For roofing contractors

Software for roofing contractors

After a storm the phone doesn’t stop, and every lead wants an answer today. Northdesk answers leads for you, keeps the crews moving between roofs, and keeps a dated photo record of every job.

Texts: a patio lead texted the company; Dex answered in the company’s name, got the address, photos and a good time to call, and filed the lead.

Roofing is a race

Roofers juggle a flood of leads after every storm, short jobs spread across town, weather that changes by the hour, and clients and insurers who want proof of what was done. The company that answers first and documents best wins, and the one that loses track of a lead in a busy week never hears from it again.

Every lead answered, even on a roof

Leads email your company and Dex answers right away in your company’s name, asking for the address, what they need and photos of the damage. With the Texts add-on, homeowners can text you too, and Dex answers in short texts signed with your name. Each ready lead lands in Leads with the photos, and you get a push. How lead response works.

Photos that prove the work

The crew photographs the same spots at the end of each day, so every job has a dated record from tear-off to the last ridge cap. Photos, notes and plans stay with the project, and change orders for rotted decking are approved by the client online before you replace it.

A project page with its On site list: the crew, subs and an inspector with their sign-in times.

Crews on the move

  • Clock in from the phone on each roof, with hours by person and project.
  • The crew map shows who is where while they’re on the clock. Crew GPS tracking.
  • “On my way” texts to clients with the Texts add-on, in one tap.
  • Weather for each job site, next to the schedule.

Estimates and squares

Estimates go out with your logo and colors and are approved online; Dex drafts them from your own past prices. The free roof pitch calculator turns a footprint and a pitch into roof area and squares, and gives the rafter length with the overhang.

Gutters and siding subs

Send plans and photos to your gutter or siding subs as a bid request; they send their price from a link and you award in one tap. Their W-9s and insurance certificates are on file with reminders before they expire.

Questions people ask

What is the best CRM for roofing contractors?

One that answers leads fast and carries them into the job. In Northdesk, Dex answers email leads (and texts with the Texts add-on) right away and files a ready lead that becomes a project in one tap.

Can I document roofs with photos?

Yes. End-of-day photos of the same spots give every job a dated record, kept with the project.

Does it calculate roofing squares?

The free roof pitch calculator does: footprint and pitch in, roof area and squares out.

Can clients approve change orders online?

Yes, before the extra work is done.

How do we get started?

Schedule a demo. Companies sign up through Managed Softwares, and the team sets Northdesk up around your company: your name, logo, colors and only the parts you use.

Free calculators for this work

Related

Run the day from one desk.

We’ll set Northdesk up around your company: your name, your logo, only what you use. Dex will book you a walkthrough with our team.