When the contract is signed, RoofClaimsCRM automatically generates a private homeowner portal with their job status, timeline, rep contact info, and key documents — accessible with a simple link, no account needed.
From $150/mo base owner account plus $99 per additional member · cancel anytime · (346) 681-3366
After signing a contract, homeowners wait weeks with no idea what's happening. They call your office, text your rep, and leave Google reviews saying you went dark. RoofClaimsCRM gives every homeowner a real-time status page the moment they sign — so your team gets fewer interruption calls and more 5-star reviews.
Built specifically for insurance-claim roofing companies
The homeowner gets a unique portal link via SMS and email the moment the contract is fully executed.
Shows their job stage in plain language: Claim Filed → Approved → Scheduled → In Progress → Complete.
Shows the rep's name and phone number so the homeowner knows exactly who to call with questions.
Build date, permit status, and estimated completion — all visible to the homeowner in real time.
The homeowner can view their signed contract and contingency agreement directly in the portal.
Secured by a private token in the URL. The homeowner just clicks the link — no password, no app download.
"Houston Roof Claims sends every homeowner a portal link when the contract is signed. Status calls dropped and Google reviews went up. Homeowners feel taken care of."
↓60%
Inbound status calls after portal launch
⭐ 5.0
Google review avg for HRC
0
Extra apps for the homeowner to download
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