Roof Hammer · features
Features built for quote follow-up, visibility, and cleaner workflow execution.
Roof Hammer is designed for contractors who need a simpler system for incoming requests, active quotes, next touches, and follow-up accountability without adopting a bloated CRM.
Best for small contractor teams that need better quote workflow visibility between request, send, follow-up, and close.
Lead capture and intake
• Public request form customers can submit from your website or a text, no login needed
• Incoming request queue with existing-customer matching and duplicate review
• Lead stages, owners, job types, and sources so every inquiry has a next step
Customers and properties
• Customer records with contact details, notes, and every linked lead and quote
• Multiple properties per customer so repeat work lands on the right address
• Import customers, leads, and open quotes from CSV with mapping and duplicate checks
Quote workflow visibility
• Track quotes from draft to won in one focused workflow
• See which opportunities need attention before they go stale
• Keep statuses, notes, and next steps visible across the team
Follow-up execution
• Organize callbacks, notes, and next-touch dates around active quotes
• Recover at-risk opportunities with clearer follow-up workflow
• Keep sent quotes from disappearing into inboxes and memory
Tasks, inspections, and Today
• Callbacks and general tasks with owners and due dates, tied to a lead or quote
• Scheduled inspections with a start time and duration in your workspace timezone
• A Today view that pulls overdue tasks, inspections, new leads, incoming requests, and quote follow-ups into one screen
Roofing-ready quoting
• Capture roofing quote details, pricing, and scope in a mobile-first flow
• Attach inspection photos to quote records
• Generate customer-facing quote views without adding CRM bloat
What the product helps your team do
Roof Hammer focuses on the operational gap where many teams lose momentum: from the moment a request comes in until the work is won. It gives your team one place for incoming requests, leads, customer and property records, tasks and inspections, quote status, customer-facing links, and follow-up activity.
Capture the request
A homeowner submits your public form or a team member logs the call. The lead gets an owner, a stage, and a customer and property record so nothing starts from a blank page.
Convert to a quote
One action turns a qualified lead into a draft quote with customer and property details already linked, and marks the lead converted so nobody works it twice.
Keep next steps visible
Track status, follow-up timing, and activity so the team knows what needs to happen next.
Move more quotes toward won
Use Roof Hammer to reduce dropped follow-up and create more consistency after the estimate is sent.
Explore the feature paths
Use these pages to move from broad feature evaluation into the specific product path that best matches your team’s workflow, follow-up, visibility, and buying questions.
Quote request tracking
See how the public request form, incoming queue, and lead stages carry an inquiry from first contact to a quote.
Quote tracking dashboard
See the dashboard path for teams that need clearer quote status, next-step visibility, and overdue follow-up tracking.
AI quote follow-up
Explore the AI-assisted follow-up path for faster personalized outreach after a quote is sent.
Quote pipeline software
Use the pipeline path if your team needs better control over quote stages, ownership, and movement toward close.
Contractor quote management software
Go deeper on the contractor-focused commercial page if you want positioning tailored to field-service quoting workflows.
CRM vs quote management software
Use the comparison page if you are deciding between a broad CRM and a more focused quoting workflow tool.
Pricing and plans
Review pricing, active quote limits, and the 14-day Growth trial when you are ready to compare plans.
See the product path that fits best
Explore quote conversion outcomes, recovery workflows, dashboard visibility, CRM-versus-workflow positioning, and AI-assisted follow-up to find the best fit for your team.
Explore the rest of Roof Hammer
Every page below goes deeper on one part of the quote workflow — the software category itself, the problems it solves, the process guides, and how Roof Hammer compares to the roofing platforms you are probably evaluating alongside it.
The core job: making sure estimates you already sent actually get worked to a decision.
Roofing quote tracking software
Quote tracking built around how roofing jobs are actually bid, sent, and chased.
Contractor quote management software
Quote management for contractors who want the workflow without a full CRM rollout.
What is quote management software?
What the category covers, what it does not, and where it sits next to a CRM.
Quote request tracking software
Visibility from intake through status, reminders, and follow-up.
CRM vs. quote management software
Where the two overlap, where they do not, and which one your bottleneck calls for.
Roofing CRM for small contractors
Why a small roofing crew usually needs quote follow-up rather than a full CRM.
Quotes slipping through the cracks
When sent estimates are invisible, the ones worth chasing are the ones you forget.
Slow quote follow-up hurting conversion
What late follow-up costs, and how much of it is recoverable.
No visibility into quote pipeline status
Getting one shared answer to "where does that quote stand?"
Managing quotes in spreadsheets and inboxes
Why the spreadsheet-plus-inbox system breaks at exactly the wrong volume.
The timing pattern behind cold quotes, and the follow-up cadence that fixes it.
How to track quotes and follow up faster
A working process for keeping every sent quote moving.
How to automate follow-up without sounding robotic
Automating the reminder without automating away the relationship.
How to increase quote conversion rates
The levers that move close rate on quotes you have already sent.
Quote follow-up email template
Copy-ready follow-up emails for each stage of a sent estimate.
Quote request tracking spreadsheet template
A free spreadsheet to start with — and the point at which it stops working.
How Roof Hammer compares across the roofing tools contractors actually shortlist.
Estimating-first versus follow-up-first, and the published prices for both.
Both publish their prices. The difference is what you are charged for.
A focused follow-up tool against a full roofing platform that will not publish a price.
Quote follow-up without adopting an all-in-one CRM priced behind a sales request.
Features FAQ
Who is Roof Hammer best for?
Roof Hammer is best for contractors and small teams that need better visibility into active quotes, follow-up timing, and next-step accountability without adopting a bloated CRM.
What should I do first after reading the features page?
Start the 14-day free Growth trial if you want to experience the full workflow first, or use the pricing and plan-fit pages if you are already comparing plans.
Does Roof Hammer replace a full CRM?
No. Roof Hammer is a focused quote workflow with lead capture and customer records, not a full CRM. It covers lead capture, customer and property records, tasks, inspections, quotes, and follow-up. It intentionally leaves out production, crew scheduling, material orders, and invoicing rather than trying to cover every project-management use case.