Now in Early Access

Run every claim.
Close every job.
Track everything.

RoofTrack is the CRM built exclusively for residential roofing companies that work insurance claims — from first contact to final payment.

Request Early Access See How It Works
100%
Insurance-focused
1 app
Pipeline to payment
0 gaps
In your workflow
Built for teams that run
Insurance Claims
Storm Restoration
Multi-State Operations
Sales Teams
E-Signatures
Everything you need

Designed around how insurance
roofing actually works

No generic CRM workarounds. RoofTrack ships with the exact stages, fields, documents, and financial workflows that insurance roofing companies use — out of the box.

Visual Pipeline Board
Drag-and-drop jobs across every stage — from first knock to final payment. Always know exactly where every job stands.
Insurance-Native Worksheets
Track approved amounts, supplements, depreciation, and collections with worksheets built around insurance scopes — not generic invoices.
Team & Role Management
Owner, Operations, and Sales Rep roles with granular permission controls. Every team member sees exactly what they need.
E-Signature & Documents
Send contracts and contingency agreements for e-signature right from the job. Templates, custom fields, and full document history included.
Scheduling & Calendar
Schedule adjuster inspections, crew installs, and follow-ups. Day, week, and month views with job-linked events across multiple states.
Reports & Automations
Custom report builder, scheduled reports, and automation rules that trigger at key stages — so nothing falls through the cracks.
The workflow

From lead to closed —
every step covered

RoofTrack follows the insurance claim lifecycle exactly as it plays out in the field, so your team always knows the next move.

1
Capture the Lead
Log new jobs instantly with customer info, address, and initial notes. Assign a rep and get moving.
2
Work the Claim
Track inspection dates, adjuster meetings, supplements, and every communication in one unified job record.
3
Get It Signed & Built
Send documents for e-signature, schedule crew, manage materials, and coordinate trades — all from the same screen.
4
Close & Collect
Track every payment, log depreciation releases, and close the job with a full financial audit trail.
Simple pricing

Pick your plan

Transparent monthly pricing. No setup fees, no long-term contracts. Cancel anytime.

Starter
$79
/ month · up to 3 users
Everything you need to start tracking jobs and managing the insurance claim process.
  • Visual pipeline board
  • Job records & worksheets
  • 3 user seats
  • Document storage
  • Basic reporting
Get Started
Most Popular
Pro
$179
/ month · up to 10 users
The full RoofTrack experience for growing teams running high-volume insurance claim work.
  • Everything in Starter
  • E-signatures & templates
  • Calendar & scheduling
  • Automations
  • Custom reports
  • 10 user seats
Get Started
Enterprise
Custom
/ month · unlimited users
For large operations, multi-state teams, or companies needing custom integrations and dedicated support.
  • Everything in Pro
  • Unlimited user seats
  • Custom integrations
  • Dedicated onboarding
  • Priority support
Contact Us
Common questions

Things people ask before signing up

Is RoofTrack only for insurance claims, or can I use it for retail jobs too?
RoofTrack is built with insurance claims as the core workflow, but the pipeline and job management tools work for any roofing job. The insurance-specific features are just there when you need them.
How is this different from a generic CRM like Salesforce or HubSpot?
Generic CRMs require extensive customization to fit roofing. RoofTrack ships with the exact stages, fields, documents, and financial workflows that insurance roofing companies use — no workarounds needed.
Can multiple sales reps use RoofTrack at the same time?
Yes. Every plan includes multiple user seats with role-based access. Sales reps see their jobs, managers see everything, and owners have full control. All roles are fully configurable.
Does RoofTrack handle e-signatures?
Yes — build document templates with custom fields and send them directly to homeowners for signature. Signed documents are stored in the job record automatically.
What does "early access" mean right now?
RoofTrack is currently in beta. Early access means you get in before the general launch, work closely with our team, and lock in early pricing that won't change when we go public.
Is there a contract or long-term commitment?
No long-term contracts. RoofTrack is billed monthly and you can cancel at any time. We'd rather earn your business every month than lock you in.
Do you offer onboarding or training?
Yes. Every new account gets onboarding support to get your team set up, your pipeline configured, and your templates built. Enterprise plans include a dedicated customer success contact.
How do I get started?
Fill out the interest form below. We'll reach out within one business day to learn about your operation, show you the platform, and get you set up. No credit card required.
Get early access

Ready to bring your
operation into one place?

Tell us about your team and we'll reach out within one business day. No pitch, no pressure.

No credit card or commitment required
We respond within one business day
Early access pricing locked for beta users
Request Early Access
We'll be in touch within one business day.
Your info is never sold or shared. We'll only contact you about RoofTrack.

You're on the list.

We'll reach out within one business day to learn more about your operation and get you set up.