A roofing CRM that follows the job from the inspection to the final payment.

In short: a roofing CRM earns its keep in the weeks between the first call and the final check, when inspections, estimates, adjuster meetings, material deliveries and supplements pile up. GPT Business is a CRM with an AI Manager that keeps those steps on one record per roof, drafts the estimate and the follow-ups from your approved prices, and keeps the homeowner informed. It is AI for roofers that prepares the work for your approval at the start. It never judges storm damage, tells anyone what insurance will pay or promises a warranty you have not set.

Why roofing jobs stall after the inspection.

Roofing sales cycles are long and uneven. A retail reroof might take two visits and a few weeks of thinking. An insurance claim job can run for months while the homeowner waits for the adjuster, the first payment and the final. After a hailstorm the phone rings for a week straight, and the leads from the first two days are often the ones that go cold because nobody had time to call them back.

GPT Business keeps each property as one record with the stages your company uses, so you can see where every open roof stands: who reported what, which photos and notes your inspector left, which estimate is waiting for a signature and which claim is waiting on a decision. You set the stages during setup. A common set is below.

1. New lead. A homeowner calls, texts, fills in your website chat or answers an ad.
2. Inspection booked. The Manager books a time with an inspector and records the address, roof age if the homeowner knows it, the problem they see and whether they have already opened an insurance claim.
3. Estimate sent. Your estimator measures and decides the scope. The Manager drafts the estimate or proposal from your approved prices and options, and the homeowner signs online once you approve it.
4. Claim in progress. For insurance work, the adjuster meeting date, the claim status the homeowner reports and the documents your team is waiting for.
5. Scheduled. Install date, material delivery date and the reminders around them.
6. Complete and paid. Final invoice, payment, review request and, later, a check-in for gutters or the next maintenance visit.

Storm work, leaks and retail reroofs: routing roofing calls.

You decide how each kind of call is handled. A typical routing table:

Roofing estimate and proposal software, inside the CRM.

GPT Business does not measure roofs. Your estimator or your measurement service does. What it does is turn the confirmed scope into an estimate the homeowner can read and sign. Quotes and signed agreements are available now: the Manager drafts the estimate from your approved line items, such as tear-off, underlayment, the shingle lines you carry, flashing, vents and disposal, adds the good, better and best options you choose to offer, and sends it once you approve. The homeowner signs online, and both sides get a sealed copy.

Then it follows up. An unsigned estimate gets a reminder on the schedule you set, and a homeowner who says "we are getting two more bids" can get an answer from the agent that explains your workmanship, your crew and your process in your words. It does not invent warranty terms or financing offers you have not approved.

Insurance claim jobs, without giving insurance advice.

Claim work is where roofing companies need to be most careful. The Manager keeps the paperwork moving and the homeowner informed, and stays out of the claim decision itself:

• It records the claim number, the carrier name and the adjuster meeting date when the homeowner provides them, and reminds your team to be there.
• It drafts status updates to the homeowner in your approved wording, so they are not left wondering what happens next.
• It tracks which payment stage the homeowner says they have reached, so your team knows when to schedule and when to invoice.
• It never tells a homeowner what their policy covers, what the insurer will pay or that a deductible can be waived. Those questions go to your team, and coverage questions go to the homeowner's insurer or agent.

Your company is responsible for following your state's rules on contractor and claim communications, so review the wording with whoever handles compliance for you during setup.

AI for roofers during a storm surge.

After a storm, speed matters. Once your phone number is connected, the agent answers calls and texts at any hour, books inspections into your connected calendar and can sell on the call: ask about the damage, explain why your company should be the one on the roof, handle "my neighbor is using someone else" and close on a booked inspection. Prospects get sold; existing customers get care.

Missed-call text back is in pilot. Outbound speed-to-lead calls to new leads are in pilot and run only with consent. Google and Meta ads and social posting are in pilot too, switched on business by business. Every call and text passes consent, do-not-call and opt-out checks first, which matters when you follow up on storm leads at volume.

Getting paid and getting the review.

Roofing invoices are large and often split across a deposit, a material draw and a final. The Manager drafts each invoice from the signed estimate and your billing terms for your approval, and homeowners can pay by card through your connected Stripe account. Overdue invoice follow-up is in pilot. QuickBooks or Xero can be connected to read invoices and payments. After you confirm the job is complete and the homeowner is happy, a review request follows; review requests are in pilot. A complaint, such as a leak after install, goes to a named person with a due time.

What GPT Business does not replace.

GPT Business does not do aerial roof measurements, material ordering, crew GPS tracking, route optimization, payroll or supplement writing for insurers. If your company relies on a roofing-specific platform for measurements, material orders and production schedules, keep it. Importing from ServiceTitan, Housecall Pro or Jobber is coming soon; for any other system, a spreadsheet export of your customers works today. If your office already answers quickly and follows up on each estimate and claim, you may not need it.

Set up by chat.

Tell your AI Manager how your roofing company works: retail, insurance or both, the roofing systems you install, your approved prices and options, your service area, how storm surges are handled, who inspects and who estimates, and what homeowners must never be told. It builds your intake, stages and follow-ups from that, with customer messages in approval mode at the start. Try the free live demo with a made-up hail damage call. For call handling, read AI receptionist for roofers, and for the wider picture see the AI workforce for roofing companies. Plans are on the pricing page.

Other industries: Insurance agencies, Real estate, Moving companies, HVAC, Plumbing, Electrical contractors, Landscaping and lawn care, Cleaning services, Auto repair shops, Salons and barbershops. See them all on the industries page.