CRM, SEO, and websites

CRM software for roofers, and the site that fills it.

The homeowner calls after hail. The crew is already on another street. RooferLoop keeps that job — the address, the estimate, the photos, and the insurance claim — from the first call until it is paid. SEO and your website are how the next one finds you.

Two roofers installing new architectural shingles on a two-story house.
Replacement in progress. The CRM is where that job is tracked until it is paid.
A roofing salesperson at a pickup truck, phone in hand, house behind him.
The lead is written down before the truck leaves the driveway.

The CRM

One job. Not a text thread, a notebook, and a spreadsheet.

Sales takes the call. Production needs the address. The owner wants the estimate that is still open. RooferLoop is that record.

  • Homeowner, phone, and the property, on the lead.
  • Move it: inspect, claim, approved, production, paid.
  • Crew name and a note when something changes.
  • Open estimates add up so you can see the work still out.
Hail bruises and a broken shingle on a dark asphalt roof.
Hail marks the carrier will ask to see. Photograph them once.

Roofer Vault

The insurance claim lives on the same job.

Policy number, date of loss, what the storm did, and the photos of the slopes. Roofer Vault packages that file so you can send it. RooferLoop does not file it with the carrier for you.

  • Dwelling coverage, roof covering, and roof age.
  • Original photos of the damage, kept with the claim.
  • Export a package the adjuster can open.
A completed house with a new charcoal shingle roof.
The page a homeowner should find when they search for a roofer nearby.

SEO and websites

Be the company they find after the storm.

A website for the work you sell — repair, replacement, metal, hail — and pages for the cities you cover. The name, phone, and address match the company on the CRM. A call from that site becomes a job, not a form nobody opens.

  • Service pages written for the jobs you actually take.
  • City pages for the area you cover.
  • Your domain, your phone number, a path into the CRM.
A roofer in a harness photographing chimney flashing on a shingle roof.
Document the flashing while you are on the roof. The photo stays with the claim.

From knock to paid

The crew should not have to ask where the job went.

Inspect it, get it approved, put a crew on it, collect. Notes stay on the job so production is not reconstructing the promise from yesterday’s texts.

  • Lead when they call or you knock.
  • Inspect when someone is going up.
  • Claim when it is an insurance loss.
  • Approved, then production, then paid.

CRM features

The record a roofing company actually works.

Pipeline

Lead, inspect, claim, approved, production, and paid. Filter to one stage when the board is full.

The property

Homeowner, phone, email, street, city, and the cause of loss. The estimate and the crew sit on that job.

Insurance claim

Open Roofer Vault from the job. Roof photos stay with the claim. Export the package when the carrier or the homeowner needs the file.

Notes and company

Write what changed on the job. The company name, phone, and license stay with the CRM.

Open work

Estimates that are not paid add up at the top, so the owner can see what is still in play.

This browser

Jobs stay on the device. There is no RooferLoop account on a server. Export when someone else needs the claim.

The job

Six stages. One CRM record.

01

Lead

Put the homeowner, phone, and property on a job the moment they call or you knock.

02

Inspect

Move the job when someone is going to the roof. The address and the cause of loss travel with it.

03

Claim

Write the insurance claim in Roofer Vault: policy, date of loss, and photos of the roof.

04

Approved

Keep the estimate and the claim number when the carrier or the homeowner says yes.

05

Production

Assign the crew. Notes stay on the job so the install does not depend on a text thread.

06

Paid

Close the job when the money is collected. Open work stays visible as a total.

Who it’s for

Sales, owners, and the claim on the same job.

Sales

One place for the homeowner and the next stage. Open the claim from the job instead of starting a new file.

Owners

See lead through paid, and the estimates still open. The company name and license sit on the CRM.

Claims

Roofer Vault builds the claim file and the photo package. You send it. RooferLoop does not file it with the carrier.

Roofer Vault

Insurance claim software on the job.

The loss

Claim number, policy, date of loss, what happened, and the address. Dwelling coverage is the roof.

The photos

Shoot the slopes, the flashing, and the interior stain. The original photo files stay in the claim.

The package

Export a file the adjuster can open, with the claim and the photos together. You send it to the carrier.

Questions

What kind of software is RooferLoop?

CRM software for roofers, plus SEO and websites. Insurance claims are Roofer Vault: the loss, the photos, and the file you send.

Does RooferLoop file with the carrier?

No. Roofer Vault exports the claim and the photos. You send that file. The CRM keeps the claim number, the estimate, and the stage.

Where do the jobs live?

In this browser. Clearing site data for www.rooferloop.com removes the CRM on this device. There is no RooferLoop account on a server.

What does the SEO include?

Pages for the roofing services and cities you cover, with titles, a sitemap, and the company name, phone, and address on each page. It does not promise a rank on Google.

What is the website service?

A company site for your services, storm damage, and service area, with a way for a homeowner to become a job in the CRM.