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Roofing CRM software · lead to sold in one app

A roofing CRM that finds the next job, then runs it to the deposit.

Curbsight is roofing CRM software for shops that sell at the door. The pipeline, estimates, proposals, invoicing, photos, crews and pay run in one app, and the map underneath it ranks every home in your territory before the truck leaves. Built for owner-operators with one to six reps who are running on paper, a spreadsheet, or a CRM that starts every job with an empty form.

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What a roofing CRM has to do

Seven jobs between the handshake and the deposit. Every one of them happens on the same job file, so the address is typed once and the numbers agree with each other.

A pipeline with your stages on it

Drag-and-drop stages you rename to match the board you already run. When you import a customer book, the old board's stages are mirrored one to one, so the first day on the new CRM looks like the last day on the old one.

Estimates that draft themselves from the roof

Trace the roof on satellite or on your own photo and the squares, ridge and eave runs and pitch per face come with it. The measurement lives on the job and feeds the estimate, so the quote is half written before the first visit. No per-report fee, at any volume.

Proposals the homeowner signs on a phone

Your sections, your words, your brand. Put two or three options in front of the homeowner and send one link. They pick, the total updates as they choose, and they sign on their phone. You leave with a signature instead of a promise to email.

Invoicing that lands in QuickBooks

One tap on the finished job opens the invoice with the homeowner already on it. Type the lines, mark it sent, and the pay link goes with it. The homeowner pays by card from the link and the money settles to your own account. It lands in QuickBooks Online without anyone retyping it.

Photos that file themselves

In-app photo and video capture that files each shot to the right property on its own. The photos ride the job file into the estimate, the supplement and the invoice, so nobody names folders at nine at night.

Crews on one calendar

Jobs land on one calendar with their crew, so there is one answer to when. The crew gets a link to their day: the address, the schedule, the photos, a place to talk. Your Google calendar stays in step.

Pay that is computed, not argued

A native time clock and timesheets. Commission percentages, setter and closer splits and hourly rates computed by the pay engine. A per-rep scorecard and a team leaderboard, so Friday's numbers are already there on Friday.

Also on the job file: material orders that build from the estimate's own lines and go to ABC Supply at your branch's live pricing (any other supplier gets the same sheet, printed clean), an insurance supplement builder, homeowner texting, and a no-login tracker page the homeowner watches instead of calling you.

The part no other roofing CRM has: the map that finds the next job

Every roofing CRM on the market starts when a lead already exists. Somebody found the job, and the software manages it from there. Curbsight starts one step earlier. Every home in your territory is on the map, ranked by how likely it is to need the work, so the morning starts at the right doors instead of all of them. When hail lands, the storm footprint is on the map the day it falls, every home under it carries its own storm history on the card, and the days left on the carrier's filing window count down per roof. That layer is the scored-territory add-on, priced below; the CRM runs with or without it.

The knock is logged where the rep stands, and when the door becomes a deal the job is born carrying everything the rep knew at it: the ranking, the roof age estimate, the storm history, the owner, the imagery. Nothing is re-typed from a lead tool into a CRM, because the lead tool and the CRM are the same app. How the ranking is built is ours and stays that way. What it does is simple enough to check on a demo: the roofs most likely to need work sit at the top of the list.

The canvassing half has its own page: roofing sales software. The roofing playbook, with the storm date and filing window on every card, is on Curbsight for roofing.

What the roofing CRM costs

Curbsight OS · the company
$150 per seat / month

From one seat, no minimum, no volume tiers. The whole roofing CRM: pipeline, estimates, proposals, invoicing with QuickBooks sync, photos, crews, time clock, pay engine, the team KPI board, material ordering, and the nationwide canvassing map with knock tracking and route optimization. 500 owner-phone reveals per seat each month. Crew seats are free. Month-to-month, no setup fee.

Everything in Curbsight OS →
Field · one rep's day
$79 per seat / month

One rate at every seat count. Canvassing at any US address, the rep's own follow-ups and routes, a roof measurement, a proposal the homeowner signs at the door, payment on the spot, and his own scorecard. Self-serve, no seat minimum, no contract.

Scored territory · add-on

From $1,000 a month for 20 zips, on any Curbsight OS seat count. Adds the ranked map, the storm footprints and the filing windows to the CRM you already run.

7 days free, no cardMonth-to-monthNo setup feeNo per-report fees

Roofing CRM comparison: Curbsight vs JobNimbus, AccuLynx, RoofLink and RoofIT

The four roofing CRMs a shop is most likely to be quoted, on the two rows that decide the bill: whether the software finds the next job, and what a measured roof costs you. Each row is read from the full comparison page it links to, so the two cannot disagree. Competitor claims are from their published pages, dated on each page.

Roofing CRMFinding the next jobEstimates and measurementsFull comparison
CurbsightEvery property scored 0–100 on a map, before the first knockSelf-drafting — real roof measurements from aerial data, no per-report feeCurbsight OS →
JobNimbus
the dominant roofing CRM
Not included — CRM onlyManual, or via EagleView/Hover reports (per-report cost)Curbsight vs JobNimbus
AccuLynx
the enterprise roofing platform
Not provided — bring your ownVia EagleView / Hover reports + XactimateCurbsight vs AccuLynx
RoofLink
the SalesRabbit-owned roofing CRM
No native scoring; propensity data via the SalesRabbit integration (demographics)Included DIY tool — rep traces the roof on satellite imagery; EagleView/Hover as paid integrationsCurbsight vs RoofLink
RoofIT
the roofing office CRM
Not published — no property data, scoring or ranking on their features or integrations pagesOrdered through an EagleView integration — a per-report fee on top of the subscriptionCurbsight vs RoofIT

Published prices for every roofing CRM above, dated and sourced, are on the roofing software pricing index. The eight-tool buying guide is best roofing CRM software in 2026.

Switching your roofing CRM in an afternoon

Import your customer book from AccuLynx, JobNimbus or Roofr and every record is matched to the actual property, so your history arrives carrying the same record a new lead does. Your stages come across one to one. Photos can come with you from CompanyCam, or run both ways while you decide. The office opens the desktop, the reps open the phone, and the same job is on both.

Roofing CRM questions

What is a roofing CRM?
A roofing CRM is the system a roofing company runs its jobs through: the pipeline from lead to sold, the estimate, the proposal the homeowner signs, the photos, the invoice and the books. Most roofing CRMs start when a lead already exists. Curbsight's roofing CRM starts one step earlier, with a map that ranks every home in your territory before anyone knocks, and then runs the same pipeline, estimates, proposals, invoicing, photos, crews and pay in one app.
Does Curbsight replace JobNimbus or AccuLynx?
For most roofing companies with one to six reps, yes. The pipeline has stages you edit to match your board, estimates draft from real roof measurements, proposals are signed on the homeowner's phone, photos file themselves, and invoicing syncs to QuickBooks Online. The one honest gap: deep Xactimate integration is still AccuLynx territory. If your entire volume is Xactimate-first insurance work end to end, they are ahead there today, and the comparison pages say so.
What does roofing CRM software cost?
Curbsight OS is $150 per seat per month from one seat, with no minimum, no volume tiers, no setup fee and no contract. It carries the whole roofing CRM: pipeline, estimates, proposals, invoicing with QuickBooks sync, photos, crews, pay, and the nationwide canvassing map. Field, the per-rep canvassing seat, is $79 a month. Scored territory is an add-on from $1,000 a month for 20 zips. Per-user roofing CRMs run per seat plus add-ons; the dated numbers are on the pricing index.
Can I import my customer book from another roofing CRM?
Yes. Curbsight imports your existing customer book from AccuLynx, JobNimbus or Roofr and matches every record to the actual property, so your imported customers arrive carrying the same property record as a new lead. Your pipeline stages are mirrored one to one, so the board looks like the one you left.
Does the roofing CRM work on a phone?
Yes. A native Curbsight app on the iPhone App Store and Google Play for the field, and the full web app for the office. Reps work the map, log knocks, capture photos, build the proposal and take payment from the phone in the driveway; the same job is on the desktop when the office opens it.
Is there a free trial?
Yes. 7 days of the whole platform with no card to start; add a card and the trial runs 14 days. Curbsight OS and Field are month-to-month with no setup fee, and cancellation takes effect at the end of the billing period.

Watch it draft an estimate in the first ten minutes.

Start the trial and run a real job through it, or bring your current CRM bill to a 30-minute call and we do the math against it live, on your own streets.