Communication

Communication Hub — Built-In Calls, Texts & Email for Roofers

Call, text, and email customers directly from the same platform you manage jobs, proposals, and invoices. Every interaction logged automatically.

All Communication from One Place

Roofing contractors juggle personal phones, company phones, Gmail, text apps, and sometimes even Facebook Messenger. When a customer calls back, nobody knows who spoke to them last or what was promised. Important details fall through the cracks. Deals die from lack of follow-up.

The Communication Hub eliminates this chaos. Calls, texts, and emails happen inside the platform. Every interaction is automatically logged to the customer record. When a salesperson picks up the phone, they see the full history — who called, what was said, what was promised, and what proposal is pending.

  • Native calling with dedicated business number
  • SMS texting directly to customers
  • Email from the dashboard with thread history
  • Every interaction auto-logged to CRM

Native Calling

Make and receive calls directly from the dashboard. Click a customer's phone number and the call connects through your dedicated business line. Call recordings and duration are logged automatically. No separate phone system needed.

  • Click-to-call from any customer record
  • Dedicated local or toll-free business number
  • Call duration and outcome logging
  • Voicemail detection and transcription
  • WebRTC browser-based calling — no downloads

SMS Texting

Homeowners prefer texting over email by a 3-to-1 margin. Send and receive SMS messages directly from the platform. Use templates for common messages like appointment confirmations, estimate follow-ups, and job completion notifications. Broadcast to filtered customer lists for storm alerts or seasonal promotions.

  • Two-way SMS from your business number
  • Pre-built templates for common messages
  • Broadcast texting to filtered customer lists
  • MMS support — send photos and visualizations via text
  • Opt-out compliance handling built in

Dashboard Email

Send emails to customers without leaving the dashboard. Compose messages, attach proposals or invoices, and view the full email thread history for each customer. Emails are logged alongside calls and texts on the customer record so your team always has the complete picture.

  • Send emails from the customer record
  • Attach proposals, invoices, and documents
  • Full thread history per customer
  • Email templates for proposals, follow-ups, and thank-yous

Automatic Interaction Logging

Every call, text, and email is automatically saved to the customer record. No manual notes. No CRM entries to forget. Open any customer profile and see the complete communication timeline — who contacted them, when, and what was discussed.

  • Calls, texts, and emails logged in unified timeline
  • No manual entry required
  • Searchable history by date, type, or team member
  • Activity feed shows recent interactions across all customers

Team Visibility

When a salesperson is out sick, someone else can pick up where they left off. The entire team sees the communication history for every customer. No more "I think John talked to them last week." The timeline shows exactly who said what and when.

  • Full team visibility into customer conversations
  • Assignment tracking — who owns each customer relationship
  • Seamless handoffs between team members
  • Manager oversight of team communication activity

Platform Integrations

Communication is not a standalone feature. It is wired into the entire platform so context is always available when you pick up the phone or compose a message.

CRM Contacts

Click-to-call or text from any contact record

Job Records

See job context when a customer calls in

Proposals

Send proposals via email or text directly

Use Cases

Pre-Appointment Text

Text the homeowner a before/after visualization of their house 30 minutes before the appointment. They open the door already excited about the new roof.

Proposal Follow-Up

Three days after sending a proposal with no response, the platform queues a follow-up text. "Hi [Name], just checking in on the proposal we sent. Any questions?" The customer replies right into your dashboard.

Storm Alert Broadcast

After a hail event, broadcast a text to all customers in affected zip codes: "Hail reported in your area. Free roof inspections available this week. Reply YES to schedule." Responses flow into the CRM as new leads.

Team Handoff

A salesperson goes on vacation. The replacement opens the customer record, reads the full call/text/email history, and picks up the conversation seamlessly. The customer never knows someone new is handling their project.

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Frequently Asked Questions

Do I get a dedicated business phone number?
Yes. Each account gets a dedicated local or toll-free number for calls and texts. Your personal number stays private. Customers see your business number on caller ID.
Are calls and texts recorded or logged?
Every call, text, and email is automatically logged to the customer record in the CRM. Your entire team can see the full communication history for any customer without asking around.
Can I send texts to multiple customers at once?
Yes. Broadcast texting lets you send a message to a filtered list of customers — for example, all contacts with jobs in a specific status or all customers in a particular zip code. All responses come back into individual threads.
Does email replace my current email provider?
No. Email within the platform is for customer communication related to jobs, proposals, and follow-ups. It sends from a platform address and logs to the CRM. You keep your existing email for general business communication.
What does this cost beyond the subscription?
Calling and texting usage is billed at cost-plus rates. Calls are approximately $0.01/minute and texts approximately $0.01/segment. There are no markups or hidden fees. Email sending is included in your plan.

Stop Switching Between Apps

Calls, texts, and email — all from the same dashboard where you manage jobs, proposals, and invoices. Zero app switching.

Start Free Trial View Pricing

7-day free trial with 30 visualizations included