Run your whole roofing business from one screen.
Leads, calls, proposals, signatures, deposits and QuickBooks invoices, all on the same job record. Stop running your company out of five apps, a spreadsheet and a truck full of paper.
Your business is spread across too many places.
If a few of these sound like your week, you're in the right place.
The lead is in a voicemail. Or a text. Or a sticky note.
Nobody wrote it down, and the call-back never happened.
Proposals live in Word documents.
Rebuilt from an old file every time, with last customer's name still on page three.
Inspection photos are on someone's phone.
Good luck finding them when the owner asks what you saw.
You chase deposits by phone.
The job is sold, but the check isn't in, so the start date slides.
Everything gets typed into QuickBooks twice.
Same customer, same amounts, re-entered by hand after the fact.
Nobody knows what was sold this month.
Ask and someone opens a spreadsheet that was last updated in the spring.
Every hand-off between apps is a place where a lead goes cold, a deposit runs late, or a job gets underbid.
Scattered
Five logins, a notebook and your memory.
- Leads in texts, voicemail and Facebook messages
- Call lists in a spreadsheet, roofs checked by driving past
- Proposals in Word, signatures on paper
- Deposits by check, invoices typed into QuickBooks later
- Follow-ups depend on who remembers
- Sales numbers are a guess until month-end
One record per job
From the first call to the final payment.
- Every lead lands in one pipeline, by stage
- AI-built call lists with a satellite view of every roof
- Branded proposals your customer signs online
- Deposit collected at signing, invoices created in QuickBooks
- Calls logged automatically, reminders set for you
- Revenue sold and close rate on the dashboard, live
From finding the building to getting paid.
ValidCRM follows the way a roofing job actually moves, so nothing has to be copied from one place to another.
Build a call list in minutes, not days.
Type who you want to call, like "self storage and warehouses in Winchester, VA." ValidCRM plans the searches, pulls the businesses from Google Maps, and puts them in a call list. Every prospect shows a satellite view of the roof before you dial.
- AI-built cold-call lists from Google Maps, with phone numbers and websites
- Satellite roof view on every prospect, so you know the building before you call
- Canvassing app with a business-card scanner and voice notes for door knockers
- Online inspection booking that lands on your rep's calendar
Proposals that look like you stayed up all night on them.
Build a branded proposal with your logo, photos and scope, then text or email it. Your customer picks an option, adds what they want, and signs from their phone. You see the moment they open it.
- Multiple options plus up to six add-ons and a warranty choice
- Online e-signature with a signed PDF saved to the job
- Margin calculator for materials, labor and overhead, so you don't underbid
- AI-written scope of work and saved templates for the jobs you do every week
- Viewed and signed tracking so you call at the right moment
Every call is logged. Every promise gets a reminder.
Connect RingCentral and calls and voicemails are logged to the right job automatically. AI summarizes the conversation and sets a reminder for what you promised, so the follow-up happens even on your busiest week.
- Automatic call and voicemail logging with RingCentral
- AI call summaries and draft follow-up emails and texts
- Reminders by rep with overdue items at the top of the dashboard
- Tap to call from any customer, job or proposal
Outgoing call · 6m 12s
Logged automatically from RingCentral.
Call summary AI
Facilities manager wants restoration and replacement pricing before Thursday's budget meeting. Roof leaks over units 40 to 52.
Send both options before the budget meeting AI
Illustration. Sample data.
Collect the deposit the moment they sign.
When your customer signs, they pay the deposit right there, by card or bank transfer. Deposit, progress and final invoices are created in QuickBooks with pay links, and payments sync back to the job so you always know the balance.
- Deposit at signing on the same page as the signature
- Deposit, progress and final invoices created in QuickBooks Online with pay links
- Paid and balance due on every job, tied to the proposal they signed
- Card payments with Stripe if you don't use QuickBooks
Know what you sold without opening a spreadsheet.
Revenue sold, close rate, open jobs and proposals waiting on an answer, for this month, this year or any range you pick. Your pipeline shows where every job stands.
- Revenue sold from the option your customer signed
- Close rate by proposals sent or by won versus lost
- Pipeline board from new lead to closed won
- Any date range this month, this year or custom
Built for the truck, not just the office.
ValidCRM works on any phone, tablet or computer. Install it to your home screen straight from the browser, with no app store needed.
Photos on the job
Snap inspection photos and mark them up. They're saved to the job, not someone's camera roll.
Tap to call
Call any customer, prospect or proposal from one tap.
Canvass door to door
Scan business cards and record voice notes on the sidewalk.
Whole team, one view
Owners, sales reps, canvassers and office staff each see what they need.
Built on a roof, not in a boardroom.
ValidCRM was built inside a working commercial roofing company, to run that company. Every feature started as a problem on a real job: a lead that slipped, a deposit that came in late, a proposal that took all night.
It's used every day by our own crew before it ships to you. That's why it speaks roofing, not generic sales software.
One login replaces the stack.
No add-on modules to buy. Every account gets every feature.
Pipeline board
Every job by stage, from new lead to closed won.
Cold calling
AI-built lists from Google Maps with satellite roof views.
Canvassing
Card scanner, voice notes and follow-ups for door knockers.
Inspection booking
Paid or free booking on your reps' Google Calendars.
Proposal builder
Options, add-ons, warranties, templates and AI scope.
E-signature
Customers sign on any device. Signed PDF on the job.
Deposits and invoices
Deposit at signing, QuickBooks invoices and pay links.
Call logging
RingCentral calls and voicemails, with AI summaries.
Reminders
Follow-ups by rep, with overdue items surfaced first.
Job photos
Inspection photos with markup, organized by job.
Email and social
Email campaigns and AI-written social posts.
Team roles
Admin, sales, canvasser and office access levels.
One price. Your whole team.
Most CRMs charge per user, so you end up deciding who gets a login. With ValidCRM, your whole team gets in for one flat monthly price.
- No per-user fees
- No tiers or add-on modules
- No setup fee or long-term contract
30-day money-back guarantee. Cancel anytime.
- Unlimited jobs and customers
- Proposals and e-signature
- Cold calling and canvassing
- Deposits and invoicing
- Call logging and AI tools
- Works on any phone
Straight answers.
What if it isn't a fit for my company?
ValidCRM comes with a 30-day money-back guarantee. If it isn't working for you, reach out within 30 days for a full refund. You can also cancel at any time and you won't be charged again.
How many people can I add?
As many as you need. The $197 monthly price covers your whole team: owners, sales reps, canvassers and office staff, each with role-based access.
Do I need QuickBooks?
No. If you use QuickBooks Online, ValidCRM creates your deposit, progress and final invoices there and syncs payments back. If you don't, you can collect deposits by card at signing with Stripe.
Is there an app for my phone?
ValidCRM runs in the browser on any iPhone, Android phone, tablet or computer. You can add it to your home screen so it opens like an app, without going through an app store.
Do I need RingCentral for call logging?
Automatic call and voicemail logging works with RingCentral. Without it, you can still tap to call from any record and log calls and notes by hand.
Can I cancel anytime?
Yes. There's no long-term contract and no cancellation fee.
Is my data secure?
All data is encrypted in transit and at rest on enterprise-grade infrastructure. Your customer data and business information stay private to your company.
Get your business out of the truck and onto one screen.
$197 a month for your whole team, with a 30-day money-back guarantee. Set up your account in a few minutes.