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Roofing CRM for retail repair and replacement sales

Retail roofing companies with sales reps, selling repairs, replacements, roof cleaning and gutters to homeowners.

  • Roof inspection
  • Roof repair
  • Roof replacement
  • Roof cleaning
  • Gutter installation and repair

Updated

Get started How it works

  • Leads answered fast

    Each lead's age on its card, an alert after 15 minutes with nobody on it, and speed to lead in Reports.

  • Inspections on one board

    Reps' in-person and phone appointments in their own rows on the dispatch board, booked around their day.

  • Three roofs, one quote

    Repair, standard replacement and premium replacement side by side. The homeowner picks and signs on their phone.

  • Reps see only their own

    Each rep sees only their own leads, quotes and commission. The owner sees everything.

  • Commission on each sale

    A percent of sold work, rates per service, a higher rate above a threshold, and clawbacks when a job cancels.

  • Close rate by rep

    Won quotes over appointments held, by rep, in person or by phone, by lead source.

Birdy is a roofing CRM for companies whose work is sold by reps to homeowners: leads answered fast and handed to a rep, inspection appointments on one board, good, better, best quotes signed on the homeowner's phone, and commissions worked out on each sale. It is not built for insurance claims, material ordering or permits, so storm restoration companies should read the fit section first.

Why does speed to lead matter so much in roofing?

A homeowner with a leak often calls more than one roofer, and the first one to answer is the first one in the door. Birdy puts the age of every new lead on its card, alerts the office when one waits 15 minutes with nobody on it (you set the minutes), and shows your speed to lead for the month. Read the speed to lead guide.

The office works the Leads board. Booking the inspection hands the lead to the rep's Quotes board, with one history, and the rep's Today screen shows their appointments.

How do I present roofing options to a homeowner?

Side by side, on your tablet or their phone. Presentation mode opens the quote full screen with up to three options, big buttons and a signature pad, and shows nothing internal (no list prices, notes or commission).

An example roofing quote (made-up prices)

Good

What's included
Repair the damaged section and reseal flashing
Total
$1,450

Better (Most popular)

What's included
Full replacement, standard architectural shingle
Total
$14,800

Best

What's included
Full replacement, premium shingle, new gutters
Total
$19,600

Price replacement by the square foot of roof (or flat), with add-on lines for tear-off layers, steep pitch or decking. The customer signs, the lead moves to Won, and the job lands in the tray. The rep is told when a homeowner opens a quote twice.

How are roofing sales commissions worked out?

By the plan you set for each rep or for the role: a percent of sold work, a flat amount per sale, a different rate per service, and a higher rate above a threshold in the pay period. By default, commission is earned as the invoice is paid, and clawed back automatically if a payment is removed or a job is cancelled. Each rep sees their own statement. See commissions.

What about roof cleaning and maintenance?

Roofing companies that also clean roofs and gutters get the exterior cleaning side of Birdy: per-square-foot pricing, a chemical mix log, wind and rain flags, and Due for service reminders for re-cleans and inspections. See soft washing and roof cleaning.

Is it a fit?

A good fit when

  • Retail roofing companies with sales reps selling to homeowners
  • Owners who want speed to lead, close rate and commission per rep in one place
  • Roofers who also sell roof cleaning, gutter work or maintenance visits

Not the right tool yet when

  • Insurance claims, adjuster meetings, supplements and depreciation tracking
  • Aerial measurement reports
  • Material ordering and supplier price lists
  • Permits and inspections with the city
  • Jobs that run over several days (a job fits inside one work day today)
  • Customer financing, card payments and deposits online (card payments are coming)
  • Job photos (coming)

Questions

Is Birdy a good roofing CRM?

For retail roofing sold by reps, it covers leads, appointments, good, better, best quotes, signing, close rates and commissions. For insurance restoration work, it does not track claims, supplements, materials or permits.

Can each sales rep see only their own leads?

Yes. It is part of the Sales role and is checked on the server everywhere, including search and reports.

Can homeowners sign a roofing proposal online?

Yes. They pick an option, type their name and draw a signature on their phone, or sign on your tablet in presentation mode.

Does it handle multi-day roof replacements?

Not yet. A job fits inside one work day. Longer jobs have to be split into a job per day.

Related

See it on your own customers

Create your account. We set it up with you, with your customers and your price list, before your team starts.

Get started See how it works