You talk it. We run it.
Crewzee is the AI command center for roofing contractors. CRM, proposals, job costing, and scheduling — operated by conversation.
Pipeline Board
Your whole business at a glance
One upload. Job priced. Proposal sent.
From measurement report to signed contract — this is what a Tuesday morning looks like on Susie.
Upload
Rep uploads a Roofr, EagleView, or any measurement report
Extract
Susie extracts measurements and calculates waste at the component level
Price
BOM generated with your distributor pricing and margins
Close
Proposal sent. Homeowner e-signs. Deal closed.
Produce
Job live in CRM. Deposit invoice sent. Crew mobilized.
A real CRM. Not just a chatbot.
Complete roofing operations software with every screen you need — and an AI that operates all of it for you.
Pipeline Management
Drag-and-drop kanban with per-column dollar totals. Multiple pipelines — Retail, Insurance, or whatever you sell. Switch between board and list view. Susie moves jobs through stages automatically as work progresses.
Job Management
One job card with tabbed sections — overview, activity log, tasks, and documents. Contacts, measurements, proposals, invoices, milestone tracking, and notes all in one place. Nothing gets lost. Nothing requires a second app.
Estimates, Proposals & E-Signature
Build estimates from your product library or auto-populate from a BOM. Generate branded proposals with one click. Homeowner e-signs on their phone. Once signed, your team can generate the deposit invoice, material PO, and labor order from the signed scope — no rebuilding by hand.
Calendar & Scheduling
Month, week, and day views. Create appointments linked to jobs and contacts. Google Calendar syncs two-way in real time. Microsoft Outlook events also appear on your schedule. Susie reads it all and tells you where to go next.
Dashboard & Reports
KPI cards showing pipeline value, proposals sent, revenue collected, and overdue invoices — at a glance. Today's tasks with inline checkboxes. Recent jobs with one-click access. Pipeline funnel, revenue trends, and close rate charts.
Invoicing & Payments
Generate deposit invoices from signed proposals. Balance invoices from estimates. Homeowners view and pay from a branded public link. Financial summary tracks open, collected, outstanding, and overdue totals across your business.
Email & SMS
Crewzee emails your customers, vendors, or subs directly from the app — and it copies your rep so everyone is in sync and the full email record is stored inside Crewzee. SMS through Twilio or Telnyx with multi-number support.
Customer Portal
Your customers get a branded portal with their contracts, invoices, and project documents — accessible via a magic link, no login required. Every document you send appears automatically. They stop calling you for copies of things you already sent.
Crew Portal
Your subs get their own login with assigned jobs, work orders, scope details, labor rates, and access notes. They see what they need, nothing more. No access to your material costs, your contracts, or your margins.
Susie — Your AI Co-Pilot
Susie is a dedicated AI screen built into the app — not a chatbot bolted on the side. She's wired into the CRM with active tools: create jobs, search contacts, build estimates, generate proposals, pull dashboard KPIs, look up manufacturer specs, and move work through the pipeline — all by conversation. The screens are there when you need precision. Susie handles the rest.
"Susie, move the Jagger job to Follow Up and remind me Tuesday at 2pm."
Job-Cost Tracker
Crewzee doesn't stop at the proposal. Track target margin, actual margin, material costs, labor costs, and variance directly on the job — so you know whether the job is making money before it's too late.
- Contract price vs target margin
- Material cost: budgeted vs actual vs variance
- Labor cost: budgeted vs actual vs variance
- Real-time margin as costs are entered
Vendor Invoice & Receipt Upload
Upload vendor invoices and receipts directly to the job. Crewzee keeps actual costs tied to the work — so your team can compare estimated spend against real spend without rebuilding anything from memory.
- Material or labor cost type
- Vendor / payee, amount, date incurred
- Attach PDF invoice or photo receipt
- Feeds directly into the job-cost tracker
Not just a chatbot. A roofing expert.
Your CRM
Susie is wired into the built-in Crewzee CRM. It creates jobs, updates stages, searches contacts, and pulls your dashboard. You talk, it clicks.
Your Numbers
Your product library, your pricing profiles, your markup, your margins. Susie builds estimates and proposals using your actual costs — not generic defaults. Every quote matches your business.
Every Report Format
Roofr, EagleView, RoofScope, GAF QuickMeasure — Susie parses measurement reports from any provider. Geometry-based waste calculation at the component level. More accurate than flat percentages.
Every Major Brand
Susie knows GAF, Owens Corning, CertainTeed, Atlas, IKO, TAMKO, and Malarkey — specs, warranties, installation notes, and comparison points. Reps get answers on the spot, on the phone, at the kitchen table.
Your Company
Train Susie on your business — your website, your pitch, your preferred brands, your objection handlers, your pricing. New reps get answers that sound like your company from day one.
Same firepower. Every tier.
Every plan is fully featured. The only difference is team size. The one-person shop gets the same AI, the same tools, and the same advantage as the $30M company down the street.
Every feature. Every tier. No add-ons. No gated capabilities. See full pricing →
See how we compare.
Monthly cost for a 3-person team. Every Crewzee plan is fully featured — no add-ons.
| CRM Provider | 3 Users / mo |
|---|---|
| Crewzee | $99 |
| AccuLynx | $180–360 2–4x more |
| JobNimbus | ~$375 3.8x more |
| Roofr | $249 2.5x more |
| ProLine | $423 4.3x more |