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Roofing CRM Software to Track Your Client History

Organize your roofing client history in one place and deliver personalized customer service. Jobber’s roofing CRM helps you keep track of client information, estimates, job details, invoices, and a full billing history—all in one place.

Field service CRM software by Jobber

How does Jobber’s CRM for roofers work?

Jobber’s roofing contractor CRM keeps client and job details at your fingertips and helps you build better customer relationships. Learn more about each feature:

Client Details

Create detailed client profiles you can access fast

Customize your client profiles to capture what matters most to your business, like roof measurements, then access them effortlessly from the office, truck, or job site.

Client details screen in Jobber showing a client’s profile and property details
Job History

Quickly find client history at your fingertips

Have a client’s full roofing job history available on your mobile device and never scramble for details during a call.

History of a client’s requests, quotes, jobs, and invoices in the Jobber mobile app
Communication History

Maintain organized records of client communication

See all past emails and text messages between you and your clients, including automated notifications, booking confirmations, and on-my-way texts—in one place.

Client profile in Jobber showing the last message sent to the client
Lead Management

Turn sales leads into customers

Tag contacts as leads in Jobber so you can prioritize your time managing them separately from active clients.

List of clients in Jobber with several clients tagged as ‘LEAD’

What is CRM software for roofing businesses?

Roofing software like Jobber helps you manage and organize your client details, roofing project history, and communication. You can use customer relationship management software to organize estimates, jobs, appointments, invoices, and billing details.

These detailed and organized records help you deliver a personalized customer experience that makes every customer feel like your #1. 

With Jobber as your roofing contractor software, your roofers have access to all the customer information they need at their fingertips—without the constant phone calls back to the office. That helps you deliver a professional and reliable service to every customer.

You can also use Jobber to send quotes, schedule jobs, and invoice your roofing customers.

For your Business:

• Provide roofing professionals with the information they need to get the job done right

• Track and organize the client details that matter most to your roofing company

• Save time and headaches with client profiles that are always up to date with work and communication history

For your Customer:

• Get a personalized experience and consistent customer service

• Avoid the hassle of providing contact details more than once

• Trust that your personal information is secure and only accessible to roofing contractors who need it

Integrations that fit the way you work

Jobber connects with your favorite apps and software to save you time.

Availability depends on location and plan

See All Integrations

Over 200,000 home service pros trust Jobber

One of my favorite tools for business

It gives me a user-friendly experience to take care of estimates and invoices, but also allows me to track all the company’s job and scheduling all in one place.

John Pack Jr. York Builders