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The whole system

Nine tools. One price.

RoofGrid runs every job from first call to final payment. Pipeline, estimates, the insurance claim engine, scheduling, payments and the homeowner portal, all in one place built for how roofers actually work.

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9 tools replaced7 -phase pipeline50 states of storm data1 price, everything in
128 active
Open A/R$142k
Overdue$48.2k
This week$73k12%
Pipeline128 active jobs
12Lead
18Est
21Sched
14Active
9Claim
11Inv
43Paid
Reyes, Marco
In progress · Crew A
In progress$24,800
Calloway, Pat
Estimate sent · 4d
Estimate$9,870
Mercer, Kara
Invoice 14d past due
Action needed$18,420
9 → 1
Nine tools collapsed into one system.
7-phase
Pipeline, first call to final payment.
50 states
NOAA wind & hail history on tap.
1 platform
Office and crew, desktop and roof.

Run the job

One board, first call to final payment.

The day-to-day spine of the business: leads, estimates, crews and the homeowner portal, all in one pipeline.

Jobs & pipeline

Every job on one board.

Seven phases you can see at a glance: Lead, Estimate, Scheduled, In progress, Claim, Invoiced, Paid. Nothing lives in a notebook, a text thread, or your head.

Seven-phase pipeline on one board
Branded line-item estimates, signed in the browser
Full job history and audit log
Pipeline128 active jobs
12Lead
18Est
21Sched
14Active
9Claim
11Inv
43Paid

Crews & scheduling

Place the crew, set the date.

Assign crews, set start dates, and see who is on what without a phone call. The homeowner portal keeps customers in the loop so your phone stops ringing.

Assign crews and set start dates
Homeowner portal tracks progress and approvals
Text reminders so the phone stops ringing
Homeowner portalJOB-4821
Paid
Estimate approved
Reyes signed · Jun 2
Scheduled
Crew scheduled
Crew A · starts Jun 12
In progress
Install in progress
North & east slopes done
Invoiced
Final walkthrough
Photos shared to portal
Try it, assign the crew· drag a job card onto any crew
Schedule · week of Jun 8Drag a job onto a crew to assign · drag back to unassign
Unassigned 3
Jobs waiting for a crew and a start date.
Najac, D.Claim
88 Heron Ct
24.0 sqJun 13
Calloway, P.Estimate
4420 Marsh Rd
19.0 sqJun 13
Okafor, S.Scheduled
210 Birch Ln
14.5 sqJun 14
MR
Crew A
Marco Reyes
59.5 sqcap 70
Reyes, M.Scheduled
1180 Cypress Bend
28.5 sqJun 12
Martinez, L.In progress
67 Palm Way
31.0 sqJun 11
DW
Crew B
Dana Whitman
40.0 sqcap 62
Whitman, D.Scheduled
1502 Oak Hollow
22.5 sqJun 12
Brandt, K.Claim
9 Saltmeadow
17.5 sqJun 14
SO
Crew C
Sam Okafor
0.0 sqcap 55
Drag a job here to assign Crew C
4 of 7 jobs assigned · 3 unassignedAll crews within capacity

Win the claim

The restoration desk, built in.

Insurance restoration is first-class here, not a bolt-on. Storm proof to settlement check.

The claim engine

Know every claim cold.

Storm proof, the carrier's habits, the statutory clock, the supplement and the depreciation release, carried end to end, so nothing the policy owes gets left on the table.

NOAA wind & hail verified to the date of loss
Carrier playbook: adjusters, quirks, channels
Deadline engine watches every statutory clock
Supplements, O&P and depreciation recovery
Settlement maximizerOne claim
Carrier first offer$14,200
Missed line items+$6,480
Overhead & profit+$3,620
Code upgrades+$2,150
Recoverable depreciation+$9,840
Final settlement$36,290

Measure & estimate

Off the roof, into the order.

Aerial measurements become a priced material list and a supplier order without re-keying a thing.

Measure → estimate → order

From the roof to the order.

Measure from aerial imagery, turn it into a priced material list, and push the order straight to ABC Supply (quantities, waste and all) without re-keying a number.

Aerial squares, pitch and facets, without the ladder
Priced material list from your price book
ABC Supply order with waste built in
Material list28.5 sq · 6/12
Architectural shingle86 bdl$3,311
Synthetic underlayment33 sq$1,386
Hip & ridge cap2 bdl$124
Ice & water shield1 roll$98
Order total$5,019

Get paid & stay ahead

Every dollar found, every morning briefed.

Payments, receivables, reports and a 7 AM brief of exactly what needs you today.

Payments & receivables

Send the invoice. Watch it clear.

Invoices go out with a pay link, deposits and progress draws are logged to the job, and receivables roll up on their own. The morning brief tells you what needs a call.

Invoices with a pay link, deposits and draws
Receivables that roll up on their own
Morning brief + reports on revenue and crews
Job ledger · ReyesPaid in full
Contract total$24,800
Deposit · Jun 1+$8,000
Insurance check · Jun 18+$14,200
Final draw · Jun 24+$2,600
Balance$0

Everything in the box

The whole system, one index. Nothing you don't need.

Run the job8 tools
01
Jobs & pipeline
Every job from first call to final payment, on one board.
02
Estimate builder
Line-item estimates with materials, labor and markup. Branded PDF in a click.
03
Crew scheduling
Assign crews, set start dates, see who is on what.
04
Invoices & payments
Send an invoice with a pay link. Every dollar logged to the job.
05
Homeowner portal
Customers track progress, approve estimates and sign from any device.
06
Subcontractor portal
Subs see their jobs and add photos and notes. Your margins stay private.
07
E-signature
Contracts signed right in the browser. No third-party signing fee.
08
Photo reports
Damage photos assembled into a branded PDF report in one click.
Win the claim9 tools
09
Claims board
Track every claim from inspection to settlement check.
10
NOAA weather report
A court-ready weather evidence PDF: warnings, storm reports and radar frames for the date of loss, in your branding.
11
Best date of loss
Scan up to three years of verified storms at the address and rank the strongest dates.
12
AI claim intake
Inbound emails become ready-to-create claims. You review and click create; nothing files itself.
13
Storm & hail data
Pull NOAA wind and hail history for any date of loss.
14
Storm map
See verified storm tracks across your service area.
15
Deadline engine
Statutory windows watched for you. Never blow a 60-day clock.
16
Carrier playbook
Adjuster contacts, quirks and submission channels in one place.
17
Supplements & O&P
Build supplements and overhead-and-profit the carrier will accept.
Measure & estimate4 tools
18
Roof measurements
Aerial squares, pitch and facets, without the ladder.
19
Material estimator
Turn measurements into a material list in seconds.
20
ABC Supply orders
Send the order to your supplier without re-keying a thing.
21
Price book
Your products and prices, applied to every estimate.
Stay ahead7 tools
22
Morning brief
A 7 AM email of exactly what needs you today.
23
Priorities & waiting-on
What is on you, and what you are waiting on others for.
24
Reports
Revenue, receivables, crew output and lead sources.
25
AI assist
Damage reports, estimate drafts and emails. You review, then send.
26
Date-of-loss & depreciation
Pin the loss date and recover every dollar of depreciation.
27
CRM import
Switching from another CRM or spreadsheets? Bring jobs, contacts and history with you.
28
Command palette
Jump anywhere in a keystroke; shape fields to your shop.
Claim engineStorm to settlementHail history, supplements, the deadline engine and depreciation recovery.Explore claims EstimatingMeasure to orderAerial squares, a priced material list, and the ABC Supply order in one move.Explore estimating PricingOne price, no add-onsTwo plans, everything included, 30-day money-back guarantee.See pricing

The math

Nine line items. One price.

Typical roofing software stack

CRM base plan$325/mo
Estimating module$89/mo
Aerial measurements$75/mo
E-signature tool$45/mo
Scheduling add-on$79/mo
Customer portal$49/mo
Reporting & analytics$59/mo
Payment processing2.9%/job
Storm / claim tracking$120/mo
Another all-in-one CRM (25-person shop)$7,600/mo
Another all-in-one CRM (25-person shop)~$7,600/mo

RoofGrid Unlimited

$1,599

/month · unlimited seats · same workflow

79% cheaper than your current CRM. No per-seat fees. No add-ons. Starts at $199/mo for smaller crews.

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The whole job, in one place.

Stop stitching together nine tools. RoofGrid is the one system that runs the lead, the claim, the crew and the check.

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