Roof Claims CRM
Roofing Insurance Claim Software
Last updated: June 20, 2026 · Effective: June 20, 2026
These Terms of Service ("Terms") form a binding legal agreement between Roofclaims, LLC("Company," "we," "us," or "our"), a Delaware limited liability company, and the business entity or individual ("Tenant," "you," or "your") that creates an account and accesses the Roof Claims CRM platform.
By creating an account, clicking "I Agree," or accessing any part of the platform, you confirm that you have read, understood, and agree to be bound by these Terms and our Privacy Policy, which is incorporated herein by reference. If you do not agree, do not use the platform.
The person accepting these Terms represents that they have authority to bind the Tenant organization. These Terms are a B2B agreement — the platform is not intended for personal, household, or consumer use.
Roof Claims CRM is a cloud-based SaaS platform designed for roofing and insurance restoration contractors. Features include lead and pipeline management, job documentation, satellite roof measurement ordering, insurance claim tracking, estimating, contracts, team communication, accounting, and mobile field tools.
The platform is provided "as-is" and is intended to support your internal business operations. It is not a licensed insurance service, legal service, financial advisory service, or general contractor. Nothing generated by the platform (estimates, proposals, documents, AI-assisted text) constitutes professional advice of any kind. You are responsible for all decisions made using the platform.
We reserve the right to modify, suspend, or discontinue any feature at any time with reasonable notice. Material feature removals will be communicated by email at least 30 days in advance.
Access to the platform requires an active paid subscription. Plan pricing, included user seats, and feature access are defined at the time of enrollment. We may adjust pricing with 60 days' prior written notice. Continued use after the effective date of a price change constitutes acceptance of the new price.
Subscriptions automatically renew at the end of each billing period (monthly or annual, as selected) at the then-current rate, unless you cancel before the renewal date. You authorize us to charge your payment method on file on each renewal date without further action from you.
If a payment fails, we will attempt to retry the charge up to three (3) times over seven (7) days. During this period, your account remains active. If payment is not resolved within the 7-day grace period, your account will be suspended — you will lose the ability to add new data, but existing data will remain accessible in read-only mode for up to 30 additional days to allow data export.
You may cancel your subscription at any time through your account settings or by contacting admin@roofclaimscrm.com. Cancellation takes effect at the end of the current billing period. We do not offer prorated refunds for the unused portion of a billing period. Upon cancellation, you will retain read-only access for 30 days to export your data.
All fees are non-refundable except as expressly required by applicable law, or at our sole discretion in cases of documented technical failure on our part that prevented your use of the platform.
Subscriptions are billed monthly and consist of a base owner account plus a per-member charge for each additional member you activate. The base owner account includes the one account owner (admin) seat. Current pricing as of the effective date of these Terms:
We reserve the right to adjust pricing with 60 days' written notice. Continued use after the effective date of a pricing change constitutes acceptance of the new pricing.
Megan AI is an optional, separately billed add-on that enables AI-powered phone calling, SMS, and voice features. If activated, Megan AI is billed at $499.00/month in addition to your CRM package subscription. Megan AI is a separate product and is never included in a CRM package. An additional one-time setup/onboarding fee may apply as disclosed at activation. Megan AI is not activated automatically by viewing any onboarding or marketing page — it requires explicit opt-in and billing authorization. You remain solely responsible for ensuring all calls and SMS messages comply with applicable laws, including the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, and any applicable state do-not-call regulations.
PLEASE READ THIS SECTION CAREFULLY. IT DESCRIBES WHAT HAPPENS TO YOUR DATA IF YOUR SUBSCRIPTION LAPSES.
5.1 Data Forfeiture Policy. If your account remains unpaid for 60 days from the date of first payment failure, you permanently forfeit all data stored in the platform under your account. This includes — without limitation — all lead records, homeowner information, job documents, contracts, estimates, invoices, photos, financial records, team messages, and any other data associated with your Tenant account. This forfeiture is irrevocable.
5.2 Notice Schedule. We will make commercially reasonable efforts to send email reminders to your registered owner email address at the following intervals before permanent deletion: 60 days before, 30 days before, 14 days before, and 7 days before. Failure to receive these notices (e.g., due to an outdated email address, spam filtering, or inbox neglect) does not excuse or delay data deletion. It is your responsibility to maintain a valid contact email address.
5.3 Export Window. During the suspension period (days 7 through 60 from first payment failure), you may request a full data export by contacting admin@roofclaimscrm.com. We will make commercially reasonable efforts to provide an export within 5 business days of the request. Data export requests made after the 60-day forfeiture deadline cannot be fulfilled.
5.4 No Recovery After Forfeiture. Once data has been permanently deleted following the 60-day period, it cannot be recovered, reconstructed, or restored under any circumstances, including payment of past-due amounts. Reactivating your account after forfeiture will start with a completely blank account.
5.5 Acknowledgment. By using the platform, you explicitly acknowledge and agree to this data forfeiture policy and waive any claims against Roofclaims, LLC arising from data deletion resulting from non-payment.
You agree not to use the platform to:
Violation of these terms may result in immediate account suspension or termination without refund.
You own your Tenant data. All business data you input into the platform (leads, documents, financial records, photos, communications) remains your property. You grant Roofclaims, LLC a limited, non-exclusive, worldwide, royalty-free license to host, store, process, transmit, and display your data solely for the purpose of providing the Service to you and your authorized users. This license terminates when your account is deleted or your data is permanently removed per Section 5.
We may generate anonymized, aggregated statistics from usage data across all Tenants (e.g., "average leads per active account") for internal analytics and product improvement. Such statistics do not identify any individual Tenant or its customers.
The platform operates as a multi-tenant SaaS. All Tenants share the same underlying application infrastructure, API integrations (Google Maps, property data, satellite measurement services), and server resources. Your data is logically isolated by a unique tenant identifier in our database — no other Tenant can access your data. The cost of shared API services is covered by your subscription fee; no additional API accounts or keys are required from you.
The platform, including all software, source code, design, trademarks, logos, document templates, and features, is the exclusive property of Roofclaims, LLC and is protected by U.S. copyright, trademark, and other intellectual property laws. You receive a limited, non-exclusive, non-transferable license to use the platform during your active subscription for your internal business purposes only.
Nothing in these Terms transfers any ownership of Company intellectual property to you.
Each party agrees to keep confidential any non-public information of the other party designated as confidential or that a reasonable person would understand to be confidential given the nature of the information. Roof Claims CRM will not disclose your business data to any third party except: (a) as required by applicable law or court order; (b) to our service providers under confidentiality obligations; or (c) with your express written consent.
We strive to maintain high availability but do not guarantee uninterrupted access. The platform may experience downtime due to maintenance, updates, or circumstances beyond our control. We will make commercially reasonable efforts to notify you of planned maintenance windows. Unplanned outages will be communicated via our status page and email. We provide no SLA or uptime guarantee unless separately agreed in writing.
THE PLATFORM IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, ROOFCLAIMS, LLC EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE PLATFORM WILL BE ERROR-FREE, SECURE, OR CONTINUOUSLY AVAILABLE, OR THAT ANY DEFECTS WILL BE CORRECTED.
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, ROOFCLAIMS, LLC AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES — INCLUDING LOST PROFITS, LOST DATA, LOSS OF GOODWILL, BUSINESS INTERRUPTION, OR COST OF SUBSTITUTE SERVICES — ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE PLATFORM, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
OUR TOTAL AGGREGATE LIABILITY TO YOU FOR ALL CLAIMS ARISING UNDER OR RELATED TO THESE TERMS OR THE PLATFORM SHALL NOT EXCEED THE GREATER OF: (A) THE TOTAL FEES PAID BY YOU IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100.00).
THIS LIMITATION APPLIES REGARDLESS OF THE LEGAL THEORY ASSERTED (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE) AND EVEN IF THE REMEDY FAILS ITS ESSENTIAL PURPOSE.
You agree to indemnify, defend, and hold harmless Roofclaims, LLC and its officers, directors, employees, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the platform in violation of these Terms; (b) your violation of any applicable law or regulation; (c) any data you input into the platform; or (d) your relationships with homeowners, insurance companies, or other third parties reached through the platform.
By you: You may terminate your account at any time. Data handling upon termination is governed by Section 5 and our Privacy Policy Section 7.
By us: We may suspend or terminate your account immediately, without notice or refund, if: (a) you violate any provision of these Terms; (b) we determine your use poses a security or legal risk to other Tenants or third parties; (c) we are required to do so by law or court order; or (d) your subscription lapses per Section 4 and 5.
Sections 5, 7, 9, 12, 13, 14, 16, and 17 survive termination of these Terms.
These Terms are governed by the laws of the State of Texas, without regard to its conflict of law provisions. Any dispute arising out of or relating to these Terms or the platform shall be resolved exclusively in the state or federal courts located in Harris County, Texas, and you consent to personal jurisdiction in those courts.
Before initiating any formal legal action, each party agrees to attempt good-faith resolution by providing written notice of the dispute and allowing 30 days for the parties to negotiate a resolution.
For questions about these Terms or to provide legal notice:
Roofclaims, LLC
Houston, TX
Email: admin@roofclaimscrm.com
The platform allows you to import existing customer records via CSV file or via third-party integrations such as RoofLink. By importing data, you represent and warrant that: (a) you own or have obtained all necessary rights and permissions to import and store the data; (b) the data was collected in compliance with applicable privacy laws; and (c) you have not obtained the data through unauthorized means.
If you connect your RoofLink account to the platform, you must use only your own RoofLink API key — never a key belonging to another company or individual. Your API key is stored server-side in encrypted form and is never displayed in plain text in the browser after initial entry. You are solely responsible for the security of your RoofLink API key and for all data imported through your key. Roof Claims CRM is not affiliated with RoofLink and is not responsible for the accuracy, availability, or terms of data provided by the RoofLink service.
All CSV and RoofLink imports are previewed before execution. No data is written to your account until you explicitly confirm the import. Duplicate detection is performed automatically; rows that match existing records may be skipped. Very large imports (above 50,000 active CRM records) may require a migration review before we run them.
Standard subscriptions include generous usage allowances designed for normal roofing operations — approximately up to 50,000 active CRM records, reasonable document and photo storage, and moderate use of integrated AI, automated communications, and third-party data services.
Accounts whose usage materially exceeds standard operational norms — including but not limited to unusually large CRM record counts, bulk document/photo storage, high-volume outbound email or SMS, excessive AI-processing calls, or heavy third-party vendor/API usage — may be contacted by us to review that usage. We will not unilaterally suspend service due to high usage without advance notice and an opportunity to discuss a suitable plan. We do not charge per-record fees under the current standard plan; this section describes advisory monitoring and future plan options only.
We reserve the right to introduce tiered plans in the future. Existing subscribers will receive 60 days' written notice before any pricing or plan change affecting their subscription takes effect.
The platform uses artificial intelligence to assist with document parsing, content suggestions, call transcription, and other features. AI-generated output is provided for informational and convenience purposes only. It may contain errors, omissions, or inaccuracies. You are solely responsible for reviewing, verifying, and approving all AI-generated estimates, proposals, contracts, parsed documents, and other outputs before relying on them in your business operations or sharing them with homeowners, insurance carriers, or other third parties. Roof Claims CRM makes no warranty regarding the accuracy, completeness, or fitness for purpose of any AI-generated content.
The platform may enable outbound email, SMS, and phone call features. You are solely responsible for ensuring all communications sent through the platform comply with applicable laws, including the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, state do-not-call (DNC) regulations, and any other applicable federal or state communication laws. This includes obtaining required consents from recipients before sending automated or pre-recorded messages, honoring opt-out requests promptly, and maintaining your own DNC compliance records. Roof Claims CRM does not manage your compliance obligations on your behalf and is not liable for violations resulting from your use of communication features.
Roof Claims CRM is a business software platform — it is not an insurance adjuster, public adjuster, licensed insurance agent, or legal representative. The platform does not guarantee any insurance claim approval, payment, settlement amount, or carrier decision. Estimates, proposals, and documents generated by the platform are tools to support your internal business operations; they do not constitute professional insurance or legal advice. All decisions regarding claims, coverage, and settlements remain exclusively between your company, the homeowner, and the applicable insurance carrier. Any representations made by our sales or marketing materials about claim outcomes refer to general platform capabilities, not guarantees of specific results.