Built for roofing & storm restoration

Stop running your roofing company from a dozen apps that don't talk.

Storm tracking, field docs, leads, and every team in one place — permissions you control, calling and SMS built in. Try the real thing below, no signup required.

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Storm tracker includedField photo uploadsRoofing workflow templatesMulti-team & permissionsISOL → AI budget sheet (JBC)
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Branding & modules update live via postMessage · tenant #198/rooferzslivedemo

Powered by Genius · Production-tested in storm restoration & Fortune 500 environments

If this sounds like your office on a Saturday morning after hail — keep reading.

You don't need another tool. You need one place where storm intel, field work, and job status actually connect.

Twelve logins, zero picture

HailTrace for storms. SalesRabbit for canvassing. CompanyCam for photos. AccuLynx or JobNimbus for CRM. Xactimate for estimates. Job Progress or Buildertrend for production. QuickBooks for money. Slack for what actually happened. Nobody has the full story on any job.

Storm day chaos

Hail hits Friday night. By Saturday morning you're guessing which neighborhoods to hit, who already canvassed, and whether office even got the lead list.

Field and office don't match

Crews finish inspections but office doesn't know until someone texts. Supplements get delayed. Homeowners call asking for updates you don't have.

Leads leak at every handoff

Canvasser writes on a notepad. Sales enters it later. Production uses a different address. The job you should have closed goes to the guy who answered the door faster.

You already live this every storm season. One platform ends the chaos.

What you're already paying for

One platform. A dozen fewer logins.

You know these names. Here's what Rooferzs replaces — all on the same job, lead, and storm event.

HailTraceHailReconCompanyCamJob ProgressAccuLynxJobNimbusSalesRabbitSpotioEagleViewHOVERRoofrRoofSnapXactimateImproveit 360ServiceTitanBuildertrendLeapSumoQuoteDialpadRingCentralQuickBooksMonday.comSlack
HailTrace
Storm intel & hail maps

You pay monthly just to see where hail hit — then manually cross-reference with your canvassing list.

Built-in storm tracker

Live storm maps, hail event history, and affected ZIP codes tied directly to your lead pipeline. No export, no copy-paste.

CompanyCam
Field photos & job site docs

Crews take photos in one app. Office chases links in group texts. Supplements miss shots.

Image uploads on every job

Photos attach to the job, the address, and the claim — GPS and timestamp included. Office sees field work in real time.

Job Progress
Job tracking & production

Status updates live in a PM tool your canvassers never open. Sales and production run on different timelines.

Roofing workflow templates

Pre-built flows for inspection → supplement → install → close-out. Every stage visible to sales, ops, and crews.

AccuLynx / JobNimbus
CRM & job costing

Another login, another monthly bill, and leads still fall through when someone forgets to update a stage.

Knowledge graph + sales pipeline

Leads, jobs, contacts, and properties are one connected model — not four spreadsheets pretending to be a CRM.

Dialpad / RingCentral
Calling & canvassing

Canvassers call from personal phones. No record of who was contacted or what was promised.

Calling system + AI phone agents

Outbound canvassing, inbound storm calls, and call logs attached to the lead — ready from day one.

Mailchimp / manual SMS
Storm campaigns

Blasting "we're in your neighborhood" from a list that's already out of date.

Email & SMS campaigns

Segment by storm zone, job stage, or adjuster status. Campaigns pull from live data — not last week's export.

SalesRabbit / Spotio
Canvassing & door-knock tracking

Canvassers log knocks in a field app that doesn't talk to your CRM or storm map. Office rebuilds routes in Excel.

Canvassing built into the lead pipeline

Routes, knocks, and dispositions live on the same lead as the storm event and property. No re-entry when sales picks it up.

EagleView / HOVER / Roofr
Aerial measurements & proposals

Order a report in one portal, build the proposal in another, then paste numbers into JobNimbus.

Scopes & proposals on the job record

Measurements, estimates, and homeowner proposals attach to the inspection — ready for supplement and adjuster review.

Xactimate / SumoQuote / Leap
Estimating & insurance pricing

Estimators re-type carrier scopes into Xactimate. PM approves in email. Production gets a PDF days later.

AI estimating budget sheet (JBC)

Upload ISOL / carrier scope → AI extracts line items, damage, and squares → Job Budget Configuration with RCV/ACV → PM approval → production. Built in, not bolted on.

Improveit 360 / ServiceTitan
All-in-one contractor CRM

You pay enterprise prices for software built for HVAC and plumbers. Storm workflows feel like an afterthought.

Roofing-native knowledge graph

Storm events, canvassing, supplements, and production are the data model — not generic service tickets with a roofing skin.

Buildertrend / CoConstruct / DocuSign
Client portal, signing & production handoff

Portal in one app, e-sign in another, photos in CompanyCam. Homeowner signs — then estimating starts over in Xactimate.

Customer portal + docs → estimating → production

Homeowner views inspection photos, signs agreements in portal — job advances straight into ISOL intake and budget sheet. One record through close and install.

QuickBooks + Monday + Slack
Accounting, tasks & chaos

Invoices in QuickBooks. Task boards in Monday. Urgent updates in Slack. Nobody knows which job is actually funded.

Connected ops with activity log & documents

Job stage, documents, and team messaging stay on the record. Integrations when you need them — not three places to check daily.

Drop 12 logins for one

You're already paying for all of them. Pay for one that works together.

Every tool above comes built into Rooferzs — storm intel, field photos, CRM, estimating, calling, campaigns, and production workflows. No exports, no copy-paste, no chasing status across six tabs.

What roofers actually run on Rooferzs

Not generic project management. Storm restoration workflows you recognize on day one.

Storm Tracker

Know where hail hit before your competitor's canvasser does

Map live and historical storm events. Draw impact zones, filter by hail size, and spawn lead lists for affected neighborhoods — all inside the same system your team already works in.

  • Storm maps, alerts, and event history
  • ZIP- and neighborhood-level impact views
  • One-click lead lists from storm zones
  • Tied to your sales pipeline — not a separate subscription
Active storms2 events
Hail 1.75" — DallasView →
Wind 68mph — Fort WorthView →
Field Documentation

Every photo belongs to the job — not a random camera roll

Crews upload from the field. Photos land on the job record with address, crew, and claim context. Supplements and adjusters get what they need without a Slack thread.

  • Upload from mobile or desktop
  • Images linked to job, property, and claim
  • Damage tagging and inspection notes
  • AI-assisted image analysis for damage assessment
1420 Oak Cliff Blvd · Inspection · 11:34 AM
Roofing Workflows

From door knock to final invoice — one track, everyone sees it

Templates built for storm restoration: canvass → inspect → scope → supplement → install → collect. No generic PM software that doesn't know what a supplement is.

  • Canvassing and inspection stages
  • Supplement and adjuster workflows
  • Production scheduling and crew assignment
  • Close-out, warranty, and referral tracking
Canvass
Inspect
Scope
Supplement
Install
Close
Lead & Sales Engine

Storm leads don't die in someone's notebook

Every knock, call, and web form becomes a lead with owner, property, storm event, and stage. CADIS can answer "show me uncontacted leads in the 75201 hail zone" in plain English.

  • Lead scoring by storm proximity and property value
  • Canvasser assignment and route tracking
  • AI caller for inbound storm volume
  • Pipeline visibility for owners and sales managers
Johnson — 1847 Maple DrHot
Garcia — 920 Elm StPending
Williams — 445 Pine AvePending
AI Estimating & JBC

ISOL in. AI analyzes. Budget sheet out. Nobody else has this.

Upload the carrier scope (ISOL) — AI extracts damage levels, roof squares, line items, and claim data. The Job Budget Configuration (JBC) builds RCV, ACV, depreciation, and net-to-customer with a full V1–V5 approval workflow. Production-ready from the same platform that ran the storm, the knock, and the close.

  • ISOL / carrier scope upload — AI vision reads Vertafore, Xactimate, and carrier PDFs
  • AI property research — codes, insulation, permits, FEMA pre-filled
  • Job Budget Configuration — line items, PM Yes/No/Deferred, takeoff approval
  • Scenario compare, trade breakdowns, PDF/CSV export — flows to crew schedule
ISOL uploadedAI parsed ✓
RCV$48,200
ACV$36,150
Net to customer$31,650
V1 AIV2 Est.V3 PMV4 Sum.V5 Takeoff
Customer Portal & Close

Homeowner signs docs and sees their photos — job moves forward automatically

No chasing signatures over text. The homeowner opens their portal, reviews inspection images from the field, signs the agreement digitally, and the job advances to estimating and production without someone re-entering the address.

  • Customer portal — inspection photos, job status, documents in one place
  • E-sign built in — agreement signed, stage updates automatically
  • Signed job flows into ISOL intake and estimating — no duplicate entry
  • Homeowner updates from the same system your office monitors
Johnson — 1847 Maple Dr
Agreement signed · 5:04 PM
→ Job advanced to estimating

From storm alert to signed job to crew schedule — one platform, end to end.

No other roofing software connects storm intel, field docs, AI estimating, and production in a single knowledge graph.

Every team. One platform.

Canvassing, sales, production, office — unified, with permissions you set.

You don't run one team — you run canvassing crews, a sales floor, production, supplement coordinators, and owners who need the full picture. All of them work here. You decide who sees storm maps, who moves job stages, who accesses financials, and who gets admin. Change it when you hire, when you scale, or when storm season hits — no vendor call required.

Multiple teams, one platform

Canvassing, sales, production, office, and owners — all in the same system. No separate logins per department, no exporting between teams.

Permissions you control

Set who sees what: canvassers get routes, sales gets pipeline, production gets job boards, owners get everything. Change it anytime — no ticket to IT.

Role-bound everywhere

CADIS, AI agents, documents, and messaging all respect the roles you set. A canvasser doesn't see margins. An adjuster doesn't see your whole book.

Your teams — one admin viewPermissions active
Canvassing12 people

Routes, knocks, storm zones

Sales8 people

Pipeline, leads, calls, proposals

Production6 people

Jobs, crew photos, install stages

Office / Supplements4 people

Adjuster email, docs, job stages

Owners & Ops2 people

Full visibility, insights, settings

32
Total users
5
Teams configured

Invite, reassign, and adjust permissions — all from the same platform your teams work in daily.

Built in, not bolted on

Plus everything else — already included

Roofing features are the start. Every Rooferzs platform also gets multi-team management, roles and permissions, calling, email, calendar, documents, AI, campaigns, and compliance — the stuff you'd otherwise bolt on with Dialpad, Mailchimp, Slack, and another CRM add-on.

Calling & SMS
Canvassing, follow-ups, and homeowner comms — logged on the lead.
Email
Adjuster threads, supplement docs, and homeowner updates in context.
Calendar
Inspections, installs, and adjuster meetings on the job — not a separate app.
Documents
Scopes, supplements, policies, and contracts versioned per job.
CADIS AI
Ask about leads, storms, or crew load in plain language — scoped to your role.
AI phone agents
Handle inbound storm volume when your office can't keep up.
Email & SMS campaigns
"We're in your neighborhood" — sent to live storm-zone segments.
Security & compliance
SOC 2, HIPAA, GDPR — homeowner data protected, audit trails always on.
Team messaging
Crew, sales, and office in one thread — attached to the work.
Activity log
Who knocked, who called, who moved the stage — no guessing.
Insights
Close rates by storm, canvasser, and ZIP — not a quarterly spreadsheet.
Multi-team management
Canvassing, sales, production, and office — invite, assign, and monitor every team from one admin view.
Roles & permissions
Define access your way. Who sees financials, who moves job stages, who runs campaigns — you set the rules.
Unified visibility
Owners and ops see across every team. Field sees only what they need. One truth, scoped by role.
Customer portal & e-sign
Homeowners view photos and job status, sign agreements digitally — stage advances without re-entry.

Same storm. Different Saturday.

Your stack today vs. storm through install on Rooferzs — side by side. Storm to signed job to production, one system.

Your stack today

What roofers actually do after overnight hail

BeforeWith Rooferzs

HailTrace → export ZIPs → SalesRabbit routes → spreadsheet for office

Open storm map → select impact zone → assign canvassers → leads auto-created

CompanyCam photos, Job Progress status, Xactimate estimate, AccuLynx notes, iMessage thread

One job record: photos, stage, estimate, crew notes, adjuster emails — all attached

"Who's working Oak Cliff?" — Slack, Monday board, and a call to the sales manager

CADIS: "Show canvassers in Oak Cliff with open leads from last night's storm"

EagleView in email, Roofr proposal in another tab, DocuSign link in a third — homeowner waits days

Customer portal: photos, status, e-sign in one place — signed job flows straight to estimating

Estimator re-types carrier ISOL into Xactimate. PM approves over email. Production gets a PDF next week

ISOL upload → AI budget sheet (JBC) → PM approves in workflow → crew schedule same platform

Inbound storm calls hit RingCentral voicemail; Improveit tasks don't create themselves

AI phone agent qualifies, logs, and routes — your team follows up on hot leads first

ServiceTitan invoice, QuickBooks payment, Buildertrend milestone — three places to check if you got paid

Job stage moves to closed; documents, activity log, and status in one place

Canvassing in SalesRabbit, sales in AccuLynx, production in Job Progress — three teams, three apps, owner has no unified view

Every team on one platform — permissions you set, one owner dashboard across canvassing, sales, and production

Storm → close → estimate → production

Full pipeline on one platform — not just Saturday morning

Storm & canvass
6:00 AM
Storm hits overnight

Alert fires. Impact zone mapped. Lead list auto-generated for affected ZIPs.

7:30 AM
Canvassers deploy

Routes assigned. Each knock logs to the lead. Calling and SMS from the same app.

Field & office
11:00 AM
Inspections in field

Crew uploads roof photos. AI flags damage. Stage → scope pending.

3:00 PM
Office has the picture

Owner sees pipeline by storm zone. CADIS: "how many signed in Garland?"

Close & portal
5:00 PM
Homeowner closes in portal

Reviews inspection photos. Signs agreement digitally. Job auto-advances — no chase calls.

5:30 PM
Carrier scope uploaded

ISOL / adjuster PDF in. AI extracts damage, squares, line items, claim data.

Estimate & production
6:15 PM
Budget sheet built

JBC populated — RCV, ACV, line items. Estimator reviews. PM approves. No Xactimate re-entry.

Next AM
Production scheduled

Approved budget → crew assignment, materials, install stage. Same job from storm to nail.

Estimating budget sheet (JBC) — ISOL upload, AI scope analysis, PM approval workflow. Production-proven on Genius — not a Xactimate add-on.

Your Saturday morning doesn't have to be crisis mode. Storm to install on one platform.

This is how Genius actually works

Templates get you live. Developers keep you growing.

Roofing templates cover what most companies need on day one. But every roofer runs a little different — your supplement process, your canvassing script, your commercial workflow. You don't call a vendor and wait six months. You submit a request inside the platform, match with vetted developers who already build on Genius, and ship custom pages, widgets, and workflows directly into your tenant.

One-off custom builds

Need a supplement checklist unique to your adjuster relationships? A canvassing widget for your door script? Submit a request — vetted developers build it inside your platform.

Custom workflows

Templates get you live fast. When your process doesn't fit a box — different supplement stages, commercial vs residential tracks, multi-state rules — developers extend workflows without starting over.

Ongoing development

Keep a dev on retainer through the marketplace. New storm season feature, integration with your accountant, a dashboard for your sales manager — requested, built, and reviewed in the same system you run on.

One-off fix, new workflow, or ongoing dev — requested, built, reviewed, and live in the same platform your team runs on every day.

Questions roofers ask on the first call

For most roofing teams, yes — that's the point. You're paying for storm intel, canvassing, CRM, field photos, estimating, and production across tools that don't share a job record. Rooferzs connects storm tracking, leads, photos, workflows, calling, and campaigns to the same property and claim. Keep Xactimate or QuickBooks where it makes sense short-term — but the goal is one system, not a dozen logins every Saturday morning.

Hail doesn't wait. Neither should your stack.

Storm tracker, customer portal, ISOL → AI budget sheet, production handoff, and every team — one platform, built in. If you got this link on a cold call, you already know the pain. The barrier to entry is one conversation.