Map your roofing sales pipeline
Start by naming your real stages. Dheed's pipeline stages are editable, so a common roofing sales pipeline might look like this:
- New lead
- Inspection booked
- Estimate sent
- Waiting on homeowner or insurance
- Signed
- Materials ordered and install scheduled
- Complete and paid
Deals move on a drag and drop board, or a stage dropdown on mobile. Won and lost deals keep a reason, so you learn why roofs were lost. Custom fields can hold details like roof age, carrier and claim number. Dheed does not file insurance claims, but your team can see where each claim stands on the lead.
Roofing lead management when the storm hits
Storm damage leads come in from everywhere at once: ads, door knocking, referrals and calls. Dheed's lead sources pull them into one list. A Google Sheet your canvassers fill in, Google Ads lead forms, and any app that can post to a private link all feed in, with the source saved on each lead. Duplicates are matched by email or phone, so the same homeowner does not show up three times.
Good roofing lead management also means speed. The speed to lead recipe can text new leads within a minute, and leads can be assigned by taking turns among your reps. With the AI Receptionist add-on, Dheed can call new leads who agreed to calls within minutes, during daytime hours, and it always says it is an AI assistant. Learn more about the AI receptionist for small business.
Only text people who agreed or who texted you first. Dheed records consent with each lead and blocks texts after a STOP.
Roof inspection scheduling without phone tag
Roof inspection scheduling works well with fixed blocks. Set an inspection service with its length plus travel buffers, then let your office or the AI Receptionist book into open times. Service areas by ZIP code, ZIP prefix or city keep reps from driving across the region. With the business texting software add-on, homeowners get a reminder the day before and can reply C to confirm.
Photos on the job
Jobs keep private photos and notes, so damage photos from the inspection and progress photos from the install stay together. Each crew member sees only their own jobs.
Roofing estimate software with real options
Homeowners like to choose. A Dheed estimate can hold up to three options, for example a repair, a standard shingle replacement, and an upgraded shingle with new gutters. Each option pulls from your price book, with its own discount and tax. The homeowner signs on their phone, and Dheed keeps the signed copy on file. Signing wins the deal and creates the job. For quoting tips, read how to write a contractor estimate, and see our estimate and invoice app for contractors.
The estimate follow up recipe sends an email and then adds a call task if the estimate is still unsigned after the days you choose. On long roofing decisions, that steady follow up can make a difference.
Deposits, final invoices and reviews
Take a deposit percentage when the contract is signed, then credit it on the final invoice after tax. Customers pay by card into your own Stripe account. Online card payments carry Stripe's fee plus a Dheed platform fee of 1% on Free and Starter, 0.5% on Pro or 0.25% on Business. After the job or the payment, a review request can go out by text.
Roofing CRM software reports that show what converts
Reports in this roofing crm software show estimate win rate, pipeline results, work by person and lead sources with conversion. After a storm season you can see which source and which rep produced signed roofs. If you run roofing and gutters as separate teams, workspaces keep their pipelines apart while customers stay shared.
Get started
Pick Roofing as your industry, rename your stages, connect your lead sheet and invite your reps. Read the CRM for service businesses overview, see plans and pricing, or start free.
Frequently asked questions
What is the difference between roofing CRM software and a spreadsheet?
A spreadsheet holds a list. A CRM holds the whole story: where the lead came from, who owns it, every call and text, the estimate, the job and the invoice. Dheed also assigns leads, follows up and reports on what converts.
Can Dheed handle insurance claims for roofers?
Dheed does not file or manage insurance claims. You can add custom fields such as carrier and claim number, and use pipeline stages that match your process, so the claim status is visible on every lead.
How do roofing leads from ads get into Dheed?
Lead sources include a Google Sheet, Google Ads lead forms and any app that can post to a private link. New rows become leads with their source, and automations can text them within a minute.
Can sales reps share roofing leads fairly?
Yes. Lead sources and automations can assign new leads by taking turns among your reps, and each lead shows its owner. Reports show work by person and conversion by lead source.