Roofing CRM · Patent-filed live-call automation

Roofing CRM

The Roofing CRM That Runs Your Whole Company From a Single Call

Contractorfy listens to your call and sends the right document to the right person — homeowner, adjuster, crew foreman, estimator, damage inspector, closer, or supplier — before you hang up. One call, the whole company moves.

Built by a roofer for roofers. Patent-filed by All Built Right Construction for communication-driven document generation.

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One live call triggers estimates, supplements, work orders, material orders, damage reports, and hail maps — each routed to the right role automatically.
28+ document templates built from the live transcript: homeowner proposals, foreman work orders, adjuster supplements, inspector damage reports, closer hail maps.
Patent-filed communication-driven document generation. Nothing else on the market routes an entire company from a live conversation.

Signal board

Operational proof in one view

live

Live-call automation

patent-filed

28+ document templates

generated from conversation

Recipient roles

foreman, estimator, inspector, closer, supplier, adjuster, homeowner

Hang-up-to-sent

seconds, not days

Workflow preview

1

Answer the call

Normal conversation with the homeowner, adjuster, foreman, or supplier. No scripts, no buttons.

2

Contractorfy listens

Live transcript + intent detection determine which document is needed and who should receive it.

3

Document is built

Estimate, supplement, work order, damage report, or material order — written from what was actually said.

Why this page exists

The only roofing CRM that replaces your estimator, supplement writer, damage inspector note-taker, material orderer, and project coordinator with live-call automation.

Best-fit use case

Contractorfy listens to your call and sends the right document to the right person — homeowner, adjuster, crew foreman, estimator, damage inspector, closer, or supplier — before you hang up. One call, the whole company moves.

  • One live call triggers estimates, supplements, work orders, material orders, damage reports, and hail maps — each routed to the right role automatically.
  • 28+ document templates built from the live transcript: homeowner proposals, foreman work orders, adjuster supplements, inspector damage reports, closer hail maps.
  • Patent-filed communication-driven document generation. Nothing else on the market routes an entire company from a live conversation.

Document excerpts

Production-ready document templates for internal review and client-facing rollout:

Roofing CRM operations snapshot (sample)

Team: Cedar Ridge Restorations Status: Claim Queue Active

Storm Claim Command Card

Leads: 14 | In review: 5 | Pending supplement: 3

Owner:Field Ops
Next action:Send estimate draft to homeowner
Risk:High wind damage on north-facing ridge sections

Live-call document routing

While you are on the phone, Contractorfy picks the right document and the right recipient and sends it before hang-up.

  • Real-time transcript + intent detection
  • Role tokens: foreman, estimator, damage inspector, closer, project manager
  • Delivery finalized before the call ends

Whole-company operations layer

Not just a CRM send. Every document routes to the role that actually needs it.

  • Homeowners: estimates, proposals, contracts, invoices, certificates
  • Adjusters: supplement estimate/invoice/report, scope letter, demand letter
  • Crews & foremen: work orders, measurement reports, material pick lists
  • Suppliers: material orders, engineer & electrician letters

Claim-side intelligence

Built to beat Xactimate supplements and recover missing items the adjuster skipped.

  • RCV, ACV, depreciation, and deductible tracking
  • Missing line-item detection against approved claims
  • Supplement draft auto-built from adjuster conversation and property photos

Frequently asked questions

Is this for contractors only?

It is built for contractors and can also support partner workflows such as adjusters and inspectors.

Can the field team use it?

Yes. Core job and call workflows are designed for mobile and web usage.

Can we set approval gates?

Yes, sensitive sends and document actions can be controlled with role-based approvals.

Does this work with storm and non-storm claims?

Yes. The same workspace structure supports both storm restoration and normal repair work.

Can we migrate in stages?

Yes, you can pilot one team or one region before full rollout.