CRM FOR ROOFERS: HOW TO USE DATA TO WIN BIGGER AND BETTER JOBS
STOP LOSING LEADS. STOP CHASING PAPERWORK. STOP GUESSING WHICH JOBS PAY BEST.
Start using a CRM built for roofers today. Follow these steps. Win more. Work less.
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PICK THE RIGHT CRM FOR ROOFERS — NO EXCUSES
Roofing isn’t generic sales. Don’t force-fit a generic CRM. Demand these features:
1. Job tracking from lead to final invoice.
2. Photo and document storage per job.
3. Automated follow-ups for estimates and contracts.
4. Integration with your measurement tool (EagleView, Hover, etc.).
5. Mobile app for crews in the field.
Shortlist: JobNimbus, AccuLynx, RoofSnap, or FollowUp crm for roofers . Sign up for free trials. Pick one within 48 hours.
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DAY 1: IMPORT YOUR EXISTING DATA — NO MANUAL TYPING
Grab your phone, laptop, or stack of business cards.
1. Export contacts from Gmail, Outlook, or your phone.
2. Export past jobs from QuickBooks, Excel, or job folders.
3. Drag-and-drop files into your CRM’s import tool.
4. Map columns: name, phone, email, address, job type, status.
5. Hit import. Verify 10 random records. Fix errors immediately.
Done in 30 minutes. Now every past lead and job lives in one place.
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DAY 2: SET UP PIPELINE STAGES — TRACK EVERY JOB LIKE A PRO
Generic stages waste time. Use these exact stages for roofing:
1. New Lead
2. Contacted
3. Scheduled Inspection
4. Sent Estimate
5. Follow-Up
6. Contract Signed
7. Materials Ordered
8. Crew Scheduled
9. Job In Progress
10. Final Inspection
11. Invoiced
12. Paid
Create each stage in your CRM. Drag-and-drop jobs as they move. No more “Where’s that job at?”
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DAY 3: AUTOMATE FOLLOW-UPS — NEVER MISS A LEAD AGAIN
Stop relying on memory. Set these automations today:
1. New lead enters CRM → auto-email: “Thanks for reaching out. We’ll call within 24 hours.”
2. Estimate sent → auto-text 3 days later: “Did you get a chance to review the estimate?”
3. Contract signed → auto-email to crew: “New job alert. Schedule materials.”
4. Job complete → auto-text to customer: “Job done. Here’s your invoice. Leave a review?”
Use your CRM’s automation builder. Set triggers, write templates, activate. Done in 20 minutes.
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DAY 4: CAPTURE LEADS DIRECTLY INTO CRM — NO MORE MANUAL ENTRY
Stop typing leads twice. Connect these tools now:
1. Website contact form → CRM via Zapier or native integration.
2. Facebook Lead Ads → CRM via direct integration.
3. Google My Business messages → CRM via email forwarding.
4. Call tracking number (CallRail, WhatConverts) → CRM via integration.
Test each flow. Submit a fake lead. Verify it appears in CRM. Fix breaks immediately.
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DAY 5: TRACK JOB PROFITABILITY — KNOW WHICH JOBS MAKE MONEY
Stop guessing. Track every cost and revenue per job.
1. Create custom fields in CRM: material cost, labor cost, subcontractor cost, total revenue.
2. Enter costs as they happen (materials ordered, crew hours logged).
3. Compare to estimate. Flag jobs bleeding cash.
4. Run weekly report: “Jobs by Profit Margin.” Drop the losers.
Use CRM dashboards. See profit per job in real time. No spreadsheets.
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DAY 6: USE PHOTOS AND DOCUMENTS — PROTECT YOURSELF AND IMPRESS CUSTOMERS
Stop digging through emails or texts for photos.
1. Take photos on-site with CRM mobile app.
2. Tag photos: “Before,” “During,” “After,” “Damage,” “Materials.”
3. Upload contracts, permits, warranties to job record.
4. Share photo galleries with customers via CRM link.
One click. All job docs in one place. No more “I lost that photo.”
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DAY 7: SCHEDULE CREWS AND MATERIALS — STOP DOUBLE-BOOKING
Stop whiteboard chaos. Use CRM calendar.
1. Create crew schedules in CRM.
2. Block dates for jobs, vacations, training.
3. Sync with Google Calendar or Outlook.
4. Set reminders: “Materials due tomorrow,” “Crew starts Monday.”
5. Share calendar with office and field teams.
See all jobs and crews in one view. No more “Who’s on that job?”
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DAY 8: SEND ESTIMATES AND CONTRACTS FAST — CLOSE MORE JOBS
Stop emailing PDFs. Use CRM templates.
1. Create estimate template with your logo, terms, pricing.
2. Pull job details from CRM into template.
3. Send via CRM with e-signature (DocuSign, HelloSign).
4. Track opens and signatures. Follow up if unsigned.
Estimate sent in 2 minutes. Contract signed same day. No more chasing.
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DAY 9: TRACK LEAD SOURCES — KNOW WHAT’S WORKING
Stop wasting money on ads that don’t convert.
1. Add lead source field to CRM: “Google Ads,” “Referral,” “Door Knocking,” “Facebook.”
2. Tag every lead with source.
3. Run monthly report: “Leads by Source,” “Jobs by Source,” “Revenue by Source.”
4. Kill sources with low ROI. Double down on winners.
Data doesn’t lie. Spend smarter.
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DAY 10: FOLLOW UP ON UNSOLD ESTIMATES — RESCUE LOST JOBS
Stop letting estimates die.
1. Run report: “Estimates Sent > 7 Days Ago, No Contract.”
2. Filter by job size. Prioritize big jobs.
3. Call or text: “Hi [