CRM
RoofStack CRM
For contractors who need free CRM essentials for leads, inspections, estimates, documents, invoices, payments, and customer follow-up.
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RoofStack
Keep leads, inspections, estimates, contracts, production, and payments connected in one roofing workflow.
Built for roofing contractors
Field, office, and homeowner workflows
Estimates, documents, payments, and production
Training, reporting, and growth systems
From lead to job closeout
Open product tourChoose your path
Start with CRM, then grow into RoofStack OS.
RoofStack is built for contractors at different stages. Smaller teams can start with CRM essentials. Growing companies can move into RoofStack IO, OS, EXP, or ERP as they add sales tools, branches, companies, reporting, training, and operations.
OS
RoofStack OS
For companies that want one connected operating system for teams, branches, field production, HomeShield, reporting, training, and growth.
Register on RoofStackPRO
Services and Marketplace
Certified providers, suppliers, app builders, sales reps, training programs, and RoofStack services help companies get the system implemented and working.
Explore MarketplaceEnd-to-end workflow
Every part of the job stays connected.
From knocking a door to collecting the final payment, RoofStack keeps the customer, photos, scope, documents, signatures, materials, production notes, and money in one operational flow.
01Canvas
Map activity, storm areas, direct mail, and rep performance.
02Lead
Track source, owner, follow-up, and inspection status.
03Inspection
Capture photos, storm history, checklist answers, and report notes.
04Estimate
Build scope, pricing, evidence packages, and proposal documents.
05Contract
Send signable documents and customer-ready agreements.
06Materials
Connect products, suppliers, purchase flow, and job records.
07Production
Schedule jobs, crews, tasks, maintenance, and closeout steps.
08Payment
Invoice, collect, track, and report on company cash flow.
09HomeShield
Give homeowners a portal for photos, documents, payments, and next steps.
10Growth
Train the team, watch the numbers, and build repeatable systems.
Customer experience
A professional homeowner portal for every serious job.
HomeShield gives contractors a branded place to share estimate photos, roof options, claim documents, contract links, invoices, payments, maintenance plans, and next steps.
Inspection photo packageReady
Storm report and scope notesAttached
Proposal and contractSent
Explore RoofStack
Explore the rest of your operation.
Field work, customer communication, training, and reporting all have a place in the company workflow.
Field and Office Workflows
Canvas, leads, inspections, estimates, contracts, production, invoices, and payments.
HomeShield Portal
Customer portal, roof visualizer path, documents, contracts, payments, and maintenance.
Reports
Inputs, outputs, close rates, job value, financial wheel, bottlenecks, and branch views.
Training and Growth
XCADEMY, training portal, sales certification, rep incentives, and 8-Step to 8-Figure Challenge.
Marketplace
Agencies, suppliers, app builders, sales reps, and RoofStack service providers.
Pricing
CRM, IO, OS, EXP, ERP, setup, training, and growth programs.