Roofing CRM software
Business Genie is roofing CRM software that keeps each homeowner and their roof on one record, from the inspection booked online to the review request after the crew leaves. Homeowners can use a customer portal.
Plans from $50 a monthOne month freeNo credit card
One roofing customer’s recordSample data
A roof’s life in years, and its customer’s recordSample data
A roof is bought once
A roof is bought once
A roofing record is short and dense: the inspection booked the morning after a storm, the proposal, four days on the roof, the final invoice. Then that homeowner will not need a roofer for twenty years. What they can still give you is a review and a word to the neighbors, so the last two entries on the record are the ones that go out after the crew leaves.
The house, inspection to invoice
The inspection booked online, the proposal and its deposit, the four days on the roof and the final invoice, on one record in the order they happened.
Followed up after the crew leaves
A week after the last tile is laid, the follow-up goes out on its own.
The review, while it’s fresh
The next homeowner on the street reads it before they call. The request goes out automatically.
Your homeowners, moved over
Every homeowner, HOA and property manager in your spreadsheet or your old software comes with you: the team moves your customer data over at setup, at no charge.
What else it does, in every trade: the CRM in Business Genie.
Questions about roofing CRM software
Does the roofing CRM ask for reviews?
Yes. A review request goes out automatically after the job, and so does a follow-up, so neither depends on someone remembering.
Is there a customer portal for homeowners?
Yes. Business Genie includes a customer portal for homeowners, and they can book an inspection and a time on your booking page.
Can I move my roofing customer list over?
Yes. The Business Genie team moves your customer data over at no charge when it sets up your account.
A roofing job, from the quote to the follow-up
Business Genie runs the whole job, on the web and in the iOS and Android app. Each stage has its own page: the numbered stops are written for roofing; the grey rings are the same stage for every trade.
The trade
Roofing software- 1
- 2
Scheduled
Roofing scheduling software - 3
Dispatched
Roofing dispatch software - 4
Invoiced
Roofing invoicing software - 5
Next · your own jobs
Your roofing jobs, free for a month
No credit card to start. The team sets up your account and moves your customer data over at no charge. Plans start at $50 a month after the trial.
Start today, free until