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Roofing · CRM

Every roofing customer, on one record.

One living record per customer and property for roofing contractors: every call, quote, job, photo, and payment posted by the work itself, so the history is on screen when the phone rings.

Storm inspection

Property

Today
Ridge Rd · En route
History
before submission · Supplement checklist
History
on approval · Awaiting material
History
at completion · The final draw

Written by the work itself, not by data entry.

In Core today. One posted price, unlimited people.

The work

The work that writes the record.

  • 01

    Storm response

    Leads from every channel, triaged by urgency and address, with inspections assigned by neighborhood instead of by whoever answered the phone.

  • 02

    The claim file

    Photos, measurements, estimates, supplements, and approvals versioned on the job, not lost across three inboxes.

  • 03

    Production

    Crews, materials, and permits scheduled together. Retail jobs skip the claim steps and run estimate to contract to production.

Why it matters

The argument, in three rows.

  • The record writes itself

    Jobs, photos, signatures, invoices, and payments post to the customer as they happen. Nobody types the day in twice, so the record is actually true.

  • Properties, not just names

    A customer can hold several properties, and each property holds its equipment: serials, install dates, warranties, photos. The water heater’s history is on the record, not in a memory.

  • The whole story on ring

    When the phone rings, the last job, the open estimate, and what’s still owed are already on screen. Your best customers deserve a better memory.

Roofing · CRM

The next job comes from the last one.

Reviews, reactivation, and the property’s history: growth as a byproduct of work done and recorded well.

The old way

What a lost history costs.

  • The storm buries the office

    Lead volume that outruns intake becomes inspections that never happen.

  • The claim dies in email

    Paperwork scattered across threads is how approvals stall and supplements get missed.

  • Supplements left on the roof

    Commonly missed items (drip edge, ventilation, ice and water shield) are recovered by checklist, not by memory.

Up close

How it runs.

  • 01

    Properties and equipment

    Multi-property customers with per-property equipment history. Repair quotes check the warranty automatically before anyone prices covered work.

  • 02

    Segments and lists

    Query the book (equipment older than three years, customers gone quiet, plan members) and the list stays live as jobs close.

  • 03

    No data entry

    Calls, texts, and email thread to the record; job checklists and photos attach to the property; invoices and payments post as they happen.

Straight answers

What roofing contractors ask.

  • What does Thorbis cost for roofing contractors?

    $99 per company per month, unlimited people, every module as it releases. Plus metered usage. $15 included each month. Nothing on this page is a tier.

  • Is the customer record a separate module?

    No. Accounts & CRM is in Core, on the same record as the board, the estimate, and the invoice, so the roofing job never leaves the system it started in.

  • Is it built for roofing contractors specifically?

    The record is the same for every trade; what changes is the work on it. For roofing contractors that means storm response, the claim file, and production, which is the day this page is written around, and the sample rows on it are roofing jobs.

Start

CRM for roofing contractors, on one record.

$99 a company. Unlimited people: the whole crew. Plus metered usage. $15 included each month.

Coming from a suite? We’ll extract your records.

Rather talk first? Email the team.