Software for roofing companies
The whole roof,
handled.
Leads, claims, and payments. All in one place.
Meet The Guy
Ask him anything about a job.
The Guy
Your roofing AI. Always on.
App Overview &
Core Purpose
Roofward is an enterprise-grade CRM, marketing automation, and sales operations platform engineered specifically for roofing contractors, restoration companies, and roofing manufacturers. Built on a highly secure, multi-tenant architecture, Roofward serves as an all-in-one operating system, enabling roofing companies to centralize and automate their entire contract lifecycle.
The platform allows contractors to ingest leads from property databases, geolocate storm-damaged areas to identify prospects, remotely measure properties with satellite precision, generate interactive branded digital proposals, assign tasks to field estimators, and track deals through a customizable Kanban pipeline.
With native integrations for white-label company branding, custom domains, and embeddable lead-generation widgets, roofing businesses can extend the platform to their own public-facing websites, capturing and qualifying prospects automatically.
Lead Ingestion & Widgets
Bulk-import property spreadsheets or capture leads directly using our embeddable lead-generation widgets installed on your company website. Automate marketing source attribution, track funnel conversions, and route qualified leads into your active pipeline.
Satellite Measurements
Perform accurate remote property estimations using high-resolution satellite imagery mapping. Inspect roof pitches, visual segments, and square footage measurements overlaid directly onto interactive, geocoded map interfaces.
Proposals & Product Configurator
Convert quotes into custom, branded proposals. House estimation support allows homeowners to select options (e.g. shingles, metal, solar options) on a public-facing proposal web page, with print-ready PDF export and built-in e-signature capabilities.
Sales Pipeline & Funnel
Visualize your contractor operations using our responsive drag-and-drop Kanban pipeline. Manage deals, assign estimators, coordinate construction schedules, and track your funnel health and attribution metrics on centralized admin screens.
Omnichannel Communications
Natively handle homeowner communication in a single dashboard. Manage SMS texts, WhatsApp messages, and direct messaging channels right next to your standard customer email in a unified workspace feed.
AI Copilot & Voice Agents
Deploy your AI assistant "The Guy" as a workspace copilot to automate customer follow-ups and draft claim documentation. Integrate conversational voice agents to handle customer scheduling and field check-ins.
Insurance Claim Workflows
Streamline roof restoration insurance claim processes. Roofward compiles property measurement profiles and damage estimates structured to align directly with industry-standard insurance billing categories.
Storm Tracking & Area Alerts
Integrate weather event detection. Automatically process storm impact zones, cross-reference affected properties, trigger storm alerts, and launch targeted lead-generation campaigns for active repair corridors.
Google Integration & OAuth Scopes
Roofward securely integrates with Google APIs using specific OAuth scopes to streamline lead management and client communications.
Google Drive Integration
Allows users to select and import lead spreadsheets (CSV/XLSX) from Google Drive directly to the CRM.
Scope: https://www.googleapis.com/auth/drive.readonly
Gmail Outbound Mailbox
Allows users to connect their account and send proposal emails directly from their personal/work email.
Scope: https://www.googleapis.com/auth/gmail.send
Gmail Conversation Sync
Allows Roofward to monitor email replies from homeowners, sync them to the CRM, and auto-advance deal stages when a reply is received.
Scope: https://www.googleapis.com/auth/gmail.readonly
User Email Info
Retrieves the connected email address to set up outbound mailboxes.
Scope: https://www.googleapis.com/auth/userinfo.email
Google API Services User Data Policy Disclaimer
Disclaimer: Roofward's use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy, including the Limited Use requirements. We do not sell or share your data with third parties or use it for advertising.