Professional Setup

A focused system for roofing companies that need control, not clutter.

The onboarding flow stays simple while the workspace stays ready for estimating, approvals, and operations.

Start from one source of truth

Bring pricing, proposal structure, and workflow rules into a single operating system.

Set up the workspace first, then invite office staff, estimators, and managers when you are ready.

Create a cleaner process for proposals, signatures, and downstream job documentation.

Secure access and controlled workflowsDesigned for professional roofing operations

Workspace Setup

Create your My Roof CRM workspace.

Start with one account and put your pricing, proposals, and job handoff workflow on a cleaner foundation.

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