Your Shop Desk
Roofing · Custom Shop Desk CRM

A Custom CRM for Roofing Contractors

After a storm, your phone rings off the hook and half the leads never get a ladder on the house. Your desk keeps every inspection, estimate and claim note on one board, from the first knock to the last check.

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A Shop Desk set up the way a roofing business would run it
A Shop Desk set up the way a roofing business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Roofing Words

Every roof moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Inspection
  3. 03Estimate
  4. 04Adjuster Meeting
  5. 05Signed
  6. 06Build Day
  7. 07Paid

A roof on your desk hangs off the home and its roof.

So the card asks for what you actually need, and nothing a roofing business would never fill in.

  • Roof type and squares
  • Pitch and layers
  • Damage photos by slope
  • Claim number and adjuster
  • Shingle line and color
  • Dumpster and material drop date
Where it leaks

Where Roofing Businesses Lose Work

Storm Leads Lost in the Pile

Hail hits and calls come in faster than anyone can write them down. Some homeowners wait a week for an inspection and hire the roofer who showed up first.

Supplements That Sit

The adjuster's number comes in short and the supplement never gets sent. The crew is ready but the roof cannot go on.

Second Checks Nobody Collects

Insurance often pays in parts, and the last check waits on the homeowner. Without a reminder, that money sits in a drawer for months.

What we would build

Fitted to How You Already Work

  • A Storm Board for Every Lead

    Every call, text and door knock lands on one board with the address and where it came from. You can see who still needs a ladder on the roof today.

  • Photos Sorted by Slope

    Your inspector shoots each slope and the photos stay tied to the home. The estimate and the claim notes pull from the same pictures.

  • Retail and Insurance Jobs Kept Apart

    Cash jobs move straight from estimate to build day. Insurance jobs get their own steps for the adjuster meeting, the supplement and each check.

  • Build Day on the Crew's Phone

    The foreman sees the shingle color, the drip edge, the drop date and the gate code. The homeowner gets a heads up the night before the tear off.

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Questions

What Roofing Owners Ask

Can I track insurance jobs and cash jobs differently?
Yes. Each type gets its own stages and its own list of what is owed. You see at a glance which jobs are waiting on an adjuster and which are waiting on you.
Can the homeowner see photos of their own roof?
Yes. Their customer page shows the inspection photos, the estimate and build day updates. That saves your office a lot of where do things stand calls.
Does it write the claim for me?
No. The desk keeps your photos, measurements and notes organized so your team can send what the carrier asks for. How you work the claim stays your call.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Roofing Business Runs

We will tell you honestly what a desk fitted to it would take.

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