The roofing CRM built for working contractors
Quoting, photos, time-tracking, signed PDFs, and job-cost reporting — in one place, for roofing companies that need to stop juggling tools.
You're paying for 5 tools that don't talk to each other
Roofing companies typically run a stack that costs $400 to $900+ per month with the data scattered across tools that don't talk nicely. PitchPro replaces them all — one complete platform, built for roofers.
- Housecall Pro
- CompanyCam
- Roofr
- EagleView
- Supplier price spreadsheets
Built for roofers.
The 15-second quote
Drop a Roofr or EagleView PDF. PitchPro pulls the line items, prices them against your catalog, and hands back a draft quote in about 15 seconds. You haven't retyped anything.
Drop a Roofr or EagleView PDF
- Drop the PDF into a quote.
- AI parses the line items and roof measurements.
- Quote is priced against your catalog. You review and send.
Aerial measurements, built in
Type an address. Satellite imagery loads. Tap to outline the roof, set pitch and waste percent, and the bundles, underlayment, and nails flow into the quote — no EagleView round-trip required. AI-assisted estimate; operator confirms before the quote ships.
- Address → satellite Type the address. A satellite image tile loads in the quote.
- Outline + pitch + waste Tap to outline the footprint. Set pitch (4/12 through 12/12). Set waste percent.
- Bundles auto-calc Shingle bundles, underlayment, and nails flow into the quote. You review the numbers.
PitchPro tells you how much to trust the AI's outline — so you know when to confirm by hand.
- Green AI confident. Edges look clean.
- Yellow Check the edges. Dormers or trees may have thrown the outline.
- Red Manual outline recommended. The AI couldn't read the roof cleanly.
Need LiDAR-grade accuracy for a complex roof or insurance work? EagleView and Roofr reports drop straight into the quote via the PDF flow above.
What's in PitchPro
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Whiteboard
Drag-and-drop pipeline from Lead through Paid. See every job's stage on one screen; advance with a drag.
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Quote Builder
Multi-line items, supplier catalog, signed PDF, customer-facing signing flow. One quote, every output the job needs.
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Bundles & BOM auto-calculated
Shingle bundles, underlayment, and nails flow into the quote from the measurement. Reviewable before the quote ships.
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Subcontractor margin calculator
Mixed per-square, per-job, and hourly rates on the same sub. 1099 audit trail snapshots the rate at signature. Operator-only — hidden from customer-facing surfaces.
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Insurance Photo Report PDF
Field crew phone photos categorized into a professional report — the format adjusters expect. Cover page, address, scope, sequential numbering, captions.
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QuickBooks-ready
Bring your customers in. Send signed quotes out. CSV-based import and export — one direction each, on your schedule.
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Scheduling layer
Sign a quote, set a date — the pipeline auto-advances to Job Scheduled. Schedule History captures rain and payment delays. Jobs This Week dashboard on the home view.
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Supplier price-sheet import
Drop a supplier's CSV or XLS file to load their catalog, or use MagicMail if that's too hard. Subsequent imports surface deltas so you see where costs moved.
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Time tracking
Clock in and out per job from the phone. Payroll-ready export.
How it all works, from Lead to Cash Flow
The lead-to-cash flow, named in the vocabulary your crew already uses.
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Lead arrives
A call, a web form, or a referral lands in the Whiteboard's Lead column. The pipeline starts there.
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Address → satellite
Type the property. Outline the roof. Set pitch and waste. Bundles, underlayment, and nails populate the quote.
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Quote built
Line items pull from your supplier catalog. Drop in a Roofr or EagleView PDF if you would like. Apply your markup. A to-sign PDF is emailed to your customer.
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Quote signed
Customer signs in-browser on their phone. The signed PDF lands in their inbox and on the Documents tab of the project page.
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Job scheduled
The signed quote auto-flips from Customer to Job Scheduled in your dashboard when you set a start date.
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Crew clock-in
Hourly employees or subs clock in from the Time Clock tab. Photos upload from the field as the job runs. The foreman sees crew hours across every open job, as they happen.
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Job complete
Photo report renders for the customer and the insurance file. Invoice is generated. QuickBooks export is ready when you are.
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Paid
Payment marked. Margin recalculates against actual labor, materials, and sub costs. The number is visible in the Margin panel and Reports.
Questions roofers ask
How is this different from Housecall Pro or ServiceTitan?
Built specifically for roofing workflows — pitch math, waste percent, supplier bundle calc, sub margin tracking, photo report in the format adjusters expect. Those platforms cover a lot of trades, but they can't pull bundles from a roof outline or snapshot a 1099 rate at signature.
Do I need EagleView or Roofr to use PitchPro?
No. Built-in aerial measurements work for most jobs. If you already have an EagleView or Roofr PDF, drop it in and PitchPro pulls the line items from there.
How does the QuickBooks integration work?
CSV-based import (customers in) and export (signed quotes out). One direction each, manual sync at your cadence. Real-time API sync is on the roadmap.
Can the crew use this in the field?
Yes. Time Clock and field photos work from any phone browser. Mobile-first layouts for the workflows that happen on a roof or in a truck.
Forgot your PIN?
One email and you're back in. Self-service PIN reset via a magic link.
Is my customer data secure?
Multi-tenant SaaS. Your data is isolated to your organization. Signed PDFs are stored as immutable binaries with an audit trail. No data shared across orgs.
What does it cost?
Simple flat monthly pricing by team size — Starter $399, Growth $599, and Scale $999, each with a 15-day free trial. See the plans on our pricing page, or book a call from the demo if you’d like help choosing.
Can I import my supplier price sheets?
Drop a supplier's CSV or XLS file to load their catalog, or use MagicMail if that's too hard. Subsequent imports surface deltas so you see where costs moved.
Does it integrate with insurance?
The Photo Report PDF renders in the format adjusters expect — cover page, address, scope, sequential numbering, captions. (Not carrier-approved or industry-certified — adjusters work with the PDF you send them.)
Ready to ship faster quotes?
See PitchPro on your own roofs in about 90 seconds. Questions at the end? Ask Jenny or book a call with us — right from the tour.