Built by Roofers, for Home Services
CRM for Roofing and Home Services
Built by roofers, for all home services pros. Roof Drive is a cloud-based CRM for roofing, siding, gutters, and windows—helping you manage leads, track jobs, and grow your business without the chaos.
Know Your Business. Grow Your Business.
Growth starts with knowing your customers—their details, their history, and where things stand. When your team can pull up a contact and instantly see every quote, every task, and every interaction, you eliminate the back-and-forth. No more hold times. No more chasing down updates. When everyone's on the same page, your business is set up to grow.
Visibility
See every customer's full picture at a glance—contacts, quotes, tasks, and job history—so your team can answer questions without putting anyone on hold.
Organization
Custom workflows and task management keep your whole team aligned on what's done, what's next, and who's responsible—eliminating confusion and internal churn.
Growth
When your team spends less time searching and more time serving customers, growth follows. Streamlined operations mean you can scale without adding chaos.
We Get It.
Running a roofing company comes with real challenges. Here's how Roof Drive helps you tackle them head-on.
Keep Leads Visible
Leads slip through the cracks when they're scattered across sticky notes and texts. Roof Drive keeps every lead visible where your whole team can see them—and respond to them.
Map-Based ScoutingLess Searching, More Doing
Hours spent tracking down job info is time you could spend on the roof—or with your family. Roof Drive puts everything in one place so you spend less time searching and more time doing.
Contact ManagementGet the Big Picture at a Glance
When a customer calls, your team shouldn't need to put them on hold to track down answers. Pull up a contact and instantly see their full history—quotes, tasks, workflow status, and more.
Contact ManagementOne Team, One Page
Communication breakdowns lead to churn. Roof Drive gives your team a single source of truth for every customer—so everyone knows where things stand without the back-and-forth.
Task ManagementKnow What Needs to Be Done
Break every job into tasks your team can see, delegate, and check off. Set due dates, track progress at a glance, and make sure nothing falls through the cracks.
Task ManagementAlways Know the Next Step
Custom statuses and workflows let you define your process in a way your whole team can follow. Everyone knows where a job stands and what needs to happen next—no guesswork required.
Custom WorkflowsHow Roof Drive Can Help
We built Roof Drive to solve the problems we faced running our own home services company. Here's how it can support your operation.
From Chaos to Clarity
No more hunting for information. Roof Drive centralizes your leads, jobs, and customer interactions in one place—so your team knows what to do and when to do it.
- All leads in one dashboard for better visibility
- Map-based tools for creating your own leads
- Real-time status updates for jobs in progress
- Mobile access so your crew stays connected on-site
“My team can find what they need without asking me first.”
From Guessing to Knowing
Stop relying on memory and sticky notes. Roof Drive gives you instant access to every customer's history, every quote, and every task—so you always know where things stand and what needs to happen next.
- Full customer history at a glance
- Custom workflows so your team knows the next step
- Task management to track what's done and what's pending
- Contact details your whole team can access
“I pulled up the contact and had their quote, tasks, and status in seconds.”
What to Look For
Choosing the Right CRM
A few things to keep in mind when evaluating CRM platforms—and how Roof Drive approaches each one.
The Right Features Matter Most
Some CRMs boast hundreds of features—most of which you may never use. When evaluating any platform, focus on what's most important to your day-to-day operations. A simpler tool that fits your workflow is often more valuable than a complex one that doesn't.
How We Approach It:
Roof Drive focuses on the essentials: lead tracking, job costing, crew coordination, and clear reporting.
One Size Does Not Fit All
Every roofing company operates a little differently. Roof Drive is built to be highly customizable—not a band-aid solution, but a platform designed to make your data as useful as possible. We offer hands-on onboarding, plus custom integration and migration services if you need them.
How We Approach It:
We'll work with you to configure things the way you actually work.
Easy Sign-Up ≠ Easy Usage
Some CRMs make it easy to sign up so they can close the sale quickly. We take a different approach—we'll take the time to make sure it's configured correctly for your business. And if you need help down the road, we offer paid support and customization options.
How We Approach It:
Setup done right means less frustration later.
People, Process, Technology—In That Order
Sometimes the problem isn't the software—it's the workflow itself. We're happy to offer input and advice on how to optimize your operations beyond just how to use the platform. Take full advantage of our included onboarding to get the most out of Roof Drive.
How We Approach It:
We're here to help your business run better, not just sell you software.
Get Started with Roof Drive
We're currently in beta, offering free access to roofing companies who want to be first movers in modernizing their operations.
How It Works
Apply for Beta
Fill out a quick form to tell us about your roofing company.
Get Onboarded
We'll set you up with a personalized walkthrough of Roof Drive.
Start Growing
Use Roof Drive to organize, track, and scale your business.
Ready to Take Control of Your Business?
We're looking for home services companies who are tired of the chaos and ready to modernize their operations. Join our beta program and get free access to Roof Drive—plus a permanent discount when we launch. Become a beta tester and help shape the future of home services software.