Built for roofing companies
Every lead, every job, every crew — tracked from the first call to the final invoice.
Stop losing leads in voicemail and spreadsheets. Worknex brings your leads, estimates, scheduling, inventory, and payments into one connected system — built for roofing companies, not retrofitted from generic field service software.
No credit card required · Get a real quote within 24 hours
- LeadCaptured by Voice AI
- InspectionBooked with photos attached
- EstimateSigned online
- CrewDispatched with materials
- InvoicePaid · synced to QuickBooks
One job. One timeline. No re-entry.
The problem
Roofing runs on speed. Most CRMs slow you down.
Between storm damage calls, inspections, and crews in the field, roofing businesses can’t afford tools that don’t talk to each other. If any of this sounds familiar, Worknex was built for you.
Leads go cold before you call back
A missed voicemail or an untracked inquiry from a storm-damage lead can mean a lost job. Without a single place to track every lead, follow-up falls through the cracks.
Estimates live in one tool, jobs in another
Writing an estimate in one app, scheduling the crew in a spreadsheet, and tracking materials somewhere else means double data entry — and mistakes.
Crew scheduling is still done by hand
Figuring out who’s available, where, and for which job shouldn’t take a whiteboard and a group text every morning.
QuickBooks sync breaks — again
Re-entering the same invoice twice because your accounting software and your job software don’t agree isn’t just annoying — it costs you real time.
The workflow
One system. Every stage of the roofing job.
Worknex connects the entire lifecycle of a roofing job — so nothing gets lost between the first call and the final payment.
From Lead to Contract
Track every lead from first contact through inspection, estimate, and signed contract — in one pipeline you can see at a glance.
Estimate to Signature, Same Day
Send professional estimates after inspection and let customers approve and sign online — no printing, no waiting.
Know Who’s Where, Every Day
Assign crews based on location and availability, and keep every job on the calendar without the whiteboard.
Track Materials Per Job
See what materials are allocated to each job and what’s left in stock — no more guessing before you order.
Payments That Actually Sync
Invoicing and payments connect directly to your accounting — enter it once, see it everywhere.
Never Miss a Call From the Field
When your team is on a roof, Worknex’s Voice AI can answer, capture the lead, and get it into your pipeline automatically.
How we compare
Built for every kind of roofing job — not just storm damage.
Unlike tools built primarily around storm restoration and insurance claims, Worknex works for every type of roofing job — retail, repair, and full replacement — all in one system. And instead of a black-box quote process, you get a real, tailored quote within 24 hours.
What that means for you
- Retail, repair, and full replacement in the same pipeline
- No per-user add-ons stacking up on your bill
- A real, tailored quote within 24 hours — not weeks
Why we built this
We didn’t design this from a boardroom.
Before Worknex was a product, it was the system we needed to run our own roofing business — Klaus Larsen Roofing.
We were losing leads in voicemail. Estimates lived in one app, jobs in another. Crew schedules were a whiteboard and a group text. QuickBooks never quite matched what was actually happening in the field.
So we built the system we wished we had — then kept building it until it could run any roofing business, not just ours.
That’s the difference between Worknex and a CRM built by people who’ve never run a roofing crew: every feature exists because we needed it first.
FAQ
Questions roofing companies ask us
What’s the best CRM for roofing companies?
The best roofing CRM depends on your workflow — but most roofing companies need one system that handles leads, estimates, scheduling, materials, and payments together. Worknex was built specifically to connect all of those stages instead of requiring separate tools for sales and operations.
Does Worknex integrate with QuickBooks?
Yes. Worknex syncs invoicing and payments directly with QuickBooks, so you don’t have to enter the same job twice.
Can I track materials and inventory per job?
Yes. Worknex lets you allocate and track materials against each job, so you always know what’s been used and what’s left in stock.
Do I need a contract to start?
No. You can start a free trial with no credit card required, or book a demo if you’d like a walkthrough first.
How is Worknex different from storm-restoration-only CRMs?
Worknex isn’t built around any single job type. Whether it’s a storm claim, a retail repair, or a full replacement, every job runs through the same connected system — from first lead to final invoice.
Ready to run your roofing business from one system?
Start your free trial today, or book a demo to see Worknex built around your workflow.
No credit card required · Real quote within 24 hours · Built for roofing