The Agentic Roofing CRM for Residential & Commercial Contractors

Turn roofing leads into completed projects, faster.

The easiest way to generate leads, align your team, and maintain total quality control from lead to close.

No risk. No credit card required.

Rooferzs Agent · one interface for the whole company
Any new storms in our area? Check Hurricane Isaias.
Rooferzs agent

Hurricane Isaias came ashore on the Gulf Coast. Three NWS warnings still cover Okaloosa, Santa Rosa and Escambia. Destin, Navarre and Pensacola took the strongest wind.

NWS warnings© OpenStreetMap
3
counties hit
12.4k
roofs in path
186
commercial
Ask about storms, leads, pins, calls, stats…
Built-in storm tracker

Know the storm hit before HailTrace finishes exporting.

Most storm teams waste critical hours jumping between maps and tools. They log into HailTrace to find the damage, export ZIP codes into a separate door-knocking app, and hand a spreadsheet to the office to track it all. By the time your canvassers hit the street, the competition is already wrapping up their first inspections.

Rooferzs draws the impact zone right on your live map. Every lead inside the storm path is instantly tagged, assigned to your field crews, and logged to a central job record. No exports, no manual spreadsheets, and absolutely zero re-typing.

Live
map.genius
Job Budget Configuration

Scope on file: Adjuster_Estimate_ISOL_4821MeadowbrookLn.pdf

Awaiting PM approval
RCV
$18,420
ACV
$13,892
Depreciation held
$4,528
Line itemSquaresRCVACV
Tear-off & disposal28.5
Synthetic underlayment28.5
Architectural shingles28.5
Flashing & drip edge—
Ridge vent—
Gutters & downspouts—

Only the estimator can edit costs while it’s with them.

Projected margin: 34%
Version history
Estimator — Reviewed and submitted for approval
AI — Extracted from ISOL — squares, damage, and line items
Estimating budget sheet

Your numbers. Not a re-typing job.

Stop wasting hours manually entering line items. Simply upload the insurance carrier's scope, and our system instantly reads the data into a clean, working budget. You get an immediate breakdown of squares, damage, line items, RCV, and ACV without touching Xactimate.

From there, your approvals follow a strict corporate workflow instead of a chaotic free-for-all. Estimators adjust the numbers, and Project Managers can instantly approve the budget or send it back with notes. Every single change is tracked in a transparent version history, ensuring nothing ever moves to production without a sign-off.

Built-in canvassing

Know every door your team hit without opening SalesRabbit.

Reps knock all day, but their results are trapped in a completely separate app. Nobody in the front office knows which neighborhoods were covered until someone manually exports a report at midnight, and half the pins never actually make it into your system at all.

Rooferzs logs the pin the exact second your rep makes contact. Field crews can drop pins for Pending, Not Home, Not Interested, Callback, or Scheduled right from their phones. The status updates in real time on the office dashboard and syncs directly to the master job record. No data loss, no extra software subscriptions, and zero nightly export hassles.

Today's canvassing route
Tap a house to log it
© OpenStreetMap contributors
Pending · 1
Not Home · 1
Not Interested · 1
Callback · 1
Inspected · 1
Scheduled · 1
ACME ROOFING
PM Master Schedule
ACTIVE JOBS
2
in progress
UPCOMING JOBS
1
starting soon
ACTIVE THIS WEEK
9
scheduled items
212 Birchwood Ct
4821 Meadowbrook Ln
75 Windmere Cir
540 Sunset Terrace
Site Visit
Material
Equipment
Labor
Waste
Superintendent
Built-in scheduling

See the whole week's schedule without opening Job Progress.

Project managers constantly juggle crew arrivals, material deliveries, and dumpster drops across messy sticky notes, chaotic group texts, and a disconnected scheduling tool nobody else on the team can access.

Rooferzs syncs your material orders, crew availability, and equipment windows onto a single, shared master calendar. Easily toggle between a clean job dashboard or a full Gantt timeline. Every schedule update automatically reflects on the same job record sales and production already use.

One job record

One master job record. Zero duplicate entry.

When your front office, field reps, and production managers all use separate tools, information gets lost in the cracks. Office admins spend hours re-typing addresses, reps miss critical claim numbers, and project managers walk onto job sites without knowing the approved budget.

Rooferzs links every piece of data to a single master record. The exact second a storm map tags a home, a pin is dropped, or a budget is approved, the entire file updates instantly across the company. Your team looks at the exact same screen, showing real-time insurance claims, live budget tracking, and crew schedules side-by-side.

ACME ROOFING
Job Record
In Production
212 Birchwood Ct
Daniel Reyes · State Farm claim SF-4471209 · rep M. Alvarez
INSURER
State Farm
SF-4471209
CUSTOMER
Daniel Reyes
(940) 555-0148
BUDGET
$15,840 RCV
$12,220 ACV
SCHEDULED
4 items
on master calendar
212 Birchwood Ct — inspection photos
Taken during door-knock inspection
Front exterior
Front exterior
Not yet captured
Hail hits — front slope
Hail hits — front slope
Not yet captured
Bruised shingles — ridge
Bruised shingles — ridge
Not yet captured
Soft dent — vent boot
Soft dent — vent boot
Not yet captured
Granule loss — valley
Granule loss — valley
Not yet captured
Chalk mark closeup
Chalk mark closeup
Not yet captured
Gutter dents
Gutter dents
Not yet captured

The rep shoots 7 photos on their phone during the inspection. Watch them land on the job record in real time, then get analyzed and ranked automatically.

Photos to proof, automatically

Build the adjuster packet while your rep is still on the roof.

Field reps take dozens of photos during a roof inspection, but the office usually has no idea if they captured the right damage until hours later. Someone has to track down a shared photo link, sift through duplicates, and manually piece together a damage report to send to the insurance carrier.

Rooferzs categorizes every photo the exact second it is shot. Our built-in vision engine automatically tags damage types like severe hail hits, bruised shingles, or soft metal dents, scoring them by severity. It instantly filters out blurry duplicates and stacks the most compelling evidence into a clean, ready-to-print adjuster packet.

By the time your rep climbs down the ladder, your office has a professionally structured damage report ready to hand to the adjuster or leave with the homeowner.

One link for the client

Give your clients a dashboard, not a dozen phone calls.

Property owners and managers shouldn't have to chase you down for updates. Instead of burying your clients under endless phone tag, frantic emails, and separate e-sign portals, you can send them a single, secure project link. There are no accounts for them to create and no apps to download.

The dashboard gives your clients real-time visibility into what they actually care about. They can instantly view project timelines, track progress photos, and review contract terms. When a budget adjustment or change order needs a signature, they can approve it digitally with one tap from any device.

212 Birchwood Ct
Daniel Reyes
No login needed
In production — install underway
Inspection completed
Insurance claim approved
Materials ordered
Install crew on site
Final walkthrough

One page for the whole project — no account, no app to download. Your roofing company sees the moment you open it.

Outbound calling campaigns
Simulated test call
Storm campaign
212
Total calls
27%
Scheduled rate
1:48
Avg duration

Sample storm campaign from our pilot outreach. Your own numbers replace these once your campaigns run.

Scheduled 57 Voicemail 96 Not interested 58
Agent voice

Tap ▶ to hear a pre-recorded sample (same voices as /leads).

Call script

"Hi, this is Priya calling on behalf of Acme Roofing — we're following up with properties in the hail path from last night's storm..."

Initial script · 34% historical success rate
Outbound Voice Agents

Let AI handle the call volume your office doesn't have time for.

Immediately after a massive storm hits, your phone lines instantly blow up with inbound inquiries while your sales reps are already out knocking doors. Our intelligent voice systems manage the baseline outreach volume on your behalf, executing custom phone scripts with natural inflection and fully automatic objection handling.

The agent drops dials, runs the conversation, and logs the outcome directly to your pipeline. It automatically tags whether a follow-up was scheduled, a voicemail was left, or a phone number was marked inactive, pinning a complete call summary right to the master job record. Nothing ever goes live without your initial review and script sign-off.

Email Campaigns

Reach the right target clients without exporting a single list.

Stop chasing outdated spreadsheets and wasting hours re-typing email addresses. Rooferzs lets you build fast, automated outbound campaigns directly against live system segments. Target active storm-zone opportunities, follow up with historical clients coming up on a technical roof inspection anniversary, or automatically re-engage cold accounts that have gone completely silent.

Every broadcast goes through a transparent preview checkpoint first, allowing your staff to see exactly who is receiving the message before it sends. Once deployed, message opens, click rates, and direct replies sync instantly back to the master job file, showing your sales reps exactly who to call next.

New campaign
Draft
Every team. One platform.

Keep your teams in their own lanes. Control who sees what.

You don't just run one crew. You balance canvassers on the street, sales reps on the floor, and production teams on the roof. Rooferzs lets you run them all under one roof. You decide exactly who sees storm maps, who moves job stages, and who accesses financials. Update roles instantly as you scale, without needing to call tech support.

One system for the whole company.

Bring your field crews, estimators, office admins, and owners into a single platform. No more messy software hopping or paying for five different app subscriptions.

Total control over your data.

Lock down your sensitive information. Give canvassers access to routes, sales reps access to pipelines, and production crews access to job boards. You decide the boundaries.

Protect your profit margins.

Keep your numbers private. A door knocker will never accidentally see your company margins, and external subcontractors will only see the specific jobs you assign to them.

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

Everything else you need to run your operations. Already included.

Specialized roofing tools are just the baseline. To run a modern contracting business, owners usually end up forced to pay for a dozen extra software subscriptions. Rooferzs eliminates the bloat by building your entire communications, automation, and security stack directly into the core platform.

Calling & SMS
Log canvassing calls, follow-ups, and client text messages straight to the active lead file.
Email
Track adjuster negotiations, supplement paperwork, and client updates in one unified inbox.
Calendar
View inspections, production deadlines, and adjuster meetings directly on the project record.
Documents
Securely store insurance scopes, company contracts, and internal policies with automated version tracking.
CADIS AI
Query your lead counts, storm paths, or crew schedules using natural, conversational language.
AI inbound phone agents
Automatically manage high inbound call volumes immediately after severe weather events.
AI outbound phone agents
Cold-calls your leads and books the inspection end to end — hand off to your closer only if you want.
Email & SMS campaigns
Target active storm zones instantly with automated neighborhood marketing drops.
Security & compliance
Protect sensitive corporate contracts with enterprise-grade encryption and permanent audit logs.
Team messaging
Keep field crews, estimators, and office coordinators aligned on dedicated project threads.
Activity log
Monitor exactly who knocked a door, placed a call, or changed a project status with zero guesswork.
Insights
Analyze close rates by individual canvasser, specific weather events, or target ZIP codes.

Same storm. Different Saturday.

See how your current software stack stacks up against a single, unified workflow. From overnight storm hits to signed contracts and final production.

Storm → close → estimate → production

Full pipeline on one platform — not just Saturday morning

Storm & canvass
6:00 AM
Storm hits overnight

Impact zones mapped. The system automatically charts the storm path, highlights affected properties, and auto-generates your target lead list.

7:30 AM
Crews deploy

Routes assigned. Canvassers log interactions directly to the master lead file. Calls, texts, and pins live in one dashboard.

Field & office
11:00 AM
Inspections in the field

Real-time damage logging. Field estimators upload roof inspection photos. The vision engine flags damage severity instantly.

3:00 PM
Office visibility

Zero communication lag. Management tracks field pipelines by storm zone. Query analytics using natural language.

Close & portal
5:00 PM
Client sign-off

Digital project portal. Property managers and clients review progress photos and sign contracts digitally with one tap from any device.

5:30 PM
Carrier scope uploaded

Automated budgeting. Drop the insurance carrier's estimate file directly into the system to build an instant line-item working budget.

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.

This is how Rooferzs keeps you scaling

Your process doesn't fit in a box. Your software shouldn't either.

Templates cover day one. When your workflow doesn't, certified developers ship custom tools, calculators, and integrations directly into your dashboard.

Before you switch, here's what roofers ask

The real questions that come up on the first call — pick one to see the answer.

We already use HailTrace, AccuLynx, CompanyCam, and Xactimate. Is this a rip-and-replace?

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.