RoofStack gives contractors a path from CRM to operating system.
Some contractors need practical CRM essentials. Others need a full company operating system with training, reporting, homeowner portals, marketplace support, and growth infrastructure. RoofStack supports both paths.
RoofStack CRM
Free CRM essentials for contractors who need leads, inspections, estimates, documents, invoices, payments, and follow-up.
RoofStack OS
The operating system for roofing companies that need teams, production, HomeShield, reporting, training, and growth systems.
Business Ecosystem
The larger network of training, services, marketplace providers, local business support, and professional collaboration.
Different users need different experiences.
RoofStack is designed so each person can focus on the work they are responsible for, while owners keep visibility into the business.
| User | What they need |
|---|---|
| Owners and admins | Company setup, dashboards, team visibility, reporting, billing, training, and growth decisions. |
| Sales reps and canvassers | Lead capture, canvassing, inspections, tasks, training, incentives, and clear next steps. |
| Office and production teams | Scheduling, job files, material orders, production flow, maintenance, invoicing, payments, and customer communication. |
| Agencies and service providers | Service profiles, client support, marketplace relationships, billing, and performance reporting. |
| Homeowners | HomeShield access for photos, proposals, contracts, payments, maintenance, and support. |
Use the entrance that matches the business.
Use RoofStack CRM for the core roofing workflow. Register on RoofStack when the company is ready to choose IO, OS, EXP, or ERP.