SR
REVIEWEDSummit RoofingROOFINGVerified Business
Linda GrantVerified Homeowner
★★★★★
“Canceled after the materials were ordered.”
Visible to registered businesses onlyExample review for illustration
FOR ROOFING CONTRACTORS
Roofing CRM That Checks the Customer Before You Order Materials
Resident Review is a roofing CRM with customer screening built in. Roofing jobs are big commitments, so see how other businesses rated a homeowner, review the property details and keep every lead organized before you order a single bundle.
Setup in minutes Cancel anytime
PROPERTY DATAYEAR BUILT1964
IN SHORT
Resident Review is a CRM for roofers with customer screening built in. Verified roofing contractors can see 1 to 5 star reviews other local businesses left on a homeowner, check property value, home equity and year built, and track leads and notes in one place before ordering materials.
THE PROBLEM
Common problems for roofing contractors
01
Big upfront material costs
Shingles, underlayment and flashing for a full replacement are ordered before tear-off. If the homeowner cancels or refuses to pay, you are holding the material cost. Knowing a customer's history before the order goes in protects your margin.
02
Deposit disputes
Some homeowners push back on the deposit, then push back again on the final invoice. Deposit conversations are easier when you know whether a customer has disputed payment with other businesses.
03
Payment delays
A roof is often one of the largest invoices a homeowner will ever pay. Slow payment on one job can tie up the cash you need for the next crew and the next order. Reviews from other businesses show who pays on time.
REAL JOBS
Roofing jobs where checking the customer first matters most
Storm-season leads
After a hailstorm, every homeowner on the street hears from several roofers, and some sign with more than one. Searching the homeowner before you put time into an inspection and estimate helps you focus on customers who follow through.
Insurance-funded jobs
When an insurance claim pays for the roof, your payment often depends on the homeowner passing the check along. Reviews from other contractors show whether a customer has held on to insurance money before, and CRM notes keep the claim details in one place.
Full replacements with big material orders
A full tear-off and replacement means a large material order and a crew on the roof for days. Property value, home equity and reviews from other businesses give you context before you commit both.
Homeowners who ask to skip the deposit
A request to skip the deposit is not always a red flag, but it deserves a second look. Check whether the homeowner has a history of disputes or late payment with other businesses before you agree to carry the material cost yourself.
How Resident Review helps roofing contractors
Verified customer reviews before you order
See how other verified businesses rated a homeowner before you order materials. A gutter company left unpaid, or a painter who dealt with a deposit dispute at the same address, is worth knowing about. Reviews come from businesses that did the work and stay private to registered businesses.
Roofing CRM software with property data
The Resident Assessment Card shows property value, home equity, year built and property type for any address. A 1980s home with strong equity is useful context when you are putting together a large quote and deciding on deposit terms.
A roofing contractor CRM for leads and notes
Import your customer list, track storm-season leads from inspection to signed contract and keep notes on every homeowner. When an adjuster calls or a customer asks about the job months later, anyone in the office can see the history.
PROPERTY DATASingle Family
HOME EQUITY$420KEXCELLENT
PROPERTY VALUE$609K
YEAR BUILT196462 YRS
BEDS / BATHS5 Bed / 1 Bath
SQ FOOTAGE1,204 sq ft
PROPERTY TYPESingle Family
HEATINGForced Air
COOLINGCentral
FLOORINGHardwood
RESIDENT ASSESSMENT CARDHighlighted on the card: the fields most useful for roofing jobs
Property data that matters for roofing jobs
The Resident Assessment Card gives roofers context on the property before a big quote.
Year builtA starting point for the likely age of the roof and decking.
Property valueContext for the size of the project and the budget conversation.
Home equityUseful background when you discuss deposits and large invoices.
Property typeSingle family, townhome or multi-unit affects access, approvals and HOA rules.
BUYER'S CHECKLIST
What to look for in the best roofing CRM
The best roofing CRM is the one that fits how your company sells and builds. Roofers deal with storm surges, insurance paperwork and large material orders, so these basics matter more than in most trades.
Customer history by address
Inspections, estimates, change orders and payment outcomes on every record.
Lead tracking through storm season
Leads spike after weather events. See which homeowners are inspected, quoted or still deciding.
Notes the whole team can see
Claim numbers, adjuster contacts, access notes and homeowner preferences in one place.
Knowing who you are working for before the job
A roofing job ties up materials and a crew for days. Look for a CRM that tells you about the homeowner before you order.
Where Resident Review fits alongside your scheduling and invoicing tools
Resident Review covers the customer side: verified reviews, property data, lead tracking and notes. It does not create estimates, schedule crews or send invoices. Roofing contractors keep the estimating, scheduling and billing tools they already use and add Resident Review to qualify homeowners before ordering materials.
BUSINESS FEEDBACK LOOP
How the business feedback loop works
Homeowners review roofers publicly. Resident Review gives roofing contractors a private way to share fair, factual experiences with other verified businesses.
Who can leave reviews
Verified businesses, about customers they have actually worked with. No anonymous posts and no reviews without a real job behind them.
Who can see them
Only registered businesses on Resident Review. Reviews are never shown to the public, to search engines or to the homeowner.
How businesses are verified
Every business completes a third-party verification process that keeps out bots, fake accounts and malicious actors.
Why it is fair
Homeowners already review businesses. Now businesses can share fair, factual experiences privately, so both sides have a reason to act in good faith.
HOW IT WORKS
Three steps before your next job
1
Register and verify your business
A third-party verification process reduces bots, fake accounts and malicious actors.
Setup takes minutes, even in the middle of storm season.
2
Search a customer before you accept the job
See reviews from other local businesses and the property data for the address.
Search the homeowner before the inspection, and again before you order materials.
3
Leave a review after the job
Rate the customer 1 to 5 stars. Only other registered businesses can see it.
Rate the customer after the job and record how payment and the claim went.
Third-party business verificationReviews visible only to registered businessesSetup in minutesCancel anytime20% off for Military and First Responder businesses
Roofing CRM questions
The best roofing CRM depends on your gaps. Estimating, scheduling and invoicing are covered by other tools. If you want to know who you are working for before ordering materials, Resident Review covers verified customer reviews, property data, lead tracking and notes, and works alongside the tools you already use.
Related guides
GUIDEShould Contractors Require Deposits? When to Ask and How Much
Read the guide →GUIDEHow to Protect Contractor Margins When Material Costs Keep Rising
Read the guide →GUIDEHow to Protect Your Contractor Reputation During a Customer Dispute
Read the guide →GUIDEWhat Contractors Need To Know About A Customer: Beyond Stars
Read the guide →Built for every home-service trade
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