My Roof CRM
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Built for roofing companies

Close roofing jobs with a cleaner proposal workflow

My Roof CRM helps roofing companies send branded proposals, guide customers through a cleaner e-sign flow, and turn approved work into orders and invoices from one connected project record.

Start 60-Day Free Beta
See How It Works

No credit card required. Paid plans begin after beta.

Branded proposals
Customer-friendly e-sign
Orders and invoices from approved work
My Roof CRM workflow
My Roof CRM landing hero product preview
Built specifically for roofing companies
60-day early access beta
No credit card required during beta
Branded proposals and templates
Proposal to order and invoice handoff
How It Works

From first visit to signed job, the workflow stays connected

Instead of rebuilding customer details, pricing, and job context across separate tools, My Roof CRM keeps the sales and operations workflow tied to one project record.

Step 01

Start every roofing job with one shared project record

Capture customer, property, and job details once, then keep the sales and operations workflow tied to that same record instead of rebuilding the job in separate tools.

  • Customer details, address, and status stay attached to the job
  • Document history remains visible for the whole team
  • Less copy-paste between sales, production, and billing
Product preview
My Roof CRM project workspace preview
Step 02

Build polished proposals without starting from scratch

Use reusable layouts, templates, pricing, and branding controls to send cleaner proposals faster while keeping every rep on the same standard.

  • Reusable layouts and templates cut repetitive edits
  • Pricing and quote details stay aligned with the proposal
  • Branding stays consistent across customer-facing documents
Product preview
My Roof CRM proposal builder workflow preview
Step 03

Give homeowners a clearer path to yes

Share one guided review and signature flow so customers can review the proposal, choose options, add upgrades, and sign without PDF back-and-forth.

  • One shareable link instead of attachment chaos
  • Optional upgrades and signer capture in the same flow
  • Mobile-friendly signing for faster approvals
Product preview
My Roof CRM customer signing workflow preview
Step 04

Turn approved work into orders and invoices without re-entry

Once the proposal is approved, operations can continue from the same project context to create work orders and invoices with far less manual rework.

  • Start internal handoff from the approved job
  • Pull invoice details from approved quote data
  • Keep sales and operations working from the same source
Product preview
My Roof CRM post-signature operations preview
What You Get

The core workflow roofing teams need to sell, sign, and hand off cleanly

My Roof CRM focuses on the parts of the job cycle that actually move revenue forward: project setup, branded proposals, customer signing, and post-close paperwork.

Fewer dropped details

Project Control

Keep customer details, job status, and document history in one place so nobody loses the thread between first visit and final invoice.

  • One project workspace per job
  • Shared visibility for sales and operations
  • Complete document history tied to the project
Faster proposal turnaround

Proposal Engine

Create professional roofing proposals with reusable layouts, saved templates, branding, and pricing tools your team can standardize around.

  • Reusable layouts and templates
  • Quote options, inspection pages, and pricing tools
  • Branding controls for customer-facing documents
Less signature friction

Agreement Experience

Make it easier for homeowners to review options, approve work, and sign without bouncing between attachments and follow-up calls.

  • Remote signing or sign-now workflows
  • Optional upgrades and product selections
  • Signature tracking with shareable links
Less admin after close

Operations Handoff

Move from sold work to internal delivery and billing using the approved job data you already captured during the sales process.

  • Order creation from approved work
  • Invoice generation from approved quote data
  • Less duplicate entry after close
Built To Grow

Useful on day one for solo roofers, repeatable for growing teams

Whether you are standardizing your first proposal process or tightening handoff across multiple reps, the workflow stays simple, repeatable, and customer-ready.

Solo roofers

Look professional from the first proposal without stitching together PDFs, notes, and manual follow-up across separate tools.

Send branded proposals faster
Keep admin light between jobs
Growing crews

Standardize layouts, templates, pricing, and branding so quality does not depend on which rep sent the quote.

Standardize what every rep sends
Reduce rep-to-rep inconsistency
Established teams

Keep sales, production, and billing aligned by carrying approved job data forward instead of restarting after the close.

Cleaner internal handoff
Lower re-entry and missed-detail risk
Ways To Start

Start with the 60-day beta, then choose a paid plan after launch

The beta is live now with Pro-level access and no credit card. Starter and Pro pricing are visible so teams know what comes next.

2 months free
Most popular

Early Access Beta

Freefor 60 days

Pro-level access during beta with no credit card required.

  • Pro-level access during beta
  • No credit card required
  • Your data stays safe after beta
Start 60-Day Free Beta

Starter

$59/month

For solo roofers and small crews getting organized.

  • 1 seat included
  • 30 sent proposals/month
  • Unlimited projects/leads
  • Quotes, invoices, and taxes included
Get Started

Pro

$129/month

For active roofing teams ready to run proposals, signatures, and invoices in one place.

  • 5 seats included
  • Unlimited sent proposals
  • Unlimited layouts and templates
  • Unlimited e-signers
Get Started
Enterprise

Custom rollout for larger roofing teams

Custom pricing

For larger roofing teams needing custom onboarding, support, and workflow capacity.

Everything in Pro
Custom seats
Custom onboarding
Custom support
Custom contracts
Migration support options

Best for

Teams that need custom onboarding, support, workflow capacity, and rollout planning.

We will help map your process, team size, and launch needs before recommending the right setup.

Contact Us

Need help deciding?

Join the beta if you want hands-on testing now, or book a meeting if you want to talk through rollout before the public launch.

Talk to Us
Why Roofers Switch

Roofing teams use My Roof CRM to reduce proposal chaos and speed up approvals

The biggest wins usually show up in three places: cleaner documents, easier customer signing, and less admin after the close.

“
Roofing team
“Before this, every proposal felt like a one-off. Now the team starts from the same structure and the output looks professional every time.”
Owner, residential roofing company
“
Roofing team
“The signing flow is easier for homeowners to understand, so we spend less time chasing paperwork and explaining what to do next.”
Sales manager, multi-rep roofing team
“
Roofing team
“Once a job is approved, operations can move immediately because orders and invoices start from the signed quote instead of a blank page.”
Operations lead, regional roofing business
FAQ

Common questions before starting a trial

If a buyer is evaluating fit, rollout effort, or plan choice, these are the answers they usually need before taking the next step.

Start Early Access

Set your branding, send a live proposal, and see the workflow on a real job

The fastest way to evaluate My Roof CRM is to run one active job through the system. Join the 60-day beta, send a polished proposal, and see how much friction you can remove from signature and handoff.

Start 60-Day Free BetaView Full Pricing

No credit card required. Paid plans begin after beta.