Your reps are out knocking doors, doing inspections, and meeting adjusters — not sitting at a desk. Roof Claims CRM is a native iOS app — with Android in testing — that gives your entire team their CRM from any jobsite.
From the first knock to the final payment, Roof Claims CRM's mobile app covers the full insurance restoration workflow.
See every lead plotted on a satellite map. GPS auto-locates your reps. Color-coded by stage. Filter by rep, date, or status. The fastest way to manage canvassing territory.
Log claim numbers, adjusters, ACV, RCV, and deductibles directly from the field. All the information your office needs — entered once, visible everywhere.
Take photos at the jobsite and attach them directly to the lead. Damage documentation, before/after shots, and completion photos — all organized and accessible to your team.
Send contingency agreements and contracts for customer signature while you're still at the house. Customers sign on their phone. No printing, no waiting, no lost deals.
Communicate with your whole team without switching to a separate messaging app. Chat is tied to each lead — your team knows what's happening on every job.
Your live sales pipeline — updated in real time. Every rep sees every active deal, their stage, ACV, and claim status from anywhere in the field.
Biometric login keeps your CRM secure without slowing your reps down. Face ID or Touch ID — one tap and they're in.
Order aerial roof measurements directly from the app. Get pitch, squares, and linears for any property — without a second site visit or logging into a separate system.
Instant alerts when a lead is assigned, a customer replies to an e-signature request, or a teammate sends a message. Your reps stay connected without having to check the app constantly.
Roof Claims CRM is a native app — not a mobile web browser. Download it from the App Store today (the Android app is in testing ahead of its Google Play release) and get the full CRM experience built for roofing field teams.
Give your field team a real roofing CRM — built for insurance restoration, available on iPhone (Android in testing). $1 card verification, 5-day trial, then $150/month.
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