Roofing CRM Software Built for Storm Season and Beyond
Manage roofing jobs from inspection request to final payment. Track insurance claims, schedule installs, and follow up after storms -- built for roofers who run their own books.
What we hear, every week.
Storm season hits and you have 50 inspection requests with no system to track who you have visited
Insurance claims stall for weeks and you lose track of which homeowners need a nudge
Past customers with aging roofs never hear from you until they call someone else
Built for how roofing companies actually work.
RadiusOS gives roofing contractors a pipeline built for how roofing jobs actually work -- including the insurance step most CRMs ignore. Every homeowner moves from inspection request through approval and installation, with AI scoring that flags stalled claims and cold quotes. After a storm, you can see at a glance which inspections are scheduled, which quotes are out, and which jobs are waiting on insurance. Email templates handle post-storm outreach, inspection follow-ups, and past-customer check-ins so you stay top of mind without living in your inbox.
Vertical-aware AI
The AI writes drafts in your industry's voice. When you click “Draft a follow-up,” RadiusOS reads your pipeline template and matches the trade language, the trust signals, and the typical outreach scenarios roofing companies actually use - not generic B2B SaaS phrasing.
Every step. Already mapped.
Your workspace is pre-loaded with these stages on day one. Drag-and-drop to customize, or use them as-is.
Inspection Request
A homeowner called after a storm or noticed a problem. Get the inspection scheduled fast -- after a major storm, the first roofer on the roof usually wins the job.
Inspected
You have been on the roof and documented the damage. Take photos, note the roof type and squares, and prepare a clear summary the homeowner can share with their insurance company.
Quote Sent
The estimate is out. Walk the homeowner through the numbers in plain language. Most homeowners have never bought a roof before and need the process explained, not just a price.
Insurance Review
The claim is with the insurance company. This is the stage where jobs stall and roofers lose track. Check in with the homeowner weekly -- they often do not know to follow up with their adjuster.
Approved
Insurance approved the claim or the homeowner is paying out of pocket. Get materials ordered and the install scheduled before they lose momentum or another roofer swoops in.
Installed
Roof is on. Do a final walk-around with the homeowner, hand over warranty documentation, and ask for a review. Clean job sites get referrals -- messy ones do not.
Paid
Final payment collected. This homeowner is now a future lead for gutter work, maintenance, and storm check-ins. Keep them in your pipeline and reach out proactively after the next major weather event.
What you're probably wondering.
What is the best CRM for roofing companies?
The best roofing CRM handles the unique flow of roofing jobs, including insurance claim tracking. RadiusOS has pipeline stages built for inspections, insurance review, and installation -- stages that generic CRMs and even most field service tools do not include.
How do roofing companies track insurance claims?
RadiusOS has a dedicated Insurance Review stage in the roofing pipeline. Each homeowner card stores the insurance carrier, claim number, and quote amount. AI scoring flags claims that have stalled so you know when to follow up with the homeowner.
Can I use RadiusOS for storm damage canvassing?
Yes. After a storm, add inspection requests as they come in and track every homeowner through the full cycle. Email templates for post-storm outreach let you contact past customers and neighborhood leads without writing each message from scratch.
How much does roofing CRM software cost?
Roofing-specific software like JobNimbus or AccuLynx ranges from $25 to $100 per user per month. RadiusOS starts free with a roofing-specific pipeline, AI scoring, and Gmail integration. Pro is $19 per month for email sequences and automated follow-ups.
Built for roofing companies. Free to start.
No credit card. Cancel anytime. The pipeline is set up the moment you sign up — no blank-page problem.