SureSquare CRM · Early access
Every lead, bid and job in one place.
SureSquare CRM follows a roofing job from the first phone call to the final invoice. Pipeline, estimates, proposals, crews, timesheets and a customer portal, set up the way a roofing company works.
Introductory pricing, locked in for life: $149/mo plus $18 per user, for a limited time. See CRM pricing
Illustration with sample jobs.
What's in it
Everything a roofing job touches.
From the first call through the signed contract, the build and the final invoice. Here's what SureSquare CRM does today.
Jobs & pipeline
- Pipeline boards you rename, recolor and reorder
- Job types with their own fields, so a retail re-roof and an insurance claim capture different things
- A job overview page each user lays out their own way
- Saved views and filters
- Tasks, assignments and approvals
Customers & leads
- Customers and vendors with multiple contacts, locations and jobs each
- Full job history for every customer
- Referral and lead-source tracking
- One search across your jobs and customers
Estimating & pricing
- Cost catalog of materials and labor, with assemblies and cost templates
- Formula-driven quantities: measure once and every line follows
- Four pricing paths: retail, insurance (Xactimate price lists), commercial and repair
- Budget vs. actual, with committed costs
- Margin shown only to the roles you choose
Measuring & drawings
- Roof takeoff on your own uploaded plans, inside the CRM
- Draw your own roof plans and shop drawings to scale, with a reusable detail library
- EagleView integration for aerial measurements
- Measurements feed the estimate's quantities
Proposals & documents
- Bid requests, customer orders, invoices, vendor orders and vendor bills
- Branded templates with your logo, terms and footer
- Electronic signature with a full audit trail
- PDFs generated and emailed from the job
- Fill your own PDF forms: warranties, permits, manufacturer forms
- Submittal builder
Crews, time & labor
- Shared calendar with drag-and-drop crew scheduling
- Clock in and out with GPS on each job
- More than one pay rate per person, by type of work
- Timesheet submission, approval and payroll CSV export
- Labor cost frozen at approval, so a raise never restates a paid week
Customer experience
- Customer portal with documents, selections, messages and progress
- Visual selections: customers pick colors and products from your own palettes, in good/better/best tiers
- Signed selections become an automatic change order and update the job budget
- Two-way email on every job: reply from your inbox and it lands on the job
- Messaging with your team and your customers
Photos & files
- CompanyCam integration
- Google Drive integration
- Project files and folders on every job
Supply & storm
- ABC Supply ordering integration
- StormCentral hail and wind history
- Supplement tracker
Up close
Three things roofers ask about first.
Measure once. Every quantity follows.
Estimates run on formulas tied to the roof's measurements. Change the roof area or the eave length and the shingles, underlayment, drip edge and ridge cap update with it. Then price the same job retail, insurance, commercial or repair.
- Retail
- Insurance · Xactimate price lists
- Commercial
- Repair
| Roof area | 32.3 SQ |
| Shingles · 3 bundles per SQ | 97 bdl |
| Synthetic underlayment · 10 SQ roll | 4 rolls |
| Drip edge · 200 LF eaves | 20 pcs |
| Hip & ridge cap · 145 LF | 5 bdl |
| Quantities update when the roof changes | ✓ |
Crews see the job, not what it makes.
Permissions are set by role and editable by group. Owners and managers see contract price, cost and margin. Crews see the scope, the schedule and the materials, and nothing about what the job makes.
| Contract | $18,400 |
| Cost | $12,150 |
| Margin | 34% |
| Scope | Tear-off, re-roof |
| Start | Mon · 3 days |
| Margin | Hidden |
Approve the week. Labor cost locks in.
Crews clock in and out with GPS on the job. They submit the week, you approve it, and the labor cost on the job is frozen at that moment. A raise next month never changes a week you already paid. Export approved hours to payroll as CSV.
| Mon · Lot 14, Pine Hollow · GPS | 8.0 h |
| Tue · Lot 14, Pine Hollow · GPS | 8.5 h |
| Wed · Lot 14, Pine Hollow · GPS | 7.5 h |
| Labor cost, locked at approval | 24.0 h · $720 |
Compare
How SureSquare CRM compares.
The features roofing companies ask about, checked against the four CRMs we hear about most.
- Built in
- Partly, or only on some plans or add-ons
- Not found in their public docs
| Feature | SureSquare CRM | Roofr | JobNimbus | AccuLynx | ServiceTitan Roofing |
|---|---|---|---|---|---|
| Plans and drawings | |||||
| Takeoff on your own plan PDFs | Yes | Yes | Not found | Not found | Not found |
| Draw roof plans and shop drawings to scale | Yes | Trace and measure only | Not found | Not found | Not found |
| Selections and sales | |||||
| Customer picks colors and products visually | Yes | Options and upgrades only | Options and upgrades only | Not found | Rep picks the color |
| Signed selections become a change order automatically | Yes | Change orders by hand | Not found | Change orders by hand | Change orders by hand |
| Good, better, best options the customer picks | Yes | Yes | Yes | Shows tiers, no pick | Yes |
| Customer portal with its own login | Yes | Links only | Share link only | Yes | Yes |
| Proposals with e-signature | Yes | Yes | Yes | Yes | Yes |
| Insurance and storm | |||||
| Xactimate-style insurance price list | Yes | ESX add-on | Imports Xactimate estimates | Not found | In preview |
| Supplement tracker | Yes | Not found | Not found | Elite plan only | Insurance queue |
| Built-in hail and wind map | Yes | Not found | HailTrace add-on | HailWatch add-on | Not found |
| Production and crews | |||||
| Subs and suppliers answer bid requests online | Yes | Not found | Not found | Not found | Not found |
| Submittal package builder | Yes | Not found | Not found | Not found | Commercial projects |
| GPS time clock with timesheet approval | Yes | Not found | Not found | GPS check-in only | GPS needs fleet add-on |
| Hide cost and margin from crews | Yes | Not documented | Yes | Yes | Yes |
| Budget vs. actual job costing | Yes | Scale plan only | Yes | Yes | Yes |
| Two-way email on the job | Yes | Yes | Yes | Sent mail only | Not found |
From each company's public website and help center, October 2026. Plans and features change, so check with each company before you decide. Product names belong to their owners.
Connections
Works with tools roofers already use.
Switching from JobNimbus? We move your contacts, jobs, tasks, notes and files into SureSquare for you.
The rest of the platform
- Role-based permissions, editable by group
- About 35 notification types, in-app and by email, with per-user settings
- Dashboards with 25 widgets, set by role
- Several companies from one login
- Built-in AI agent
- Phone, tablet and desktop
SureSquare CRM is a separate service from the SureSquare takeoff service. You can use either one on its own.
Reviews
What roofers say about SureSquare CRM.
SureSquare CRM is everything a roofer needs in one package. It saves us money every month and reduced our tech stack.
Be one of the first roofing teams on SureSquare CRM.
Introductory pricing is available for a limited time and locked in for life.