Leads, customers & properties
Keep the lead source, customer contacts, property details, access notes, and project history connected.
DataSquad / RoofingLess paperwork.
A STRONGER VIEW OF THE BUSINESS WITH EVERY ROOF
Less paperwork.
More roof work.
The roofing CRM that keeps your customers, inspections, estimates, projects, and cash flow in the same place. Carry the customer story from the first inquiry to the final inspection.
Built for your industry. Ready for your business.Complete tools, with room for your preferences.Built for roofing businessesYour team, connectedYour brand, your team
“You handle the rooftop. I’ll keep an eye on the next step.”
Built around roofing.Roof replacementRoof repairsProperty inspectionsResidential & commercial
FROM THE FIRST INQUIRY TO THE LAST SHINGLE
The whole project,
from estimate to invoice.
Take a quick tour of the workday. See how the customer, the project, and the payment stay connected, with every detail in its place and the next step easier to find.
THE OPPORTUNITY HAS AN ADDRESS
Keep the lead and the property together.
Organize the inquiry, customer relationship, property details, and next visit before the inspection.
- Lead source and customer context
- Property and access details
- A next step for each opportunity
Willow Lane roof replacement
Residential property · Inspection requested
- Customer concern
- Roof approaching end of service life
- Property notes
- Detached garage included in scope
- Next step
- Confirm inspection visit
THE SITE DETAILS STAY WITH THE JOB
Bring the roof into the project record.
Keep inspection observations, photos, scope notes, and the information needed for a proposal in one place.
- Inspection observations and photos
- Scope notes and supporting records
- Outstanding information before quoting
What goes into the proposal?
Roof covering observationsRecorded
Flashing & ventilation notesReview with estimator
Detached garage scopeConfirm inclusion
CLARITY BEFORE COMMITMENT
Make the scope easy to follow.
Connect the proposed work, material choices, estimate, and customer decision so sales can make a clear handoff.
- Scope and material selections
- Proposal history and decisions
- Approved details for production
The project, clearly outlined.
- Main roof
- Replacement scope prepared
- Garage roof
- Included as an option
- Material selection
- Customer review
- Next step
- Confirm scope and approval
THE CREW GETS THE WHOLE PICTURE
Turn approved work into a planned project.
Bring the approved scope, crew timing, material notes, and completion records into the production handoff.
- Production-ready project context
- Crew, materials, and schedule notes
- Completion records and final inspection
From approval to closeout.
- 01Scope approvedCustomer decision recorded
- 02Production planningCrew and delivery notes
- 03InstallationWork and progress updates
- 04Final inspectionCloseout items and documents
THE FINAL DETAILS BELONG TO THE PROJECT
Finish with a complete record.
Bring the final inspection, approved changes, deposits, and remaining balance into the customer handoff. Keep the invoice and receipt beside the roof you completed.
- Final inspection and completion documents
- Approved scope and changes carried into billing
- Deposit, final balance, and payment status
Willow Lane roof replacement
Final inspection complete · Example project
- Approved project total
- $14,200.00
- Deposit received
- $4,260.00
- Final invoice
- $9,940.00
- Payment status
- Confirmed paid
- Customer handoff
- Receipt and project documents filed
Showing Know the property
MEET YOUR FAVORITE NEW COWORKER
A nose for
the next thing.
An estimate waiting on approval? A material choice to confirm? A project ready for final billing? Roof Hound brings the follow-up into view so the important little things don’t get buried.
Worth a lookEXAMPLE QUEUE
02Inspections ready for a proposalTurn site observations into a clear scope.
01Material selection awaiting a decisionKeep the customer choice with the project.
03Approved jobs ready for productionHand off the details with the work.
AI helps organize information, summarize conversations, and surface useful follow-ups. Your people bring the experience and make the decisions.
THE TOOLS BEHIND A BETTER-RUN BUSINESS
Your whole business.
One well-stocked toolbox.
A comprehensive set of tools for roofing businesses. Keep the customer, the work, the money, and the people who make it happen connected in one place.
01
Know the customer
One relationship from the first inquiry to the final inspection.
Inspection findings & photos
Organize roof observations, measurements supplied by your team, site photos, and proposal requirements.
Customer conversations
Keep inspection updates, proposal questions, material decisions, and project communication beside the property.
Documents & project history
Store proposals, approvals, permit records, inspection documents, and warranty information with the roof.
02
Run the business
A stronger handoff between sales, estimating, and production.
Proposals, options & approvals
Present the proposed scope, materials, pricing, and options, then keep the customer’s approval on the project.
Material selections & changes
Keep the selected roofing materials, colors, scope changes, and customer decisions clear for production.
Production planning & crew handoffs
Bring approved scope, deliveries, crew timing, site access, and schedule changes into the project plan.
Progress & final inspection
Track installation updates, completion photos, punch-list items, and the final inspection before closeout.
03
Win the work. Follow the money.
A completed roof deserves a complete project record.
Deposits, progress & final invoices
Keep the approved estimate, project changes, invoice stages, and outstanding balance connected.
Payments & customer receipts
Track payment status and recorded receipts with the project so the final handoff includes a clear account.
Proposal & relationship follow-up
Stay close to unapproved proposals, pending material decisions, final documents, and future service conversations.
Sales & production visibility
See the pipeline, accepted proposals, production workload, open handoffs, and balances across the business.
04
Give your people better tools
Clear context for the people selling, planning, and building.
A view for every role
Give owners, estimators, sales staff, and production teams access to the roofing project details they need, with responsibilities and permissions kept clear.
Useful at the desk and on the move
Bring the roofing project history, assigned work, photos, and next steps into a responsive workspace for desktop and mobile.
Your business, represented
Bring your logo, colors, business details, and team access settings into a complete industry platform.
AI that works alongside your people
Summarize roofing project conversations, surface missing details, and help prepare follow-ups. Your people review the context and make the decisions.
DESIGNED AROUND THE PEOPLE DOING THE WORK
At the desk. On the roof.
Right there with you.
Explore the perspective that matters to you.
Build a clearer proposal from a better record.
Keep inquiry details, property observations, scope, selections, and the next customer conversation together.
Start with the approved picture.
Carry scope, site access, crew timing, material notes, and project documents into the production plan.
See where projects are moving.
Keep opportunities, proposals, approved work, and open handoffs visible across the business.
Desktop & mobile perspective Connected team context
Sales & estimating
Build a clearer proposal from a better record.
Property opportunity
Inspection complete
Proposal context
Scope and selections
Next action
Review with customer
Production teams
Start with the approved picture.
Approved project
Willow Lane replacement
Production notes
Access, crew, and materials
Closeout
Completion and walkthrough
Owners
See where projects are moving.
Sales pipeline
Inspection → Proposal
Approved work
Ready for production
Open handoffs
Decisions and project details
POWERED BY ROOF HOUND. RECOGNIZED AS YOU.
A complete platform.
A familiar fit.
Roof Hound brings a thoughtfully built system to roofing businesses, with the tools and workflows for the day-to-day work already in place. Set up your branding, team access, and everyday preferences to make the workspace feel familiar.
Property records, inspections, proposals, material selections, production, and billing are already connected in the platform.
- Industry tools, built in
- A connected workflow that carries the details from the first conversation to the next follow-up.
- Access for your team
- Set roles and permissions so people can reach the information they need.
- Your business identity
- Use your logo, colors, and contact details across the customer experience.
Your roofing companyYOUR BUSINESS. CONNECTED.
Your logo, colors & business details
Industry workflows, already connected
Team roles & access settings
Everyday business preferences
Industry tools, ready to work. Your identity, right at home.A FEW THINGS WORTH KNOWING
Good questions.
Straight answers.
Get to know the Roof Hound approach to roofing.
How does the customer story travel from sales to production?
Keep the inquiry, inspection findings, photos, approved estimate, and material selections with the project. Production starts with the decisions the customer and sales team already made.
Can we adjust it to our business preferences?
Yes. Roof Hound already includes a comprehensive workflow for roofing businesses. Branding, team access, and everyday settings let you bring your preferences into that system. During a tour, we can walk through the available options with your team.
Where do material selections and scope changes live?
Beside the original proposal and project record. Keep the selected materials, customer decisions, revised pricing, and approved changes available to the people planning the work.
What helps when the production schedule changes?
Keep the current project timing, crew plan, deliveries, access notes, and customer updates together so a revised schedule comes with the context needed to act on it.
How does a finished roof become a finished project?
Connect completion photos, open items, and the final inspection to the invoice. Retain the deposit history, final payment, receipt, and warranty documents in the same project record.
What can the owner see across the business?
Follow inquiries, inspections, proposals, approved jobs, production handoffs, and outstanding balances in one connected view of the work.
YOUR INDUSTRY. YOUR HOUND.
More time for the work.
A better handle on the business.
See how Roof Hound can bring the customer, the project, and the payment together in a connected platform built for your industry.