What CRM should a small roofing company use?

The short answer

Pick the tool for the part of the job that is slipping. If it is scheduling crews and invoicing, a field service tool such as Jobber or Housecall Pro is built for that. If it is remembering every estimate, callback and plan renewal and following up on time, that is what a CRM like Rillo is for, and many roofers use one beside the other.

What to look for

• Records kept by the address, so the roof, the estimate and every visit stay with the house
• Estimates written while you are still in the driveway, not at night
• A callback and renewal list built for you each morning
• A price per person you can read on the vendor's own page, and a trial without a card

The tools people weigh

• JobNimbus, a CRM and project tool built for roofing and exteriors. Rillo vs JobNimbus
• Jobber, scheduling, quoting and invoicing for service crews. Rillo vs Jobber
• Housecall Pro, scheduling, dispatch and payments for home service. Rillo vs Housecall Pro
• ServiceTitan, the whole company, for larger contractors. Rillo vs ServiceTitan
• HubSpot, a general CRM with marketing tools. Rillo vs HubSpot

Listed, not ranked. Each comparison is from the company's own pages, with the date it was checked, and says where that tool is better.

Where Rillo fits

Rillo CRM fits a roofing or home service team that sells: the address is the account, you talk after a visit and Rillo writes the record and the estimate draft, and the morning list says who to call. It is $49 a seat a month with 30 days free and no card. How Rillo CRM works for Service.

Where it does not

Rillo is not dispatch, job costing or invoicing software. If those are the problem, start with a field service tool.

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