The roofing CRM · lead to roof
Stop wrestling your CRM. Start winning roofs.
Roofing.io keeps the whole job on one record: the lead, the photos, the measurements, the storm history, the estimate, the signed proposal, the material order and the payment.
Rio AI
One agent across the whole job.
Rio is the agent inside Roofing.io. Ask in plain words and it works across the CRM, the job file and the technical reports, then lines up the next step on the roof.
The CRM
- Sums up the pipeline and finds the jobs going quiet
- Moves a job to its next stage
- Logs the call, the note and the follow-up on the record
The job file
- Opens a job from an address
- Pulls up the reports and the estimate on it
- Compares estimates and explains the difference
The technical reports
- Orders measurement and weather reports, and asks before anything that costs credits
- Reads the take-off: squares, pitches, lengths
- Looks up the hail history at the address
I’m Rio, the agent inside Roofing.io. I work across your pipeline, your job files and the technical reports, so the next step on every roof is already lined up. Where does your week go sideways?
Guided demo: Rio’s replies here are scripted. The screens and figures are the real product on a sandbox job.
Job file
Everything about the roof, on one file.
Roof measurements, storm history and the branded reports sit on the job, next to the photos, the estimate and the payment.
- Roof area, squares, edge lengths and pitch, face by face
- Hail history at the address, year by year
- Branded measurement and weather reports under Documents
Real screen · sandbox jobRoof take-off: 2,542.93 sq ft (25.43 squares), 608 linear ft, pitches 6/12 and 7/12, with the area of every face.
Estimate to paid
One thread from the estimate to the money.
The estimate starts from a template, becomes the proposal the homeowner signs, and the payment is tracked on the same job.
- Estimates from your template, with vendor items and labor by the square
- A proposal for the homeowner, built from the estimate
- Contract value, collected and outstanding on the job
Real screen · sandbox jobEstimate from a template: vendor products with item numbers, quantities and unit prices. ABC Supply connects for branch pricing. Sandbox job: quantities and totals are test data.
Integrations
Your supplier and your payments, connected to the job.
- Available to connect
ABC Supply
Material ordering and product catalog access from ABC Supply Co.
- Material ordering
- Product catalog access
- Available to connect
Deposyt
Accept card payments on jobs and estimates with per-organization merchant accounts.
- Card charges on jobs & estimates
- Transaction log sync
- Coming soon
QuickBooks Online
Sync CRM jobs as QuickBooks customers and invoices for your books.
- Customer records from contacts
- Invoice per job
- Coming soon
CompanyCam
Sync photos, videos and documents between CompanyCam and Roofing.io.
- Photo sync
- Document sharing
Where it’s going
AI that does the busywork between the roof and the record.
PropertySight already captions and labels job photos in the product. This is what we are building on top of it.
Damage evidence from photos
Image analysis that looks across a job’s photo set for evidence of loss and damage. A preview of the hail screening runs on your own photos today.
Try the photo screeningStorm-path weather
Weather assessment that follows the path of a storm across the property, building on the event history in today’s weather report.
AI-assisted scoping
Scope suggestions as the proposal is built, with upsells on services where they fit the roof.
Custom revenue services
Add-on proposals for work beyond the roof, such as siding, from the same job file.
KPIs
The pipeline is the scoreboard.
Every stage change is a dated event with a rep, a source and a value. The Roofing.io KPI framework turns that into the biggest gap in your funnel, a rep scorecard, and numbers nobody has to key in.
Find the biggest gap
Move one funnel rate and see how many more jobs the same leads would produce.
OpenThe rep scorecard
Reps ranked on sales per appointment and checked against profit. Tap a rep for the full scorecard.
OpenTracked from your pipeline
Move a job to its next stage and the numbers update. Nothing is keyed in twice.
Open
RoofCON 8 · Nov 10–12, 2026 · Oklahoma City
At RoofCON? Find us at Booth 1415.
Ask Rio about your week on the iPad, screen a roof photo from your phone, and pick a show offer.
Book a demo
See it on a real job.
Tell us where to reach you and we’ll set up a walkthrough of the product, from the lead to the signed proposal.
Prefer email? Write to us