Is there a roofing CRM built for storm restoration work in Texas?
Yes — RoofCRM is built around storm response rather than bolted onto it. The hail map, the swath imports, and the per-address storm history sit directly next to the claim tracking, estimate, and job tooling that restoration work runs on. Here is the workflow end to end, and what each piece does.
From swath to lead card
A lead enters from a hail swath import and carries its storm history with it: the hail events recorded near that address, with dates, plus a grade badge that surfaces the properties in the hardest-hit areas. Sales activity — call queue dispositions, script-card prompts, canvassing stops — attaches to the same card, so a lead's storm context and its contact history never live in two tools. The mechanics are on the storm-data page.
Insurance claim tracking
Restoration runs on claims, so insurance claim tracking sits alongside the job rather than in a side spreadsheet. The claim and the roof stay on the same record through the whole restoration, which is what keeps an adjuster conversation from depending on whoever answered the phone last.
Estimates with e-signature acceptance
Estimates go out with online e-signature acceptance: the homeowner reviews and signs from their phone, and the accepted estimate is the trigger for the next stage. No printing, scanning, or second trip to collect a signature — the paper trail and the deal state stay in the same system.
Invoices, jobs, crews, schedule
Once an estimate is accepted, the record becomes a job. Invoices, crew assignment, and a schedule board for the week's work all hang off that job, so the office and the field read the same truth. RoofCRM is multi-user with per-company data isolation, and leads are exportable to CSV when you want them somewhere else.
In the field
Storm work happens in a truck, not at a desk. RoofCRM ships as an installable PWA, and a native iOS field app with Face ID lock is available through TestFlight — built for checking a lead card or logging a canvassing stop between doors.
Compliance that survives storm season
Do-Not-Call is enforced at the data layer — numbers withheld, contact paths blocked for DNC leads, with email still available where calling is not — plus quiet hours, opt-out handling, and a full audit log. A post-storm calling push is exactly when violations happen, so the guardrails run on every lead by default. The buying criteria behind these choices are in what to look for in storm damage leads.
Honest limits
- The storm dataset is strongest in Texas; the CRM itself works anywhere, but the swath coverage outside Texas may not be as complete.
- RoofCRM organizes restoration work — it does not replace the inspection, the adjuster meeting, or the crew on the roof.
- Check the full feature list against your own workflow before committing to any tool.
Where the leads come from: swath data with addresses and the 48-hour playbook, with metro breakdowns starting at San Antonio. Why it targets small Texas contractors is on that page.