Stop re-typing squares from a PDF into a spreadsheet. RoofClaimsCRM pulls measurement reports into the lead, lets you correct them when the roof differs from the report, and synchronizes every downstream estimate and proposal automatically.
From $150/mo base owner account plus $99 per additional member · cancel anytime · (346) 681-3366
A measurement report says 39 squares, your crew measures 27.9 on the roof, and the proposal the homeowner sees still prices the wrong number. That gap is where margins die and supplements get missed. RoofClaimsCRM makes the measurements on the lead the single source of truth: edit them once, and every unsigned estimate and proposal recalculates — while signed contracts stay locked exactly as the customer signed them.
Built specifically for insurance-claim roofing companies
Order professional measurement reports directly from the lead — no separate portal, no copy-paste.
Field-verify the roof and correct squares, pitch, ridges, valleys, and waste factor right on the lead. Corrections are role-gated and fully audited.
Corrected measurements propagate to unsigned estimates and proposals instantly, so pricing always matches the real roof.
Contracts and proposals a customer already signed are locked. Measurement edits never silently alter a signed document.
Turn measurements into line-item estimates and branded proposals with e-signature — without leaving the CRM.
Every measurement change keeps the prior version and records who changed what, when.
"Teams use RoofClaimsCRM so the measurements the crew verifies on the roof are the same numbers the homeowner sees on the proposal — edited once, synced everywhere, with signed contracts locked."
1
Source of truth for roof measurements
Auto
Estimates recalculate from measurements
Locked
Signed contracts stay unchanged
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