Storm-canvass lead pipeline
Drop in 200 leads from a hailstorm route. Each rep gets their slice. Conversion rate per source surfaces which neighborhoods convert.
Built for Roofing contractors
The roofing CRM your sales rep can actually use from the truck.
From storm-damage canvass to final-pay walkthrough — BuildEasyPro is the CRM built for roofing contractors who'd rather be on the roof than in an admin app.
- Customers sign proposals on their phone in under 5 minutes
- Phase templates seed every roof job with the right sequence
- Crew assignments, photos, and notes from the job site
What gets in the way of roofing contractors
These are the four problems we hear most often.
Problem 1
Your reps can't pull up a proposal from the truck
When a homeowner says 'show me what you sent', your rep is digging through email attachments or driving back to the office. BuildEasyPro keeps every proposal one tap away.
Problem 2
Tear-off, install, inspection — three crews, no schedule
You're texting four people to coordinate a job that should run itself. Our phase + dependency engine cascades dates: when one phase slips, every later one shifts automatically.
Problem 3
Storm canvass leads pile up in someone's truck
Canvassers collect leads, then they're lost between sales reps. The pipeline view shows every lead, who owns it, and what the next action is — even at 200+ leads/week.
Problem 4
You don't actually know what each roof costs you
Materials, dumpsters, labor, callbacks — most contractors find out the margin at tax time. Project P&L updates with every receipt so you see profit live.
Features
How BuildEasyPro solves it
Every feature here ships in your trial — no add-ons, no upgrades.
Tear-off + install Gantt chart
Apply the 'Standard Roof Replacement' template and your phases (materials order, tear-off, install, inspection) build themselves with the right durations.
ESIGN proposals from a finger swipe
Email the customer a link. They open on their phone, draw a signature, you've got a binding contract. Full audit trail with IP, timestamp, and document hash.
Before/after photos by category
Crew uploads from the job site, tagged Before/After/General. Builds a portfolio you can show prospects on the next estimate.
Project P&L per job
Log expenses as receipts come in. Contract minus paid minus expenses = your real margin. Reports surface which job types make money and which don't.
Calendar + map view
Plan a route across the day's appointments by neighborhood. Stop wasting truck time crossing the city.
Roofing templates seed every job correctly
Apply a template at project create time and your phases, tasks, and durations populate automatically. Customize once, reuse forever.
- 1Standard Roof Replacement (4 phases, 17 tasks)
- 2Storm Damage Repair (3 phases, 12 tasks)
- 3Tear-off + Re-roof with Decking (5 phases, 22 tasks)
Every template is editable. Save your customized version and apply it to future jobs.
A roofing job in BuildEasyPro
From first inquiry to final payment — what each step looks like.
- 01
Lead lands
Canvasser drops a storm lead. Pipeline shows owner + address.
- 02
Estimate booked
Sales rep schedules. Address pre-fills. Lead → Appointment Set.
- 03
Proposal sent
Rep builds line items from the truck. Customer signs on their phone.
- 04
Roof scheduled
Template applies. Phases + tasks populate. Crew gets assigned.
- 05
Tear-off + install
Photos upload from the job site. Phase complete → next one starts.
- 06
Invoice + paid
Convert proposal to invoice. Deposit + final tracked separately.
“We went from three separate spreadsheets and a paper folder to one app. My sales rep can pull up any proposal from his truck. Closed two extra jobs the first month just from following up faster.”
Common questions from roofing contractors
Can I import my existing storm-damage leads?▼
Yes — bulk-import from CSV. Each row becomes a lead with the address, contact info, and assigned rep. Most roofers bring in their backlog on day one then add new leads through the app.
Does the proposal handle insurance scope-of-work?▼
You build proposals with line items — quantities, units, prices, taxability. For insurance jobs, copy the scope from the carrier and structure it as line items. The customer-facing PDF reads like a normal contract.
What about supplements and change orders?▼
Convert the original proposal to an invoice, then create supplemental invoices for change orders. Each invoice tracks separately but rolls up to the project's P&L.
Does it work for commercial roofing?▼
Yes. The data model handles residential and commercial. Larger commercial projects benefit most from the Gantt + phase dependencies. Multi-month commercial jobs cascade automatically when one phase slips.
Run a different trade?
BuildEasyPro is built for these too:
Stop running your business
from a notebook.
14 days to try every feature. Bring your whole crew along — invites are free during the trial.
No credit card required · Cancel anytime · Your data is yours