Roofing Business CRM Browser App | Roofer Job Tracker, Customer Manager, Quotes, Invoices, Expenses & Reports | Digital Download

Take control of your roofing business with Roofing Business CRM — a modern, all-in-one browser app for managing customers, properties, inspections, roofing jobs and finances from one private workspace.

DEMO: https://webberdoo.com/crm-demo/roofing-business-crm

The app works locally in your browser, so there are no monthly subscription fees, user accounts or cloud storage requirements. Your business records remain on your own device.

✓ Manage your roofing business

✓ Capture leads and track sales stages
✓ Store detailed customer profiles
✓ Connect customers with multiple properties
✓ Record roof type, age, access and safety information
✓ Schedule and document roof inspections
✓ Manage roofing jobs, crews, priorities and deadlines
✓ Organise work using the Work Planner
✓ Record customer communications
✓ Create itemised quotes
✓ Convert accepted quotes into invoices
✓ Record full and partial payments
✓ Track expenses, suppliers, VAT and receipts
✓ Log labour hours and hourly rates
✓ View financial and operational reports
✓ Export reports to CSV or print them as PDFs

✓ Business dashboard

See important information at a glance, including:

✓ Open leads
✓ Active roofing jobs
✓ Quotes and invoices
✓ Revenue and payments
✓ Outstanding balances
✓ Expenses and estimated profit
✓ Lead, job and invoice-status charts

✓ Quotes and invoices

Create professional, itemised financial records with:

✓ Materials, labour and other line items
✓ Multiple line entries
✓ Quantities and prices
✓ Automatic subtotals
✓ Discounts and VAT calculations
✓ Customer-facing payment terms and notes
✓ Quote-to-invoice conversion
✓ Partial and full payment recording
✓ Paid, unpaid and overdue statuses
✓ Printable invoice and PDF layouts

✓ Private and offline

✓ Runs locally in a compatible desktop browser
✓ No account registration required
✓ No cloud database
✓ No recurring subscription
✓ No external tracking
✓ Business data is stored on your device
✓ Full backup and restore functionality

What you will receive

✓ Roofing Business CRM browser app
✓ Sample data for exploring the features
✓ Importable demonstration content
✓ User guide
✓ Getting-started instructions

System requirements

A modern desktop or laptop computer running a current version of:

✓ Google Chrome
✓ Microsoft Edge
✓ Another compatible Chromium-based browser


Important information

This is an instant digital download. No physical product will be posted.

Your data is stored locally in your browser. You should export regular backups and keep them somewhere safe. Clearing browser data, resetting the browser, changing devices or losing the computer may remove locally stored records unless you have created a backup.

This product is a business organisation tool. It is not accounting, tax, legal or financial advice, and it does not replace professional accounting software where regulated bookkeeping or tax submissions are required.

Colours and appearance may vary slightly depending on your computer, browser and display settings.