A roofing CRM that follows each job from inspection to final payment.
Homeowners usually get several inspections before choosing a roofer, and the decision can take weeks. Alcreo responds to new leads within a minute, books inspections online, follows up on estimates steadily and helps you collect the deposit and the final payment.
Roofing leads cost real money. The weeks between inspection and decision matter most.
Roofing is a considered purchase, and homeowners take their time. These are the places it tends to stall:
Slow first response
After a storm, homeowners contact several roofers. The ones who respond first usually get the inspection.
Inspection scheduling by phone
Back-and-forth calls to set a time slow things down and lose some homeowners along the way.
Estimates waiting on a decision
A replacement estimate is a big number. Steady, polite follow-up keeps you in the conversation while they compare.
Jobs stalling between stages
Materials, scheduling, the final walk-through and payment each depend on someone remembering the next step.
Final invoices that drag
The roof is done, but the last payment can sit for weeks without a reminder.
Referrals left unasked
A new roof is a big moment, but few customers mention you to neighbors unless asked.
Lead response and follow-up, from first call to final payment
Measurement and production stay in your current tools. Alcreo keeps the customer communication moving between those steps.
A website that builds trust
Pages for replacement, repair, inspections, gutters and commercial roofing, with project photos and pages for the areas you serve.
Quick lead response
New leads get a text and email within a minute with a link to book an inspection, and your team gets an alert.
Inspections booked online
Homeowners pick a time, upload photos of the damage and get reminders before you arrive.
One pipeline from lead to paid
See each job by stage, from inspection to estimate, contract, install and final payment, with dollar values.
Estimate follow-up
A steady, polite sequence follows each estimate and stops when the homeowner replies or signs.
Contracts and deposits
Send contracts for e-signature and collect deposits online, so sold jobs move to production sooner.
Final invoices by text
Send the final invoice with a pay link once the walk-through is done.
Neighbor referrals
After install, invite customers to refer neighbors with a simple referral link.
Review requests after install
Customers get a request with a direct link to your Google profile when the job is complete.
From a ceiling stain after a storm to a new roof
A storm passes overnight and a homeowner finds a stain on the ceiling in the morning. Here's how the next few weeks could look.
Estimates that don't close move to a seasonal check-in instead of disappearing.
This is an illustration of how the system can work, not a specific customer's results.
- Day 1, 7:30 AMForm submittedThey describe the leak and upload a photo. A text with an inspection link goes out within a minute.
- Day 1, 7:35 AMInspection bookedThey pick Thursday morning.
- Day 3RescheduledRain delays the inspection. They move it with the reschedule link.
- Day 4Inspection and estimateYou inspect and send the estimate. Follow-up starts.
- Day 12SignedAfter comparing two other estimates, they sign online and pay the deposit.
- Day 28Installed and paidThe final invoice goes out by text after the walk-through, followed by review and referral requests.
Set up for the roofing work you do
Retail replacements, repairs and commercial work each need a different flow.
Residential replacement
High-ticket jobs with longer decisions.
- Inspection booking with photo uploads
- Estimate follow-up
- Contract e-signature and deposits
- Neighbor referral requests
Repairs and maintenance
Quick jobs that build relationships.
- Fast lead response
- Repair booking windows
- Pay-by-text invoices
- Annual roof check reminders
Commercial roofing
Longer bids with several decision-makers.
- Bid and proposal tracking
- Contacts per account
- Progress invoicing
- Maintenance agreement renewals
Keep your production tools. Tighten the follow-up.
If you use measurement, estimating or production software, keep it. Alcreo doesn't replace those tools.
Where roofing companies tend to lose ground is between steps: slow lead response, inspections that never get booked, estimates without follow-up, final invoices that sit and reviews nobody requested.
Alcreo connects with QuickBooks for invoicing and payments, and during setup we import your past customers so referral and review requests can start right away.
Is Alcreo a good fit for your roofing company?
It works well for residential roofers, from owner-led companies to teams with a few salespeople.
A good fit if
- You buy leads and want faster first response
- Estimates often go quiet after the inspection
- Final payments take too long to collect
- You'd like more neighbor referrals and reviews
Probably not the right tool if
- You need roof measurement or production scheduling software
- You need insurance claim or supplement management
- You run a large canvassing operation with its own CRM
Fast follow-up that stays permission-based
Responding quickly only helps when it's done the right way.
Consent on every form
Forms include clear, unchecked texting consent with links to your privacy policy and terms.
Opt-outs honored automatically
STOP replies and email unsubscribes are honored right away.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
Policies that stay current
Growth includes an auto-updating privacy policy, terms and cookie consent for your website. On Launch it's a $20/month add-on.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your roofing company website could look like
A credible site with real project photos and an easy way to book an inspection.
Service and city pages help you show up for searches like "roof replacement in [your city]" and "roof leak repair near me." Project photos, the warranty you actually offer and real reviews help homeowners trust you.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your roofing company works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for roofers
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page website with service pages and gallery
- ✓CRM, job pipeline and follow-up
- ✓Instant lead response, booking and texting
- ✓Contracts, deposits, invoices and reviews
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with service and city pages
- ✓Estimate follow-up and referral buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each service category and location.
AI for the routine work, with your team in charge
In roofing, AI helps most with speed and consistency: replying to new leads at night, drafting estimate follow-ups and answering questions about your process. It doesn't make claims about insurance coverage.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "when an estimate is sent, text on day 2, email on day 4, text again on day 7 and create a call task on day 10" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from roofing owners
Don't see yours? Book a 15-minute call and ask us directly.
How quickly do new leads get a response?+
Within about a minute. New leads get a text and email with an inspection booking link, and your team is notified.
Can homeowners upload photos of the damage?+
Yes. Inspection forms include photo uploads, so you can see what you're walking into.
Can I collect deposits and final payments online?+
Yes. Contracts are signed online with a deposit, and the final invoice goes out by text with a pay link.
Does it replace my measurement or production software?+
No. Keep those tools. Alcreo handles lead response, booking, follow-up, payments, referrals and reviews.
Can you help with Local Services Ads?+
Growth includes LSA management. Google decides eligibility, and your ad spend is paid directly to Google.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other home services businesses we set up
Related: CRM & pipeline · Google Local Services Ads · Missed-call text back · Automations · Alcreo Payments · Websites
Respond sooner and stay with the homeowner until they decide.
Book a free 15-minute demo and we'll start building your website live on the call.