The AI CRM for roofers that builds itself from your website.
RoofOS reads your public footprint, learns your business archetype, and installs a custom AI operating layer — leads, sales, production, reputation, marketing. No seed data. No fake demos.
Built around the roofing business.
Built only for roofers. Nobody else ships this.
Three things you won't find together in any other CRM or roofing platform today.
Roofing-trained AI, ready on day one
18 AI agents arrive with instructions written for roofing — lead response, reviews, appointments, proposals, payments and production updates. Nothing to write, nothing to configure first.
None of the eight leading CRM and roofing platforms we reviewed ship roofing-tuned AI instructions out of the box.
Safety rails stricter than anyone publishes
Every AI action is checked against consent, quiet hours, your approval rules, a daily budget and duplicate-send protection — with a single switch to pause everything.
Built-in rules forbid deductible waivers, adjuster impersonation and price promises.
Flat pricing. No onboarding fee. Live today.
Start free with an audit of your own business and go live in minutes — not a multi-week implementation project with a mandatory services fee.
Enterprise CRMs typically take 6–10 weeks and charge a separate onboarding fee.
| What you get | RoofOS | Generic enterprise CRM | Roofing job software |
|---|---|---|---|
| Roofing-trained AI agents out of the box | 18 agents | ||
| Consent, quiet-hour and budget checks on every AI action | Always on | Partial | |
| Time to go live | Minutes | 6–10 weeks | Days |
| Mandatory onboarding fee | None | Yes | Often |
Before any AI action reaches a homeowner, it passes seven checks. If one fails, the action is held or turned into a task for your team.
- Texting consent on file
- Quiet hours respected
- Your approval rules
- Daily AI budget
- No duplicate sends
- Pause-all switch
- Full action log
Comparison based on publicly available product information reviewed in October 2026.
Audit first. CRM second. Agents when you're ready.
You never start with an empty CRM full of dummy contacts. RoofOS builds its first draft of your business from evidence you can inspect.
1 · Submit your domain
We index your public site, listings, reviews, and directory presence. No login required.
2 · Free audit + archetype
You get an evidence-linked report and a proposed roofing archetype — residential, storm, commercial, and more.
3 · Claim your free CRM
Create an account and the audit becomes a working CRM shell — pre-populated from your own footprint.
4 · Upgrade to activate agents
Connect email, calendar, and phone. RoofOS's agents start running plays inside your guardrails.
Four layers, one operating system for your roofing company.
ULTRA_Auditor
Runs a battery of public-source probes against your domain and business footprint. Produces an evidence-linked assessment scored by roofing archetype.
Tenant Bootloader
Turns audit findings into a real tenant: services, service area, brand, reviews, listings, and gaps to fix.
RAG Memory
Every piece of evidence and every conversation goes into a private retrieval index. Agents cite sources when they act.
Agentic CRM
Suggest, assist, or act — a subscription-tier autonomy ceiling controls what each agent can do without approval.
The free tier is a real CRM — not a trial.
No credit card. No time bomb. You keep the audit, the archetype, and the read-only knowledge base for as long as you want.
Your public footprint, organized
Listings, reviews, service area, and competitors in one place — with source links.
A working CRM shell
Add leads and contacts in seconds. Pipeline stages match your archetype. Spreadsheet import is coming soon.
An honest scorecard
See where your online presence is strong, where it's leaking, and what to fix first.
Turn on the agents, tier by tier.
Autonomy scales with your subscription. You always keep the guardrails.
Launch
Connect email, calendar, phone. Turn the audit into a working pipeline.
- Everything in Audit CRM
- Email + calendar + call log sync
- AI-suggested next steps on every lead
- Estimate follow-up templates
Autonomy: suggest
Growth
Reputation, review capture, and multi-channel follow-up on autopilot.
- Everything in Launch
- Review request campaigns
- SMS + voicemail drops with approval
- Production board + change orders
Autonomy: assist
Autopilot
Agents act on your behalf inside guardrails you approve.
- Everything in Growth
- Autonomous lead triage + routing
- Storm-demand playbooks
- Claims + supplement workflows
- Customer portal
Autonomy: act with approval
Scale / Enterprise
Multi-location, custom agents, private RAG memory, SSO. Talk to us.
- Everything in Autopilot
- Multi-location + brand rollups
- Custom agent policies
- Dedicated RAG index
- Priority support + SLAs
Autonomy: act autonomously
Public first. Connected only when you say so.
Audit uses public data only
The free audit never touches your inbox, calendar, phone system, or CRM. It reads what the internet already knows about your business.
OAuth-scoped connections
When you're ready, you authorize each connector with the least privilege we need — and you can revoke access from your settings at any time.
Evidence for every action
Agents cite the source for every claim and the rule for every action. You can inspect and roll back anything an agent did.
A CRM that speaks the language of the roofing business.
Leads
Web forms, calls, and referrals unified with de-duplication and archetype-aware routing.
Pipeline
Stages match your business — retail, insurance, commercial bid, or new construction.
Estimate follow-up
Automated nudges with templates that reflect your voice, not a generic script.
Reviews
Ask for reviews at the right moment. Respond with drafts that quote the actual project.
Storm-season readiness
Capture storm leads fast and route them to the right reps. Automatic hail and wind alerts are on the roadmap.
Production board
Crew, material, and permit status in one view. Change orders and punch lists included.
Claims
Claim files with adjuster contacts, notes and status in one place. Supplement drafting is coming soon.
Customer portal
Homeowners see progress, sign documents, and pay — branded to your company.
Multi-location
Roll up brands, offices, or franchisees with per-location entitlements and reporting.
Simple pricing. Autonomy that scales.
Every plan includes the free audit and the read-only CRM shell.
Skip the audit. Start with a paid plan.
We'll still run the audit in the background — it just won't gate your setup. You'll be orchestrating leads and jobs on day one.