Roof-Aid CRM is an AI-powered CRM and operational platform built for roofing, restoration, and remodeling contractors who handle insurance claims.
No. Roof-Aid CRM is strictly a technology platform. It provides CRM pipelines, automated communication, and documentation tools — it does not adjust claims or replace licensed insurance professionals.
Roof-Aid CRM is built for residential and commercial roofing contractors, restoration crews (water, fire, storm), and remodeling contractors working claim-backed jobs.
Unlike CRMs that only track jobs and require manual data entry, Roof-Aid CRM automates property-damage-event identification, runs bilingual AI outreach, and includes an AI supplement engine to recover missed insurance line items — all in one platform.
Yes. Roof-Aid CRM offers a 14-day free trial with full CRM pipeline access, mobile app usage, document management, and AI supplement engine access — no credit card required.
Roof-Aid CRM closes the speed-to-lead gap by identifying affected properties right after severe weather and reaching homeowners before competitors reach that neighborhood.
Roof-Aid CRM's AI supplement engine scans the adjuster's estimate, flags missing or undervalued line items, and helps generate supplement documentation.
Contractors using Roof-Aid CRM's AI supplement engine recover an average of $4,000 in additional approved claim value per job.
Roof-Aid CRM is built to scale from solo operators and independent sales reps up to multi-crew operations.
Contractors can still canvass, but Roof-Aid CRM automates initial homeowner outreach via AI voice calls and SMS right after weather events, cutting down the manual door-knocking needed.
Section 2
AI Voice Caller & Bilingual Automation
An automated AI agent that makes outbound calls to affected homeowners and answers inbound calls 24/7 to pre-qualify damage and book inspections directly onto the contractor's calendar.
Yes — full English and Spanish AI voice calling and SMS messaging is built into every tier.
The AI agent books qualified inspection appointments directly onto the contractor's calendar in available time slots.
No — it uses conversational voice AI designed to handle natural back-and-forth, in English or Spanish.
Yes — contractors can configure qualification questions and outreach parameters for their market.
CRM Core includes 1,000 manual calling minutes/month, and every paid tier keeps those 1,000. AI Starter adds 1,000 AI calling minutes/month and AI Automation adds 2,000. Dedicated Human Rep adds a live rep working 7,920 manual minutes/month.
Yes — automated two-way SMS outreach and appointment reminders are included, in English and Spanish.
The AI agent handles standard inspection questions and pre-qualifies damage, and can hand off complex or urgent calls to a human team member.
Yes — it runs 24/7, capturing and scheduling leads while competitor offices are closed.
Roof-Aid CRM begins connecting with opted-in homeowners in the affected area the morning after a localized weather event.
Section 3
Event-Triggered Lead Generation
Roof-Aid CRM monitors property-damage data feeds that detect localized weather events like hail, high winds, and severe storms.
Roof-Aid CRM automatically generates an organized list of affected properties and homeowner contact details for that area — no manual setup required.
Yes — as an add-on on any tier, Roof-Aid connects contractors with opted-in homeowners in affected areas after a property damage event, imported directly into your CRM. $799 for the first region, $599 for each additional region ($399/$299 on annual plans).
Yes — contractors can import their own contacts, past client records, or canvassing lists on every plan at no extra cost.
Outreach begins the morning after a property damage event, so contractors reach homeowners first.
Yes — outreach can be segmented by event type, such as hail, wind, or flood damage.
Section 4
AI Supplement Engine
It automatically reads the insurance adjuster's estimate on an approved claim and flags missing or undervalued line items the contractor is owed.
A 10% commission — only on approved supplement value recovered. Contractors pay nothing unless additional revenue comes through.
Standard insurance estimate formats, including Xactimate-based scopes and adjuster summaries.
Commonly flagged items include ice and water shield, drip edge, valley metal, waste factor, ridge cap, and starter shingles — line items adjusters frequently omit or undervalue.
Roof-Aid CRM's AI reviews an estimate and returns proposed line-item additions in minutes, not days.
No — Roof-Aid CRM works alongside estimating systems, reviewing claims to make sure contractors don't leave supplement money on the table.
Section 5
Field Operations & Mobile App
Yes — Roof-Aid Mobile is available for iOS and Android, letting field reps document damage, upload photos, and track jobs from the site.
Yes — every photo captured in the Roof-Aid app is automatically geotagged and time-stamped.
They serve as clear documentation to insurance adjusters that damage photos were taken at the specific property, on a specific date.
Yes — e-signature is built in, so field reps can get contracts signed on-site during the inspection visit.
The mobile workflow guides field reps through capturing the photos and property data needed so the homeowner can file an accurate claim right away.
Yes — photos and notes taken in the field sync automatically once the device reconnects to cellular or Wi-Fi.
Section 6
Pricing & Plans
Plans range from $149/month (CRM Core) to $1,599/month (Dedicated Human Rep), depending on calling volume and whether you want a 24/7 AI caller, a dedicated human rep, or both. Annual billing includes one month free.
No — Roof-Aid CRM is month-to-month with a 14-day free trial and no forced lock-in.
Full CRM pipeline, mobile app, 1,000 manual calling minutes/mo, 1,000 SMS/mo, document management, and the AI supplement engine.
Everything in CRM Core, plus 1,000 AI calling minutes/mo — the AI caller works your list while your team keeps its own phones. Your 1,000 manual minutes and 1,000 SMS carry over.
No — pricing is flat per tier rather than charged per seat.
Yes — contracts, photo reports, claim files, and communication history are all stored in the platform.
Section 7
Support & Getting Started
Signup takes a few minutes, and every new account includes a white-glove onboarding call where the team imports your first leads and runs a live calling session with you watching.
Yes — contractor and customer data is stored using standard cloud security practices, including encrypted storage.
At roofaid.tech — start a 14-day free trial, no credit card required.