RoofClaimsCRM has e-signatures built in. Send a contract or contingency agreement by text or email. The homeowner signs on their phone. You get a time-stamped PDF automatically saved to the lead.
From $150/mo base owner account plus $99 per additional member · cancel anytime · (346) 681-3366
Generic e-signature tools charge per envelope, don't know what a contingency agreement is, and aren't connected to your CRM pipeline. Your team sends a doc, waits, follows up, manually saves the PDF, and updates the status by hand. With RoofClaimsCRM, the entire process is automatic — from send to signed to filed.
Built specifically for insurance-claim roofing companies
One click sends the customer a signing link by email or SMS. They sign on any device, no app download needed.
Both document types built in. Signature blocks, initials, date fields — all pre-configured for roofing.
The moment both parties sign, a timestamped PDF is generated and saved to the lead's Documents tab automatically.
The moment the customer signs, the whole team gets a push notification. Dispatch can start scheduling immediately.
Signing a contract automatically creates a high-priority task for dispatch: schedule installation and order materials.
Open the CRM on your phone, pull up the contingency agreement, and have the homeowner sign right on the screen.
"Houston Roof Claims reps send the contingency agreement from the driveway and it's signed before they leave. The whole office gets notified in real time."
0
Extra tools needed to collect a signature
30s
Time to send a contract for signing
100%
Signed docs auto-saved to lead
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