The all-in-one platform for roofing operationsSee all features

The Roofing CRM That Works as Hard as You Do.

Stop losing leads to slow follow-up and scattered tools. RoofIQ puts scheduling, lead management, estimates, communications, and document signing in one platform — built from the ground up for roofers.

Online Booking & Scheduling
Smart Lead Assignment
Full CPQ Estimates
Built-in Texting & Calling
12+
Core Modules
10x
Faster Estimates
100%
Built for Roofers
12+
Core Modules
Everything in one platform
10x
Faster Estimates
From 45 min to under 5
24/7
AI Call Answering
Never miss a lead again
100%
Built for Roofers
Not a generic CRM
Scheduling

Online Booking. Built for Roofing.

Give every rep a personal booking link. Embed scheduling widgets on your website. Clients self-schedule based on real availability — synced with Google Calendar in both directions.

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Book an Appointment
Rodriguez Roofing
9:00 AM
Available
10:30 AM
Available
1:00 PM
Booked
2:30 PM
Available
4:00 PM
Available
Confirm Booking
Lead Management

Every Lead. Right Rep. In Seconds.

Speed-to-lead wins deals. The AI assignment engine routes every lead by territory, skill, or workload — instantly. No manual assignment. No leads falling through the cracks.

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Sales Pipeline
$58,500 total
New Leads8
Sarah Johnson
1423 Oak Ave
Google Ads$12,400
Mike Torres
892 Pine St
Referral$8,200
Inspection5
Lisa Chen
2201 Elm Dr
Website$15,800
Estimate Sent3
James Wilson
445 Maple Ln
Storm$22,100
Estimates & CPQ

Professional Estimates in Minutes, Not Hours.

Full Configure, Price, Quote for roofing. Build estimates with packages, upgrades, and materials — then generate PDF proposals and get e-signatures before you leave the driveway.

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Estimate #1047
1423 Oak Ave — Sarah Johnson
Draft
Package
Premium Shingle
$8,240
Upgrades
Synthetic Underlayment
$1,200
Ice & Water Shield
$840
Ridge Vent System
$620
Estimate Total$10,900
Generate PDF
Send for Signature
Documents & E-Signing

Proposals That Win. Signatures That Close.

Drag-and-drop template builder with dynamic fields, property photo overlays, and sketch annotations. Send for e-signature and close the deal — all from the CRM.

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Proposal Template
RQ
Rodriguez Roofing
License #RC-2847
Prepared for
{{client_name}}
32 sq
Sketch overlay on property photo
Scope of Work
Remove existing shingles
Install synthetic underlayment
Install GAF Timberline HDZ
Client Signature
sign here
e-sign ready
Communications

One Inbox. Every Conversation.

Every text, call, and email on a single contact timeline. Built-in SMS and calling via Voice360 means your team never leaves the CRM. Full history, zero context-switching.

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Sarah Johnson
1423 Oak Ave
Hi Sarah, this is Mike from Rodriguez Roofing. Your inspection is confirmed for tomorrow at 10:30 AM.
2:15 PM
Great, thanks! Should I be home for that?
2:18 PM
Yes please — we'll need access to the attic. See you tomorrow!
2:19 PM
Inbound call — 4 min 22 sec
Sent: Estimate #1047 — Premium Shingle Package
Type a message...
AI Call Agent

Never Miss Another Call. Ever.

Your AI receptionist answers inbound calls 24/7 — scheduling appointments, qualifying leads, handling after-hours emergencies, and syncing everything to your CRM automatically.

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Live Call
2:34
AI Agent Handling Call
+1 (305) 555-0187 — Inbound
Live Transcription
Caller:“Hi, I had some storm damage last night and I need someone to come look at my roof.”
AI:“I'm sorry to hear that. I can get an inspector out to you. Can I get your address?”
Caller:“Sure, it's 892 Pine Street.”
Actions Taken
Created lead: Storm Damage — 892 Pine St
Booked inspection: Tomorrow 9:00 AM
Assigned to: Mike R. (nearest available)

Not Just Another CRM.

Generic CRMs weren't built for roofing. RoofIQ was. Here's what sets us apart from AccuLynx, JobNimbus, and the rest.

Online Booking & Scheduling

Give every rep their own booking link. Embed scheduling widgets on your site. Clients self-book based on real availability — synced with Google Calendar.

Smart Lead Assignment

Leads route automatically by territory, skills, or round-robin. The right lead always reaches the right rep — with automatic appointment scheduling built in.

Full CPQ Estimate Builder

Configure packages, apply upgrades, generate materials lists, and control profit margins — all with automatic PDF proposals and e-signatures.

Document Template Engine

Drag-and-drop proposal builder with images, dynamic fields, sketch overlays, and e-signing. Create once, reuse everywhere.

Voice360 Built In

Text, call, and email directly from the CRM. Every conversation is logged automatically on the contact timeline. No switching between apps.

Built Exclusively for Roofing

Not a generic CRM with roofing bolted on. Every feature — from roof measurements to material packages to territory maps — is designed for how roofers actually work.

Plays Nice With Your Existing Tools.

RoofIQ connects with the platforms you already rely on — no data silos, no double entry.

Google Calendar

Two-way calendar sync

Voice360

SMS & call management

Azuga

Fleet GPS tracking

Roofers Love RoofIQ.

The estimate builder is incredible. We went from spending 45 minutes per estimate to under 10. Our close rate jumped 30%.
SC
Sarah Chen
Sales Manager, Summit Roofing Co.
Having texting, scheduling, and fleet tracking all in one place means my team actually uses the CRM. No more spreadsheets.
JP
James Patterson
Operations Director, Elite Roof Systems
The booking links alone saved us hours a week. Clients pick their own time, it shows up on our Google Calendar, and we just show up.
MR
Mike Rodriguez
Owner, Rodriguez Roofing

Common Questions

RoofIQ is purpose-built for roofing contractors with features like online booking links, AI call answering, Periscope map intelligence, built-in texting via Voice360, full CPQ estimating, and gamification — things you won't find in generic contractor CRMs. Plus, we include an AI assistant that actually understands your data.

Stop Losing Leads.
Start Closing More.

Every missed call is a lost roof. RoofIQ's AI Call Agent ensures you never miss another lead — while the rest of the platform helps you close them.