Integrated cloud CRM replaces paper processes with automated scheduling, GPS job tracking, mobile quoting, and seamless QuickBooks integration—so your crews focus on roofing, not paperwork.
Today's roofing companies struggle with disconnected systems that create operational chaos. Paper processes, manual spreadsheets, and juggling multiple tools waste valuable hours that could be spent on actual roofing work.
Your crews spend more time managing customer information, creating estimates, tracking jobs, and handling billing than they do generating revenue:
Success requires integrated solutions that connect all aspects of your operation:
Salesboom's Cloud CRM and Sales Force Automation (SFA) delivers an integrated solution built specifically for roofing contractors who want to run more efficiently. Replace fragmented paper processes with digital workflows that automate your entire customer lifecycle—from the initial call-in to final invoice.
Visual job scheduling and GPS crew tracking
Bulk job imports and data management
Synchronized email and calendar
Crew schedule coordination
Automated accounting sync
Transform paper-based workflows into streamlined digital processes that guide every job from initial inquiry to completion and payment.
Store all construction-related documents in organized folders linked to customers, projects, contractors, and vendors. Advanced search capabilities find documents quickly using metadata, full-text search, and flexible filtering options.
No more manual spreadsheet updates. No more lost information. Every interaction is tracked, every job is visible, and nothing falls through the cracks.
See all your roofing jobs plotted on Google Maps with complete job information embedded in each map pin. Schedule efficiently by geography, eliminate unnecessary drive time, and give crews instant access to daily routes on their mobile devices.
Every job automatically appears as a pin on Google Maps with embedded data including customer name, address, contact information, job notes, invoice number, route number, map grid location, and job status. Click any pin to see complete job details and navigate directly to the location.
Organize jobs by custom map grids that correspond to your service territories. Group jobs geographically to minimize drive time, optimize fuel costs, and maximize the number of jobs completed per day. Prioritize jobs by grid location, age, and status.
As job information updates in the system, changes sync in near real-time to your maps and reports. Crews always see current information—no outdated printouts or confusion about which address to go to next.
Crews log in online to view jobs plotted on Google Maps and access their daily and weekly work schedules. Each crew sees their assigned jobs organized by truck number, so everyone knows exactly what truck they're taking and which jobs they're completing that day.
Track every roofing job from quote to completion with customizable data fields and intelligent prioritization that ensures urgent work gets done first while preventing jobs from aging indefinitely.
Capture detailed information for each roofing job with standard and custom fields:
Generate professional quotes and invoices on-site from smartphones or tablets. Close more deals by providing immediate pricing while still at the customer's location, eliminating delays and improving conversion rates.
Sales reps and crew leaders create professional branded quotes from the job site using mobile devices. Include itemized pricing, photos, material specifications, and payment terms—all while the customer watches.
Generate invoices immediately upon job completion from mobile devices. Collect payment details, capture signatures electronically, and sync automatically to QuickBooks—eliminating billing delays and improving cash flow.
Design professional quote and invoice templates that reflect your brand identity. Include your logo, colors, terms and conditions, and custom messaging. Multiple templates available for different service types or customer segments.
Discover CRM strategies tailored for the construction supply industry.
Discover MoreExplore seamless integrations with Salesboom CRM for better workflows.
Explore IntegrationLearn how CRM tools enhance team and cross-selling capabilities.
Learn StrategySee how cross-department collaboration drives better sales outcomes.
Explore TopicDiscover how dashboards enhance visibility in construction supply CRM.
View InsightsEliminate duplicate data entry between your CRM and accounting software. Real-time bidirectional sync ensures customer, job, and financial data stays perfectly synchronized between Salesboom and QuickBooks.
Customer information, jobs, invoices, payments, and items sync automatically between the CRM and QuickBooks. Changes made in either system update the other in real-time, eliminating manual reconciliation and reducing errors.
Our QuickBooks integration uses official Intuit APIs for reliable, secure connectivity. Unlike third-party middleware solutions that require ongoing maintenance, our native integration delivers consistent performance without breaking.
With 22+ years of CRM innovation and thousands of field service clients worldwide, Salesboom delivers advantages that separate us from generic CRM solutions.
Native integration with QuickBooks, Google Maps, Outlook, Gmail, and Google Calendar—not just API connections that break. Data flows seamlessly without middleware or custom development.
Pre-built workflows designed for roofing contractors, including job scheduling, crew dispatch, quote-to-invoice processes, and maintenance plan management. Start productive on day one.
Unlike text-based CRMs, see all jobs plotted on Google Maps with embedded job data. Optimize routes visually, balance workload by territory, and give crews mobile map access.
Add custom fields, status categories, and reports point-and-click without developer assistance. Adapt the system to your unique processes as your business evolves.
Full CRM functionality on smartphones and tablets—not limited mobile apps. Crews access everything in the field, from schedules to quotes to customer history.
Transparent monthly pricing with no hidden fees or vendor lock-in. Lower total cost of ownership than Salesforce, ServiceTitan, or Jobber with more roofing-specific features.
Roofing contractors using Salesboom's integrated CRM report significant operational improvements and revenue growth within the first 90 days.
Transform your roofing operations with integrated CRM that connects scheduling, GPS tracking, quoting, and accounting. Schedule a personalized demo to see how we can help your business work smarter.
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