CRM and job management for Roofers
Roofing is a trade built on trust and timing. A homeowner who’s had a leak fixed properly, a fascia replaced cleanly, or a full re-roof completed without any drama — that’s a customer who tells their neighbours, calls you back when the garage roof needs attention, and leaves a review without being asked twice.
But staying top of mind in the months and years between roofing jobs requires more than just doing good work. It requires following up. Checking in. Being the name that comes up immediately when someone on the street notices their roof is looking tired.
Most roofing businesses don’t do any of that consistently — not because they don’t want to, but because there’s no system in place to make it happen. Our CRM changes that. One simple system to manage every lead, every customer relationship, and every opportunity for repeat and referral work — all from your phone, all pay monthly, no big upfront fees.
How Our CRM Works for Roofers
Every lead that comes through your website feeds automatically into your pipeline. No manually logging contact forms, no copying details from missed calls — captured instantly and ready to follow up.
Manage everything from the One Base Media app on your phone or from a full desktop dashboard. On a roof? Check the pipeline between jobs. Back in the van at the end of the day? Pull up the full dashboard and see every active lead, every live job, and every customer relationship across the business.
Staff accounts are included at no extra cost. Office staff handling enquiries, foremen managing crews, anyone involved in the business — everyone works from the same system and everyone sees the same information.
Phone calls feed into the pipeline automatically. Every enquiry that comes in by phone is logged alongside web and chatbot leads so nothing gets missed regardless of how it arrived.
Existing customers in a spreadsheet? Upload a CSV and your full database — every past customer, every property manager, every insurance contact — is in the system within minutes.
The chatbot on your website captures enquiries around the clock. Homeowners who’ve just noticed a leak, property managers booking in gutter cleans, insurance companies arranging storm damage repairs — every visitor gets qualified and fed into your pipeline so no opportunity gets missed.
Your Pipeline, Built Around How You Work
Roofing businesses handle a wide range of work — emergency repairs, planned replacements, commercial contracts, insurance jobs, and maintenance programmes — so the pipeline is fully customisable to manage all of it from one place.
Set your stages up to match your process. Initial Enquiry, Survey Booked, Survey Complete, Quote Sent, Follow Up, Won, Job Booked, In Progress, Complete, Review Requested — whatever labels fit how you work. Manage emergency repairs and longer planned projects from the same system.
Add job values and the dashboard tracks revenue automatically. Small repair jobs, full re-roofs, commercial flat roof contracts — all visible in real time. See what’s been won, what’s in the pipeline, and what the coming weeks look like for crews and cash flow.
Invoice directly from the system when jobs are complete. Professional invoices sent immediately, payments tracked automatically, outstanding amounts visible without the end of month chase.
No Big Upfront Fees — Just a Simple Monthly Plan
Roofing businesses carry significant equipment, vehicle, and material costs before a penny of revenue comes in. A large upfront CRM fee before you’ve seen any return from it doesn’t fit into that reality.
Everything is pay monthly. No setup fees, no onboarding charges, no long contracts. A simple monthly investment that pays for itself from the first job it helps you win or the first customer relationship it helps you maintain.
No risk. No big upfront investment. Just a system that works from your phone every single day.
Streamline Your Operations
Running a roofing business means managing crews, materials, scaffolding, safety requirements, weather delays, and customer expectations — all at the same time. Your lead management system shouldn’t be adding to that complexity.
Go completely paperless. Every lead, every survey note, every customer detail stored digitally and accessible from anywhere. Foremen can update job progress from site. Office staff can see the full picture in real time. No more paperwork in the van, no more end of evening catch up logging jobs that happened hours ago.
Respond to new enquiries fast. Homeowners with a roofing problem — especially an urgent one — are calling multiple companies at once. The one that responds first and can get out to survey quickly wins the job. The moment a new lead arrives you get notified immediately.
With the whole team on the same system there’s no confusion between whoever takes the enquiry and whoever goes out to do the survey. Everyone works from the same information every time.
Win More Work — And More Repeat Work
The most successful roofing businesses aren’t just winning new leads constantly — they’re maintaining relationships with past customers, property managers, and letting agents who send regular work without any advertising needed.
The CRM keeps every relationship visible. Past customers who had a repair done two years ago and might be thinking about a full replacement — they show up in the dashboard. Property managers with multiple roofs to maintain — their renewal dates are flagged in advance. Insurance contacts with ongoing storm damage referrals — their relationship stays active.
A simple check in message to a past customer — “just following up to make sure everything has held up well since we were with you, let us know if you ever need us back” — generates more repeat and referral work than most roofing companies realise.
For new leads, the pipeline makes sure every quote gets followed up. Every opportunity that’s gone quiet gets flagged. You stay consistent and you win the jobs that less organised roofers are letting drift.
The revenue dashboard shows what’s been won, what’s in the pipeline, and what the business is earning — so you always know where things stand and where to focus the team.
What’s Included
- Full CRM pipeline setup tailored to your roofing business
- One Base Media phone app
- Full desktop dashboard
- Staff accounts at no extra cost
- Call tracking
- CSV upload
- Chatbot installation on your website
- Customisable pipeline stages
- Revenue tracking dashboard
- Invoice sending from the system
- Ongoing support
- Pay monthly — no big upfront fees
FAQ
No. Simple from day one. We set it all up for you and you’re ready to go immediately.
Yes — the One Base Media app works on any smartphone. Add leads, update jobs, and send invoices from wherever you are.
Yes — the pipeline is fully customisable so you can manage reactive repair work and longer planned jobs side by side without anything getting confused.
Yes — staff accounts at no extra cost. Foremen, office staff, and anyone else in the business all on the same system with the same visibility.
Yes — upload a CSV and your full customer database is in the system within minutes.
Pay monthly, no upfront fees. Get in touch for a full breakdown.
Indirectly — completing more jobs and collecting reviews consistently both improve your Google Business Profile ranking and Local Service Ads performance over time. The CRM makes both easier to stay on top of.