The roofing CRM from the first inspection to the paid invoice
A CRM for roofing contractors: catch every lead after a storm, book the inspection, send an estimate with shingle options the homeowner accepts online, follow up when it goes quiet, and invoice the deposit and the balance.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
After a storm, leads pour in from the website, door knocking and referrals, and some homeowners never hear back
Inspection notes and photos live on one rep's phone, so the office cannot build the estimate until the rep is back
Estimates go out as one flat price, with no way for the homeowner to pick a better shingle
Quiet estimates are chased from memory, and the homeowner signs with the roofer who followed up
Deposits and final payments are tracked in a spreadsheet beside the accounting software
What you can do with Laureo
Real workflows for Roofing Contractors, built into Laureo.
Send the estimate from the driveway
Open the deal in the installable app on your phone, enter the measurement totals and send the estimate before you leave the property.
Offer gutters and ventilation every time
Optional lines let the homeowner add gutters, guards or ridge vents on the estimate page, so the extras are offered on every roof, not only when the rep remembers.
Ask past customers for referrals
Email past customers each spring with a campaign, so a finished roof brings in the next job on the street.
See how the sales team is doing
Reports and dashboards show the pipeline on every plan, and Business and Ultra add goals and a leaderboard for your sales reps.
A pipeline that speaks Roofing Contractors
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- roof job
- Contact
- homeowner
- Pipeline
- roofing pipeline
- Invoice
- deposit invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Lead capture for storm season
Web forms file each homeowner with the address and the damage they describe, and a repeat homeowner merges into the contact you have, filling only its empty fields, instead of adding a second one. The Lead Follow-Up agent drafts a first reply for you to send and proposes a follow-up task for its owner.
Inspection booking with the right questions
Publish a booking page for roof inspections that asks the roof age, the number of stories and what the homeowner has noticed. The answers arrive with the booking, before the rep sets up the ladder.
Photos that follow the job
Attach inspection photos and the measurement report to the deal. When the job is won, Start delivery copies them onto the job board, so production starts with the same pictures sales saw.
Estimates with shingle options
Build the estimate from your products catalog, priced per square or per job, with the shingle lines in a choose-one group and extras as optional lines. The homeowner picks, sees the total change and accepts online.
Follow-up that does not depend on memory
When a homeowner opens the estimate and has not accepted, the Quote Follow-Up agent drafts the follow-up for you to send, and Laureo notifies you as an estimate nears its expiry date.
Deposits, balances and reminders
Invoice the deposit and the balance from the accepted estimate on every plan, and let Collections send reminders from your own mailbox when a payment is late. Card payments into your own Stripe account are on Business and Ultra.
One plan, 22 tools: see them all
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Import your homeowners
Bring them in from a JobNimbus contact report, a Jobber or Housecall Pro export, or a spreadsheet, with each one's address, status and lead source.
Set your roofing stages
For example New Lead, Inspection Booked, Estimate Sent, Accepted and Installed, with custom fields for the roof type, the squares and the shingle chosen.
Load your price list
Add shingle lines, tear-off, underlayment, flashing and the extras to the products catalog, so every estimate starts from the same prices.
Publish your inspection booking page
Add it to your website and to your replies to new leads, with the questions you ask before every inspection.
Switch on reminders and card deposits
Choose how overdue invoices are chased on any plan. On Business and Ultra, connect Stripe so homeowners can pay the deposit by card.
AI agents that work for you
Five built-in agents start on their own, on a weekday schedule or when the work arrives. By default, the three on the Agents page draft what they can and ask before they change anything, Email to CRM suggests a task or a new contact on each email, and Ticket Triage sorts new tickets in Service on Ultra.
Quote Follow-Up - Highlighted for Roofing Contractors
AI follows up on the estimate that went quiet
When a homeowner opens your roofing estimate and has not accepted it, the Quote Follow-Up agent drafts the follow-up for you to review and send.
Integrations that matter for Roofing Contractors
Connect the tools you already use. No code required.
Google Workspace
Gmail sync files each email with a homeowner in your contacts on that homeowner's record, and inspections booked online land on the rep's Google Calendar.
Microsoft 365
Outlook email and calendar sync for roofing offices on Microsoft, with OneDrive for measurement reports and signed paperwork.
Stripe
On Business and Ultra, homeowners pay the deposit and the final invoice by card into your own Stripe account.
Roofing Contractors vs JobNimbus
The problem
JobNimbus publishes no plan price: every plan, from Essentials for up to 3 users to Enterprise for 20 or more, shows request pricing, so you learn the cost only after you ask for it.
The Laureo advantage
Laureo publishes every plan price, you sign up and pay online, and every plan includes estimates, invoices, payment reminders and automation, with unlimited contacts on all plans.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for Roofing Contractors FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives, explore features relevant to Roofing Contractors, and see related solutions.
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