CRM Software For Roofing Contractors | CtrlTrade®
ROOFING CRM

CRM Software For Roofing Contractors

Manage roof surveys, flat roof quotes, height safety records, and before/after photos — all in one platform.

CtrlTrade® is built for roofing contractors who need more than a generic CRM. From flat roof surveys to pitched roof repairs and commercial re-roofing projects — every job type, compliance record, and customer detail is managed in one place.

Roof Surveys

Digital survey forms with photo capture, condition ratings, and scope of works — sent directly to the customer for approval.

Flat Roof Quotes

Pre-loaded materials lists for felt, single-ply, and liquid roofing systems. Quote in minutes, not hours.

Height Safety Records

Log MEWP certificates, scaffold inspection records, and operative height-safety training — all attached to the job.

Before / After Photos

Capture, annotate, and upload site photos directly from the field app. Automatically attached to the customer record.

Compliance & RAMS

Built-in method statement and risk assessment templates for roofing operations. Digital sign-off by site supervisors.

Job Scheduling

Drag-and-drop calendar with crew availability, equipment booking, and access requirements per job.

Typical Use Cases

Flat roofingPitched roofingCommercial re-roofingRoof repairsGuttering and fasciasLead work and flashing

Everything Included

CRM & Lead Management
Quotes & E-signatures
Job Management
Engineer Scheduling
Customer Portal
Invoicing
Compliance & RAMS
Fleet Management
Reporting
Integrations (Xero, QuickBooks)
AI Features
VoIP & SMS

Start Your Free 1 Month Trial

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