Job documents

The right paperwork. Right there.

Find roofing proposals, agreements, and document templates from the job. Prepare paperwork using the customer and project context already in RoofGrid.

Get started Explore the workflow

The right paperwork. Right there. RoofGrid document library with sample proposals, agreements, and job templates. — Product preview · sample data
Find the appropriate document from a shared library.
Use built-in paperwork or your firm's templates.
Prepare documents in the context of the job.

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

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

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

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

Document the work

The restoration desk, built in.

Organize source estimates, dated evidence, contractor pricing, and job follow-ups.

Revised estimates

Every line documented.

Keep source estimates, dated photos, and contractor takeoffs together. Compare itemized work and pricing, record supporting evidence, and download a reviewed contractor estimate package.

NOAA wind & hail verified to the date of loss

The adjuster and the meeting date on the job, on your dashboard that morning

Carrier records: contacts, quirks, submission channels

Revised contractor estimates and factual cost comparisons

See revised estimates

Estimate comparisonSample estimate

Source-estimate total$14,200

Additional contractor scope+$6,480

Overhead & profit+$3,620

Documented material changes+$2,150

Documented labor+$9,840

Contractor estimate total$36,290

Measure & estimate

Off the roof, into the order.

The roof report you accept becomes a priced material list and a supplier order, with nothing re-keyed.

Measure → estimate → order

From the roof to the order.

Request the roof report from the job. It's traced from LiDAR, a person checks every plane, and it's back within 24 hours. Accept it and its quantities price from your price book and go to ABC Supply without re-keying.

Roof reports traced from LiDAR, every plane checked by a person

Priced material list from your price book

ABC Supply order with waste built in

See estimating

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$4,919

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

Jobs & pipeline

Every job from first call to final payment, on one board.

Estimate builder

Line-item estimates with materials, labor and markup. Branded PDF in a click.

Crew scheduling

Assign crews, set start dates, see who is on what.

Invoices & payments

Send an invoice with a pay link. Every dollar logged to the job.

Homeowner portal

Customers track progress, approve estimates and sign from any device.

Subcontractor portal

Subs see their jobs and add photos and notes. Your margins stay private.

E-signature

Contracts signed right in the browser. No third-party signing fee.

Photo reports

Damage photos assembled into a branded PDF report in one click.

Document the work9 tools

Insurance stage ladder

Claim filed, adjuster scheduled, approved, ACV collected, supplementing, build, COC, paid. Every insurance job on one board, retail on its own.

NOAA weather report

A court-ready weather evidence PDF: warnings, storm reports and radar frames for the date of loss, in your branding.

Best date of loss

Scan up to three years of verified storms at the address and rank the strongest dates.

Paste-a-claim intake

Paste the carrier email and the job fills itself: claim number, carrier, policy, date of loss and the adjuster. You review and click create; nothing files itself.

Storm & hail data

Pull NOAA wind and hail history for any date of loss.

Storm map

See verified storm tracks across your service area.

Adjuster tracking

The adjuster, their number, and the meeting date on the job. Today and tomorrow’s meetings on your dashboard.

Carrier records

Carrier contacts, quirks and submission channels in one place.

Revised estimates

Document contractor quantities, prices, and actual business charges.

Measure & estimate4 tools

Roof reports

Traced from LiDAR, every plane checked by a person, back within 24 hours.

Material estimator

Turn the roof measurement you accept into a priced material list.

ABC Supply orders

Send the order to your supplier without re-keying a thing.

Price book

Your products and prices, applied to every estimate.

Stay ahead7 tools

Morning brief

A 7 AM email of today’s adjuster meetings and overnight payments.

Tasks & follow-ups

What is on you today, and the automations that keep it moving.

Reports

Revenue, receivables, crew output and lead sources.

AI assist

Damage reports, estimate drafts and emails. You review, then send.

Date-of-loss & depreciation

Pin the loss date and keep the depreciation schedule with the job.

CRM import

Switching from another CRM or spreadsheets? Bring jobs, contacts and history with you.

Command palette

Jump anywhere in a keystroke; shape fields to your shop.

Revised estimatesDocumented scopeHail records, revised estimates, supporting evidence, and job follow-ups.Explore claims EstimatingMeasure to orderA roof report checked by a person, a priced material list, and the ABC Supply order.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

RoofGrid Unlimited

$1,997

/month · unlimited seats · same workflow

74% cheaper than your current CRM. Every tool included. No add-ons. Starts at $249/mo for smaller crews.

Get started

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.

Get started Book a walkthrough