Best CRM for Roofing Companies [Updated: March 2023]

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Want to jump straight to the answer? The best CRM for Roofing Companies is Jobber.

A roof is essential for every structure, whether a house, a warehouse, a church, or a hospital.

Since roofs do not last forever, roofing companies get a consistent stream of business.

A roof will typically last 12-15 years.

Roofs, on the other hand, require regular inspections, service, and repairs after installation.

And whether you have thousands of customers or are just starting, the last thing you want to do is go through a disorganized spreadsheet to manage your customer data.

Developing client connections takes time, and even a few small mistakes may undo your hard work and cost you tens of thousands of dollars.

Apart from that, you must keep track of all active tasks, your budget, and a slew of other details.

To run a profitable roofing business, you must be as efficient as possible.

Efficiency is not easy to achieve, but there are sophisticated tools that can surely assist you.

And they are known as all-in-one CRMs.

Why Roofing Companies need a CRM?

CRM optimizes your daily operations and saves you significant time while increasing the efficiency of your roofing business.

An all-in-one CRM is a comprehensive solution for your roofing company’s needs, assisting with reporting, client communication, project estimating, scheduling, and payments.

Here’s why roofing companies need a CRM:

  1. Keeping track of critical client information
  2. Project estimation
  3. Scheduling projects
  4. Managing sub-contractors
  5. Online payments
  6. Marketing
  7. Follow-ups
  8. Reporting

PRO TIP: Try Before You Buy!

Just as you would test drive many cars prior to making a buying decision, you can do the same with a free trial. This allows you to test the product, get familiar with its features, and finally, the free trial helps you to determine if the software is something for you.

The Best CRMs for Roofing Companies:

  1. Jobber
  2. Housecall Pro
  3. Shape
  4. BuilderPrime
  5. JobNimbus

#1- Jobber 🥇

Jobber is by far the best CRM for roofing companies because, unlike other CRMs, it is specifically designed for home service professionals.

Some of the key features of Jobber are:

1. Managing client information

Jobber allows you to keep track of all your customer information. You can view previous quotations, services, visits, receipts, and your clients’ entire billing history.

It also has a robust search feature for finding clients, jobs, and invoices and sorting by custom fields.

You can also include images of finished work or a photocopy of the contract agreement that both you and the client can see.

2. Scheduling And Dispatching

You can quickly create a task and assign it to your team. It provides a calendar view of all active tasks.

You can avoid overbooking or underbooking by having a clear view of crew availability built directly into the platform.

Simply enter a job with all the essential data into the calendar, check the staff availability, and send the team to the field – it’s that simple!

It also has a progress indicator that displays how much each team member has on their plate for the day, allowing you to allocate or reassign tasks to the appropriate people.

3. Automatic Invoicing

The information submitted while creating a job is used to create an invoice. This invoice can also be entirely customized, and you can include a personalized note.

After sending the invoice to the client, Jobber maintains track of it and notifies you when it is paid.

It also sends a personalized email or text message to clients to remind them to settle their outstanding payments.

4. Payment system

Jobber’s payment system is quite sophisticated.

You can use the Jobber’s Card Reader, which allows customers to pay with their credit or debit card on the spot.

You can send a customized invoice to the client via email or text, which they can pay online.

It can also save clients’ credit cards so that it can charge them automatically for the service.

Note: The Jobber Card Reader is only available in the US.

5. Mobile App

Jobber also offers a mobile app available for iOS and Android smartphones.

The mobile app allows you to access all the features on the go.

It also has GPS tracking, which allows you to know where your team members are at any given time and appropriately change the rest of the day’s tasks.

Jobber has tons of other features like Team permissions, Routing, Time tracking, Expense tracking, Chemical tracking, Jobs and notes/attachments, QuickBooks Online Sync, Online booking, Client hub, Customer communication management, Job forms, On my way text messages, Appointments, Email and postcard marketing, Reporting, Facebook and Instagram ads, Task automation, Business financing, and Consumer financing.

The basic plan starts at just $49 per month and goes up to $180 per month.

Jobber also provides a free 14-day trial, so you can try the product without spending any money.

→Sign up for a free trial to get started with Jobber today!

#2- Housecall Pro

Housecall Pro is a cloud-based CRM that automates operations and helps streamline technician dispatch for roofing companies.

It offers premium features in a user-friendly interface at an affordable price. You can access all the features using their official mobile app or the web app on your desktop.

Also read: Jobber Vs. Housecall Pro: Two FSM Software Compared

Housecall Pro also offers one of the most active Facebook groups, online events, and in-person conferences, making it simple to learn from other pros.

Some of the key features of Housecall Pro are:

  1. Calendar
  2. Dispatch
  3. Booking
  4. GPS
  5. Employee Communication
  6. Behavior Monitoring
  7. Availability Indicator
  8. Client Notifications
  9. Reports
  10. Analytics
  11. Invoicing
  12. Accounting Integration

Housecall Pro is available in the United States and Canada.

The base plan is only $49 per month.

→Sign up for a free trial to get started with Housecall Pro today!

#3- Shape

Shape is a cloud-based CRM, sales, and marketing automation software for companies in various sectors, including the roofing industry.

Shape’s collaboration capabilities make it easier to share project data inside and between departments and user roles.

It has a centralized library where you can save your leads, customer data, invoices, agreements, project data, marketing data, ads, and sales data in one location.

Shape also allows customers to integrate third-party apps into the platform, such as MailChimp, Twilio, and G Suite.

Here are some of the key features of the Shape CRM:

  1. Contact & Account Management
  2. Partner Relationship Management
  3. Quote & Order Management
  4. Workflow Management
  5. Reporting
  6. Calendar Management
  7. Document Storage
  8. Email Marketing
  9. Call Center

Shape CRM offers a single $99 monthly package (billed per user).

→Sign up for a free trial to get started with Shape today!

#4- Builder Prime

Builder Prime is a full-featured CRM software that contractors in practically any industry can use.

It uses sophisticated automation to keep you and your roofing business organized.

Payment reminders and follow-ups can be sent through text message or email. These messages can be easily configured to run completely on autopilot.

Here are some of the features of Builder Prime:

  1. Scheduling
  2. Forecasting
  3. Client Tracking
  4. Contract Management
  5. Quote Management
  6. Time Management
  7. Sales Management
  8. Project Management
  9. Contract/License Management
  10. Subcontractor Management

The base plan is only $79 per month.

→Sign up for a free trial to get started with Builder Prime today!

#5- JobNimbus

JobNimbus is an intelligent CRM software designed for roofing companies.

The platform is an all-in-one solution designed to assist roofing companies in improving communication and optimizing work.

You may completely customize your process, which will help you fine-tune all of your business procedures. You can access the platform on both the web and mobile app.

Some of the important features of JobNimbus are:

  1. Sales Dashboards
  2. Performance Management
  3. Appointment Management
  4. Quotes Management
  5. Client Portal
  6. Time & Expense Tracking
  7. Billing & Invoicing
  8. Aerial Measurement

The base plan is only $99 per month.

→Sign up for a free trial to get started with JobNimbus today!


Managing a roofing company is not an easy task.

Organizing a lengthy list of clients, multiple existing workflows, and managing your staff and subcontractors in one spot might be overwhelming. However, this is where a CRM comes in.

You can streamline your process, automate your workflow, and complete your projects faster by using a CRM.

To recap, the best CRM for roofing companies are:

  1. Jobber
  2. Housecall Pro
  3. Shape
  4. Builder Prime
  5. JobNimbus

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Author: Editorial Staff

Product Analyst @ AppsThatDeliver