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Roofing roofing CRM software buyer guide

Choosing a CRM for a Small Roofing Company: A Buyer's Checklist

Roofing software runs from $49 a month to hundreds per technician plus setup fees. Use this 10-point checklist on any tool you consider, including ours.

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Josh Laughter
Founder, All Set
Oct 28, 2026 3 min read
Choosing a CRM for a Small Roofing Company: A Buyer's Checklist

Roofing software ranges from a $49-a-month scheduler to platforms priced per technician with a separate implementation project. The right one depends less on features than on where your business leaks money today: missed calls, slow follow-up, stalled claims, or thin reviews.

Use this checklist on any tool you're considering, including ours.

The 10-point checklist

  1. Missed-call text-back. Does an unanswered call trigger a text automatically?
  2. Speed to lead. Can web, Google and ad leads get an instant text and email?
  3. Self-booking. Can homeowners book an inspection on your calendar with caps per day?
  4. Pipelines you can edit. Can you build separate retail and insurance pipelines (example stages)?
  5. Follow-up automation. Can an estimate trigger a sequence that stops on reply (example sequence)?
  6. Review requests. Does a completed job automatically ask for a Google review?
  7. Two-way texting from one business number. Can the office see every conversation?
  8. Pricing by user. Does the price climb every time you add a salesperson or office hire?
  9. Contract and setup fees. Is there an annual commitment or an onboarding fee?
  10. Who sets it up. Do you get a configured system, or a login and a help center?

Where common tools land

List prices from each vendor's pricing page as of October 28, 2026. Check the vendor's page before you buy; prices change.

Tool Starting price How it scales Worth knowing
Jobber $49/mo Core, 1 user Connect, Grow and Plus plans by team size (5, 10, 15 users); extra users $29/mo Two-way texting starts on Grow; Marketing Suite $99/mo add-on below Plus
Housecall Pro $79/mo Basic, 1 user $189 Essentials (5 users), $329 MAX (8 users) Review management on all plans; several products are paid add-ons
ServiceTitan Not published Priced per technician Tiers: Starter, Essentials, The Works; request a quote
All Set $147/mo Starter $219 Growth, $497 Pro; unlimited users on every plan 14-day money-back guarantee, no long-term contract, onboarding included

Monthly-billing prices shown; Jobber and Housecall Pro list lower rates for annual billing.

Where All Set is not the best fit

If your main pain is dispatching ten-plus crews, pricebooks and job costing, a field-service platform built for that may fit better. All Set is built for the front of the business: capturing, following up, booking and reviewing. Some roofers run both.

Frequently asked questions

Do I need a CRM if I already use a scheduling app?

Only if leads slip before they reach the schedule. Run the checklist against what you use now.

What does setup involve?

With All Set, our team configures your pipelines, calendars and follow-up so you're not building from scratch.

Can I switch later?

Contacts and pipelines can be exported and imported. Plan for a few days of overlap.

Ready to Automate Your Business?

Everything you just read — our team sets it up for you. Pick your plan and get started today.