Roofing CRM & Job Pipeline
The roofing CRM tracks 9 pipeline stages with automated follow-up and revenue forecasting. Material ordering integrates directly from approved jobs.
The REHunter Roofing pipeline tracks leads from identification through completed installation. Stages: identified, contacted, inspection scheduled, estimate delivered, insurance pending, approved, scheduled, completed, warranty registered.
Each stage has expected timelines. If a lead sits in insurance pending longer than 30 days, it gets flagged. If estimate delivered exceeds 7 days without response, an automated reminder fires.
Revenue forecasting uses stage probabilities. An approved job has 90% close probability. An estimate delivered job has 40%. The system multiplies job value by probability for weighted pipeline forecasts.
Integration with material suppliers lets roofers generate purchase orders from approved jobs. The system calculates material quantities from roof measurements and sends orders to preferred suppliers.