Roofing CRM & Job Management
Prime Pros: Streamline Your Roofing & Insurance-Claim Business
Prime Pros is the all-in-one CRM and project management solution built for storm-restoration and roofing contractors. From the first door knock to the final depreciation check, Prime Pros keeps your entire team — Admins, Field Pros, and Crews — synced in real-time.
Stop juggling spreadsheets, paper contracts, and lost photos. Whether you're closing a deal at the kitchen table or leading a tear-off on the roof, Prime Pros gives you the tools to work faster, stay organized, and get paid sooner.
KEY FEATURES FOR EVERY ROLE
For Field Pros:
• Guided Deal Workflow: Move every job through the three phases — Sign, Build, Finalizing — with a step-by-step checklist that knows exactly what's required at each milestone (claim filed, adjuster met, ACV collected, install scheduled, depreciation collected, and more).
• Interactive Territory Map: Drop pins for leads, follow-ups, and appointments. View all your prospects and active jobs on a dynamic map, then tap to navigate.
• Built-In Insurance Agreement: Generate, e-sign, and send a fully bilingual (English & Spanish) Insurance Agreement and Construction Notice on the spot. PDFs are uploaded automatically and attached to the deal.
• Calendar & Appointments: Schedule appointments directly from a pin or deal. Two-way Google Calendar sync means edits update the existing event — no duplicates.
• Automated Commission Tracking: See your estimated commission instantly with transparent breakdowns including sales-tax deductions and tiered commission levels.
• One-Touch Communication: Call, email, or navigate to homeowners and adjusters directly from the deal. All phone numbers are auto-formatted and ready to dial.
• In-App Training & Certification: Complete required courses and pass the certification exam right inside the app before going live in the field.
For Field & Installation Crews:
• Live Job Dashboard: See today's installs, job locations, and material specs (shingle type, color, underlayment, drip edge, etc.) at a glance.
• Photo Documentation: Upload installation, completion, and damage photos straight from the job site. Uploads queue automatically and finish when you regain signal.
• Digital Completion Forms: Capture homeowner and crew lead signatures on-site, then submit pay requests with squares completed and extra-material usage in one tap.
For Administrators (Command & Control):
• Full Pipeline Visibility: Monitor every deal in the company in real time, filter by team member, status, or phase.
• Administrative Overrides: Override deal statuses, adjust commissions, manage user permissions, and approve crew pay requests.
• Homeowner Inspection Requests: Review incoming inspection requests from the public-facing portal and assign them to a Prime Pro with one tap.
• Centralized Scheduling: Assign installs to crews, update install dates, and push changes to everyone instantly.
• User & Role Management: Invite Admins, Field Pros, and Crew members; group-based access keeps each role focused on what they need.
WHY CHOOSE PRIME PROS?
• Bilingual by Design: Toggle the Insurance Agreement and Construction Notice between English and Spanish with a single tap — perfect for serving every homeowner in your territory.
• Built-In Financials: Transparent Deal Value (RCV), ACV, deductible, and commission breakdowns reduce disputes and keep your team motivated.
• Real-Time Sync: No more "let me check with the office." When a crew finishes a job, the Field Pro and Admin know instantly.
• Works Offline: Photos, signatures, and documents captured without signal queue locally and upload automatically once you reconnect.
• Secure by Default: Enterprise-grade authentication, role-based permissions, and encrypted document storage protect every claim and contract.
Take your roofing and insurance-claim business to the next level. Download Prime Pros today.
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