Industries/Roofing/CRM
Roofing CRM
Answer leads fast, price roofs from your own price book, keep crews and materials moving, and handle warranty calls from the completion date.
How it works
Features
Call and text from ECHOPS on the company’s number, with recordings, voicemail and AI call summaries.
Each call, text and email counts on the lead. The follow-up buttons open the message with the words written.
Prices by size, by unit or as an allowance, with cost parts, markups and waste, updated from a spreadsheet with a preview.
What to order, what’s ordered, what arrived, pick-ups and deliveries, and your suppliers with their branches and your rep.
AI reads order confirmations and packing slips, and receipts for expenses.
A labor sheet per job for the sub, printed in their language, with their change orders and payments.
Crews sign in with a link and a 6-digit code and see the scope, change orders, their payments, materials without prices, the spec and photos, in English or Spanish.
Plan the day’s route with the jobs and other stops, check the order and map links, and post it to the driver’s messages or the Team channel.
Tickets with statuses and visits, the warranty answer from the completion date, and old tickets imported from CSV.
On the job
Move the job through its stages and answer each stage’s checks.
A week at a glance, by project manager and by sub.
Tell the client sends an update with photos when the job moves forward.
Ask for a review from the finished project; the rules send the ask and one follow-up.
What’s included
Try it first. The free trial is 14 days, with no credit card, and your workspace is ready in minutes. See every price on the pricing page.
Questions
Yes. The crew portal runs in the phone’s browser. Crews sign in with a link and a 6-digit code and see the scope, change orders, their payments, materials without prices, the spec and photos, in English or Spanish.
Open a service call and pick the client and job. The warranty answer comes from the job’s dates. Schedule a visit; marking it Solved asks what fixed it.
Yes. Orders show what to order, what’s ordered and what arrived, with pick-ups and deliveries. Receive an order by its number or by photographing the packing slip.
Yes. ECHOPS makes invoices from the payment plan, and homeowners pay the invoice link by card, Apple Pay, Google Pay or ACH. Payments taken another way are recorded by hand.
ECHOPS runs in the browser on any phone or tablet and can be added to the home screen. An iPhone app is on the way.
Start with where your leads come from and what happens after the sale. Look for every lead source on one board, quotes from your own prices, material orders and deliveries, crew sheets and warranty calls. Then check the gaps: ECHOPS doesn’t order aerial roof measurements or track GPS. The buyer’s guide has a fuller checklist.
In ECHOPS, automations come with Crew and Company. The built-in ones send follow-up lists each morning, a review ask after the job with one follow-up, and signature and survey reminders that stop on their own, each with a pause switch. You can also add your own when-then rules. Solo has no automations. See automations.
Every plan includes it: Solo $149/mo with 3 users, Crew $299/mo with 8 and Company $599/mo with 20. Calls and texts on a business number are $79/mo on Solo and Crew, included in Company. With our special price, your first two months are $49, $59 or $69 a month, then the regular price. Try it free for 14 days, no card.
Related
The whole system for roofing companies.
See the trade page →Leads, follow-ups, deals and contacts.
See the CRM →Warranty tickets, visits and the route planner.
See service calls →Stages, the weekly schedule, orders and subs.
See projects →What clients and crews see, with no password.
See the portals →Calls, texts, recordings and voicemail.
See phone and texting →Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.
Special price: your first 2 months from $49/mo. Limited spots, so sign up today.