EstimatorPRO includes a full customer relationship manager built specifically for roofing contractors. Track every lead, customer, and job in one place. Filter by status, search by name or phone, and see the full history of every customer relationship.
How It Works
Add Customers
Manual entry or imported from estimates.
Track Status
Prospect → Estimate Sent → Scheduled → In Progress → Complete.
View Full History
Every estimate, invoice, job, and interaction for each customer.
Filter and Search
Find any customer instantly by name, phone, or address.
What's Included
- Full contact database — name, phone, email, address
- Lead status tracking (6 stages)
- Complete job history per customer
- Notes and custom fields
- Search and filter instantly
- Export to CSV
- Automatic updates when estimates and invoices are created
- Connects to scheduling and follow-up automation
Who Uses This
- Contractors managing more than 20 active customers
- Businesses that want to stop using spreadsheets
- Teams where multiple people need access to customer data
- Owners who want to know the full history before a callback
Know Your Customers Better
Included with every plan. 14-day free trial, no credit card.
Start Free Trial →Part of a Complete System
This tool is one of 40+ features inside Roofing EstimatorPRO. Everything works together — your satellite measurements flow into estimates, estimates become proposals and contracts, contracts generate invoices, invoices send payment links. One system, one price.