
Soon
Feature 10 / 10
The whole platform.
In your pocket.
AI damage detection from field photos, offline mode, GPS time tracking, and digital signatures — all from your crew's phone. No laptop, no office.
- AI identifies damage types from field photos
- Offline mode — works without signal on the roof
- GPS time tracking and digital signatures
Ready to Grow Your Roofing Business?
Join 500+ roofing companies already growing with RoofYX.