The best roofing CRM for your company depends on whether you do mostly storm/insurance work, retail sales, or a mix — and on how many people need access. JobNimbus is the strongest pick for restoration and retail roofing contractors who need project boards, eSign and supplier integrations in one place. Jobber is a strong all-around option for smaller crews who also do gutters, siding or other trades. ServiceTitan suits larger roofing operations that want enterprise-grade dispatching and reporting, but you will need to call for a quote. If you want deep marketing automation layered on top, HighLevel is worth a look.
Why roofing businesses need a CRM, not just scheduling software
Roofing jobs often span days or weeks, pass through multiple stages — lead, inspection, estimate, insurance adjuster, signed contract, materials order, install, final invoice — and involve separate people at each handoff. A general calendar app drops things at every gap. A roofing CRM ties contacts, documents, photos, estimates, eSign and follow-up tasks to a single job record so nothing slips.
The BLS reports 166,900 roofing jobs in 2025 with 5% projected growth through 2035 — a competitive market where the contractor who follows up fastest and keeps jobs organized tends to win more work. The right CRM is the system that makes that consistency repeatable.
What to look for in a roofing CRM
Pipeline and project boards
Roofing sales move through distinct stages. Look for a tool with a visual pipeline so you can see every lead and job at a glance and move cards through stages without hunting through a spreadsheet.
Estimating and proposals
Multi-option proposals — showing the homeowner a Good/Better/Best choice — close more roofing jobs than single-line quotes. Confirm whether the CRM supports this before you commit.
eSign and document management
Waiting for a wet signature adds days to your sales cycle. Electronic signature built into the CRM removes that friction and keeps the signed contract attached to the job automatically.
Insurance and supplement workflow
Storm restoration contractors deal with insurance scopes, supplements and adjuster revisions. Not every CRM is designed for this. JobNimbus, which markets itself specifically to restoration roofing contractors, is the most explicit about supporting these workflows among the options covered here.
Photo and file management
Before-and-after photos, damage documentation and material delivery tickets all need to live on the job record. Check whether the CRM limits storage or charges per photo.
Supplier integrations
Ordering materials directly from within the CRM saves time. Confirm which distributors or suppliers a platform connects to.
Crew scheduling and dispatch
Once the contract is signed you need to get a crew on the roof. Some CRMs handle scheduling natively; others require a separate field-service tool.
JobNimbus — best for restoration and retail roofing
JobNimbus bills itself as CRM and project-management software built specifically for contractors in "roofing, restoration roofing, solar, gutters, and siding" (jobnimbus.com/pricing, checked Oct 2026). That focus shows in the feature set: every plan includes unlimited contacts, estimates, documents, eSign, invoices and supplier integrations from day one.
Plans and pricing
JobNimbus does not publish dollar prices. Every plan shows "Request pricing" and the cost depends on your user count and chosen add-ons. What the published specs do tell you:
- Essentials — up to 3 users, 3 project boards, 10 automations, standard support.
- Pro — up to 10 users, 5 project boards, 30 automations, standard support.
- Premium — up to 19 users, unlimited project boards, 100 automations, premium support with SLAs.
- Enterprise — 20+ users, unlimited locations, automations and integrations.
A 14-day free trial is available with no credit card required. Contracts can be monthly or annual depending on your plan and onboarding needs; there are no required setup or onboarding fees, though optional paid professional services exist. See current plan details at JobNimbus pricing.
Key features for roofers
- Visual pipeline boards for every stage of a roofing job
- eSign on every plan — homeowners sign on a phone or tablet
- Supplier integrations for direct materials ordering
- QuickBooks integration on every plan
- Optional Marketing Bundle and Communications Bundle (Engage texting) for current customers — pricing on request
- Mobile app on every plan
Downsides to know
- No published pricing — you cannot compare costs without going through a sales call.
- Positioning is narrow: if you do significant HVAC or plumbing work alongside roofing, you may outgrow the trade focus quickly.
- Multi-location support is limited to 2 locations on Pro and 5 on Premium; only Enterprise gets unlimited.
For a roofing-first contractor, especially one doing insurance work, JobNimbus is the most purpose-built option in this comparison. Visit JobNimbus to request a demo.
Jobber — best for smaller roofing and multi-trade crews
Jobber is a field-service management platform that covers scheduling, quotes, invoicing and client communication across more than a dozen trades, including roofing. It is a strong pick for contractors who also do gutters, siding, handyman work or exterior cleaning — or who want transparent, published pricing before talking to anyone.
Plans and pricing (as of October 2026, excl. tax)
- Core — 1 user; $49/mo (no commitment), $39/mo (1-year commitment), $29/mo (annual prepaid).
- Connect — 1–15 users; from $139/mo (1 user, no commitment) up to $399/mo (15 users, no commitment).
- Grow — 1–15 users; from $199/mo (1 user, no commitment) up to $499/mo (15 users, no commitment).
- Plus — 5–15 users; from $499/mo (5 users, no commitment) up to $699/mo (15 users, no commitment).
- Extra users beyond plan maximums: $29/mo each; 16+ users requires a sales conversation.
Annual prepaid plans are non-refundable. A 14-day free trial (Grow features, no credit card) is available. Prices may change; confirm current rates at Jobber's pricing page.
Features relevant to roofing
- Quotes and invoices with online payments on every plan
- Automated follow-up reminders (Connect and above) — useful for chasing unsigned estimates
- Two-way SMS (Grow and above) for homeowner communication
- Job costing (Grow and above)
- Optional line items so homeowners can add or remove scope items (Grow)
- Crew scheduling and unlimited photos/videos (Plus)
- Sales Pipeline add-on ($49/mo) for tracking leads through stages
- QuickBooks Online and Xero sync (Connect and above)
Downsides to know
- No native insurance/restoration workflow — Jobber is not purpose-built for storm work.
- The Sales Pipeline is an add-on at $49/mo, not built into the base plans.
- eSign is not listed as a core feature; confirm availability before committing.
For a smaller roofing company — say, 1 to 10 people — that values clear pricing and broad trade coverage, Jobber is a reliable, well-documented choice. You can also read our full Jobber Reviews 2026 and a detailed Jobber Pricing breakdown for more.
ServiceTitan — best for larger roofing operations
ServiceTitan is the enterprise-grade option. It covers scheduling, dispatching, work orders, billing, GPS technician tracking, multi-option proposals, job costing and service agreements — a long feature list that its HVAC and plumbing customers also use, and which applies equally well to a roofing company running multiple crews across multiple markets.
Plans and pricing
ServiceTitan publishes no dollar figures. Three packages — Starter, Essentials and The Works — each show a "Request Pricing" button. The company's published line is "Our per-technician pricing is designed to fit your business and goals, at any size" (servicetitan.com/pricing, checked Oct 2026). Separately marketed Pro add-ons (AI Virtual Agent, Marketing Pro, Scheduling Pro, Dispatch Pro and others) also carry no published price. You will need to go through a sales or demo process to get a number. See our ServiceTitan pricing explainer for what to expect.
Features relevant to roofing
- Multi-option proposals (The Works tier)
- Advanced reporting and commission tracking (The Works)
- Configurable payroll and customizable memberships (The Works)
- GPS technician tracking and SMS notifications (HVAC page describes these; confirm roofing parity)
- Accounting integrations: QuickBooks Online, QuickBooks Desktop, Sage Intacct, NetSuite
Downsides to know
- No published pricing — expect a significant investment; ServiceTitan is generally discussed in the market as a premium-priced platform, though we cannot confirm a figure from their published materials.
- No free trial stated on the pricing page.
- Implementation takes time; this is not a sign-up-and-go tool.
If you run a multi-crew roofing operation and want a platform that can grow with you, ServiceTitan deserves a demo call. You can also compare it against alternatives in our ServiceTitan Alternatives guide or read a full ServiceTitan review. Visit ServiceTitan's site to request a demo.
HighLevel — best for roofing companies that want marketing automation
HighLevel (GoHighLevel) is an all-in-one CRM and marketing-automation platform. It is not purpose-built for roofing, but its booking funnels, automated review requests, two-way SMS, email marketing and built-in AI calling can replace several separate tools. Its plumbing contractor page describes use cases that map directly to roofing: automating review requests after every completed job, running booking funnels and appointment reminders, and using built-in AI to answer calls and reply to texts (gohighlevel.com/crm/plumbing, checked Oct 2026).
Plans and pricing (as of October 2026, excl. tax)
- Starter — $97/mo or $970/year; 3 sub-accounts, unlimited contacts and users, all core features.
- Unlimited — $297/mo or $2,970/year; unlimited sub-accounts, basic API access.
- Agency Pro — $497/mo or $4,970/year; SaaS Mode, advanced API, user/agent reporting.
- Enterprise — no listed price; contact sales.
Usage-based charges apply on top of the subscription for phone numbers, SMS, emails and premium AI features; per-unit rates are not published on the pricing page. A 14-day free trial is available on Starter, Unlimited and Agency Pro, but a credit card is required. Month-to-month; cancel anytime from the dashboard. See full details at HighLevel's pricing page.
Downsides to know
- Not a field-service dispatch tool — you will likely need a separate app for crew scheduling and job management.
- Usage-based costs for calls, SMS and AI features add up; budget carefully.
- Steeper learning curve than a purpose-built trade CRM.
Workiz — worth considering for broader trade coverage
Workiz is a field-service platform that lists roofing among its supported trades. It covers jobs, invoices, estimates, online booking, payments and fleet tracking on every plan. Its Genius Answering add-on answers calls, email and SMS 24/7 in English, Spanish and French — useful if you receive a lot of after-hours storm leads. However, Workiz does not publish dollar prices; every plan shows "Request pricing" (workiz.com/pricing-plans, checked Oct 2026), so you will need a sales conversation to compare costs directly. A 7-day free trial is available with no credit card. See Workiz's site for details, and our Workiz Pricing guide for context.
Side-by-side comparison of key facts
- JobNimbus — Target trade: roofing, restoration, gutters, siding, solar. Pricing: request only. Trial: 14 days, no card. eSign: yes, all plans. Pipeline: yes. Published dollar price: no.
- Jobber — Target trades: 15+, including roofing. Pricing: Core from $29/mo to Plus $699/mo (annual prepaid to no-commitment 15-user, Oct 2026). Trial: 14 days, no card. eSign: confirm on pricing page. Pipeline: add-on $49/mo. Published dollar price: yes.
- ServiceTitan — Target trades: roofing, HVAC, plumbing, electrical and more. Pricing: request only. Trial: not stated. eSign: confirm with sales. Pipeline: included (confirm tier). Published dollar price: no.
- HighLevel — Target: any home-service business (marketing-focused). Pricing: Starter $97/mo, Unlimited $297/mo (Oct 2026). Trial: 14 days, card required. eSign: not listed as a native feature. Pipeline: yes. Published dollar price: yes.
- Workiz — Target trades: 20+, including roofing. Pricing: request only. Trial: 7 days, no card. eSign: confirm with sales. Pipeline: included on Pro and above. Published dollar price: no.
Costs beyond the subscription to plan for
The monthly or annual subscription is only one part of the total cost of running a roofing CRM. Based on published pricing pages, be aware of these additional potential charges:
- Payment processing fees — Jobber charges 2.9% + 30 cents per card transaction and 1% for ACH (Oct 2026 pricing page). Other platforms have comparable structures; confirm before you commit.
- Add-ons — Features like a Sales Pipeline ($49/mo on Jobber), SMS credits (GorillaDesk-style per-credit models elsewhere), or marketing bundles can add meaningfully to your monthly bill.
- Additional users — On per-user platforms like Jobber, each user beyond the plan's included count costs extra ($29/mo on Jobber, Oct 2026).
- Onboarding or professional services — Some platforms charge for data migration or accelerated onboarding; check before signing.
Costs outside the software — like integrating a material supplier's API, hiring a consultant to configure automations, or running paid ad campaigns through a marketing platform — vary widely. Get quotes from vendors or local consultants for any work outside the software's published scope.
How to evaluate a roofing CRM before you buy
Start with your biggest bottleneck
List the three places jobs most often stall or fall through the cracks in your current process. If it is unsigned estimates sitting in email, prioritize eSign and automated follow-up. If it is jobs going over budget, prioritize job costing. Match the CRM's strengths to your actual pain points, not its marketing headlines.
Run the free trial with a real job
Every platform listed here (except ServiceTitan and FieldEdge, which go straight to demo) offers a free trial. Use the trial to create a real estimate, move a job through your stages, and send an invoice. If the steps feel awkward during a trial, they will feel worse at 6 PM on a Friday.
Ask about implementation time
A CRM that takes three months to go live costs you three months of revenue-cycle confusion. Ask each vendor: how long does a typical roofing contractor take to be fully live? What data migration is included? Who handles training for my office manager and field reps?
Check integrations with your existing tools
If you use QuickBooks, confirm the integration tier (Online vs. Desktop can differ). If you use a specific supplier portal, ask whether it connects. If you have a lead source like Angi or Thumbtack, check whether the CRM can pull those leads in automatically.
Common mistakes roofing companies make when choosing a CRM
- Choosing on price alone — a cheaper tool that does not support eSign or multi-stage pipelines will cost you jobs.
- Ignoring mobile experience — your sales reps and project managers are on roofs and at homes, not desks. Test the mobile app before committing.
- Underestimating user adoption — the best CRM fails if your team does not use it. Pick the platform your team will actually open every day.
- Locking into a long contract before going live — where possible, start month-to-month or use the trial period fully before paying for a year upfront.
- Forgetting about review generation — roofing is heavily review-driven. Some CRMs include automated review requests; others require an add-on or a separate tool like NiceJob (Starter $75/mo, Pro $125/mo as of Oct 2026), which integrates with Jobber, ServiceTitan and Housecall Pro.
Alternatives worth knowing about
If none of the above is quite the right fit, a few other platforms serve roofing-adjacent needs:
- Housecall Pro — covers roofing and a broad range of home-service trades; Basic plan from $59/mo with annual billing (Oct 2026). Read our Housecall Pro review for a full breakdown.
- Service Fusion — unlimited users on every plan, which is unusual; Starter $208/mo billed annually (Oct 2026). Covers roofing in its industry list. See details at Service Fusion's site.
- FieldEdge — targets HVAC, plumbing and electrical more than roofing specifically, but its project management and flat-rate pricing tools may fit some exterior contractors; no published pricing. See FieldEdge's site.
For a broader comparison across all the major options, see our Best Field Service Management Software for Small Business guide.
Frequently Asked Questions
Does JobNimbus work for both retail and insurance roofing?
JobNimbus explicitly targets "restoration roofing" contractors alongside retail roofing, solar, gutters and siding (jobnimbus.com/pricing, checked Oct 2026). The platform includes project boards, eSign and document management that support multi-stage insurance workflows. That said, confirm with a JobNimbus sales rep that the specific insurance supplement and adjuster revision features you need are included in the plan you are considering before you commit.
Can I use Jobber as a roofing CRM if I also do other trades?
Yes. Jobber supports more than 15 trades including roofing, landscaping, pool, pest control and cleaning (getjobber.com/pricing, checked Oct 2026). If your business does roofing alongside gutters, siding or exterior cleaning, Jobber's multi-trade coverage means one platform handles all of it. The main gap for roofing specialists is that Jobber is not purpose-built for insurance restoration work.
What is the cheapest roofing CRM with published pricing?
Among platforms covered here with published dollar prices, Jobber's Core plan starts at $29/mo on an annual prepaid basis (single user, Oct 2026 pricing). HighLevel's Starter plan is $97/mo. Both prices are subject to change; confirm current rates on each vendor's pricing page. Platforms like JobNimbus, ServiceTitan and Workiz require a sales call before any price is disclosed.
Do roofing CRMs include electronic signatures?
JobNimbus includes eSign on every plan. Jobber does not explicitly list eSign as a named feature on its pricing page — confirm this directly before signing up if eSign is a priority. ServiceTitan supports eSign-style features but requires a sales conversation to confirm which tier includes them. Always verify eSign availability during your free trial or demo.
How long does it take to set up a roofing CRM?
Setup time varies by platform and company complexity. JobNimbus states that optional paid professional services are available but does not publish a typical go-live timeline — ask their onboarding team. Workiz offers a 7-day trial; JobNimbus and Jobber both offer 14-day trials, which gives you a sense of how quickly you can get moving. For ServiceTitan, expect a more structured implementation process; it is not a self-serve setup.
Should I use a general CRM like HighLevel or a trade-specific platform?
It depends on where your biggest gap is. If your core problem is tracking leads, sending follow-up texts and automating review requests, a marketing-focused platform like HighLevel ($97/mo Starter, Oct 2026) handles that well. If your bigger problem is scheduling crews, managing job files and running invoices, a trade-specific platform like JobNimbus or Jobber will fit more naturally. Many roofing companies end up using both: a trade CRM for job management and a marketing tool for lead nurturing.
Can a roofing CRM help with review generation?
Some include review automation natively. Jobber's Plus plan and its add-on Marketing Suite include review-request features. If your chosen CRM does not, a standalone tool like NiceJob (Starter $75/mo, Pro $125/mo as of Oct 2026) integrates with Jobber, ServiceTitan and Housecall Pro and automates review requests via SMS and email after each completed job. Confirm compatibility with your chosen CRM before purchasing a separate review tool.
The bottom line
For most roofing contractors, the decision comes down to how specialized your work is and how many users you need:
- Restoration and retail roofing specialists — JobNimbus is the strongest purpose-built option, with eSign, project boards and supplier integrations on every plan. Request a demo to get pricing for your team size.
- Smaller roofing or multi-trade crews who want transparent pricing — Jobber publishes clear plan prices and covers roofing alongside other trades. The 14-day trial (no credit card) is a low-risk way to test it. See our Jobber vs Housecall Pro comparison if you are also evaluating Housecall Pro.
- Larger multi-crew roofing operations — ServiceTitan has the deepest feature set but requires a sales call and a larger budget. Read our Jobber vs ServiceTitan comparison to understand the trade-offs before you call.
- Roofing companies prioritizing lead nurturing and marketing automation — HighLevel ($97/mo Starter, Oct 2026) can replace several marketing tools but works best alongside a field-service platform, not instead of one.
For a broader view of the field, our Best Field Service Management Software guide covers the full landscape. Our research is built from each vendor's published specifications and pricing pages — see how we research for full methodology details.