One license.
The whole operation.

A drag-drop Sales kanban, then a production board with parallel Work and Paperwork tracks and pinned saved views.

One screen per job — stages, insurance, financials, timeline, photos, documents, customer conversation, and team chat.

Capture inbound and door-knocked leads, score the hot areas, tie them to the storm, and convert in a click.

Customers plus an adjuster, supplier, and sub network — with carrier links and one conversation across every job. A single contact can own several properties.

Every stage a job passed through is written down and cannot be edited after the fact. Scrub the timeline back and see what the job looked like that day.

Leads carry a 0–100 score for how likely a claim is, built from the storm that hit the address and what the rep logged at the door.

Ctrl+K from anywhere jumps to a job, a contact, or a setting — no hunting through menus.

Drag the trigger, the conditions, and the actions onto a canvas and watch the flow take shape. No scripting, no rule syntax to learn.

A lead lands, a stage moves, photos upload, an estimate is signed or declined, an invoice goes overdue, a knock is logged, an appointment no-shows — plus a schedule and a run-it-now button.

Split on any field and let every matching path run, or only the first. Branches nest, so one flow covers the whole decision instead of four near-identical rules.

Hold the flow for an hour or a week before the next step, so the follow-up lands when it should rather than the second the trigger fires.

Actions send a templated email or text message, open a task, notify a person, or move the job to the next stage.

Hand the new lead to the next rep in the rotation, or to whoever owns the territory it landed in.

Post to your own endpoint with a signed payload, and give an outside system a URL that starts a flow in here.

Conditions read any field, including the custom ones you added, and messages fill their tokens in from the record that triggered them.

Every run is recorded — what fired it, which branch it took, what it sent, and what it changed.

Photo-driven stage moves, door-knock follow-up, appointment notices, estimate kickoff, invoice chasing. Load one and edit it.

Draw a territory on the map or build one from the ZIPs a hail core crossed, then assign it. Retiring a territory never orphans the doors inside it.

Every door gets a pin and an outcome — not home, callback, appointment set, sold — color-coded so the next rep down the street sees its history.

Write the script once with tokens for the address, the storm date, and the hail size. A sentence that cannot be filled in drops out instead of reading half-blank.

Per territory: parcels the storm hit, doors actually knocked, and jobs produced — so you can see what is left, not just what is done.

Knocks, conversations, and appointments by rep and by day.

Doors to conversations to booked appointments, as a rate — the number that tells you whether the script is working.

Month, week, and day views of appointments, tasks, and milestones, filterable by crew or rep.

Crew lanes you drag appointments onto to assign and schedule in one motion.

Drag a job to a new day or time; multi-day jobs span and move as one block.

Appointments under the day's severe outlook wear a severity badge right on the calendar.

The homeowner gets a text when you book and a reminder before you show up — sent automatically, with nobody having to remember.

Publish the hours you actually take work. Nothing gets booked outside them.

A QR code on a mailer, a yard sign, or a door hanger opens a public booking page that fills a real open hour on your calendar.

An urgent lead can blast the whole on-call list or go rep by rep with a claim window, falling back to the office if nobody takes it.

Emails, notes, and portal messages across every contact, job, and lead — with a needs-response filter and a follow-up queue that keeps a thread from going cold.

One thread per customer and job; email sent from the CRM logs itself, no mailbox to reconcile.

Direct messages, channels, company announcements, and a thread on every job — subs included only where you invite them, none of it visible to the customer.

Send from your own SMTP with tokenized templates, and give billing, scheduling, reports, and marketing their own from-address. Failed sends stay visible to retry.

A private link where your customer follows their own job — progress, photos, and the paperwork you release. No login, and never a price.

Send a link to a set of job photos. The adjuster or the homeowner opens it in a browser; nothing else is exposed.

Install the CRM from the browser like an app, and get a push when something actually needs you — a message, an approval, an assignment.

A visual editor per document type — reorder sections, set fonts and color, place your logo, add photo pages, merge in a PDF, and preview live.

Estimates, contracts, change orders, work orders, certificates of completion, and sub agreements go out as a private link and come back signed. Nothing for the customer to install or register.

Line-item invoices in either shape, breaking out ACV, depreciation, and deductible, with a supplement approval workflow.

RCV, recoverable and unrecoverable depreciation, ACV, deductible, work not performed, and approved versus pending supplements — what the carrier owes and what the homeowner owes, kept apart.

Record who actually paid — carrier, mortgage company, or homeowner — attach the check image or receipt, then track overdue balances, aging, credit memos, and statements.

Expected against received against outstanding, per source, on one panel — so a short check is obvious the day it lands.

Purchase orders go to the supplier as a PDF and carry their own status through to delivery; material, labor, and commission roll into job margin.

Every job nets revenue against costs to the cent — know the margin before the check clears.

Supplements, change orders, material orders, and invoices line up for whoever signs off, and can be cleared from a tablet in the field.

Sub bills with retention and AP aging, master agreements signed once, and a portal where your subs submit their own.

Your own catalog of line items, units, and prices by category — estimates build from the book instead of from memory.

Run a promotion with a cap on redemptions and an expiry date, and let it stop itself.

Reward the customer who sends you the next job, with the payout rules written down instead of remembered.

Partners earn on the work they send, tracked in a commission ledger with a hold period before anything becomes payable.

Each partner gets a private link showing their own referrals and earnings — and nothing whatsoever about your customers.

A short link per campaign, per partner, or per job that attributes the lead it produced — clicked, or typed off the side of a truck.

Generate codes in your own colors and logo for a campaign, a booking page, or a partner, and print them as a handout sheet.

The code on 5,000 mailers can be aimed somewhere new after they are in the mail. The printed code stays valid; the destination changes.

Follow one code from scan to booked appointment to signed job to dollars collected.

Log what a campaign cost and the dates you spent it, against what it actually produced.

Connect with OAuth and keep customers, invoices, and payments in step in both directions. A payment entered in QuickBooks turns up here, and a conflict is surfaced rather than silently overwritten.

Two-way sync with Google Calendar and Microsoft Outlook — book here and it lands on the phone; block time there and the CRM stops booking over it.

Subscribe from any iCal client through a personal feed link.

AccuLynx, JobNimbus, and Roofr presets with auto-mapping, preview, dedupe, and one-click undo.

Bulk-export any list to CSV under the same headers the importer reads. Your data leaves as easily as it arrived.

Point the CRM at your own Twilio account and confirmations, reminders, and automation steps go out under your number.

A plugin and shortcode that put a lead or booking form on your WordPress site and hand the submission straight to the CRM.

117 capabilities across nine groups — prospecting, work, files, money, insight, comms, access, mobile, and administration — switched on per role, one at a time.

Where a record has an owner, the same permission comes in three widths: their own records, their team's, or the whole install.

Seeing commission and pay figures is its own permission. A manager can run the job and still never see what the crew earns on it.

Build a role out of the catalog, then a sub-role beneath it that cannot out-rank the role it answers to.

The phone has its own family of permissions, so a crew lead can do more at the job site than at a desk — or less.

Photos filed as evidence cannot be deleted by ordinary roles. Removing one takes an administrator.

Admin, Sales Rep, Crew Lead, and Subcontractor are seeded on install. Start from those and adjust.

A real app, not a web page. Free with your license, no per-seat fee — scan the code in Settings and the phone is paired.

The next stop with one-tap navigation, the rest of the day under it, and the tasks that are due.

Territories, color-coded doors, and a knock sheet that books the appointment into a slot the calendar can actually keep.

Turn a knock into a lead, and a lead into a job — insurance details and all — without leaving the porch.

Knocks, pin moves, messages, and conversions queue on the phone and replay themselves when signal returns.

Download years of hail history for any state, then answer "were you hit?" on the lawn in milliseconds with no bars at all.

Trips log themselves as the rep drives, priced at the IRS rate in force the day of the trip, and export to CSV at tax time.

Clock in and the team sees where you are and when you'll arrive. Clock out and it stops — and the phone says so on screen.

Shoot the damage, draw on it, tag it, and file it against the job — the untouched original uploads alongside the marked-up copy.

Edge-detect a form into a clean multi-page PDF, straight onto the job.

Say it on the way down the ladder. The recording files against the job like any other document.

Supplements, change orders, and material orders waiting on a decision can be cleared from the phone.

The same team and per-job threads the office uses, with read receipts — and sends that survive a dead zone.

Call it "Customer" or "Homeowner", a "Job" or a "Project", an "Estimate" or a "Proposal" — rename the vocabulary and the whole app follows, which is how a roofing CRM ends up running a remodel or a solar crew.

Add the fields your trade actually tracks, put them on the record, and let automations watch them change.

Add, rename, and reorder stages across the sales, work, and paperwork tracks.

Your logo, accent color, light or dark, and a custom login backdrop.

Custom icon and color per stage, lead, and peril, plus map, satellite, and dark basemaps.

Set the prefix and sequence for job, estimate, and invoice numbers, with year and month tokens, so the number says when it was raised.

Likely duplicate contacts and jobs surface for a human to judge — nothing is merged behind your back.

Each person picks their own language — down to the error messages — and the field app follows whatever the phone is set to.

iPhone HEIC photos render, Word documents preview, and PDFs get thumbnails. Nothing has to be downloaded just to be looked at.

Switch on analytics or a marketing pixel for your public booking and portal pages only, behind a consent banner. Nothing follows the people working inside the CRM.

The CRM installs on a machine you control. We never hold your jobs, your contacts, or your customers' addresses.

A wizard walks the install, checks the server can do the job and that DNS points where it should, and turns HTTPS on for you.

Rent a VPS and run it on the open internet with a certificate, or put a box in the office with nothing exposed at all.

A new version is a button in Settings. No SSH session, no maintenance window to book with somebody.

Every update takes a full database backup first and keeps the last five. Nightly backups are one toggle away.

Every release is cryptographically signed, and the updater refuses anything that does not verify.

A fresh install runs the entire product for two weeks before it needs a license key. Nothing is held back for later.

If a license lapses the CRM turns read-only and says so in a banner. Your data stays on your server, readable and exportable.

Your install does not phone home to work. If our servers go down, nobody at your company notices.

Buy the major version and own it for life. States are the only metered dimension — add one when you start working it.