Solutions
Cutting-edge solutions tailored to everyday issues in the modern digital environment.
Services
Innovative tools and services designed to address complex challenges today’s digital landscape.
IT FOR What WE DO MENU
Services
Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
IT FOR HOW WE DO MENU
Services
Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
Ready to clean up your CRM workflow?
Book a CRM Workflow Audit and see where leads, follow-ups, reporting, or disconnected tools can be fixed first.
Roofing CRM and Estimation
A CRM and estimating tool built for a roofer who has to inspect, price and follow up on many roofs at once, often right after a storm.
Business goals
The client is a roofing contractor doing repairs, full replacements, new construction roofs and commercial work, and it offers free inspections and estimates. Free estimates only pay off when they turn into signed jobs. Calls spike after hail or wind, and homeowners may also be working through an insurance claim. The client needed one place to log each caller, record what the inspector found, price the work consistently and keep following up until the customer decided.
Project overview
Hexagon delivered a CRM and an estimation tool that work as the same system. A caller becomes a customer record with a property attached. Inspections are scheduled from that record, and the findings feed the estimate. Estimators build quotes from a maintained list of materials and labor, then the office tracks each quote until it is won or lost. Storm work and insurance claim jobs are marked, so staff can see which conversations need different handling.
Challenges faced and solved
Roofing leads arrive in bursts, and every free estimate costs a truck, a ladder and an afternoon.
Storm-driven call volume
After a hailstorm, the phone rings all day and notes pile up on paper. A homeowner who waits days for a callback will usually let another roofer climb the ladder first.
We gave the office a shared lead list with source, property address and status, so each caller is logged and assigned before the next call comes in.
Quotes that vary by estimator
When each estimator prices tear-off, underlayment and flashing from memory or a personal spreadsheet, two similar roofs get different numbers. Margin suffers, and customers comparing quotes notice the gaps quickly.
We built estimates from a shared price list of materials and labor, so every quote starts from the same costs and the same line items.
Inspection findings getting lost
An inspector can spot soft decking, failed flashing and worn underlayment, yet those details often stay in a notebook. The person writing the quote then has to guess, or send someone back up.
We added inspection records tied to the property, with measurements, notes and photos, so the estimate is written from what was actually seen on the roof.
Open estimates going quiet
A roofer can hand out plenty of free estimates and never hear back. Without a list of open quotes and their age, nobody calls, and paid-for inspection time simply goes to waste.
We put every estimate into a pipeline with a follow-up date, so the office can see which quotes are waiting and who should call next.
Features
| Feature | Description |
|---|---|
| Office staff | |
| 1. Lead Intake | Phone and web inquiries are logged with the caller, address and type of work, so nothing depends on a sticky note. |
| 2. Customer and Property Records | Each customer record holds the property, its roof history and every past conversation, which helps when a homeowner calls back later. |
| 3. Job Type Tags | Repair, replacement, new construction and commercial work are marked separately, because each one is sold and scheduled differently. |
| 4. Storm Lead Marking | Storm damage inquiries are flagged, so staff can work them first and sort them by area after a weather event. |
| 5. Inspection Scheduling | Free inspections are booked to a named inspector with a date and an address, giving the office a clear view of the week. |
| Inspectors and estimators | |
| 6. Inspection Record | Roof measurements, pitch, material, layers and problem areas are captured once and stay attached to the property. |
| 7. Photo Attachments | Pictures of damage are stored with the inspection, so the estimator and the customer can see the same evidence. |
| 8. Materials and Labor Price List | A maintained list of shingle, tile, underlayment, flashing and labor costs gives every quote the same starting point. |
| 9. Estimate Builder | Estimators add quantities to line items and the tool totals the job, which cuts arithmetic slips on larger roofs. |
| 10. Good, Better, Best Options | One estimate can present more than one material choice, so homeowners can compare without asking for a new visit. |
| 11. Quote Document | A finished estimate becomes a clean customer-facing document that looks the same whichever estimator wrote it. |
| Sales follow-up | |
| 12. Estimate Pipeline | Quotes move through sent, follow-up, won and lost, showing exactly what is still open. |
| 13. Follow-Up Reminders | Staff get prompted when a quote reaches its follow-up date, so a good lead does not fade through neglect. |
| 14. Insurance Claim Notes | Jobs tied to a storm claim keep the claim status and adjuster conversations on the record, which matters when a homeowner is waiting on a decision. |
| 15. Lost Job Reasons | Staff record why a quote was lost, such as price or timing, so patterns can be reviewed instead of guessed. |
| Owner | |
| 16. Pipeline Reports | The owner can see open estimate value and win counts by estimator and job type. |
| 17. Lead Source Reports | Inquiries are grouped by where they came from, so spending decisions rest on records. |
How the platform is put together
Each layer has one job.
The result
The client's leads, inspections and estimates now live in the same system. Office staff can see where each roof stands, from the first call to a decision on the quote.
| Area | Before | After |
|---|---|---|
| Taking calls | Caller details kept in notes and inboxes | Each caller logged with address and job type |
| Inspection findings | Details stayed with the person on the roof | Measurements and photos stored on the property record |
| Pricing | Estimators worked from their own figures | Quotes built from one shared price list |
| Open quotes | No shared view of who had been called | Pipeline with dates and reminders |
How we took it from idea to launch
Good software follows a process. Here are the six stages, and what happens in each one.
Discovery & Requirements
Goal: Define the product vision, target audience and core business requirements.
Key activities- Stakeholder interviews
- Market and competitor research
- Defining user personas
- Drafting technical specifications or a Product Requirements Document (PRD)
Design (UX / UI)
Goal: Create an intuitive user experience and visual interface.
Key activities- UX design: information architecture, user flows and wireframes
- UI design: high-fidelity mockups and interactive prototypes in Figma or similar tools
- Design system: colors, typography and component libraries
Development: Frontend & Backend
Goal: Build the functional application using agile sprints.
Key activities- Backend: set up databases, design APIs (REST, GraphQL), implement server logic, and configure authentication and authorization (OAuth, RBAC)
- Frontend: build responsive interfaces and connect components to backend APIs
- Version control: manage code through Git and GitHub
Security & Optimization
Goal: Harden the application against vulnerabilities and boost performance.
Key activities- Security: address the OWASP Top 10, including injection, XSS and CSRF, enforce encryption in transit and at rest, and implement rate limiting
- Optimization: code splitting and lazy loading, database indexing, API caching and load testing
- QA and testing: unit, integration and end-to-end tests
Beta Release
Goal: Deploy to a controlled group of real users to catch edge-case bugs and gather feedback.
Key activities- Set up staging and production CI/CD pipelines
- Launch a closed or open beta with real users
- Monitor errors through observability tools
Public Release (Launch)
Goal: Roll the software out to the general public.
Key activities- Final production deployment
- DNS configuration
- Marketing and onboarding rollout
- Post-launch performance and security monitoring
Business benefits
Staff can log and assign a surge of callers without losing track of anyone.
Similar roofs get priced from the same costs and line items.
Open quotes stay on a follow-up list until the customer gives an answer.
Inspection evidence and claim notes sit together when a homeowner needs them.
Conclusion
A roofer's costs start long before the first shingle comes off. Each free inspection takes time, and each unanswered quote wastes it. Hexagon gave the client a CRM and an estimating tool that share the same customer and property records, so what an inspector sees on the roof reaches the quote, and the quote stays on someone's list. If your roofing company is pricing from memory or losing track of estimates after a storm, come talk to us about how you work today.
Talk to us about your projectRelated services: CRM development · custom software development
Related projects
FAQs
BUSINESS SYSTEMS
SOFTWARE
AI
INTEGRATIONS
Build, Improve, or Connect the Systems Your Business Depends On.
Whether you need custom software, CRM, ERP, AI, automation, integrations, or modernization, tell us what you’re trying to improve. We’ll review your requirements and recommend the most practical next step.
300+
Software projects delivered
37+
Enterprise apps built
150+
delivery team members
10+
countries served
Tell Us About Your Project
No sales pressure. Tell us what you’re trying to build, improve, integrate, automate, or replace. We’ll review your answers and come back with a clear recommendation within 1 business day.
Prefer to talk now? Call +1 (801) 259-4800 or book a free 30-minute consultation.
Custom software, CRM, ERP, AI, integrations, and business systems built to improve how growing organizations operate.
© 2026 Hexagon IT Solutions. All rights reserved.