Turn storm-season chaos into one organized pipeline: leads, estimates, jobs, crews, insurance claims, and follow-up in a single connected app you clone and own. When the calls pour in after a storm, the leads you can't reach fast enough are the jobs you lose — this app captures every lead, tracks every estimate and claim, and keeps your crews moving from one workspace.
TL;DR: The Roofing Contractor CRM is a connected app that captures storm leads, tracks estimates and insurance claims, schedules crews, and follows up until the job closes. Fast follow-up is what wins roofing jobs when leads spike after a storm. Build yours free →
What Is a Roofing CRM?
A roofing CRM is one system that holds your leads, estimates, jobs, crews, and insurance claims instead of scattering them across voicemails, a notepad, and a claims folder. This app captures every storm lead, moves it from inspection to estimate to approved job, tracks the insurance claim alongside it, and schedules the crew — so nothing falls through the cracks when the calls spike.
A Pile of Voicemails vs a Connected System You Own
After a storm, most roofers drown in leads they track on paper while claims and crews live in separate places. A connected Taskade system ties leads, estimates, claims, and crews into one app you own.
| What you need | Voicemails + notepad | Connected Taskade system |
|---|---|---|
| Capture storm leads | Missed calls, lost notes | Projects log every lead with address, damage, and source |
| Track estimates | Spreadsheet per job | A Board moves jobs from Inspected to Estimated to Approved |
| Manage insurance claims | Separate folder | An AI Agent tracks claim status and drafts adjuster updates |
| Schedule crews | Group text scramble | Calendar groups jobs by area; automations alert the crew |
| Own the system | Locked in the vendor | Clone-and-own — the app and its agents are yours |
How It Works
- Clone this app and log incoming leads into the Table view with address, damage type, source, and claim status.
- The AI Agent prioritizes hot storm leads, drafts estimate follow-ups, and keeps insurance-claim notes up to date in your voice.
- An automation texts each lead a fast response, schedules the inspection, and alerts the crew across 100+ integrations.
- Jobs move from inspection to approved in Board view, and crews see their schedule grouped by area in Calendar view.
- The Dashboard shows leads captured, estimates out, claims approved, and jobs completed this season.
A Connected System, Not a One-Off Tool
This Roofing Contractor CRM works best beside the rest of your front office:
- Roll it up into the Local Business RevOps CRM so every lead and job lands in one dashboard
- Pair it with the Trades CRM if you also run HVAC, solar, or general contracting crews
- Add the Review & Referral Pipeline so a finished roof becomes a five-star review and a referral
- Build agents on the AI Agents hub and wire workflows on the Automation hub
- Generate a custom version from a prompt or browse field-services apps in the Community Gallery
Frequently Asked Questions
What does a roofing CRM do during storm season?
A roofing CRM captures the flood of leads after a storm and moves each one through inspection, estimate, approval, and scheduling in one workspace. It tracks the insurance claim alongside the job and texts a fast first response so leads don't go cold. When calls spike, the contractor who follows up first wins the job — and this app makes fast follow-up automatic.
How does it handle insurance claims?
The app holds each claim with the customer, carrier, claim number, and status, linked to the job it belongs to. The AI agent tracks where each claim stands and drafts adjuster and homeowner updates in your voice. Nothing lives in a separate folder — the claim, the estimate, and the job stay together so your office always knows the status.
Can it schedule and alert my crews?
Yes. The Calendar groups approved jobs by area to cut drive time, and an automation alerts the right crew when a job is scheduled. Crews update job status from their phones in Board view, so the office sees progress without calling around. The schedule and the field stay in sync in one workspace.
How does the AI agent help me close more jobs?
The AI agent prioritizes hot storm leads, drafts estimate follow-ups, and reminds you which approved jobs are waiting to be scheduled. It also keeps claim notes current so nothing stalls. You approve the message templates once, and the agent personalizes the follow-ups so leads don't go cold while you are on a roof.
Do I need to replace my current tools?
No. You can run this CRM alongside what you use now. With 100+ bidirectional integrations, triggers pull lead and calendar events in, and actions push texts and updates out. Many roofers use this app for the leads, estimates, claims, and crew scheduling that paper and voicemail handle poorly, while keeping their existing accounting tools.
Which views work best for a roofing business?
Multiple project views are available: List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart. Most contractors run the lead pipeline on a Board, the crew schedule on a Calendar, and the job database in a Table — the same data shown the way each task needs it, with no extra setup.
What does it cost to run?
You can start building free, and paid plans begin with the popular Pro plan at $10/month billed annually. One connected app that handles leads, estimates, claims, and crews usually costs less than separate lead, scheduling, and claims tools — and you own the system instead of renting each piece during your busiest season.