Survey-to-installation CRM for a roofing specialist.
A survey capture tool with property photos and sketched dimensions, a product configurator with pricing rules and VAT, route-optimised crew scheduling, and an instant quote engine — all shaped to how roofers actually sell and deliver.
Generic CRMs force tradespeople into 'deals' and 'stages' that don't reflect how roofing jobs actually flow — survey, quote, booking, delivery, handover. Lead data was getting lost in HubSpot's opinionated object model. Photos of job sites lived in WhatsApp. Quotes lived in Word. Nothing joined up.
A purpose-built CRM modelled around surveys → quotes → installations. Survey capture on-site with property photos and dimensional sketches. Product configurator with pricing rules, VAT handling, and instant quote generation. Route-optimised scheduling for crew assignments. Google Maps geocoding on every record. A public customer portal for surveys and quotes.
Platform screenshot · demo data
Every feature shipped, line by line.
- Field survey capture with property photo gallery
- Dimensioned sketch tool for roof measurements
- Product configurator with pricing + VAT rules
- Instant PDF quote generation with branding
- Route-optimised crew scheduling
- Multi-view calendar, list, grid, map
- Delivery + collection management
- Job status tracking with photo handover
- Public customer portal for quotes and surveys
- Branded quote approval flow
- Automated email notifications
- Customer feedback capture
- Google Maps geocoding
- Invoice generation from jobs
- Payment tracking
- Stripe (optional)
