Every Tool You Need in One Platform
Roof Nexus combines CRM, project management, production, billing, and more into a single intelligent system designed specifically for contractors.
Complete Customer Relationship Management
Manage every customer interaction from first contact through repeat business. Roof Nexus gives you a complete view of each relationship.
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Contact & Household Management
Track individuals, households, and businesses. Multiple contacts per address with separate billing and job site locations.
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Lead Scoring & Pipelines
Automatically score leads based on behavior and data. Custom pipelines for different lead sources and types.
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Activity Timeline
Complete history of every call, email, note, and interaction. Never lose track of where things stand.
Contact Management Interface
Track Every Job from Start to Finish
Jobs are the heart of Roof Nexus. Track every stage, manage workflows, and keep your entire team aligned on every project.
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Custom Workflows
Define unlimited workflows with stages, statuses, and transitions. Different flows for insurance, retail, repairs, and more.
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Kanban & Table Views
View jobs your way. Drag-and-drop Kanban boards or detailed table views with custom columns and filters.
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Gated Transitions
Require checklists, signatures, or specific fields before jobs can move forward. Ensure nothing falls through the cracks.
Kanban Job Board
Manage Crews, Work Orders, and Subcontractors
Coordinate your entire production operation from the office to the field with complete visibility and control.
Work Orders
Create detailed work orders with line items, instructions, and schedules. Track status from draft to completion.
Subcontractor Portal
Subcontractors can accept work orders, update status, and submit completion photos from their own dashboard.
Checklists
Create checklist templates for quality control. Required items gate workflow transitions ensuring nothing is missed.
Crew Scheduling
Visual calendar shows crew availability. Drag-and-drop scheduling with conflict detection and route optimization.
GPS Tracking
Know where your crews are in real time. Automatic time tracking based on arrival at job sites.
Photo Documentation
Before, during, and after photos attached to jobs and work orders. Organized galleries with annotations.
Professional Documents That Close Deals
Create stunning estimates and invoices in minutes. Accept signatures electronically and get paid faster.
Estimate Builder
Build estimates from your product and service catalog. Good-Better-Best options help customers choose. Templates save time on common jobs. Send for e-signature and track when estimates are viewed.
Invoicing & Payments
Convert approved estimates to invoices with one click. Accept credit cards and ACH payments online. Automatic payment reminders and accounts receivable tracking keep cash flowing.
Streamlined Material Ordering
Order materials from your preferred suppliers directly through Roof Nexus. Track deliveries and manage costs automatically.
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Supplier Integration
Connect with major roofing suppliers for pricing, availability, and direct ordering. Fallback to formatted email orders.
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Delivery Tracking
Track material orders from submission through delivery. ETAs, acknowledgements, and delivery confirmations.
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Cost Tracking
Automatic job costing as materials are ordered. Compare estimated vs. actual costs in real time.
Material Order Interface
Let the System Work for You
Build powerful automations with a simple if-then interface. Eliminate repetitive tasks and ensure consistent follow-through.
Event Triggers
Trigger automations when records are created, updated, or reach specific stages. Time-delayed actions for follow-ups.
Email Actions
Send personalized emails automatically. Use templates with merge fields for customer names, job details, and more.
Task Creation
Automatically create and assign tasks when conditions are met. Never forget a follow-up or next step again.
Discord Notifications
Post to Discord channels when important events happen. Keep your team in the loop with real-time notifications.
Time Delays
Schedule actions to happen after a delay. Send follow-up emails 3 days later or reminder texts the morning of appointments.
Execution Logs
Full visibility into what automations ran and when. Debug issues and refine your workflows with detailed logs.
See All Features in Action
Schedule a personalized demo and see how Roof Nexus can transform your contracting business.