Who it's for
Roofing company owners, office staff, and field crews
TEMPLATE
Roofing Company CRM
A CRM built for a residential roofing company to track leads from first contact through a completed job, with estimates, photo documentation, and follow-up reminders in one place instead of spreadsheets and email.
The problem it solves
Leads, estimates, and job photos are scattered across email, text messages, and paper, so follow-ups get missed and it's hard to see which jobs are stalled.
Why it's worth building
One shared system for every lead and job, from first call to final invoice, with nothing falling through the cracks.
What's included
Legacy Builder plans this out as a real, working system - every feature below becomes an actual part of your software, not a mockup.
Core features
- Lead intake with source tracking
- Estimate builder with line items
- Photo uploads per job (before/after, damage documentation)
- Job status pipeline (lead, estimated, scheduled, in progress, complete)
- Automated follow-up reminders
- Customer-facing status view
Pages
- Lead inbox
- Job pipeline board
- Job detail
- Estimate builder
- Customer portal
- Reports
Who uses it
- Office administrator
- Sales estimator
- Crew lead
- Customer
Start with Roofing Company CRM
Describe your business and Legacy Builder adjusts this plan to fit it, before anything gets built.
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