Pricing
Core tools for your roofing team.
A little more help when you need it.
A shared process for every client and every next step.
The core roofing CRM
Manual lead capture is included.
The core CRM, with AI to help your team do more.
The CRM, with AI capabilities
Partner lead connections are coming soon.
Count your active members. Pending invitations are not billable seats.
One company plan, billed monthly for each active member.
The details
Both plans keep the core workflow connected. Pro adds all AI capabilities and lead generation.
| What is included | Base | Pro |
|---|---|---|
| Clients, pipeline, and fieldwork | Included | Included |
| Inspection records and photos | Included | Included |
| Scheduling and follow ups | Included | Included |
| Estimates, documents, and production | Included | Included |
| Team roles and management | Included | Included |
| Web workspace and mobile app | Included | Included |
| Supplier and signature connectionsEligible provider accounts required | Included | Included |
| AI chat | Not included | Included |
| AI report and document generation | Not included | Included |
| AI photo annotation | Not included | Included |
| Lead generationPartner connections coming soon | Not included | Included when partner connections become available |
Pricing is per active member, per month. Your company chooses one plan for the whole team: Base at $50 per member or Pro at $75 per member.
One plan covers your company’s team. Everyone uses the same plan, with access to records and actions still controlled by their role.
Base keeps estimates, documents, and job records connected to the client. Pro adds AI generation of reports and supporting documents, alongside AI chat and photo annotation.
Yes. Adding clients and recording leads from your own fieldwork are core CRM features. Pro lead generation is separate, and partner connections are coming soon.
The web workspace and mobile app are included in both plans. Separate supplier, signature, or partner services may require their own provider account.
Book a demo and we’ll walk through your workflow, team size, plan availability, and billing setup before you begin.
We’ll walk through your workflow, plan availability, and billing setup.