LevelCRM — Command Center For Your Business
Every job, customer, photo, and dollar in one workspace. Move a job from Lead to Paid without leaving the screen — and hand the homeowner a live portal in one click.
- Multi-Panel Workspace: Customer list, job detail, and job stage tracker side by side.
- Full Job Pipeline: Lead → Inspected → Claim Filed → Approval → Production → Paid, with contract, deposit, balance, and profit on every job.
- Company-Wide P&L: Revenue, costs, commissions, and net profit, tracked automatically.
- Document Builder: Generate contracts and collect e-signatures without leaving the browser.
- One-Click Customer Portal: Copy the link, email it, or hand over a QR code.
Canvassing & Measurement — Right In The Pipeline
Your territory map isn't a separate tool you have to sync. Flip the pipeline from List to Map and every pin, every door, and every measurement is already part of the same job record.
- Drop A Pin In One Tap: No Answer, Flyer, Miss, No Pitch, Rental, Mailed — or drop a full lead with customer info attached.
- Colour-Coded Territory: See at a glance which streets you've worked and which are still open.
- Satellite Roof Measurement: Area, pitch, and slopes calculated from satellite imagery.
- Instant Estimates: Turn a measurement into a branded, itemized quote on the spot.
- Nothing To Sync: A pin becomes a lead becomes a job — same record, no export step.
Funnel Builder — Turn Visitors Into Leads, Instantly
Build your own branded, lead-capturing landing page in minutes — no developer required. A homeowner types their address, gets an instant roof estimate, and lands directly in your pipeline.
- No-Code Builder: Customize colors, logo, and copy to match your brand — no developer needed.
- Instant Roof Estimates: Satellite-powered pricing gives homeowners a real Good/Better/Best quote in seconds.
- Leads Land In Your CRM: Every submission flows straight into your pipeline — no manual entry, no missed leads.
- Publish In Minutes: Get a live, shareable link for your own funnel page.
Included on Pro and Premium plans — build and manage your funnels from any browser.
The Same CRM, In Your Pocket
This isn't a cut-down mobile view. It's the same CRM, laid out for a phone — so a rep at the door sees the same job the office sees, in real time.
- No App Store, No Download: Open a link and you're in. New reps are working in seconds.
- Add To Home Screen: Install it like an app for a full-screen, icon-on-the-home-screen experience.
- Built For Thumbs: Bottom tab bar, large tap targets, and layouts that work one-handed in the truck.
- Photos From The Roof: Shoot inspection and install photos straight into the job folder.
- Always Current: Everyone's on the same version — nothing to update, ever.
Customer Portal — Win Trust With Total Transparency
Homeowners are tired of wondering what's happening with their roof. Give them an always-up-to-date, fully branded portal — under your company's name — showing every photo, every document, and every update. No login, no app to download, just a link.
- Your Brand, Not Ours: The portal shows your logo and your rep's contact card — homeowners never see "The Roofing ToolBox," only you.
- Zero Login: Just a secure link sent by text or email — works on any device.
- Full Visibility: Inspection photos, install photos, reports, and estimates, all in one place, updated live.
- E-Signatures: Customers review and sign documents directly from the portal — no printing, no scanning.
- Builds Trust: Customers who can see your work in real time become your best referral source.
Included automatically with every LevelCRM plan — no separate signup required.