For roofing companies that do more than roofs
Roofing CRMs stop at the roof. Service software isn’t built for projects.
Coperniq runs every trade on the job, and AI does the work of your next hire.
Run by roofing and exteriors contractors
Sound familiar?
None of your tools know a job can be half done. So the truth ends up spread across all of them.
“There’s like five buckets… there’s no middle steps for in production, for multiple trades. Like roof completed, gutters not completed.”
Roofing operations manager, on a well-known roofing CRM
What changes
Four things that are different by the end of your first month.
Weekly status meeting
Done means photos and a sign-off on the job. Not someone’s word.
1408 Maple · Re-roof + gutters
Homeowner
Roofing
Gutters
Siding
Close
L
Luis, crew lead
Mon 2:48 pm · pinned
Roof’s done. Final photos are up.
Signed off ✓
Three calls to hand off a job
The roof signs off and gutters are ready to book. Nobody chases anyone.
Schedule
Tue to Thu
Tue
Wed
Thu
Roof crew
1408 Maple
22 Oak
22 Oak
Gutter crew
Mercy Clinic
1408 Maple · new
Siding crew
7 Ridgeway
Roofing signed off 3:12 pm. Gutters booked 3:20 pm. No calls.
Waiting on siding to bill the roof
Bill the roof the day it’s proven. Don’t wait for the whole job to finish.
Invoiced
$0 of $48,200
$31,400 of $48,200
$48,200 of $48,200
Roofing · signed off Tue
Draft $31,400
Paid $31,400
Gutters · signed off Thu
Draft $6,800
Sent $6,800
Siding · waits for sign-off
Draft $10,000
A separate CRM for commercial
Same crews, same office, one place to run a re-roof and a clinic.
All projects
one board
1408 Maple
Re-roof + gutters
Homeowner
Mercy Clinic
Flat roof + gutters
Commercial
22 Oak
Roof + solar
Homeowner
Store #418
Siding + windows
Commercial
