Roofing CRM from the first knock to the final payment.

The best one is the one your crew keeps up to date, so look past the feature list. For a company with one to a few crews, check four things: it runs from a phone on the roof and in the truck; the estimate, contract, change orders, and invoice live on one customer record so nothing is typed twice; homeowners can sign and pay from a text link without downloading anything; and the price fits a crew your size, month to month. FastEstimateMaker is built for that size of company - $29.99 a month for the whole office, or $59.99 a month plus $19.99 a rep when you put a crew on the doors. It does not produce aerial roof measurement reports or insurance supplements; you bring your own measurements and price the roof your way.

Both, on purpose. Every estimate you send becomes a lead in your pipeline, and every door you knock can become one too. The same customer record then carries the job through e-signature, change orders, invoicing, and payment. If fast quotes are what you need most, see roofing estimate software.

A change to a signed job - rotten decking under the tear-off, an extra layer, new gutters - goes out as its own change order, numbered with the estimate, like 1042-CO1. Send it by text or email and the homeowner signs it on their phone. Once it is signed it updates the open invoice, anything already paid stays paid, and the updated invoice syncs to QuickBooks Online or Wave if you have them connected. See change orders.

The roofing checklist covers interior ceilings, gutters and downspouts, the driveway where the dumpster or truck will sit, landscaping and beds, siding and windows below the roof line, skylights, vents, and satellite dishes, and the attic if it is accessible. You take the before photos in your phone's browser, the homeowner signs off on your phone or from a link, and you both get the signed PDF with a signature certificate. After photos go on the same walkaround and into the customer portal. See the pre-job walkaround.

Yes, on the Canvass plan. NOAA hail, wind, and tornado reports show on your canvass map, refreshed hourly, for any of the last 8 days. NOAA's radar hail estimate is shaded on the same map and updated hourly for the last 7 days - it is an estimate, not proof of damage. Tap a report to see your clients, leads, and unknocked doors within 3 miles, and draw a territory to get an alert the day NOAA logs hail inside it. See the hail tracker.

Yes, on the Canvass plan. Each rep who accepts your invite gets their own login and pipeline and sells under your business name. You see estimates sent, close rate, and collected revenue per rep, and every customer payment writes a commission line with the math shown. Reps see their own numbers, never your job margins. Each seat is $19.99 a month, billed only once the rep accepts. See sales team management.

Yes. Invoices and clients sync to QuickBooks Online or Wave Accounting as you create them, including an invoice updated by a signed change order. Estimates stay in FastEstimateMaker until they become invoices. See accounting sync.

No. Estimates, contracts, change orders, invoices, and the customer portal all open from a text or email link in the phone's browser. The walkaround sign-off happens on your phone or from a link.

Yes. You get 14 days of the whole platform, canvassing and territories included, with no credit card. Pick Solo or Canvass when the trial ends.