
"Our estimators love how easy it is to build out formulas for accurate estimates. It’s a tool that has really streamlined our process and made our job a lot easier."
Liz HDirector @ Streamline Roofing
Roof Chief goes beyond a typical roofing CRM — helping contractors win more jobs, get paid faster, and spend less time managing them across roofing, siding, window, and other exterior work.


LEAD AND CONTACT MANAGEMENT
Keep every lead in one simple dashboard — from first call to signed contract.
Roof Chief helps your team stay on top of every opportunity with automated text and email follow-ups, reminders, and tasks that keep jobs moving forward.
Use the visual pipeline board to track every stage, assign owners, and make sure nothing slips through the cracks.
It’s clean, intuitive, and built to help contractors follow up faster, stay organized, and turn more leads into paying jobs.
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ESTIMATING
The fastest way to quote jobs — and win more of them.
Whether you price by the square or build detailed material and labor breakdowns, Roof Chief gives you both paths.
Use Quick Quote with EagleView® Instant Insights to generate a clean, accurate proposal in minutes, or open the full estimating workspace to build out every item, crew hour, and cost with total precision.
Roof Chief handles every kind of exterior estimate — roofing, siding, decks, windows, and maintenance jobs — all from the same simple workspace. However you price work, you’ll send professional estimates faster and win more bids because you respond first and look the most prepared.


PROFESSIONAL PROPOSALS
Turn any estimate into a polished, professional proposal your customers can review and sign instantly.
Roof Chief’s pre-built templates are ready to go — every proposal follows a clean, consistent structure that already includes the key sections you need.
You don’t have to start from scratch or build a new layout for every job. Simply add or remove sections as needed, update details, and send. In most cases, the proposal is ready the moment your estimate is done.
Add product images, financing options, and digital signatures to help homeowners say “yes” on the spot.
You’ll stand out as the most professional contractor they’ve talked to — and close more jobs because of it.
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JOB MANAGEMENT
Calm the chaos with simple, visual job management that keeps every project organized.
From scheduling crews to tracking materials and managing updates, everything stays connected in one place.
From roofing and siding to decks, windows, gutters, and snow removal, Roof Chief keeps every job organized and on track. Custom job types, templates, and reporting make it easy to manage your entire exterior business in one system.
Customers can log into their Customer Portal anytime to see progress, invoices, and messages — so you spend less time chasing updates and more time finishing jobs.
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INVOICING AND PAYMENTS
Send professional invoices, accept credit cards, ACH, and digital wallets, and offer 0% APR financing through Wisetack — all from one place.
Roof Chief’s built-in payments help you close more deals, collect cash faster, and keep your books in sync with QuickBooks®.
Automatic reminders and clear payment tracking make it easy for customers to pay on time and for your team to stay focused on the next job.
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US HUMAN BASED SUPPORT
When you choose Roof Chief, you get access to helpful resources, built-in guides, and AI assistants that make learning the platform easy — but you’ll never be stuck talking to a bot when you need real help.
Every customer receives white-glove onboarding, personalized training, and unlimited access to U.S.-based support from people who know roofing. No tickets, no waiting, no hidden fees — just a team committed to your success.
Whether it’s setup, automation, or a new workflow you’re testing, we’re here to make sure you and your team succeed — every step of the way.
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"Our estimators love how easy it is to build out formulas for accurate estimates. It’s a tool that has really streamlined our process and made our job a lot easier."
Liz HDirector @ Streamline Roofing

"The staff at Roof Chief is very responsive and help with anything they can. They truly take your thoughts, questions and concerns to heart and try to benefit you and your company in the best way possible!"
Amanda Rivera
"Roof Chief helps our sales team generate accurate and professional proposals on the spot, which has helped us close more jobs."
Kevin KropfRoof Chief is a simple, powerful CRM and job management platform built for roofing and exterior contractors.
It helps you manage leads, build estimates, schedule jobs, and collect payments — all in one place.
Both. Roof Chief combines the tools of a full roofing CRM and roofing software system in one platform.
You can track leads, build estimates, manage production, and collect payments without switching between multiple apps.
Yes. Roof Chief includes fast estimating with templates and aerial measurements, plus scheduling, production tracking, and customer communication tools.
Roof Chief includes Quick Quote and EagleView® Instant Insights to create bids done in seconds.
Roof Chief’s pricing is transparent and designed to grow with your business.
See current plans and features on our Pricing Page for details on users, add-ons, and available integrations.
Yes. Roof Chief includes built-in payments (ACH, card, and digital wallet) and financing through Wisetack, including 0% APR options when available.
That helps homeowners say “yes” sooner — and helps you win bigger jobs and upgrades.
Roof Chief is built specifically for roofing and exterior contractors, so every feature fits the way exterior and roofing businesses actually work.
It’s faster to learn, easier to customize, and powerful enough to handle roofing, siding, decks, windows, maintenance, or odd jobs in one flexible system.
And unlike other CRMs, Roof Chief combines estimating, proposals, payments, and financing — helping you quote and close jobs faster than anyone else.
We share guides and reviews to help roofers sell more jobs and run a tighter business. Start with our Best Roofing CRM 2025 review, or explore the full Resource Center for more tips.