Who we serve · Roofing & Siding

The CRM Built for Roofing & Siding Contractors

Storm-season lead spikes, insurance claims, and square-based takeoffs — handled without hiring three more admins.

Roofing crew installing asphalt shingles on a residential roof

Sound familiar?

What slows roofing & siding down

Storm surges overwhelm the office

AI intake handles the spike, qualifies leads, and books inspections automatically.

Insurance paperwork buried

Claim numbers, adjuster contacts, scope sheets, and photos on one job record.

Canvassed leads disappear

Every door-knock lead tracked by rep, neighborhood, and stage.

Core features

Built for roofing & siding, not generic service work

The same four pillars, tuned to your pricing, paperwork, and payment reality.

AI Estimates

AI Estimates

Squares, pitch, layers, and accessories priced instantly off your roofing catalog, with tear-off and disposal included.

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Centralized CRM

Centralized CRM

Claims, adjuster details, supplements, and inspection photos organized per property and per rep.

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AI Proposals

AI Proposals

Shingle and siding tiers presented with warranty differences so customers upgrade instead of matching the cheapest bid.

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Invoicing & Billing

Invoicing & Billing

Insurance deductible, ACV, and RCV payments tracked to the dollar with supplements billed as approved.

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Your workflow

How a roofing & siding job runs in FieldLine

  1. STEP 1

    Storm lead or canvass

  2. STEP 2

    Inspection with photos

  3. STEP 3

    Insurance scope + supplement

  4. STEP 4

    Options proposal signed

  5. STEP 5

    Install scheduled and final billed

During the last hail event we booked inspections around the clock without adding office staff.
Roofing GM, 4 crews

Be ready for the next storm.

Free 14-day trial. No credit card, no contract, no setup fee.