CRM + operations for roofing franchises

Run every storm, door and roof from one place.

Service RP is the CRM and operations platform built for roofing franchises. Find the homes a storm hit, knock the doors, sign the deal and build the roof.

Contact sales See how it works

Service RP Storm Intelligence on the Who's hit step: hail up to 1.75 inches over Centennial, Colorado, 47 customers hit, 38 open leads, and the list of customers inside the storm.

Storm Intelligence · Who's hitDemonstration data · Weather from Xweather

Storm Intelligence · Who's hitDemonstration dataWeather from Xweather

One place instead of five tools

~~Door-knocking app~~
~~Spreadsheets~~
~~Separate e-sign tool~~
~~Group texts~~
~~Paper job folders~~

Storms, doors, leads, contracts, jobs and the calendar live in Service RP, so the whole team works from the same record.

Built for storm season. Ready for every job after it.

Real screens from Service RP, showing Ridgeline Roofing, our demo franchise in Denver.

Satellite map of Centennial with the Aug 13 hail outline and the customer pins inside it.

Storm Intelligence

See who a storm hit

47 customers and 38 open leads inside the Aug 13 hail outline, biggest hail first.

Weather from XweatherDemonstration data

Southglenn Hail Zone territory panel created by Dana Whitaker, with two assigned reps and the visit history list.

Canvass Territories

Every door has a history

Draw a territory, assign reps, and see the latest visit at each door in Southglenn.

Demonstration data

Roof Measurement

Squares before the ladder

27.24 squares at 6/12, with ridge, hip, valley and eave lengths. An estimate: pitch is entered.

Demonstration dataAddress blurred

Sales Dashboard on a phone showing Total Revenue of $89.2K for the month.

Team Performance sales leaderboard for the month: Tasha Greene $89,230, Ben Carter $53,500, Sofia Alvarez $39,750 and Jake Lindqvist $16,840.

Dashboards & Leaderboard

Know who is closing this month

Owners see leads, contingencies, signed contracts and revenue. Reps see their rank and what it takes to move up.

Demonstration data

Chat & Notes on a lead page, with Tasha Greene writing: Sent. Margaret signed from her phone in about ten minutes.

Lead page · Chat & Notes

The whole story stays on the lead

Threads, @mentions, voice messages and photos live next to the documents, insurance and timeline.

Demonstration data

Made for the way a franchise runs.

Rules that keep jobs moving, signing that homeowners can do on their own, and an app your whole crew can read.

Stage Gates
A lead only moves on when it has what the next stage needs: a signed document, a finished checklist or a cleared flag. Managers approve or reject with a reason.
Homeowners sign by email
No account and no app to download. You see Viewed, Started and Signed as it happens, and get the signed PDF back on the lead.
EN and ES
English and Español
The whole app works in both. It runs in the browser on phones, tablets and desktops, so there is nothing to install.

Leads ledger

Every lead, from first knock to signed contract.

Stage, value, rep, source and the last thing that happened, for every opportunity in the franchise.

The Service RP leads ledger for Ridgeline Roofing: 45 open leads worth $290.9K, $199,320 signed in October, 7 leads with no stage change and 2 new this week, above a table of leads with stage, value, rep, source and last activity.

Leads · Demonstration data

The leads list on a phone: 10 open leads worth $83.8K, filters, and lead cards for Ivy Nakamura, Hollis Family and Will Andersen with their stage.

Leads · Demonstration data

Six stages, one pipeline

Lead
CA
Deal Fighting
Approvals
Supplementing
Signed

Retail jobs can skip straight to Signed.

Catch deals that went quiet

No stage change counts the leads that have not moved in 14 days or more, so you can follow up before they cool off.

Filter the way you think

Narrow by Stage, Assigned, Source or Created. Archived leads keep their files, notes and history, and can be restored.

Canvass Territories

Work the doors the storm hit.

Managers draw a territory and assign reps. Reps log the outcome of every visit, and each door keeps one owner and one history.

Mark a visit

Not home
Not interested
Follow up
Inspection booked
Signed agreement
Never contact again

A door marked do-not-contact cannot become a lead until a manager lifts it, and that change is recorded.

Canvass map of the Southglenn Hail Zone territory with visit outcome pins, the two assigned reps and the latest visit at each door.

Southglenn Hail Zone · Demonstration data

How it works

Storm to door to deal. Signed, built, closed.

One job and one record, passed from the rep to the office to the crew.

Contact sales See the screens

Storm
Find the storm near your territory and see who it hit.
Door
Turn the hail outline into a canvass territory and start knocking.
Deal
Move the lead through CA, Deal Fighting, Approvals and Supplementing.
Signed
Send the contract or Smart Proposal. The homeowner signs by email, no account needed.
Built
The job moves across Production with crew, materials and daily logs.
Closed
Finish the close checklist and the job is Fully Closed.

04 · Contracts & Smart Proposals

Send it, watch it, get it signed.

Pick a template, pick the lead and add signers. Each one moves from Sent to Viewed to Signed while you watch. Void and reissue if the job changes.

Smart Proposals add scope, price and a 50% deposit, and keep every version.

Signed Contracts page for Ridgeline Roofing with total, pending and in-progress contract counts and the template library.

Signed Contracts · Demonstration data

05 · Production

Every job, one board.

B.O.M, Scheduling, Construction, C.O.C and Fully Closed. Drag a job forward, set its priority and filter for the ones at risk.

Vendors confirm each material line as Available, Partially available or Substitution needed.

Production Kanban with job cards in the B.O.M, Scheduling and Construction columns, showing priority and vendor material status.

Ellison · SignedInstall Thu Oct 22

Scheduling column of the Production Kanban with job cards showing priority and vendor material status.

Ellison · SignedInstall Thu Oct 22

Production Kanban · Demonstration data

05 · Scheduling & Calendar

Ready before the crew rolls.

Scheduling Readiness checks the vendor, materials, weather and crew. Then the install goes on the calendar with the right Production Crew.

The homeowner gets an email 24 hours before installation.

Production job page for the Ellison roof replacement with B.O.M completed, Scheduling current and Scheduling Readiness at 100%.

Production job · Ellison roof replacement · Demonstration data

Who it's for

Built for the whole crew.

Each role sees what it needs. Here is the Ridgeline Roofing team, from the owner to the homeowners.

Franchise Owner
Dana Whitaker
Leads, signed contracts and revenue for the month in one view.
Sales Manager
Marcus Reyes
Draws territories, assigns reps and approves stage moves.
Sales Rep
Tasha Greene
Knocks doors, logs visits and sends contracts from her phone.
Project Manager
Priya Nair
Schedules the job, books the crew and checks materials.
Crew Lead
Luis Ortega
Sees the install on the calendar and writes the daily log.
Homeowners
Margaret & Tom Ellison
Sign by email on any device. No login needed.

Corporate roles see across franchisesCorporate roles see across every franchise
Approved vendors get their own portal
13 franchise roles, each with its own view

Pricing

Plans for one franchise or a whole network.

Pricing depends on your team and your locations. Tell us how you work and we will put a plan together.

Franchise
For one location that wants storms, doors and deals in one place.
Custom pricing
Placeholder tier
Contact sales
Includes
- Storm Intelligence
- Canvass Territories
- Leads ledger and Stage Gates
- Contracts signed by email
- Calendar for people and crews
- English and Español
Sales + production
Franchise Plus
For a franchise that runs sales and production in Service RP.
Custom pricing
Placeholder tier
Contact sales
Everything in Franchise, and
- Smart Proposals
- Roof Measurement with PDF report
- Production Kanban and daily logs
- Vendor Insights per material line
- Owner and sales dashboards
- Sales Leaderboard
Network
For corporate teams running more than one franchise.
Custom pricing
Placeholder tier
Contact sales
Everything in Franchise Plus, and
- Corporate roles across franchises
- Global Vendors portal
- Vendors approved across franchises
- 13 franchise roles plus corporate

FAQ

Questions owners ask.

Straight answers. If yours is not here, write to hello@roofpro.app.

Do homeowners need an account?
No. They get an email and sign on any device.
Does it work on a phone?
Yes. It runs in the browser on phones, tablets and desktops. Nothing to install from an app store.
Where does storm data come from?
Weather from Xweather. Hail sizes are estimates from storm reports within 5 miles, so check the roof in person.
Is it available in Spanish?
Yes. The whole app works in English and Español.
How accurate are roof measurements?
It is an estimate. We trace the roof outline from building footprints, you set the pitch, and you get squares, waste and a materials plan as a PDF.
Can corporate see every franchise?
Yes. Corporate roles see across franchises, and approved vendors get their own portal.
How much does it cost?
Pricing depends on your team and locations. Contact sales.

Contact

Talk to our team.

Tell us about your franchise and what you use today. We will walk you through Service RP with your kind of jobs in mind.

hello@roofpro.app

Run every storm, door and roof from one place.

One place instead of five tools

Built for storm season. Ready for every job after it.

See who a storm hit

Every door has a history

Squares before the ladder

Know who is closing this month

The whole story stays on the lead

Made for the way a franchise runs.

Stage Gates

Homeowners sign by email

English and Español

Every lead, from first knock to signed contract.

Six stages, one pipeline

Catch deals that went quiet

Filter the way you think

Work the doors the storm hit.

Storm to door to deal. Signed, built, closed.

Storm

Door

Deal

Signed

Built

Closed

Send it, watch it, get it signed.

Every job, one board.

Ready before the crew rolls.

Built for the whole crew.

Dana Whitaker

Marcus Reyes

Tasha Greene

Priya Nair

Luis Ortega

Margaret & Tom Ellison

Plans for one franchise or a whole network.

Franchise

Franchise Plus

Network

Questions owners ask.

Do homeowners need an account?

Does it work on a phone?

Where does storm data come from?

Is it available in Spanish?

How accurate are roof measurements?

Can corporate see every franchise?

How much does it cost?

01Do homeowners need an account?

02Does it work on a phone?

03Where does storm data come from?

04Is it available in Spanish?

05How accurate are roof measurements?

06Can corporate see every franchise?

07How much does it cost?

Talk to our team.