Roofing Client Hub Software: Give Every Homeowner a Portal, Every Crew a Clear Schedule

When a homeowner approves a $18,000 roof replacement, they want visibility — not unanswered voicemails. CrewHub360's roofing client hub software puts a branded portal in front of every client the moment you send a quote, so they can approve estimates, pay deposits, and track job progress without calling your office. From tear-off day through final inspection, your crew and your customer stay on the same page.

Send Roofing Quotes Clients Can Approve and Pay Online

Every roofing estimate built in CrewHub360 — whether it's a 30-year architectural shingle re-roof, a flat TPO commercial membrane, or emergency storm-damage repair — gets its own shareable client portal link. Homeowners open the link on any device, review the line-by-line breakdown of materials and labor, and click Approve. No paper, no printing, no back-and-forth email chains asking 'did you get my signature?'

Once approved, clients can pay a deposit directly through the portal — you get paid directly, it's your account and your money, and a 0.5% CrewHub360 platform fee applies in addition to Stripe's standard processing. Deposit amounts are set by you when you build the quote, and the payment syncs automatically to QuickBooks Online so your books reflect the liability from day one — before a single shingle hits the truck.

Schedule Roofing Crews With Skill-Based Dispatch and GPS Time Tracking

A roof replacement isn't one person — it's a crew chief, installers, and sometimes a separate gutter team showing up on a different day. CrewHub360's skill-based dispatch lets you tag each technician with the skills they actually hold: steep-slope certified, flat-roof trained, gutter specialist, lead flashing. When you schedule the job, the system surfaces the right people for the right phases, so you're not accidentally sending your flat-roof crew to a 12/12 pitch without the right certifications on the calendar.

Every crew member clocks in and out through the mobile app, and GPS coordinates are captured at clock-in so you can verify arrival at the job site address — not a coffee shop two miles away. Because the app is built to work offline and stores everything right on the phone, it keeps working when your crew is on a rural re-roof with no cell signal. Time data syncs the moment connectivity returns, feeding directly into payroll calculations and job costing inside CrewHub360.

Deliver AI-Generated Post-Job Reports That Win Roofing Referrals

After the final inspection, CrewHub360 can generate an AI-written customer report that summarizes the completed work — materials installed, warranty information noted in the job record, any supplemental items added during the project. The report is delivered through the client portal and reads like it was written by a professional project manager, not pulled from a generic template. For roofing contractors who depend on insurance claims and adjuster documentation, having a clean written record of every completed scope is a genuine differentiator.

Homeowners who receive a professional report are more likely to refer neighbors, leave a Google review, and call you back for the gutters or a skylights job next season. The report also gives your sales team a conversation starter at the door: 'Every client we complete work for receives a full written summary of their project.' That's a trust signal that separates you from the competition in any neighborhood canvassing scenario.

Invoice, Collect Final Payment, and Sync to QuickBooks — All From One Place

When the job is done, converting the approved quote to a final invoice takes a single click in CrewHub360. Any change orders added during the project — an extra layer of ice-and-water shield, additional decking replacement after hidden rot was discovered — are already attached to the job record, so the final invoice reflects actual scope without manual re-entry. Send it directly through the client portal and the homeowner can pay the remaining balance by card through Stripe Connect without you needing to stand at their door with a terminal.

CrewHub360's bidirectional QuickBooks Online sync means every invoice, payment, and deposit flows into your accounting file in real time. Your bookkeeper sees completed roofing jobs as paid invoices, not a pile of paper invoices on your desk at month end. Payroll and bonus calculations for your crews can be run inside CrewHub360 based on hours tracked and jobs completed, so you have a single system managing field labor costs from the moment your crew clocks in to the moment you cut their checks.

Can homeowners track the status of their roofing project through the client portal?

Yes. Every client receives a portal link tied to their specific job. As the job moves through stages in CrewHub360 — scheduled, in progress, completed — the portal reflects that status. Clients can also view their approved quote, any change orders, invoices, payments made, and the AI-generated post-job report all in one place.

Does CrewHub360 support roofing jobs that span multiple days and multiple crews?

Absolutely. You can schedule multiple crew visits against a single roofing job record. Each visit can be assigned to a different set of technicians — for example, the tear-off crew on day one and the installation crew on day two. GPS time tracking applies to every visit, and all labor hours roll up to the same job for costing purposes.

How does the deposit feature work for insurance-related roofing jobs?

When you build a quote in CrewHub360, you specify the deposit amount or percentage before sending it to the client. Once the client approves the quote through their portal, they can pay the deposit immediately via Stripe Connect. The deposit is recorded against the job and syncs to QuickBooks Online as a payment against the invoice, keeping your liability accounts accurate from the start of every project.

What happens to crew time data if they lose cell signal on a rural roofing site?

CrewHub360's mobile app is built to work offline and stores everything right on the phone. Crew members can clock in, clock out, and log job notes even with zero connectivity. All of that data is saved on the device and syncs automatically the next time the app detects a connection, so no time entries are lost on remote job sites.

Can I run payroll for my roofing crews directly inside CrewHub360?

Yes. CrewHub360 includes payroll and bonus calculations based on the GPS-tracked hours your crew logs against completed jobs. You set the pay rates and bonus rules, and CrewHub360 computes what each technician is owed for a given pay period. This data also integrates with your QuickBooks Online file through the bidirectional sync, keeping your labor costs visible in your accounting records.

Try CrewHub360 free for 14 days

Full feature access. No credit card required.

Start Your Free Trial