CRM for Roofing Companies
Built for High-Value Projects
Custom Trades CRM is a CRM for contractors and construction companies running roofing businesses that manage bids, crews, materials, and tight timelines.
It's a modern field service CRM and job management software built for roofers who need visibility from the first bid to final invoice.
Roofing Businesses Win or Lose at the Bid Stage
Roofing isn't about daily service calls. It's about:
- •Winning the right jobs
- •Managing large material orders
- •Coordinating crews and timelines
- •Protecting margins across long projects
Custom Trades CRM functions as a job management CRM and small business CRM designed for roofing companies that need control before, during, and after the job.
Instead of juggling spreadsheets, inboxes, and whiteboards, roofers use Custom Trades CRM to keep bids, jobs, and customers connected in one system.
Built for Roofing Projects – Not Generic Service Work
Roofing companies operate differently than most trades.
Custom Trades CRM supports:
That makes it a practical CRM for construction companies that need structure across bids, jobs, and execution – without forcing enterprise software onto growing teams.
Bid Management Built for Roofers (Coming Soon)
For roofing companies, the bid is the job.
Custom Trades CRM is expanding to include Bid Management, a dedicated module designed specifically for roofing businesses.
The upcoming Bid Management module will allow roofers to:
- •Track open bids and proposal status
- •Organize bid details by property and scope
- •Connect bids directly to approved jobs
- •Maintain visibility into win rates and pipeline
This module will integrate seamlessly with existing job management and estimating tools, giving roofers a clear path from opportunity to execution – without re-entering data.
Start With Core Job Management – Expand as You Scale
Custom Trades CRM is a modular CRM for tradesmen, allowing roofing companies to start with what they need today and add tools as operations grow.
Most roofing companies begin with:
Job Management
for project tracking and crew coordination
Scheduling
for labor and timeline planning
As volume increases, many add:
- •Estimating & Proposals
- •Invoicing & Payments
- •Bid Management (coming soon)
You're never locked into features before you're ready – and you're never forced to rebuild systems later.
A Roofing-Focused Alternative to Overbuilt Platforms
Many roofing companies evaluate tools like Jobber or ServiceTitan and run into the same issues:
- •Not built for bid-driven work
- •Overpriced for project-based teams
- •Too much service logic, not enough project control
Custom Trades CRM is built for roofing companies that want a system aligned with how roofing businesses actually win and execute work.
See How Custom Trades CRM Works for Roofing Companies
Custom Trades CRM helps roofing businesses manage bids, jobs, crews, and customers – without losing control of margins or timelines.
Ready to Get Started?
Discover how Custom Trades CRM can transform your roofing business operations.