Keep roofing leads moving
See New, Contacted, and Quoted opportunities in one active pipeline. Follow-up tasks and stage rules make the next action visible before a lead goes cold.
Roofing CRM software
The simple CRM for roofing contractors
Track every opportunity from the first call or door knock through the final payment, without forcing your roofing crew into heavyweight software.
No credit card · Every feature included · Web, tablet, and phone
HomePipelineSchedule4 crew online
12
Leads to follow up
6
Estimates awaiting reply
$46.5k
Scheduled this week
Active pipelineStageValue
Martinez Residence
QuotedThompson Office
ContactedWilson Home
NewToday's route
Wednesday, Aug 12
8:00
Martinez roof repair
Team AlphaIn progress
11:30
Chen AC service
Sarah L.Scheduled
2:00
Wilson gutter install
Mike T.Scheduled
Unpaid completed work$12,400
Who this is for
Built for owner-operated roofing companies and small crews that have outgrown whiteboards, text threads, notebooks, or disconnected spreadsheets.
Roofing work moves fast. Your job information should keep up.
A homeowner calls, someone takes photos, an estimate goes out, and a crew needs the address days later. When those details live in different places, follow-ups get missed and the office becomes the answer desk for every job.
FlowSimple keeps the customer, property, estimate, photos, tasks, schedule, crew updates, and payment status connected to the same piece of work.
What FlowSimple changes
One record follows the work from interest to income.
Build estimates without retyping
Use Price Book items for repeatable labor and materials, add job-specific lines, and send a branded public link and PDF from the same estimate.
Carry site context into the field
Attach before, damage, site, and after photos to the customer or job so the assigned crew can see the details they need from a phone.
Separate completion from payment
Mark the roof job complete when the work is done, then track Unpaid or Paid independently so finished work does not disappear before collection.
Lead to paid
A clear next step at every stage.
- 1Capture the homeowner, property, roof job type, and lead source.
- 2Log contact and create follow-up tasks while the opportunity is active.
- 3Send a branded estimate link and PDF with the right level of detail.
- 4Turn an accepted estimate into one job, then schedule and assign it.
- 5Let Crew use directions, checklists, notes, and photo capture on site.
- 6Complete the work, record payment, and review the result in Insights.
Clear pricing
$20 for the Owner. $10 for each additional seat.
Owner, Manager, and Crew get the complete product. Start with a 30-day full-feature trial without entering a card.
FAQ
Questions about roofing crm software
What is roofing CRM software?
Roofing CRM software keeps homeowner and property details, sales follow-ups, estimates, scheduled roof work, photos, and job history together. FlowSimple also connects field completion and payment status, so the record continues beyond the sale.
Can roofers send estimates from a phone?
Yes. FlowSimple is a responsive web app, so an Owner or Manager can build and send an estimate from a phone, tablet, or desktop. Customers can review the branded estimate and respond without creating an account.
Can a roofing crew upload job-site photos?
Yes. Assigned Crew can use a browser camera or file picker to add photos from the field. Photos can be organized with captions and tags such as Before, After, Damage, or Site.
Does FlowSimple support more than one roofing crew?
Yes. Owners and Managers can assign multiple team members to jobs, view schedules, and see assignment conflicts as warnings. Crew access remains limited to assigned work.
How much does FlowSimple cost for a roofing company?
FlowSimple costs $20 per month for the Owner seat plus $10 per month for each additional Manager or Crew seat. Every feature is included, and the 30-day trial does not require a credit card.
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