TRADES & HOME SERVICES
Roofing CRM — leaks, re-roofs and gutter rounds
Inspections that sell the job, scaffold booked before the crew, and a maintenance round that fills the gaps.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“The crew was booked before the scaffold was confirmed, so nobody worked on Tuesday.”
- 02
“The weather moved the start date and nobody rang the customer.”
- 03
“Every gutter clean enquiry arrives in the same week as the first big storm.”
THE SYSTEM
The roofing system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Leads & Quotes
- Jobs & Scheduling
- Gutters & Maintenance
3 forms
- Tell us what the roof is doing
- Insurance claim enquiry
- How did we do?
2 booking links
- Book a roof inspection (45 min)
- Fifteen minutes on the phone
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to same-day callback
- inspection booked prompts the scaffold and access check
- quote follow-up on day three
- won opens the job board in the right order — scaffold, then crew
THE INSIGHT
“Roofing customers forgive weather and never forgive silence. There is a weather-delay email and a weather-delay text in here for exactly that reason, and they are the two most-used messages any roofer will send. **CTA** · See how a roofing company runs on it **Meta** · *Roofing CRM Software for NZ Roofers | Penguin Pilot* — Inspections that convert, scaffold booked in the right order, and a gutter round booked in September rather than after the first storm. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES