Run every claim.
Close every job.
Track everything.
The CRM built exclusively for residential roofing companies that work insurance claims — from first contact to final payment.
Designed around how insurance
roofing actually works
No generic CRM workarounds. RoofTrack ships with the exact stages, fields, documents, and financial workflows insurance roofing companies use — out of the box.
A real look at the whole platform
Every screen built for the insurance roofing workflow — not bolted on after the fact.
Every job, every stage, one glance.
Drag jobs from Lead to Invoiced. Each card shows the customer, address, approved value, and days-in-stage so nothing stalls. Stage totals roll up live at the top of every column.
The whole claim, on one page.
Customer, carrier, adjuster, approved scope, payments, expenses, documents, and a stage checklist — all in a single job record. The financial worksheet always reflects exactly what's been approved and collected.
Inspections, installs & follow-ups in sync.
Schedule adjuster meetings, crew installs, and customer follow-ups against the actual job. Color-coded by type, viewable by day, week, or month — across every state you operate in.
Know your numbers, not guesses.
Approved value, collections, close rates, and rep leaderboards update in real time. Build custom reports, schedule them, and see exactly where the business stands by state, stage, or rep.
Turn every storm into a territory plan.
Overlay recent hail-storm reports straight onto your job map. See which neighborhoods got hit, drop canvassing pins as reps knock doors, and route your team to the streets most likely to convert.
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.
Pick your plan
All features included on every plan. Pricing scales by team size only. No setup fees, no contracts.
Annual plans billed upfront · ~17% off vs monthly · No credit card required for trial
Things people ask before signing up
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.