ROOFING CRM FEATURES

ROOFING CRM FEATURES
BUILT FOR THE FIELD

Every tool insurance restoration roofers need to knock doors, manage claims, and grow their storm damage roofing business — all in one app.

SMART CANVASSING

Track every door your team knocks. GPS logs, outcome tagging, and saturation maps so you never waste time on the same street twice.

GPS-logged door knocks
Outcome tracking (Not Interested, Appt, etc.)
Neighborhood saturation heatmaps
Team leaderboards and competition
Offline mode for poor service areas
alt: Mobile app screen showing a canvassing route with color-coded pins for different door knock outcomes

13-STAGE CLAIMS ENGINE

Stop losing track of jobs. 13 stages built for roofing insurance claims — from first knock to final check.

FNOL to final check tracking
Adjuster meeting coordination
Carrier profile and approval history
Automated task reminders per stage
Document storage (Scopes, Estimates, Contracts)
alt: A visual pipeline dashboard showing jobs moving through stages like 'Adjuster Assigned' and 'Supplement Requested'

AUTO SUPPLEMENT BUILDER

Find the money your insurance scopes are missing. Most roofers add $3k-$20k per job with our supplement tool.

Automatic missing item identification
Xactimate/Scope material mapping
Recommended supplement lists
Profit margin tracking per job
Material order automation
alt: Interface showing a side-by-side comparison of an insurance scope vs identified missing supplement items

PHOTO INTELLIGENCE

Never get a claim denied for bad photos again. Required checklists for every carrier so your crew can't miss a shot.

Required photo checklists per carrier
In-app photo editor and cropper
Repairability test capture workflow
Instant field-to-office uploads
Organized inspection galleries
alt: Smartphone screen showing a guided photo checklist for a roof inspection with 'Required' labels

AI ASSISTANT (HAILEY)

Draft homeowner texts, get job summaries, and figure out your next move — just ask Hailey by voice.

Instant job status summaries
Professional email & SMS drafting
Next-step smart recommendations
Communication history logging
Voice-to-note transcription
alt: Chat interface with Hailey AI providing a quick summary of a job's status and suggesting a follow-up email

OFFLINE MODE

No cell service on the roof? No problem. HailMate works offline and syncs everything when you're back online.

4-tier mutation queue
Local-first architecture
Automatic background sync
Works in rural dead zones
Zero data loss guarantee
alt: Mobile app showing offline mode indicator with queued actions ready to sync

BUILT-IN SMS & TEXTING

Text homeowners directly from HailMate. AI writes the message, you tap send. No extra fees like other CRMs charge.

Built-in SMS/MMS — no add-on fees
AI-drafted message suggestions
Automated follow-up sequences
Full conversation history
Two-way texting with read receipts
alt: SMS conversation interface with AI-drafted message suggestions and homeowner conversation history

ROOFING ESTIMATING

Create professional estimates in minutes. Import Xactimate scopes, set your pricing, and get digital signatures on the spot.

Professional PDF proposals
Xactimate scope import
Material pricing integration
Customizable templates
Digital signature capture
alt: Professional roofing estimate PDF with line items and digital signature on a tablet
EVEN MORE TOOLS

MORE TOOLS TO GROW

Everything else insurance restoration roofers need to run, track, and scale their storm damage roofing business.

Analytics & Reporting

Revenue dashboards, close rates, and team performance metrics.

LEARN MORE

Rep Performance Tracking

Individual scorecards and activity tracking for every rep.

LEARN MORE

Team Leaderboards

Live competition boards for knocks, appointments, and revenue.

LEARN MORE

Invoicing

Professional invoices generated directly from job data.

LEARN MORE

Proposals

Branded proposals with digital signatures and tracking.

LEARN MORE

Payments

Accept credit cards and ACH payments in-app.

LEARN MORE

Supplement & Check Tracking

Track every supplement and insurance check across all jobs.

LEARN MORE

GROW YOUR
ROOFING BUSINESS

Stop juggling spreadsheets, text threads, and clunky software. Get every tool your insurance restoration roofing company needs in one place.

NO CREDIT CARD REQUIRED • CANCEL ANYTIME