Roof Hammer · quote request tracking software
Quote request tracking software for teams that do not want incoming opportunities to get dropped.
Roof Hammer captures requests from a public form, queues them for review, tracks each lead through to a quote, and keeps follow-up visible from first contact through close.
• Public lead capture form with spam protection and no login required for the customer
• Incoming request queue with existing-customer matching and duplicate review
• Lead stages, owners, job types, and sources with filtering across the team
• Callbacks and scheduled inspections tied to the lead or quote
• One-step lead-to-quote conversion that carries customer and property details forward
• A Today view that surfaces new unassigned leads and requests awaiting review
Quote requests come in, then disappear into the cracks
When quote opportunities are tracked across calls, texts, inboxes, and memory, it becomes easy to lose visibility on who still needs a response or follow-up.
No clear status means no accountability
Teams need a shared view of which requests are new, contacted, qualified, quoted, won, or lost so the next step is obvious to everyone.
Dropped follow-up costs real revenue
The problem is rarely just quoting faster. It is making sure incoming quote opportunities actually move through intake, follow-up, and close.
From request to quote in one workflow
Quote request tracking software should do more than store names and phone numbers. It should help your team see where every incoming opportunity stands, what happened last, and what needs to happen next.
Capture the request
Share a public request form from your website or a text message. Homeowners describe the job, pick a job type, and tell you how they want to be contacted. Requests land in an incoming queue instead of an inbox.
Review and accept
Each incoming request is matched against existing customers so you can accept it as a new lead, attach it to a customer you already know, or dismiss spam and duplicates.
Work the lead
Leads move through New, Contacted, and Qualified with an owner, a job type, a property address, and a running activity log. Phone-in and walk-in inquiries can be added by hand alongside form submissions.
Convert to a quote
When a lead is ready, one action creates the quote with the customer and property already linked, and the lead is marked converted so nobody works it twice.
Built for the gap between the phone call and the quote
Most roofing tools start at the estimate or start at the job. The request that came in on Tuesday, the callback that was promised, and the inspection that needs an owner tend to live in someone's head until then.
Roof Hammer keeps those in the same system as the quote. The Today view shows new unassigned leads, requests awaiting review, today's inspections, and overdue callbacks side by side, so the team knows what to pick up before opening a single quote.
Clear next step
If your team is already getting quote requests, turn on the public form, import the leads you have, and start working them from one queue.
Quote request tracking: FAQ
How do quote requests get into Roof Hammer?
Three ways: a customer submits your public request form, a team member adds an inquiry from a call or visit, or you import existing leads from a CSV. Form submissions wait in an incoming queue until someone on the team reviews them.
What happens to a request after it is reviewed?
Accepting a request creates a lead with an owner and a stage. Roof Hammer checks the contact details against your customers first, so a repeat customer is linked to their existing record rather than duplicated.
Is lead tracking included on every plan?
Yes. Lead capture, incoming request review, customer and property records, tasks, and inspections are included on every plan. Plans differ by active quote limit, user count, and team workflow features. See /pricing for the full breakdown.
Does this replace a CRM?
For the quote stage, yes: request, lead, customer, property, quote, and follow-up live in one place. Roof Hammer does not try to cover production, crew scheduling, or invoicing. See /crm-vs-quote-management-software for the fuller comparison.