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.

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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
14-day free trial
No credit card required
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 a 14-day free trial or book a quick call

If you want to explore on your own, start the trial. If you want to talk through fit first, book a short business meeting.

Most popular

14-Day Free Trial

Freefor 14 days

Start using My Roof CRM right away and validate the workflow on a real job before making any decision.

  • 14-day free trial access
  • No credit card required
  • Best for self-serve evaluation
Start Free Trial

Talk to Us

Free30-min call

Book a quick business meeting if you want to walk through fit, workflow, or rollout before starting.

  • 30-minute Calendly meeting
  • Discuss your team and workflow
  • Get answers before you start
Book a Meeting

Need help deciding?

Use the free trial if you want to test the workflow yourself, or book a meeting if you want to talk through your use case first.

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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 Your Trial

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. Start your 14-day trial, send a polished proposal, and see how much friction you can remove from signature and handoff.

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