CRM for Roofing Companies
The roofing CRM that answers the phone while you're on the roof.
After a storm every call is a job and nobody is in the office. AutomateNexus CRM answers and books the inspection, chases the estimate until it is a yes or a no, and gets the invoice and the review request out the day the crew leaves.
Where roofing pipelines leak.
- 01
Storm week buries the phone
Forty calls in a day and you are on a ladder. Every one that rings out books with the next roofer on the search results.
- 02
Estimates die in the driveway
You inspected, you priced it, you sent it. Without a follow-up the homeowner waits for the insurance letter and forgets you.
- 03
Claims paperwork lives in texts
Claim numbers, adjuster names and dates of loss are scattered across phones, so the office rebuilds the file for every job.
Built for how roofing companies actually sell.
An AI receptionist on your own number
It answers in your business's name, takes the address and the damage, books the inspection on your real calendar, and texts the caller a confirmation. Robocalls and withheld numbers never reach you.
Quotes that chase themselves
Build the estimate from your price list with optional lines for upgrades, take a deposit on acceptance, and let the day-2, day-5, day-10 follow-up run until you get an answer.
The claim on the record
Custom fields hold the claim number, adjuster and date of loss; photos, plans and permits attach from Google Drive or OneDrive, so the crew sees them where the job lives.
Reviews that keep the phone ringing
A review request goes out after the final invoice is paid, and Reputation Management tracks the rating and routes any unhappy reply to a person.
How a roofing pipeline runs.
How a roofing company runs storm season on AutomateNexus CRM, from the first call to the five-star review.
- 01
The call, answered
Calls to your Twilio number reach the AI receptionist. It takes the address and what happened, screens out robocalls, and books the inspection or takes a message. Every call leaves a summary and a transcript on the contact.
- 02
The inspection, on the calendar
A booking link or the receptionist's request puts the inspection on the estimator's synced calendar; the homeowner gets a text reminder and one-tap rescheduling.
- 03
The estimate, chased
The quote goes out from the job record with optional upgrade lines and a deposit. Karrie drafts the follow-ups; the sequence runs until the homeowner accepts or declines.
- 04
The job, staffed
An accepted quote becomes the job: a project with tasks, crew assignments and dates, the claim details and photos attached.
- 05
Invoice, payment, review
The balance invoice goes out when the crew is done, payment lands on the link and syncs to QuickBooks, and the review request follows automatically.
The agents that work a roofing pipeline.
Every plan includes Karrie and seven specialists. These are the ones roofing companies lean on most, with your approval on anything sensitive and an audit trail on everything.
See how the agents work- A1KarrieAI Co-PilotDrafts the estimate follow-ups and lists the quotes going quiet in the daily brief.
- A2SupportResolverAnswers inbound texts instantly and flags anything that needs a person.
- A3SchedulerPlannerBooks inspections and jobs from real availability and sends the reminders.
- A4OpsCoordinatorTurns won jobs into projects and keeps the crew's tasks moving.
- A5AnalyticsForecasterShows which lead sources and neighbourhoods turn into paid roofs.
The tools roofing companies already use.
- 01TwilioCalling, SMS, WhatsApp and the AI receptionist on your own Twilio account.
- 02WhatsAppWhatsApp through your Twilio sender, in the same inbox as SMS and email.
- 03Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
- 04StripeInvoices, bookings, products and forms paid through Stripe Checkout.
- 05SquareTake Square payments on invoices and bookings.
- 06PayPalAccept PayPal on invoices and bookings.
- 07QuickBooksInvoices, payments, estimates and credits in step with QuickBooks Online.
- 08Google DriveAttach Drive files to records and the client portal.
- 09GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
What to look for in a CRM for roofing companies.
Whether or not you choose us, hold every vendor to these.
A receptionist that books, not just takes messages
During a storm surge the phone has to be answered and the inspection has to land on the calendar without you. Ask whether the AI can book, and whether it only confirms once the appointment really exists.
Quotes with optional lines and deposits
Homeowners choose upgrades when they see them as options. The quote should carry them, take a deposit on acceptance and chase itself.
Claim fields on the job
Claim number, adjuster and date of loss belong on the record, not in a text thread.
Works from the truck
An installable web app with the softphone, calendar, quotes and invoices, not a desktop tool with a mobile afterthought.
Reviews as a step, not a hope
The review request should be the last step of the job workflow, with a way to route an unhappy reply to a person first.
CRM for roofing companies, answered.
Yes. Inbound texts get an instant reply, missed calls log to the contact and can start a follow-up sequence, and the AI receptionist can answer the call itself, book the inspection and text the caller a confirmation.
Yes. Booking pages show real availability from your synced calendar, hold the slot so two crews are never sent to one address, and send reminders by text. The receptionist takes booking requests on the phone and confirms once the meeting exists.
Yes. Add custom fields for the claim number, carrier, adjuster and date of loss, filter jobs by them, and keep the adjuster's report and photos on the job record.
Yes. A quote can carry a deposit due on acceptance; accepting it creates the deposit invoice first and the balance invoice after, paid by card, PayPal or Square on the link.
Yes. Every quote can run a follow-up sequence drafted by Karrie and approved by you, and the quote tracks when it was opened and which sections were read.
Yes. It is an installable web app that works on iPhone and Android from the browser, with the softphone, inbox, calendar, quotes and invoices included. There is no app-store download to manage.
Yes. Invoices, payments, estimates and credit memos sync both ways with QuickBooks Online, so the office never types a job twice.
From $49 a month flat with unlimited contacts, and every plan includes Karrie and all eight agents. Calls and texts run on your own Twilio account at Twilio's rates; AutomateNexus CRM adds no per-minute fee.
Put the agents on your roofing pipeline.
Start your 7-day free trial. No credit card. Karrie is ready on day one.