Texas is the most active hail state in the country — Dallas-Fort Worth, San Antonio, and the I-35 corridor experience dozens of damaging hail events each year. Roof Claims CRM is built for exactly this market — insurance claim tracking, field mobile tools, and storm lead management all in one platform.
Texas is the most active hail state in the country — Dallas-Fort Worth, San Antonio, and the I-35 corridor experience dozens of damaging hail events each year. The Texas roofing market is one of the most competitive and profitable in the U.S.
Log every lead from your Dallas, Fort Worth canvassing efforts instantly. Track address, damage, rep assignment, and insurance carrier — all from the field.
Claim numbers, adjusters, ACV, RCV, deductibles, and supplement filing — every insurance field your Texas claim reps need is native in the platform.
Your reps are in Dallas, Fort Worth, and everywhere in between. The iOS app (Android in testing) gives them their full CRM from any jobsite.
Send contingency agreements for signature the same day as the inspection. Customers sign on their phone. Lock deals fast before competitors follow up.
Order aerial roof measurements directly from the platform. Get pitch, squares, and linears for any Texas property without a second site visit.
Track materials, labor, and commissions against each claim. Know your actual profit per job — not just revenue — for every deal in Texas.
Roof Claims CRM works anywhere you have internet — web app and native mobile app available in all Texas markets.
Roof Claims CRM is built specifically for roofing companies in storm-prone states like Texas. It includes native insurance claim tracking, ACV/RCV fields, supplement management, EagleView integration, e-signatures, and a native iOS app for field reps (Android in testing).
March through June (peak), with secondary season in September–October. Texas is the most active hail state in the country — Dallas-Fort Worth, San Antonio, and the I-35 corridor experience dozens of damaging hail events each year. The Texas roofing market is one of the most competitive and profitable in the U.S.
Simple seat-based pricing — a flat base account for the owner, plus a per-member rate for everyone else on your team.
$150/month for the base account, with you (the owner) included. Charged immediately, then every month.
Every additional team member you activate is $99/month. Scale to any team size — add or remove members as you grow.
Optional, separate AI phone receptionist at $499/month, with its own optional one-time $1,000 AI onboarding. Never bundled into a CRM subscription.
$150/mo base owner account + $99/mo per additional activated member · optional guided CRM onboarding $1,000 ($500 promo through Dec 31, 2026) · Megan AI Phone $499/mo (separate) · See full pricing
Admin Portal is priced by the seat — a flat $150/mo base owner account (owner included) plus $99/mo for each additional activated member. Megan AI Phone is a separate optional $499/month product. Get set up before next storm season.
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