Roofing CRM
A roofing CRM built inside a working roofing company
welvy runs the office side of a roofing business: from the first phone call, to the estimate, to the signed approval, to the last payment. It was built day by day alongside a roofing company in Missouri, so it follows the way roofing jobs actually move.
What a roofing CRM should do for you
A good roofing CRM keeps every lead, estimate and payment in one place, so nothing falls through the cracks between the first inspection and the final check. It should save time in the office and work from a phone on the roof.
What's in welvy
- Leads in seconds: where every lead came from, insurance claim numbers, and a warning before you add the same customer twice
- Estimates priced from your real cost at your target margin, with tax on materials, deposits, a price book and your own templates
- Customer-ready PDFs emailed from your own Gmail, with a button the homeowner taps to review, agree and sign online
- Invoices made from the approved estimate, with deposits and payments by check, card, Zelle, financing and more
- Estimate follow-ups drafted for you at 3, 7 and 13 days, which you review before they go out
- A pipeline board from lead to invoiced, plus reports on sales, closing rate, lead sources and who owes you money
- A calendar for inspections, adjuster meetings and build days, with one-tap directions in Google Maps
- CompanyCam photos on each job, with a project made automatically for every new lead
- Works on your phone like an app, and every company's data is walled off from everyone else's
Built for how roofing companies work
Retail and insurance jobs sit side by side. Supplements go on the invoice as extra lines. Your price book keeps materials per square and bundle the way your supplier sells them. Your costs and profit never show on anything the customer sees.
Common questions
What is a roofing CRM?
A roofing CRM is software that tracks a roofing company's leads, customers, estimates, jobs and payments in one place, so the office and crews always know where each job stands.
Does welvy work on a phone?
Yes. welvy works in the phone's web browser and can be added to the Home Screen so it opens like an app. Addresses open straight in Google Maps for directions.
Can customers approve estimates online?
Yes. The estimate email has a button that opens a private page where the customer reads the estimate and its terms, agrees and types their name to sign. You get an email the moment they approve.
Does welvy work with CompanyCam?
Yes. Each job can show its CompanyCam photos, and new leads can get a CompanyCam project automatically, labelled with the job's stage.
How much does welvy cost?
welvy is in early access and pricing isn't published yet. Join the waitlist and we'll reach out personally.