Roofing CRM Software
Roofing CRM Software — Photos, Estimates, Invoices
If you’re still juggling roof photos in texts, measurements in a spreadsheet, and invoices in another tool, you’re losing time (and approvals). WorkFotos is a roofing CRM software built around field reality: roof inspection photos with annotations, estimates and work orders, crew scheduling, PDF reports clients actually read, and invoices with online payments. Perfect for storm restoration, insurance claims, reroofs, repairs, and maintenance.
Why roofing companies switch CRMs
A practical roofer CRM keeps the entire job story in one thread — inspection → estimate → work order → photos → report → invoice → payment. Techs capture on-site, office sends documents in minutes, and everyone views the same proof.
Roofing workflow (fast on a phone)
No service? Capture offline on the roof and sync later — timestamps and structure are preserved.
Insurance claims & storm restoration
Claim-ready documentation
Build hail and wind damage photo sets per slope/face, include soft metal proof and collateral, and export roof inspection reports that adjusters understand. Keep supplements, code items, and scope changes in the same timeline.
Before/During/After proof
Document tear-off, deck repairs, underlayment, ice & water, flashing, ridge, and clean-up. Perfect for property damage documentation and warranty records.
Scheduling crews & subcontractors
Assign work by address and roof section, set dates, and coordinate deliveries. Use @mentions for handoffs (sales → production → QA). Track punch items with annotated photos and due dates.
Documentation & reports clients actually read
On-image annotations
Make damage and repairs obvious with arrows and text — fewer “what am I looking at?” calls.
Share links & PDFs
Send a clean, read-only link filtered by date/section or export a branded PDF report in minutes.
Aerial & measurements
Store eave/ridge/valley counts, pitches, and measurements alongside photos and notes (from your measurement source).
Warranties & closeout
Attach final photos, serials for ventilation or accessories, and signed documents for a complete record.
From estimate to paid invoice
Estimates that convert
Line items for labor/material with photo-backed notes build homeowner trust and speed approvals.
Invoices & online payments
Turn approvals into invoices and accept deposits, progress, or T&M through a secure payment link. Photo proof rides along, which reduces disputes and speeds cash collection.
Residential, commercial, multifamily
Residential & retail
- Leak calls, repairs, reroofs, ventilation upgrades, gutters.
- Before/after galleries and simple PDFs for homeowners.
Commercial & PM
- Flat roofs, TPO/EPDM/PVC, coatings, skylights, penetrations.
- Unit-by-unit or section-by-section reports for property managers and GCs.
Inspect. Estimate. Schedule. Prove. Invoice.
The roofing CRM that puts field photos and documents in one connected flow — fast for crews, clear for customers.
Create my accountBy continuing, you agree to the Terms of Service and Privacy Policy.
Run roofing work from your phone
Capture on the roof, organize by section, export reports, and connect proof to billing. iOS, Android, and web.
Roofing CRM Software — FAQ
- Can I annotate roof inspection photos?
- Yes. Add arrows and text so hail hits, wind creases, flashing issues, and repairs are obvious.
- Does it handle insurance claims?
- You can build claim-ready photo sets, add notes and documents, and export clear PDF reports for adjusters.
- How do I schedule crews and subs?
- Assign by address and section, add dates and logistics, and use @mentions for handoffs and punch items.
- What about payments?
- Send invoices with a secure payment link. Collect deposits, progress draws, or time-and-materials.
- Does it work offline on the roof?
- Yes. Capture offline and sync later — timestamps and structure are preserved.