For roofing contractors
On an insurance roof the storm has a date, the carrier pays in parts, and roofing, siding and gutters are often three separate amounts on one contract. CRM For Claims holds each of those as its own record — the storm, the contracted trade, the installer who does the work — so the job can be checked later by someone who was not on it.
The short version
Four things a retail roofing CRM rarely holds: the storm each claim came from, the insurance estimate broken into the parts the carrier pays in, each trade on the contract with its own contracted amount, and the installers doing the work with their insurance dates on file. CRM For Claims keeps all four on the claim, next to its stages and documents.
This page covers the parts a roofer uses that other customers use less: storms, trades, the contract and completion paperwork, and installers. The shared machinery — the claim stages, the document folders and ACV, depreciation and deductible invoicing — has its own pages.
Storms
Storms live on their own screen, Loss Dates, and a claim’s date of loss is chosen from that list rather than typed per file.
After a hail event a roofing company can open dozens of claims in a week, all with the same date of loss. Typed by hand, that date comes out a dozen slightly different ways. Here the storm is entered once, with this on it:
| On the storm | What it is for |
|---|---|
| Type of loss | Hail and Wind, Wind, Water, Accidental Damage, Ice Damming, Fire/Smoke, or a type you write in yourself. |
| Date and time of the storm | Both required. The time matters when two cells crossed the same town on the same day and the carrier asks which one. |
| Maximum hail size and wind speed | Hail in inches, wind in miles per hour, both optional. They sit on the storm record, so every claim that points at it carries the same figures. |
| Area of impact | The cities and ZIP codes the storm hit, picked from your own list of cities rather than typed each time. |
| Status, note and files | Active or inactive, a short note, and a folder for whatever you have on the event itself, such as a weather report. |
Because every claim from that hailstorm points at the same record, “which claims came from the June storm” is a question the system can answer, and the hail size a carrier asks about is written down once, in one place. Adding a storm is its own permission, so the list stays as clean as the people allowed to add to it.
Trades
When the signed project contract is uploaded, the upload asks for the contract date and then, trade by trade, whether it is contracted: Roofing, Siding, Gutters, Service Fee and Additional Construction. Answer yes and it asks for that trade’s original contracted amount, and will not upload without it. Windows are handled as part of Siding.
A trade already contracted on an earlier project contract cannot be picked again on a second one — the upload says so and points you to Contracted Amounts, where an additional amount is added on top. The original figure stays as it was signed, and the total is always added up from the entries.
Every expense on the job is assigned to Roofing, Siding, Gutters or General Overhead. That is what lets a finished job report whether the roof made money even if the siding did not, with overhead split in proportion to each trade’s contracted amount. The arithmetic is set out on the invoicing page.
Paperwork
Uploads are named from a fixed list rather than whatever the file was called on somebody’s phone. These are the lists a roofing job uses most:
| Set | Documents offered by name |
|---|---|
| Project contract | Project Contract, Rights Acknowledgment Document, GC Selection Documents, Second Good Faith Estimate, Acknowledgment Letter (2 Good Faith Estimate), Acknowledgement and Release of Liability, Assignment of Insurance Claim Benefits, Mold Release of Liability, WO Change Form |
| Permit | Building Permit Application, Surety Bond, Building Permit, Contractors Registration, Contractors Registration Application, Permit Closure Documents |
| Completion inspection | Roof Final Inspection Checklist, Customer Certificate of Completion, Claim Supplement Authorization Form, Post-Production WO Change Disclosure |
A WO Change Form asks for its own date, the same way the project contract does, so a change to the scope after signing is dated separately from the contract it changes. The completion set is where the job is closed out: the final roof inspection, the homeowner’s certificate of completion and the supplement authorization sit together instead of in three places. Where each set is filed, and who can open it, is covered under claim document management.
Installers
Roofing companies on storm work often run jobs through installer crews. Installer Accounts is a directory of those companies, and each account holds:
| On the installer | Why it is there |
|---|---|
| Trades | Ticked from your own trade list, so the roofing crew and the gutter crew are found under the trade they actually do. |
| Insurance expiration dates | General liability, workers compensation and auto insurance, each as its own date on the account. |
| Paid for labor, or labor and materials | Required. When you record a payment to that installer, the expense type is filled in from this answer instead of being picked again by hand. |
| Tax ID | Shown only to admins and to managers given that one permission, separately from the rest of the account. |
| Status, contacts and files | Active or inactive, the people you deal with there, and a folder for their paperwork. |
Installers then appear as payees when you record an expense or a refund on a job, alongside your vendors and suppliers, so a payment to a crew is booked against the right trade on the right claim. A materials run at the supply house can be recorded from the tasks screen in five fields, which is described with the rest of the expense side on the invoicing page.
Price
Essentials is $59 a month for the company account and the first admin user, with each additional user at $39 a month. It covers claim pipelines and tasks, customer and project records, document storage and team permissions. Invoicing and online payments are part of Professional at $99 a month, along with stage automation, e-signatures and the Documents Hub. Teams of fifteen or more users are priced as Enterprise. The full comparison is on the pricing page.
Who in the office can see what — for example, whether a production manager can read an installer’s tax ID or add a new storm — is set per person, as described under roles and permissions.
Honest limits
If running the whole roofing operation — supplier ordering, crew production, a large integration catalogue — matters more to you than the insurance claim, the comparison page says plainly when a broad roofing platform is the better fit. And if you run a public adjusting firm rather than a contracting one, the public adjuster page covers licences, the representation packet and the fee cap.
FAQ
Straight answers about who we serve, what we automate, and how to get started.
It is built for jobs where an insurance claim drives the work: storms recorded once and chosen as the date of loss, the insurance estimate split into ACV, depreciation and deductible invoices, each trade contracted at its own amount, and installers kept with their insurance dates. If most of your work is retail with no claim behind it, a general roofing platform may suit you better.
Yes. Storms are records on the Loss Dates screen with a type of loss, date and time, optional maximum hail size and wind speed, and the cities and ZIP codes hit. A claim's date of loss is chosen from that list, so every claim from one storm points at the same record.
Yes. When the project contract is uploaded, each trade is marked as contracted or not, and a contracted trade must carry its original contracted amount. Expenses are assigned to Roofing, Siding, Gutters or General Overhead, which is what allows profit to be reported per trade once the job is finished.
Each installer account holds the expiration dates for general liability, workers compensation and auto insurance, plus a files folder for the certificates themselves. The dates are stored but not monitored: the system does not send a warning when one expires.
No. Roof measurement reports come from your measurement provider and are filed on the claim, with their cost recorded as an expense. There is no material ordering or supplier price list; materials are recorded as expenses against the trade they were bought for.
No. There is no estimating tool. The estimate is written in Xactimate or by your estimator, uploaded to the claim, and its totals, ACV, depreciation and deductibles are recorded as fields that the invoices are raised from.
Essentials is $59 a month including the company account and first admin user, and each additional user is $39 a month. Invoicing and online payments need Professional at $99 a month. Teams of fifteen or more users are priced as Enterprise.
