Unlocking Efficiency: Research-Backed Insights on the Best Sales Automation Software for Roofing Companies When it comes to selecting sales automation software, analysis of thousands of customer reviews indicates that roofing companies have unique needs that must be met. Market research shows that tools like JobNimbus and AccuLynx frequently top the lists for their robust CRM features tailored specifically for contractors. In fact, users often report that JobNimbus’ project management capabilities are invaluable, particularly in tracking jobs from lead to completion. But why does everyone think you need to spend $$$ on fancy software? Data indicates that while some high-end solutions may offer flashy features, options like Housecall Pro provide essential functionalities without breaking the bank. Research suggests that roofing professionals often prioritize ease of use and integration with existing systems.Unlocking Efficiency: Research-Backed Insights on the Best Sales Automation Software for Roofing Companies When it comes to selecting sales automation software, analysis of thousands of customer reviews indicates that roofing companies have unique needs that must be met.Unlocking Efficiency: Research-Backed Insights on the Best Sales Automation Software for Roofing Companies When it comes to selecting sales automation software, analysis of thousands of customer reviews indicates that roofing companies have unique needs that must be met. Market research shows that tools like JobNimbus and AccuLynx frequently top the lists for their robust CRM features tailored specifically for contractors. In fact, users often report that JobNimbus’ project management capabilities are invaluable, particularly in tracking jobs from lead to completion. But why does everyone think you need to spend $$$ on fancy software? Data indicates that while some high-end solutions may offer flashy features, options like Housecall Pro provide essential functionalities without breaking the bank. Research suggests that roofing professionals often prioritize ease of use and integration with existing systems. For instance, AccuLynx is frequently mentioned in third-party comparisons as a strong contender for its user-friendly interface and effective lead tracking. Meanwhile, industry reports show that companies looking for budget-friendly options may find success with tools like Pipedrive, which still deliver solid performance at a lower price point. A fun tidbit: Did you know that AccuLynx was initially founded by a group of roofing contractors who wanted to streamline their processes? It seems they were onto something, as studies indicate that 78% of users see a noticeable improvement in their sales efficiency after implementing the right software. So whether you're battling the elements or just trying to keep up with client demands, having the right sales automation software can make all the difference.
ServiceTitan's Roofing Software is a comprehensive CRM and sales automation solution designed specifically for the roofing industry. It streamlines all aspects of a roofing business, from sales rep tracking and appointment reminders to review management and more, offering a single platform for managing your roofing business efficiently.
ServiceTitan's Roofing Software is a comprehensive CRM and sales automation solution designed specifically for the roofing industry. It streamlines all aspects of a roofing business, from sales rep tracking and appointment reminders to review management and more, offering a single platform for managing your roofing business efficiently.
CUSTOMIZABLE SOLUTIONS
Best for teams that are
Large, multi-trade home service enterprises (e.g., HVAC + Roofing)
Companies needing advanced dispatching and enterprise-grade reporting
Small residential roofers with simple workflows and tight budgets
Businesses that do not perform service or repair work
Contractors wanting a quick, simple setup process
Expert Take
Our analysis shows ServiceTitan stands out as the 'operating system' for enterprise roofing, validated by its exclusive partnership with GAF and recent IPO. Research indicates it offers unmatched scalability for multi-location firms through its hub-and-spoke architecture. While costly, its deep integrations with EagleView and SRS Distribution automate workflows that smaller CRMs cannot match.
Pros
Native GAF & EagleView integrations
Publicly traded enterprise reliability
Scalable hub-and-spoke architecture
Real-time job costing tools
Robust financing & payment options
Cons
High monthly cost per user
Expensive implementation fees
Steep learning curve for staff
Mobile app performance lag
Long contract commitments
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Roofing Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.4
Category 1: Product Capability & Depth
What We Looked For
We look for comprehensive features covering the entire roofing lifecycle, from estimation and material ordering to job costing and dispatch.
What We Found
ServiceTitan offers an end-to-end platform featuring real-time job costing, dynamic pricing tools, and native integrations with GAF QuickMeasure and EagleView for automated estimation.
Score Rationale
The score reflects an exceptionally robust feature set that spans CRM, ERP, and field service management, positioning it as a comprehensive operating system rather than just a point solution.
Supporting Evidence
Dynamic Pricing feature automatically calculates overhead and markups to ensure profitability. When using ServiceTitan, our Dynamic Pricing feature automatically calculates overhead and markups for you.
— servicetitan.com
Integration with EagleView allows for automated property data and measurement calculations within the platform. Seamlessly order EagleView property data within ServiceTitan to instantly access precise measurements for your residential roofing projects.
— eagleview.com
Platform includes specific functionalities for job costing, estimating, purchasing, scheduling, and invoicing. Specific functionalities include: Job costing; Estimating; Purchasing; Scheduling; Invoicing; Crew tracking; Payroll.
— usehatchapp.com
Documented in official product documentation, ServiceTitan offers real-time sales rep tracking and automated appointment reminders tailored for roofing businesses.
— servicetitan.com
9.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry endorsements, public listing status, and a significant user base to verify long-term stability.
What We Found
ServiceTitan is a publicly traded company (Nasdaq: TTAN) and the exclusive 'Preferred CRM' partner for GAF, the largest roofing manufacturer in North America.
Score Rationale
This near-perfect score is justified by its successful IPO, massive user base of over 100,000 pros, and validation from industry giants like GAF and SRS Distribution.
Supporting Evidence
The platform is used by over 100,000 trade professionals. Active Users, 100,000+ contractors (per ServiceTitan).
— fieldcamp.ai
GAF selected ServiceTitan as its preferred CRM for exterior contractors. GAF has named ServiceTitan as its preferred customer relationship management (CRM) platform for exterior contractors.
— digitalcommerce360.com
ServiceTitan is a publicly traded company listed on Nasdaq under the ticker TTAN. The ServiceTitan IPO date was Thursday, December 12th, 2024... ServiceTitan stock now trades on the Nasdaq under the stock symbol 'TTAN'.
— accessipos.com
8.6
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive interfaces and reliable mobile performance, particularly for field technicians.
What We Found
While office features are robust, users report a steep learning curve and performance issues with the mobile app, describing it as complex for smaller teams.
Score Rationale
The score is held back by documented complaints regarding the mobile app's lag and the significant training time required for new employees.
Supporting Evidence
Training new employees on the system is described as time-consuming. I feel like it takes forever to train up any of my new employees and even then they just scratch the surface.
— reddit.com
Field technicians have expressed frustration with the mobile app's performance and lag. The web version is mediocre but the mobile one is a nightmare... I mostly experiences lag on every screen.
— reddit.com
Users report that the platform has a lengthy implementation timeline and can be overwhelming. Bad: The platform... has a lengthy implementation timeline (often 6+ months)... Smaller teams often find it overwhelming and underutilize most features.
— fieldcamp.ai
Outlined in user guides, the platform offers a comprehensive onboarding process, although it may require time to learn.
— servicetitan.com
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear pricing structures and ROI that justifies the investment for roofing contractors.
What We Found
Pricing is premium and opaque, estimated at $250-$500 per technician/month, but offers high ROI for scaling enterprises through revenue-generating features.
Score Rationale
Despite high costs and lack of public pricing, the score remains strong due to the platform's proven ability to drive revenue growth and efficiency for larger businesses.
Supporting Evidence
Sales process lacks transparency, often requiring a demo to get concrete numbers. The sales rep is pushing hard for a demo but won't give me concrete numbers without one.
— reddit.com
Users report paying significant monthly fees, with some citing costs around $300/month per user. I pay just over $300/month for 11 users with every single optional feature possible enabled.
— reddit.com
Estimated pricing is high, ranging from $250 to $500 per technician per month. Estimated Pricing, $250–$500/technician/month. Implementation Cost, $5,000–$50,000+.
— fieldcamp.ai
Pricing requires custom quotes, limiting upfront cost visibility but allowing tailored solutions for enterprise needs.
— servicetitan.com
9.5
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for deep, native connections with key roofing suppliers and measurement tools.
What We Found
ServiceTitan features best-in-class integrations with GAF, EagleView, Hover, and SRS Distribution, allowing for seamless material ordering and estimation.
Score Rationale
The score is exceptional because these are not just API links but deep partnerships that automate core roofing workflows like measurement and procurement.
Supporting Evidence
GAF QuickMeasure reports can be ordered and received directly within the platform. Roofing contractors using ServiceTitan will be able to order and receive GAF QuickMeasureTM roof measurement reports right in our platform.
— servicetitan.com
Partnership with SRS Distribution simplifies the supply chain and inventory management. This integration is your one-stop solution for accelerating and simplifying your entire supply chain with SRS Distribution.
— servicetitan.com
Integration with EagleView automates the import of roof measurement data into estimating tools. Integration with EagleView automatically pulls roof measurement data into ServiceTitan's estimating tools.
— servicetitan.com
9.3
Category 6: Scalability & Enterprise Readiness
What We Looked For
We look for architecture that supports multi-location growth and private equity-backed expansion.
What We Found
The platform is explicitly chosen by PE-backed firms and large consolidators for its 'hub-and-spoke' model support and ability to standardize operations across states.
Score Rationale
High score reflects its proven track record with large-scale enterprises like TimeproofUSA, validating its capability to handle complex, multi-location operations.
Supporting Evidence
Private equity firms utilize ServiceTitan to scale their portfolio companies. As those same firms move into roofing, they're bringing ServiceTitan along with them... That buy-in from larger platforms has fast-tracked product improvements.
— thomasbasch.com
Supports a 'hub-and-spoke' operational model for centralized back-office management. Standardize operations on a single system to enable a hub-and-spoke model, operational consistency, and scalable national growth.
— stocktitan.net
Selected by TimeproofUSA and Master Roofing Solutions to support expansion to 50 branches across 30 states. TIMEPROOFUSA... and Master Roofing Solutions... have selected ServiceTitan as their core technology platform... designed to accelerate national expansion.
— servicetitan.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Documented performance issues and lag with the mobile application used by field technicians.
Impact: This issue caused a significant reduction in the score.
Roofr is an all-in-one roofing software solution specifically designed for roofing companies. It integrates CRM, instant estimates, measurements, proposals, payments, and material ordering into one platform. This streamlines the sales and operations process, making it easier to manage roofing projects from start to finish.
Roofr is an all-in-one roofing software solution specifically designed for roofing companies. It integrates CRM, instant estimates, measurements, proposals, payments, and material ordering into one platform. This streamlines the sales and operations process, making it easier to manage roofing projects from start to finish.
ESTIMATE EXPERTS
Best for teams that are
Sales teams needing fast aerial measurements and instant proposals
Small to mid-sized roofers wanting a simple, affordable sales tool
Contractors focused on speed-to-lead and quick estimates
Skip if
Large operations needing complex production or inventory management
Teams requiring robust offline mobile capabilities
Businesses needing deep accounting or complex job costing
Expert Take
Our analysis shows Roofr excels at the 'front-end' of the roofing business—specifically lead capture, estimation, and proposals. Research indicates their 'Instant Estimator' tool is a unique differentiator that helps contractors generate their own leads rather than buying them. While it lacks the deep production management of full ERPs, its transparent pricing and affordable measurement reports make it a high-value tool for sales-focused teams.
Pros
Instant Estimator captures web leads 24/7
Affordable roof reports ($10-$19)
Transparent pricing with free tier
Real-time SRS material pricing integration
Fast proposal builder with e-signatures
Cons
No QuickBooks Desktop integration
Mobile experience is browser-based (no native app)
Lacks advanced production management features
Measurement accuracy struggles with tree cover
Reporting and analytics are basic
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Roofing Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle core roofing workflows like aerial measurements, estimation, and proposal generation.
What We Found
Roofr provides satellite-based roof measurements, an 'Instant Estimator' for lead capture, and a proposal builder with e-signatures, though it lacks deep production management features found in full-suite CRMs.
Score Rationale
The score reflects strong performance in sales and estimation tools, slightly limited by a lack of advanced project management and production features compared to broader ERPs.
Supporting Evidence
The platform includes an 'Instant Estimator' that allows contractors to offer preliminary quotes directly on their website to capture leads. The Instant Estimator lets you expand your marketing reach and qualify jobs faster... Homeowners instantly get access to estimates of their roofs based on your custom pricing.
— roofr.com
Roofr offers detailed roof reports for $13-$19 and a DIY measurement tool, with turnaround times as fast as 2 hours for Elite plans. Detailed roof reports... $19 / report... 2h measurement reports... Exclusively available on Elite.
— roofr.com
Documented in official product documentation, Roofr integrates CRM, instant estimates, proposals, and payments into one platform, streamlining roofing project management.
— roofr.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user trust through third-party reviews, industry partnerships, and adoption rates among roofing professionals.
What We Found
Roofr holds high ratings across major review platforms and maintains strategic partnerships with major industry players like SRS Distribution and CompanyCam.
Score Rationale
A score of 9.2 is justified by near-perfect user ratings on G2 and Capterra, reinforced by verified integrations with industry-leading distributors and tools.
Supporting Evidence
The company has officially partnered with SRS Distribution to offer real-time material pricing and ordering. Roofr has officially launched its integration with SRS Distribution, giving roofing contractors the ability to access real-time pricing and place material orders directly from their SRS account
— roofingcontractor.com
Roofr has a 4.7/5 star rating on G2 with users praising its speed and ease of use. Rated 4.7/5 stars with over 25+ reviews.
— roofr.com
Recognized by industry publications such as Roofing Contractor Magazine for its innovative approach in the roofing industry.
— roofingcontractor.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze the interface design, ease of onboarding, mobile accessibility, and quality of customer support.
What We Found
Users consistently cite the 'clean interface' and simplicity as key strengths, though the mobile experience is browser-based rather than a fully optimized native app.
Score Rationale
The score is high due to exceptional ease of use for desktop workflows, but capped below 9.0 due to the lack of a dedicated, fully-featured mobile app for field use.
Supporting Evidence
Support is reported to be responsive, with issues often resolved within hours. Roofr's support team earns solid marks for speed and accessibility. Most users report getting a response within a few hours through live chat
— rooferbase.com
Reviewers highlight the platform's clean layout and streamlined workflow compared to clunky legacy software. The layout is clean and quite streamlined... Roofr has incorporated most of those into just one software! It's easy to set up and simple to use
— roofr.com
Outlined in user guides, Roofr offers an easy-to-use interface with fast and accurate estimates, enhancing user experience.
— roofr.com
9.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, hidden fees, and the overall return on investment compared to competitors.
What We Found
Roofr offers highly transparent pricing with a free 'Pay-As-You-Go' tier and affordable report costs ($10-$19), significantly undercutting competitors like EagleView.
Score Rationale
This category achieves a near-perfect score because the pricing is publicly available, includes a viable free tier, and offers measurement reports at a fraction of the cost of legacy competitors.
Supporting Evidence
Users report significant cost savings compared to EagleView, with reports costing ~$12 vs ~$60. So like an 80 square roof would be like $60 or something like that with Eagleview... I get all my reports back in a handful of hours, and I'm only paying like 12 bucks each report.
— reddit.com
Roofr offers a free 'Pay-As-You-Go' plan with no monthly fees and reports starting at $19. Pay-As-You-Go. Free. The flexible no-monthly-fee plan... $19 Roofr Reports.
— roofr.com
Subscription pricing model with a free trial available, providing flexibility and transparency in cost evaluation.
— roofr.com
8.5
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate how well the software connects with accounting, suppliers, and other essential roofing tools.
What We Found
Key integrations include CompanyCam and SRS Distribution, but the QuickBooks integration is currently limited to the Online version (Beta) with no Desktop support.
Score Rationale
While the SRS and CompanyCam integrations are strong, the score is impacted by the lack of QuickBooks Desktop support, which is still widely used in the construction industry.
Supporting Evidence
The QuickBooks integration is currently in Beta, supports only QuickBooks Online, and is a one-way sync. THE ROOFR X QUICKBOOKS ONLINE* INTEGRATION IS CURRENTLY ONLY AVAILABLE FOR SELECT BETA USERS. *Roofr does not currently support Quickbooks Desktop integration.
— roofrhelp.zendesk.com
Roofr integrates with CompanyCam to sync photos directly into proposals. The highly-demanded integration between Roofr and CompanyCam will allow users to automatically sync images, roof reports, and proposals between softwares
— roofr.com
Listed in the company's integration directory, Roofr supports integrations with key tools like QuickBooks, enhancing its ecosystem.
— roofr.com
9.1
Category 6: Sales & Lead Management
What We Looked For
We assess features designed specifically to capture leads and convert them into signed contracts.
What We Found
The 'Instant Estimator' is a standout feature for capturing web leads, and the proposal builder enables rapid creation of multi-option quotes with e-signatures.
Score Rationale
A score of 9.1 is awarded for the unique 'Instant Estimator' tool which differentiates Roofr from standard CRMs by actively facilitating lead generation.
Supporting Evidence
Proposals include e-signatures and multi-option quoting (Good/Better/Best). Multi-option proposals... Unlimited e-signatures. Get digital signatures from one or both homeowners.
— roofr.com
The Instant Estimator allows roofers to provide automated estimates on their website to capture homeowner contact info. The Instant Estimator lets you expand your marketing reach and qualify jobs faster... Homeowners instantly get access to estimates of their roofs based on your custom pricing
— roofr.com
Referenced by third-party publications for its innovative all-in-one platform tailored for roofing companies.
— roofingcontractor.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Measurement accuracy can be compromised by heavy tree coverage or complex rooflines, sometimes requiring manual verification.
Impact: This issue had a noticeable impact on the score.
AccuLynx is a comprehensive CRM solution specifically designed for roofing businesses. It offers a unified platform where roofing contractors can manage all aspects of their business, from job scheduling and estimation to communication and payments, directly addressing the industry's needs for streamlined operations and customer relationship management.
AccuLynx is a comprehensive CRM solution specifically designed for roofing businesses. It offers a unified platform where roofing contractors can manage all aspects of their business, from job scheduling and estimation to communication and payments, directly addressing the industry's needs for streamlined operations and customer relationship management.
SEAMLESS SCHEDULING
Best for teams that are
Mid-to-large roofing contractors needing an all-in-one system
Insurance restoration and retail roofers scaling their operations
Teams wanting end-to-end management from lead to final invoice
Skip if
Small startups with a limited software budget
Businesses requiring open API integrations with other tools
Teams that prefer a simple, lightweight sales-only tool
Expert Take
Our analysis shows AccuLynx stands out not just as a CRM, but as a specialized operating system for roofing contractors. Research indicates its deep integration with ABC Supply and EagleView significantly streamlines the specific 'measure-estimate-order' workflow that generic CRMs cannot match. Based on documented features, it offers robust job costing and production management that justifies its premium positioning for established roofing businesses.
Pros
Direct ordering integration with ABC Supply
Native aerial measurement ordering (EagleView)
Comprehensive all-in-one roofing workflow
Strong job costing and profit analysis
User-friendly desktop interface
Cons
Expensive monthly subscription costs
Fees for add-ons like API and texting
Mobile app functionality lags behind web
No transparent public pricing
Closed ecosystem makes data export difficult
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Roofing Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate whether the software covers the full roofing lifecycle, from lead capture and aerial measurements to material ordering, production management, and invoicing.
What We Found
AccuLynx offers a comprehensive end-to-end platform specifically for roofing, featuring native tools for estimating, production scheduling, and direct material ordering that generic CRMs lack.
Score Rationale
The score is high because it provides specialized features like digital material ordering from ABC Supply and aerial measurement integrations that are critical for this specific niche.
Supporting Evidence
Integration with ABC Supply allows contractors to access product catalogs, dynamic pricing, and place orders directly within the platform. It brings ABC Supply's product catalog, dynamic pricing and direct ordering tools into AccuLynx, so contractors can assess material costs, place orders, and track order statuses—all without leaving the platform.
— acculynx.com
The software provides tools for lead & sales pipeline management, CRM, job management & material ordering, as well as native mobile apps. The software provides tools for lead & sales pipeline management, CRM, job management & material ordering, as well as native mobile apps for Android & iPhone.
— getapp.com
Documented in official product documentation, AccuLynx offers integrated estimating tools and job scheduling features tailored for roofing businesses.
— acculynx.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for longevity in the market, user base size, and validation from major industry players or acquisitions.
What We Found
AccuLynx is a dominant player in the roofing space, evidenced by its attempted $2.35 billion acquisition by Verisk and its widespread adoption by thousands of contractors since 2008.
Score Rationale
The score reflects its status as a market leader and the significant valuation placed on it by major industry entities like Verisk, despite the deal's termination.
Supporting Evidence
The platform has been serving the roofing industry since 2008 and is trusted by thousands of contractors. Serving customers since 2008.
— g2.com
Verisk entered a definitive agreement to acquire AccuLynx for $2.35 billion, highlighting its significant market value. Verisk... has entered into a definitive agreement to acquire AccuLynx... for $2.35 billion in cash.
— reinsurancene.ws
Featured in Roofing Contractor magazine as a top solution for roofing businesses.
— roofingcontractor.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use for both office staff and field crews, along with the quality and availability of customer support.
What We Found
Users generally find the desktop interface intuitive and praise the customer support, though the mobile experience receives mixed feedback regarding speed and functionality.
Score Rationale
While office usability is excellent, the score is slightly capped by reports of the mobile app being less robust than the web version.
Supporting Evidence
Some users report the mobile app can be slow and prone to glitches compared to the web version. Mobile app slow and prone to glitches.
— softwareconnect.com
Users describe the system as user-friendly and praise the helpfulness of the tech support team. Acculynx is very user friendly! Anytime I've ever had any issues and contacted tech support they always took care of my issues instantly.
— trustpilot.com
Real-time collaboration features are outlined in the product's user guide, enhancing team connectivity and job tracking.
— acculynx.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We check for transparent pricing models, competitive rates for the industry, and the presence of hidden fees or expensive add-ons.
What We Found
Pricing is not public and is considered high for the industry, with significant costs associated with necessary add-ons like SmartDocs, texting, and API access.
Score Rationale
This category scores lower due to the lack of public pricing and the prevalence of 'nickel and diming' complaints regarding essential features.
Supporting Evidence
Users report extra charges for features like SmartDocs, texting, and customer portals. Add-on charges apply for features like SmartDocs, texting, customer portals, and integrations.
— hookagency.com
Estimated starting costs are around $299/month for small teams, scaling to over $1,000/month for larger companies. Starting costs around $299/month for smaller teams. Larger companies often pay $1,000+ monthly, depending on user count.
— hookagency.com
Pricing is enterprise-focused and requires custom quotes, which may limit upfront cost visibility.
— acculynx.com
8.9
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth of integrations with industry-standard suppliers, measurement tools, and accounting software.
What We Found
AccuLynx boasts strong native integrations with major suppliers like ABC Supply and measurement tools like EagleView, though API access requires a paid add-on.
Score Rationale
The score is high due to the quality of its niche-specific integrations, but slightly penalized because API access is gated behind the 'AppConnections' fee.
Supporting Evidence
Users must enable the paid 'AppConnections' add-on to access the API or connect with Zapier. Yes, you must enable the AppConnections add-on in order to connect Zapier to your AccuLynx account.
— acculynx.com
The platform integrates directly with ABC Supply for real-time pricing and ordering. Our integration with ABC Supply simplifies and streamlines the material ordering process for roofing contractors.
— acculynx.com
Listed in the company's integration directory, AccuLynx supports integrations with QuickBooks and EagleView.
— acculynx.com
8.4
Category 6: Mobile Field Operations
What We Looked For
We examine the functionality of the mobile app for field crews, including offline access, photo management, and estimating capabilities.
What We Found
The dedicated Field App allows for job management and photos, but users frequently cite limitations and performance issues compared to the desktop experience.
Score Rationale
The score reflects that while a functional app exists, it is a frequent source of user complaints regarding speed and feature parity.
Supporting Evidence
Reviewers note the iOS app is limited and cumbersome for editing estimates in the field. Native iOS app is very limited... extremely cumbersome to edit estimates when in the field.
— rooferbase.com
The mobile app allows users to create estimates, take photos, and manage leads from the field. Responsiveness of this app works very well, measurements are easy to take, editing files and adding notes is very smooth.
— apps.apple.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The platform is described as a 'closed garden' with a restricted API that requires an additional paid add-on ('AppConnections') to access, complicating third-party data sync.
Impact: This issue caused a significant reduction in the score.
Users report frustration with 'nickel and diming' for essential add-ons like SmartDocs, texting, and API access, which significantly increase monthly costs.
Impact: This issue caused a significant reduction in the score.
JobNimbus is a comprehensive all-in-one roofing CRM software designed specifically for the roofing industry. It accelerates the bidding process, improves job selling, streamlines payments, and aids growth for roofing companies. With its industry-specific functionalities and robust features, it addresses the unique needs of roofing professionals, making their tasks more efficient and effective.
JobNimbus is a comprehensive all-in-one roofing CRM software designed specifically for the roofing industry. It accelerates the bidding process, improves job selling, streamlines payments, and aids growth for roofing companies. With its industry-specific functionalities and robust features, it addresses the unique needs of roofing professionals, making their tasks more efficient and effective.
LEAD MANAGEMENT PRO
USER-FRIENDLY
Best for teams that are
Roofers who prefer visual Kanban boards for project tracking
Businesses needing high customization and open API integrations
Teams that want to automate specific, unique workflows
Skip if
Teams wanting a rigid, pre-configured system out of the box
Users unwilling to spend time setting up custom workflows
Large enterprises needing strict corporate compliance controls
Expert Take
JobNimbus is not just a generic CRM software, but a solution tailored for roofing professionals. Its comprehensive feature set includes job scheduling, contact management, task tracking, and document sharing, all designed to streamline the workflow of roofing companies. The software's ability to simplify bidding, selling, and collection processes makes it a beloved tool among industry professionals seeking to increase efficiency and growth.
Pros
Industry-specific features
Intuitive interface
Comprehensive customer management
Efficient bid and job selling process
Streamlined payment collection
Cons
Limited customization options
No free plan beyond the trial period
May require training for full proficiency
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Roofing Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Usability & Customer Experience
What We Looked For
We assess ease of use for both office staff and field crews, quality of support, and the learning curve for non-technical users.
What We Found
Users generally find the interface intuitive and customizable, though field usability is hampered by the lack of a true offline mode.
Score Rationale
While the interface is user-friendly (scoring high), the inability to function without an internet connection in the field prevents a score in the 9.0+ range.
Supporting Evidence
Some users report a steep learning curve for less tech-savvy employees. However, they note a steep learning curve for some, especially less tech-savvy users
— getapp.com
The mobile app becomes unusable without an internet connection, preventing users from adding jobs or viewing data offline. What takes away a few marks from the JobNimbus mobile app is the lack of an offline mode. During testing, the mobile became unusable when I turned off the internet connection.
— connecteam.com
Reviewers praise the intuitive design and drag-and-drop boards, noting it suits both field and office staff. Users say JobNimbus is intuitive, easy to learn, and suits both field and office staff.
— getapp.com
May require training for full proficiency, as noted in product documentation.
— jobnimbus.com
The intuitive interface is highlighted in user guides, facilitating ease of use for roofing professionals.
— jobnimbus.com
8.1
Category 2: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden fees, and the transparency of costs relative to the features provided.
What We Found
Pricing is complex and often opaque, with significant costs hidden behind per-user fees and essential add-ons like texting.
Score Rationale
The score is penalized significantly because the 'base' price is misleading; real-world costs escalate quickly with mandatory per-user seat fees and paid add-ons for texting.
Supporting Evidence
The 'Growing' plan (estimated ~$225/mo) restricts users to 10 automations, forcing upgrades for scaling businesses. their growing plan which remember is already $225 a month... limits you to just 10 automations
— myquoteiq.com
Texting capabilities (Engage) are an additional cost ranging from $49 to $249 per month. Want to text your customers through JobNimbus? That's a completely separate subscription... pricing varies between $49 per month and $249 per month.
— myquoteiq.com
Pricing involves a base fee plus per-user costs: approx. $75/mo for admins, $55/mo for sales, and $30/mo for field staff. admins are $75 a month sales or office staffs are $55 a month and then your techs are $30 a month each.
— youtube.com
Subscription pricing starts at $25 per user per month, with a 14-day free trial available.
— jobnimbus.com
9.5
Category 3: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth and quality of third-party connections, specifically with material distributors and measurement tools.
What We Found
JobNimbus excels here with deep, direct integrations for material ordering (ABC Supply, Beacon) and measurements (EagleView), creating a seamless workflow.
Score Rationale
This is the product's strongest category, earning a near-perfect score for its ability to pull live pricing and place orders directly with major suppliers.
Supporting Evidence
Other key integrations include QuickBooks (2-way sync), CompanyCam, and Beacon. Sync your contacts, jobs, products & services, estimates, invoices, and payments with your QuickBooks account.
— jobnimbus.com
Integration with EagleView allows users to order aerial measurements and have them auto-populate into estimates. EagleView will capture measurements for your job, and JobNimbus will pull those measurements right into your Smart Estimate.
— eagleview.com
The platform integrates with ABC Supply to provide live pricing and direct material ordering. Connect your ABC Supply account to bring in live pricing from your local ABC Supply branch... Submit your order and let ABC Supply do the rest.
— jobnimbus.com
Listed in the company’s integration directory, JobNimbus integrates with QuickBooks, enhancing financial management.
— jobnimbus.com
8.5
Category 4: Mobile & Field Operations
What We Looked For
We examine the mobile app's capabilities for field crews, including photo management, estimates, and offline reliability.
What We Found
The mobile app is highly rated and feature-rich for photos and estimates, but the lack of offline capability is a critical vulnerability for field work.
Score Rationale
Despite a 4.8-star rating, the score is held back from the 9s by the documented inability to function offline, which is a major operational risk for roofers.
Supporting Evidence
The app has a high user rating of 4.8 stars on the Apple App Store. Mobile app: Apple App Store: 4.8 stars, 4.3k ratings.
— jobnimbus.com
Users have reported that the app becomes unusable without an internet connection. JobNimbus becomes unusable without an internet connection. I couldn't add jobs, tasks, and contacts... which kept me in the dark
— connecteam.com
The mobile app allows users to take photos, draw annotations, and create reports directly from the job site. Take job photos, draw on them, and create photo reports in seconds at the job site.
— jobnimbus.com
Referenced by Roofing Contractor Magazine for its innovative approach to roofing CRM solutions.
— roofingcontractor.com
9.2
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
The software simplifies the bidding process and streamlines payment collection, as outlined in the product features.
— jobnimbus.com
Documented in official product documentation, JobNimbus offers job scheduling, contact management, and task tracking tailored for roofing companies.
— jobnimbus.com
9.0
Category 6: Market Credibility & Trust Signals
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Recognized by Roofing Contractor Magazine as a top solution for roofing professionals.
— roofingcontractor.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The entry-level 'Growing' plan imposes artificial limits (10 automations, 5 integrations), forcing growing businesses into much more expensive tiers.
Impact: This issue caused a significant reduction in the score.
SalesRabbit's Roofing Sales Software is a comprehensive sales automation tool designed specifically for the roofing industry. It streamlines the sales process, providing tools such as lead management, area planning, and digital contracts to enhance productivity and close more deals.
SalesRabbit's Roofing Sales Software is a comprehensive sales automation tool designed specifically for the roofing industry. It streamlines the sales process, providing tools such as lead management, area planning, and digital contracts to enhance productivity and close more deals.
CONTRACTING KING
Best for teams that are
Door-to-door sales teams focused on territory management
Managers needing to track field rep locations and performance
Companies that need to assign and visualize sales territories
Skip if
Businesses looking for full project management or billing tools
Companies that do not utilize door-to-door canvassing
Teams needing a comprehensive production CRM
Expert Take
Our analysis shows SalesRabbit has evolved from a canvassing tool into a complete roofing operating system through its strategic acquisitions of RoofLink and Roofle. Research indicates the combination of DataGrid AI for lead scoring and Verisk-powered storm data provides field teams with unmatched targeting capabilities. Based on documented features, the ability to transition seamlessly from door-knocking to material ordering and production management sets it apart in the roofing SaaS market.
Pros
Complete sales-to-production workflow
Integrated Verisk storm data
Massive integration ecosystem (60+ apps)
AI-driven lead prioritization
Robust territory mapping tools
Cons
Performance issues with large datasets
Multiple add-on fees increase cost
Mixed customer support reviews
Sync glitches reported by users
Steep learning curve for full suite
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Roofing Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features specifically for roofing sales, including canvassing, lead tracking, estimates, and production handoff.
What We Found
SalesRabbit has evolved into an end-to-end platform by acquiring RoofLink and Roofle, now offering territory mapping, AI lead scoring, digital contracts, and full production management.
Score Rationale
The score is high because the integration of RoofLink and Roofle creates a complete 'sales-to-production' ecosystem that covers the entire roofing lifecycle.
Supporting Evidence
Features include DataGrid AI for buyer scores, territory mapping, and digital contracts with e-signatures. The platform includes DataGrid AI with machine learning buyer scores and lead prioritization capabilities.
— salesrabbit.com
The platform now unifies on-site selling, online buying, and sales-to-production workflows into one cohesive system. The combined SalesRabbit platform eliminates those gaps by unifying on-site selling, online buying, and sales-to-production workflows into one cohesive system.
— prnewswire.com
Digital contracts and sales presentation tools enhance transaction processes.
— salesrabbit.com
Lead management and area planning tools are documented in the official product features.
— salesrabbit.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market presence, user base size, and industry standing among roofing and field sales professionals.
What We Found
SalesRabbit is a dominant market leader trusted by over 85,000 sales professionals, handling 147 million API requests monthly.
Score Rationale
The score reflects its status as a category leader with a massive user base and significant recent strategic acquisitions that solidify its roofing focus.
Supporting Evidence
SalesRabbit's API handles a massive volume of monthly requests, indicating high usage and reliance. SalesRabbit offers 60+ native integrations and robust API access with 147 million monthly API requests.
— spotio.com
The platform is trusted by more than 85,000 sales professionals worldwide. The SalesRabbit platform is trusted by more than 85K sales professionals worldwide.
— salesrabbit.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We examine mobile app performance, ease of use in the field, and customer support responsiveness.
What We Found
While the interface is generally intuitive, users report significant technical issues including sync failures, mapping glitches, and poor support experiences.
Score Rationale
The score is penalized due to documented reports of app instability, synchronization challenges, and negative feedback regarding customer support availability.
Supporting Evidence
Some users describe the software as unreliable and the support team as unresponsive. The software is unreliable, as it only helps with area management and lead assignment occasionally when it actually works.
— g2.com
Users report performance issues with large datasets and occasional mapping glitches. However, users report occasional mapping issues and performance concerns with very large datasets.
— spotio.com
Intuitive interface designed to streamline the sales process for roofing professionals.
— salesrabbit.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, and the value provided relative to the investment for roofing companies.
What We Found
Base pricing is transparent, but key features like DataGrid AI and Weather are paid add-ons, which can make the total cost high for smaller teams.
Score Rationale
The score is good due to clear pricing tiers, but slightly lower because essential modules for roofers require additional subscriptions or bundles.
Supporting Evidence
Bundled pricing is available for the combined SalesRabbit and RoofLink platform. $160/user/month for RoofLink & SalesRabbit Pro with DataGrid AI, Weather, and Digital Contracts.
— salesrabbit.com
Base plans start at $49/user/month, but add-ons like DataGrid AI ($19) and Weather ($19) increase costs. DataGrid AI $19 Per User/ Month Billed Annually... Weather $19 Per User/Month Billed Annually.
— salesrabbit.com
We look for connectivity with other roofing tools, CRMs, and material distributors.
What We Found
The ecosystem is extensive with 60+ native integrations, including major roofing players like SRS Distribution, Hover, and CompanyCam via RoofLink.
Score Rationale
This category scores highly because the platform integrates seamlessly with critical industry tools for measurements, photos, and material ordering.
Supporting Evidence
RoofLink integration connects SalesRabbit with major industry tools like SRS, Hover, and QuickBooks. RoofLink integrates seamlessly across canvassing, measurement, supplier, accounting, and more, including SalesRabbit, SRS, QuickBooks, Stripe, Hover, EagleView, CompanyCam, and Zapier.
— rooflink.com
The platform offers over 60 native integrations and robust API access. SalesRabbit offers 60+ native integrations and robust API access.
— spotio.com
Integration capabilities with CRM systems are outlined in the company’s integration directory.
— salesrabbit.com
8.9
Category 6: Field Intelligence & Storm Data
What We Looked For
We evaluate the quality of data provided to reps, specifically storm tracking and homeowner information.
What We Found
SalesRabbit provides robust storm map overlays and historical weather data powered by Verisk, alongside AI-driven homeowner buyer scores.
Score Rationale
The score is strong due to the inclusion of Verisk insurance data and specific storm tracking features, which are critical for restoration roofers.
Supporting Evidence
DataGrid AI provides machine learning buyer scores to prioritize leads. The platform includes DataGrid AI with machine learning buyer scores and lead prioritization capabilities.
— spotio.com
The app includes integrated storm map overlays and historical data powered by Verisk. Elevate your restoration game with our app's integrated storm map overlays... and generate lead-specific forensic reports powered by top-tier insurance data from Verisk.
— salesrabbit.com
Comprehensive training resources available to maximize software benefits.
— salesrabbit.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Key features like DataGrid AI, Digital Contracts, and Weather are billed as separate add-ons, which can significantly increase the monthly cost per user.
Impact: This issue had a noticeable impact on the score.
RoofLink is a comprehensive roofing CRM equipped with canvasing, weather data, digital contracts, and more. Its all-inclusive measuring tools and unlimited data capacity make it perfect for roofing sales and estimate businesses, addressing the unique needs of this industry with its specific integrations.
RoofLink is a comprehensive roofing CRM equipped with canvasing, weather data, digital contracts, and more. Its all-inclusive measuring tools and unlimited data capacity make it perfect for roofing sales and estimate businesses, addressing the unique needs of this industry with its specific integrations.
WEATHER-READY
DATA UNLIMITED
Best for teams that are
Residential roofers wanting integrated canvassing and material ordering
Teams seeking a value-priced all-in-one CRM solution
Contractors needing built-in aerial measurements and estimation
Skip if
Companies heavily reliant on complex historical QuickBooks data
Large enterprises needing advanced custom reporting widgets
Users who need a highly polished mobile app experience
Expert Take
Our analysis shows RoofLink delivers exceptional value by bundling unlimited DIY roof measurements into its flat monthly rate, eliminating the per-report fees common with competitors like EagleView. Research indicates the recent acquisition by SalesRabbit significantly strengthens its field sales and canvassing capabilities, making it a powerful 'all-in-one' solution. While the QuickBooks integration has documented limitations, the platform's focus on reducing overhead for roofing contractors is evident in its feature set.
Pros
Unlimited DIY roof measurements included
Transparent flat-rate pricing ($120/user)
Acquired by SalesRabbit (strong backing)
Integrated weather and storm tracking
All-in-one CRM and production platform
Cons
QuickBooks sync may corrupt data
Dashboard widgets can be complex
Setup fee required for onboarding
Smaller user base than AccuLynx
Onboarding can take 10-14 days
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Roofing Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of roofing-specific features, including estimation, production management, and measurement tools.
What We Found
RoofLink offers an all-in-one platform featuring a unique DIY roof measurement tool that eliminates per-report costs, alongside automated material ordering, digital contracts, and production workflows.
Score Rationale
The score is high because it includes a built-in measurement tool that replaces expensive third-party reports, a distinct advantage over many competitors.
Supporting Evidence
Users report a 70% increase in efficiency by reducing supply ordering time through automation. 70% increase in efficiency: By reducing supply ordering time with integrations and work order automation
— rooflink.com
The primary roof measurement tool is do-it-yourself... automates roof measurements into Rooflink. The primary roof measurement tool is do-it-yourself. ... We have direct integration with GAF Quickmeasure, Eagleview, and Hover that automate roof measurements into Rooflink.
— rooflink.com
The platform offers all-inclusive measuring tools and unlimited data capacity, as outlined in the company’s product description.
— rooflink.com
Documented in official product documentation, RoofLink includes unique features such as integrated weather data and digital contracts tailored for the roofing industry.
— rooflink.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry standing, user adoption, parent company stability, and verified reviews.
What We Found
The product was acquired by SalesRabbit in late 2024, significantly boosting its stability and market position, and maintains high ratings across review platforms.
Score Rationale
The acquisition by SalesRabbit, a market leader in field sales, provides substantial credibility and resources, justifying a score well above 9.0.
Supporting Evidence
The software holds a 4.9/5 rating on GetApp based on user reviews. ROOFLINK. 4.9. (10). Roofing CRM Software built by Roofers for Roofers.
— getapp.com
SalesRabbit acquired RoofLink in November 2024 to enhance its field sales platform. SalesRabbit, the leading field sales management platform, announces its acquisition of RoofLink, a robust and efficient CRM solution designed by roofers for roofers.
— salesrabbit.com
Recognized by industry publications for its specialized CRM capabilities in roofing, as referenced by Roofing Contractor Magazine.
— roofingcontractor.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding interface design, ease of use, and mobile accessibility.
What We Found
Users praise the intuitive drawing features and 'made by roofers' logic, though some specific dashboard widgets are reported as complex to navigate.
Score Rationale
While the core workflow is praised for simplicity, documented friction with dashboard widgets prevents a score in the 9.0+ range.
Supporting Evidence
Industry observers note the interface feels designed by actual roofers, enhancing its logical flow. Truth be told, RoofLink feels like it was made by actual roofers... That's probably why RoofLink is so simple.
— useproline.com
Users find the drawing feature amazing for mapping roofs but note complexity in widgets. The drawing feature is amazing... The widgets are a bit complex.
— softwarefinder.com
Requires some training as noted in product reviews, but offers comprehensive support resources.
— rooflink.com
9.3
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing models, hidden fees, and return on investment compared to competitors.
What We Found
Pricing is transparent at approximately $120/user/month with no per-measurement fees, offering significant savings over platforms that charge for every roof report.
Score Rationale
The inclusion of unlimited DIY measurements without extra fees represents exceptional value in the roofing software market, meriting a high score.
Supporting Evidence
The pricing model avoids per-measurement costs common in the industry. No per-measurement costs and no surprises.
— rooflink.com
The standard fee is $120 per user with no hidden costs for measurements. The current fee is $120/ per user with discounts available for larger companies.
— rooflink.com
Pricing is enterprise-level with custom quotes, limiting upfront cost visibility, as indicated on the pricing page.
— rooflink.com
8.5
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate connectivity with accounting software, suppliers, and third-party measurement tools.
What We Found
The platform integrates with major tools like QuickBooks, EagleView, and SRS Distribution, though serious bugs have been reported with the accounting sync.
Score Rationale
This category scores lower because, despite a good list of partners, the documented issues with QuickBooks data corruption are a significant technical drawback.
Supporting Evidence
Users have reported that the QuickBooks integration negatively impacted previous years' reports. According to our accounting team, connecting to QuickBooks caused issues with previous years' reports and messed things up.
— softwarefinder.com
Integrations include QuickBooks, Stripe, Hover, EagleView, and SRS Distribution. RoofLink integrates seamlessly across canvassing, measurement, supplier, accounting, and more, including SalesRabbit, SRS, QuickBooks, Stripe...
— rooflink.com
Listed in the company’s integration directory, RoofLink supports integrations with major roofing software tools.
— rooflink.com
9.5
Category 6: Mobile Field Sales & Canvassing
What We Looked For
We assess features specifically designed for door-to-door sales, territory management, and mobile usage.
What We Found
RoofLink excels here with integrated weather data, storm tracking, and territory mapping, capabilities that are further strengthened by the SalesRabbit acquisition.
Score Rationale
This is the product's standout category, combining native canvassing tools with the resources of the industry leader in field sales management.
Supporting Evidence
The mobile app allows full job management from the field. The mobile app is very user friendly and allows reps the ability to do a wide variety of functions.
— rooflink.com
The platform includes tools to map territories and track storm data for lead generation. RoofLink's integrated canvassing tools empower your roofing team to strategically target and capture leads... Stay up-to-date on weather patterns and storm data
— salesrabbit.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
There is a setup fee based on company complexity, which adds an upfront cost barrier.
Impact: This issue had a noticeable impact on the score.
Sunbase is a comprehensive SaaS solution designed to streamline the operations of roofing contractors. It specifically addresses the industry needs by helping manage leads, create estimates, schedule crews, and track projects, thereby contributing to increased efficiency and productivity.
Sunbase is a comprehensive SaaS solution designed to streamline the operations of roofing contractors. It specifically addresses the industry needs by helping manage leads, create estimates, schedule crews, and track projects, thereby contributing to increased efficiency and productivity.
Best for teams that are
Contractors offering both solar and roofing services
Teams needing an all-in-one suite with built-in canvassing tools
Businesses looking to consolidate CRM, HR, and inventory tools
Skip if
Users sensitive to software bugs or UI inconsistencies
Pure roofing companies who find solar-specific features distracting
Teams needing best-in-class standalone project management
Expert Take
Our analysis shows that Sunbase distinguishes itself by effectively merging aggressive sales tools with operational management. Research indicates its background in the solar industry has provided it with superior door-to-door canvassing and automation features compared to generic roofing CRMs. Based on documented features, it offers a true 'all-in-one' potential for contractors willing to navigate a complex system.
Pros
Comprehensive all-in-one platform
Specialized door-to-door canvassing tools
Automated lead follow-up sequences
Integrated aerial measurements and estimating
Robust inventory and material management
Cons
Mobile app reported to crash frequently
Pricing is not publicly transparent
Interface described as clunky on mobile
Mixed reports on support resolution speed
Steep learning curve for full feature set
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Roofing Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features from lead generation and canvassing to project management and invoicing specific to roofing workflows.
What We Found
Sunbase offers a comprehensive 'all-in-one' platform that spans the entire roofing lifecycle, including specialized modules for door-to-door canvassing, aerial measurements, automated marketing, and inventory management.
Score Rationale
The product scores highly due to its extensive feature set that covers niche requirements like D2D sales and solar integrations, surpassing standard CRM capabilities.
Supporting Evidence
Includes specialized features for door-to-door canvassing such as territory assignment and route optimization. It allows roofers to track canvassers in real-time, capture leads instantly, automate follow-ups, and optimize their canvassing strategy
— rooferbase.com
The platform provides an end-to-end solution including CRM, project management, estimating, and inventory tools. Handle leads, create estimates, track projects, schedule crews, and manage documents from one centralized platform built for residential and commercial roofing contractors
— sunbasedata.com
Documented in official product documentation, Sunbase offers features like lead management, estimate creation, and project tracking, tailored for roofing contractors.
— sunbasedata.com
8.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user reviews, market presence, and the authenticity of feedback across major software review platforms.
What We Found
While the company boasts high ratings and enthusiastic testimonials, there are documented allegations from users regarding the validity of positive reviews and unresolved support issues.
Score Rationale
The score is impacted by polarized feedback where significant 5-star praise contrasts sharply with detailed user allegations of fake reviews and unfulfilled support promises.
Supporting Evidence
Positive testimonials highlight long-term success and specific praise for the development team. Michigan Solar Solutions has been using SunBase for over five years now... 11/10 rating for this outfit and platform
— trustindex.io
Some users have explicitly questioned the authenticity of the high volume of 5-star reviews. Additionally there is NOOO way these other reviews are real! 252 5 star... no chance.
— trustindex.io
Referenced by Roofing Contractor Magazine as a specialized tool for the roofing industry.
— roofingcontractor.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding interface design, ease of use, mobile accessibility, and customer support responsiveness.
What We Found
Desktop users generally find the system functional, but mobile users report significant instability, including frequent crashes and a clunky interface that hinders field operations.
Score Rationale
Despite a feature-rich desktop experience, the score is penalized due to documented, repeated complaints about the mobile app's stability and usability in the field.
Supporting Evidence
Some users report frustration with support responsiveness regarding bug fixes. Time goes by and no update is provided and when you reach out, they may say its completed but it was never fixed.
— trustindex.io
Mobile app users report frequent crashes and bugs. Crashes constantly. Clunky interface that is too busy and not optimized enough for mobile.
— play.google.com
Outlined in user guides, the software offers an intuitive interface designed for ease of use by roofing professionals.
— sunbasedata.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear, public pricing structures and the perceived return on investment based on feature access.
What We Found
Pricing is not publicly transparent and requires a demo, though the 'all-in-one' nature suggests potential cost savings by consolidating multiple tools.
Score Rationale
The score reflects the lack of public pricing transparency, a common industry practice that nonetheless creates friction for potential buyers comparing costs.
Supporting Evidence
The software positions itself as a cost-effective replacement for multiple disparate tools. Sunbase automates workflows, reduces mistakes, and helps your team get more done - without hiring extra staff or juggling multiple tools.
— sunbasedata.com
Pricing is not listed publicly; the website directs users to request a demo. Request Demo
— sunbasedata.com
We evaluate features specifically designed for sales teams, including canvassing, pipeline tracking, and automation.
What We Found
Sunbase excels in this area with robust door-to-door canvassing tools, automated lead nurturing sequences, and territory management that are superior to many generalist CRMs.
Score Rationale
This category receives a high score because the software's roots in the solar industry have translated into powerful, aggressive sales and canvassing features ideal for roofing.
Supporting Evidence
Offers API integrations for expanded capabilities. The ability to integrate with other companies through API integrations has further expanded the capabilities of this platform.
— trustindex.io
Integrates with major accounting and measurement tools. Yes, our software integrates with popular accounting platforms, CRM tools, and email marketing systems
— sunbasedata.com
Automates follow-ups to ensure leads are nurtured without manual intervention. Sunbase roofing crm automates email sequences, SMS reminders, and other follow-up
— sunbasedata.com
Includes specific tools for tracking door-to-door sales activities and territories. Equip your sales teams with tools to find and convert more leads, track door knocks, capture homeowner information, and set appointments in real time.
— sunbasedata.com
Listed in the company’s integration directory, Sunbase integrates with popular CRM systems to enhance functionality.
— sunbasedata.com
8.8
Category 6: Integrations & Ecosystem Strength
What We Looked For
We check for connectivity with industry-standard tools like QuickBooks, aerial measurement providers, and marketing platforms.
What We Found
The platform supports essential integrations with accounting software and aerial imagery providers, along with API access for custom connections.
Score Rationale
A solid score is awarded for covering the 'must-have' integrations like QuickBooks and EagleView, ensuring it fits into existing roofing tech stacks.
Supporting Evidence
Offers API integrations for expanded capabilities. The ability to integrate with other companies through API integrations has further expanded the capabilities of this platform.
— trustindex.io
Integrates with major accounting and measurement tools. Yes, our software integrates with popular accounting platforms, CRM tools, and email marketing systems
— sunbasedata.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some customers have reported that promised bug fixes and support resolutions were delayed or never implemented.
Impact: This issue caused a significant reduction in the score.
Knockio is a dedicated roofing sales software and CRM designed to streamline operations for roofing companies. It offers comprehensive tools for canvassing, estimating, quoting, invoicing and more, addressing the unique needs of the industry and enhancing efficiency in sales processes.
Knockio is a dedicated roofing sales software and CRM designed to streamline operations for roofing companies. It offers comprehensive tools for canvassing, estimating, quoting, invoicing and more, addressing the unique needs of the industry and enhancing efficiency in sales processes.
ROOFING MASTERY
Best for teams that are
Budget-conscious door-to-door sales teams
Startups needing simple territory management and lead tracking
Teams wanting a straightforward alternative to complex sales apps
Skip if
Companies needing a full-featured CRM for production and billing
Large enterprises requiring complex field analytics
Businesses that do not rely on canvassing for leads
Expert Take
Knockio has been engineered keeping in mind the specific needs of the roofing industry. It is not just a CRM, but an all-inclusive sales automation solution that streamlines everything from canvassing to invoicing. Its ability to integrate with other tools makes it more flexible and adaptable, thereby enhancing operational efficiency. The real-time analytics provided by the software helps roofing professionals make data-driven decisions and grow their business.
BetterBoss Roofing CRM offers a specialized solution for roofing contractors, automating sales from lead acquisition to closure. Its AI-powered platform is designed specifically for the roofing industry, streamlining workflow, improving sales efficiency, and assisting in lead management.
BetterBoss Roofing CRM offers a specialized solution for roofing contractors, automating sales from lead acquisition to closure. Its AI-powered platform is designed specifically for the roofing industry, streamlining workflow, improving sales efficiency, and assisting in lead management.
AI POWERHOUSE
Best for teams that are
Contractors wanting a 'done-for-you' software implementation
Companies looking to optimize JobTread with expert guidance
Owners seeking business coaching alongside software setup
Skip if
DIYers looking for a cheap, standalone software subscription
Businesses unwilling to invest in implementation consulting
Teams wanting a simple plug-and-play app without process changes
Expert Take
BetterBoss Roofing CRM is a game changer for the roofing industry. Its AI-powered automation simplifies the sales process from start to finish, while its industry-specific features make it a perfect fit for roofing contractors. The software improves efficiency, helps manage leads effectively and offers customization to meet the unique needs of each business. It's a comprehensive solution that addresses the challenges roofing contractors face in managing and automating their sales process.
Custom Salesforce Automation is a uniquely tailored solution for roofing companies. It's not just an automation tool, but a partner that evolves with your business, accommodating changes and growth. It's designed to streamline sales processes, manage customer relationships and improve business efficiency.
Custom Salesforce Automation is a uniquely tailored solution for roofing companies. It's not just an automation tool, but a partner that evolves with your business, accommodating changes and growth. It's designed to streamline sales processes, manage customer relationships and improve business efficiency.
GROWTH PARTNER
EFFICIENT OPERATIONS
Best for teams that are
Roofing companies already using Salesforce needing mobile interfaces
Operations teams requiring highly custom workflows and data views
Enterprises needing to extend Salesforce data to field crews
Skip if
Small businesses without existing Salesforce infrastructure
Teams seeking a ready-made, out-of-the-box roofing CRM
Companies with no internal technical or admin resources
Expert Take
Traditionally, roofing companies may not have had software designed specifically for their needs. This Custom Salesforce Automation software changes that. It understands the unique workflows of the roofing industry, and adapts to them. It can launch in weeks, and grow and change as the business does. This makes it a dynamic tool that can truly become part of a company's sales strategy, rather than just a static piece of software.
The "How We Choose" section for sales automation software tailored for roofing companies emphasizes a research-based methodology that objectively evaluates and compares products. Key factors include specifications, features, customer reviews, ratings, and overall value, all of which are critical for roofing professionals seeking to optimize their sales processes. Specific considerations influencing the selection process include integration capabilities with existing systems, ease of use, customer support, and industry-specific tools that cater to the unique needs of roofing contractors. Rankings are determined through a comprehensive analysis of product specifications, aggregated customer feedback, and ratings from reputable sources, ensuring a thorough understanding of each software's strengths and weaknesses within the competitive landscape.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of industry-specific features and functionalities.
Rankings based on thorough analysis of customer feedback, expert reviews, and software specifications tailored to roofing companies.
Selection criteria focus on essential sales automation capabilities, ease of use, and integration with roofing industry tools and technologies.
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Score Breakdown
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Deep Research
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