From ACV to recoverable depreciation, RoofClaimsCRM helps you track and organize the full claim lifecycle in one record so your team stays on the same page. It does not negotiate claims or guarantee any recovery.
From $150/mo base owner account plus $99 per additional member · cancel anytime · (346) 681-3366
A standard roofing job has one payment. An insurance claim job has at least three: the ACV check, the supplement (if any), and the depreciation release. Each requires different documents, different follow-up timing, and different conversations with the adjuster. RoofClaimsCRM was built to handle all three — automatically.
Built specifically for insurance-claim roofing companies
Claim number, insurance company, adjuster contact, ACV, RCV, deductible, and policy type — all on one screen.
Upload the Xactimate PDF and our AI automatically extracts ACV, RCV, line items, and depreciation data.
Log supplement requests, document uploaded scopes, and track approval status on every supplemented claim.
Mark depreciation released, log the amount, and trigger automated customer communication to request the final check.
Order EagleView reports from inside the CRM. Their measurements sync directly to your estimate.
Every payment — ACV check, depreciation, Square, Zelle, Iink — syncs to QuickBooks with the correct job coding.
"Teams use RoofClaimsCRM to keep every stage of a claim — ACV, supplements, and depreciation — tracked and organized in one place, so the office and the field see the same record."
3
Payment stages tracked per claim
1
Record for the full claim lifecycle
ACV / RCV
Claim fields tracked and organized
Meet Megan — Your AI Receptionist
Megan answers calls, helps qualify homeowners, books appointments, and follows up via SMS around the clock — so after-hours calls don't go straight to voicemail. AI Phone is a separate product and is not included in a CRM package.
Call Megan's Demo Line: (346) 681-3366Live on the App Store. Door-knocking map, photo uploads, e-signatures, push notifications, and the complete pipeline — all native iOS.
⬇ Download on the App StoreFlat monthly packages from $150/mo. No long-term contract. Cancel anytime.
From $150/mo base owner account plus $99 per additional member · Call Megan: (346) 681-3366