The job system for roofing and restoration. Stages, supplements, schedule, customer files, payments — and all of it cross-referenced to the storm data, code packets, and photos a claim actually needs.
No card required · Cancel any time
Lead → Estimate → Approved → Built → Final. Custom stages per account, drag-to-reorder, color-coded board view.
Fail-type tracking, supplement line items, ROI per supplement, dual invoicing. No spreadsheets.
Multi-crew calendar, install / inspection / material drop. Sync to Google + Outlook. Conflict checks.
Contacts, communication log, signed contracts, photos, payments — one record per claim, no app-switching.
Built-in. Send contracts, COIs, ACVs for signature in the customer portal. No DocuSign upcharge.
Take card + ACH on the customer portal. Two-way QuickBooks sync. Invoice templates per job type.
The full inventory of what ships with Contractor CRM — no asterisks, no "upgrade to get this." Built and supported by the CADsuite team. Categorized so you can find the bit you care about.
Your QC person already knows how to drive. What they cannot know standing in a driveway is what was finished here and who sent them. Every stop leads with both.
Roof on the 14th, gutters on the 16th, who did each. That is the list a quality-control walk is actually against, so it sits at the top of the stop rather than three taps away.
Production, sales or the office can put a job on a route straight from the job — with the task written down. Collect the two spare bundles. Photograph the ridge cap. Meet the inspector at ten. The QC person builds their own day too; nothing waits on the office.
Stops are ordered on real driving time and cut into the windows you work. Included with Contractor CRM at no extra charge.
Contractor CRM ships with everything above. These add-ons plug into the same job record — no double-entry, no extra logins.
Ask about your jobs in plain English, without opening the CRM. Connect Contractor CRM once and ask away — Claude and ChatGPT both read it natively.
Nothing is copied anywhere. You sign in with your own login, and the connector sees exactly what you see — same account, same permissions. Read jobs, filed email, notes and documents, and search the help guides. It is read-only — nothing it does can change a job.
Sign in once and start asking. We will get you connected — there is nothing to install and nothing to configure.
Included with Contractor CRM at no extra charge. Requires a paid Claude or ChatGPT plan.
Same price for every user. No "you have to upgrade to use the report builder." Everything in the kit is included.
$990 / user / year · save 17%
Real prices on the page — no demo call required. Trials are on pause; drop us a note and we'll set you up.
