Roofers

Customer CRM for roofers

Sophiie keeps roof type, prior leak locations, warranty notes, photos, access constraints, and strata contacts with the customer record so your team can respond with context instead of searching texts, emails, and memory.

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Customer CRM built for roofing work

Roofers rely on repeat context: who approved the work, what happened last time, and what the customer expects next. Sophiie keeps that history searchable.

01

One profile for customer and site history

Keep contact details, addresses, previous jobs, upcoming bookings, and roof type, prior leak locations, warranty notes, photos, access constraints, and strata contacts in one searchable place.

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02

Call, email, or text without losing the thread

Your roofing team can contact customers from Sophiie and keep interactions attached to the same customer timeline.

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03

Notes that survive handover

Record the details a roofer needs later: roof type, leak location, access, photos, height, and whether temporary protection is already in place, customer preferences, and decisions already made.

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04

Reminders for repeat work and open loops

Set follow-ups for quotes, service checks, warranty calls, maintenance visits, or anything promised during the last roofing conversation.

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05

Shared context for the whole team

When someone else picks up the next call, they can see the same roofing history instead of asking who spoke to the customer last.

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How it works

Set up Sophiie once, then let the work flow

  1. Build customer profiles from real interactions

    Let new enquiries create or update customer records with names, contact details, sites, and roof type, prior leak locations, warranty notes, photos, access constraints, and strata contacts.

  2. Keep communication attached

    Calls, emails, texts, notes, and roofing job history stay visible from the customer profile.

  3. Add reminders and site notes

    Record access instructions, preferences, warranty notes, quote follow-ups, and recurring service reminders for roofing work.

  4. Respond from shared context

    When the customer contacts you again, the team can see what happened last time before replying for roofing work.

Roofing follow-up depends on photos, access, and weather windows

A storm leak or cracked tile enquiry often needs fast triage, but the follow-up depends on details that are easy to lose: roof type, previous leak location, site photos, safety constraints, access notes, strata contacts, and whether temporary protection is already in place.

Sophiie keeps that information in the customer profile with calls, emails, texts, previous jobs, upcoming bookings, notes, and reminders. When a customer asks for an update, the office can see the quoted scope and last conversation before passing work to the crew.

Keep the next dry day organised

Track quote checks, material arrivals, warranty callbacks, after-rain reviews, and insurance or strata follow-up from the same CRM record. It does not need to replace estimating software; it keeps the roofing customer context visible.

Services & features

All Sophiie services for Roofers

Other businesses we serve

Frequently asked questions

Customer profiles can include contact details, addresses, previous jobs, upcoming jobs, notes, communication history, reminders, and roof type, prior leak locations, warranty notes, photos, access constraints, and strata contacts.

Keep every roofing customer conversation in reach

Centralise customer history, site notes, reminders, calls, emails, and texts before the next callback lands for roofing work.

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