CRM for Roofing Contractors

• The problem

  After a storm, leak calls and inspection requests come in faster than you can return them.

  In Kompot.ai

  Every call, text and website chat lands on a contact, and an unknown number becomes a new one. Put each request into your pipeline as an opportunity, so the active leaks are booked first and the inspection requests wait in a stage, not on a notepad.

• The problem

  Inspection photos and roof measurements stay on the estimator's phone.

  In Kompot.ai

  The inspection is a job with the address and a time window. The estimator adds photos of the damaged flashing, soft decking and missing shingles from the roof, and the squares, pitch and layers go into custom fields that the estimate is written from.

• The problem

  A replacement estimate goes out and the homeowner goes quiet while collecting other bids.

  In Kompot.ai

  Build the estimate from your price list: tear-off, underlayment, shingles by the square, flashing, ridge vent. You see when the homeowner opens it, and a workflow creates a call-back task when it sits unanswered. Once approved it becomes an invoice.

• The problem

  Shingles and the dumpster arrive on the wrong day, or the order is missing drip edge.

  In Kompot.ai

  Run each replacement as a project with a task for the material order, a due date and subtasks for shingles, underlayment, drip edge and the dumpster. Your supplier is a contact, and supplier receipts go in as expenses scanned from a photo.

• The problem

  A customer calls about a leak years later and nobody can find the warranty.

  In Kompot.ai

  The warranty certificate is generated from a template, signed and stored on the customer as a PDF. Shingle line, color, install date and warranty end date sit in custom fields, next to the photos of the finished roof.

What you keep on record

Roof measurements

Squares, pitch, layers to tear off, decking condition and number of penetrations as custom fields on the customer.

Inspection and progress photos

Pictures of storm damage, tear-off, underlayment and the finished roof, stored on the job.

Warranties

The signed warranty document, with shingle line, color, install date and warranty end date on the customer.

Materials and labor

Price list lines for tear-off, shingles by the square, underlayment, flashing, vents and disposal.

Questions owners ask

Can I take a deposit before ordering materials?

Yes. Send the deposit as its own invoice with a payment link, and the homeowner pays it by card before you order. The balance goes out as a second invoice after the install, so each one shows plainly what is paid and what is still open.

Can the estimator add photos and measurements while on the roof?

Yes. The system opens in a phone's browser. The estimator opens the inspection job, adds photos and notes, and fills in squares, pitch and layers on the customer before coming down the ladder.

Where do warranties and signed contracts live?

Roofing contracts and warranty certificates are built from templates with merge fields, signed electronically and saved as PDFs with an audit trail. They sit on the customer's record next to the jobs, photos and invoices for that roof.

Can homeowners follow the progress of a replacement?

Yes. A replacement can run as a project that you share with the homeowner by link. They see the tasks — tear-off, dry-in, shingles, cleanup — and can leave comments, so you are not giving a progress report by phone every evening.