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RoofCRM

Sales and production CRM for storm-restoration roofers, with hail history, claims, e-signed estimates, and an AI ops layer, built on our own storm and permit data.


[ WHY_IT_MATTERS ]

Competing roofer CRMs sell software and leave leads to a separate vendor. RoofCRM ships with the data layer: every hail strike and unserviced hail-hit parcel in its markets comes from PermitLookup, so lead scoring works on day one.

[ OVERVIEW ]

RoofCRM is a guided sales and production CRM for storm-restoration roofing contractors. It covers the lead pipeline with a hail-history overlay, estimates with e-signature, insurance claims and supplements, jobs, crews and scheduling, and invoicing. On 2026-09-22 it gained Switchboard, an AI ops layer (My day, Feed, Meetings), and an AI Copilot chat assistant.

The current app is a standalone re-platform started on 2026-07-06: React 19 + Vite + TanStack Query + Tailwind 4 on the front, FastAPI + SQLAlchemy 2 + Alembic + PostgreSQL on the back, deployed on Railway. Lead data comes from the PermitLookup warehouse, including 967,254 unserviced hail-hit parcels across 18 Texas counties. Stripe pay links have been live since 2026-09-10.

[ BY_THE_NUMBERS ]
  • > 356 commits since the 2026-07-06 re-platform
  • > 967,254 unserviced hail-hit parcel leads across 18 TX counties
  • > Switchboard AI ops layer + AI Copilot shipped 2026-09-22
  • > Stripe pay links live since 2026-09-10
[ NEXT_90_DAYS ]
  • → Self-serve onboarding and checkout
  • → Error monitoring and uptime hardening
  • → Paid storm-lead outbound campaign
[ KNOWN_RISKS ]
  • ! Usage so far is a handful of hand-sold pilots; revenue is not yet proven
[ TALK_TO_PHIL ]

QUESTIONS ABOUT ROOFCRM? ASK PHIL DIRECTLY.

// Phil is Will's voice agent. Architecture, pricing, roadmap, licensing — for any product.