The roofing CRM that runs the whole job, from first call to final payment.
Try itfree for 14 days—no credit card required.
14-day free trial·No credit card required·Cancel anytime
Available in Canada & The U.S
The All-in-One CRMBuilt for Roofers
Measure in minutes. Proposals in seconds.
Run your roofing business—smarter.
Roof Measurements
Get accurate roof measurements in minutes.
Proposals in Seconds
Create professional proposals fast.
Material Orders
Send material orders to suppliers instantly.
Work Orders
Create & assign work orders with ease.
Invoicing
Send invoices and get paid faster.
Accounting
Track payments and manage accounting easily.
Pipeline That Tracks Every Job
From the first call to final payment and beyond—never lose track of a lead or job again.
The brands you already install
The shared product library ships with 833 items — 710 of them real materials from the manufacturers you already buy. Pick one and it lands on the quote with its unit and coverage set; you add your own cost and margin.
Plus Soprema, Atlas, Carlisle, Johns Manville, Firestone, Vicwest, Sika Sarnafil, and Tremco — and anything else you sell, added once to your own catalog and reused on every job after that.
Product and company names are the trademarks of their respective owners. Vertex CRM is not affiliated with, sponsored by, or endorsed by any manufacturer listed here — we simply keep their products in the library so you do not have to type them in.
A full roof report, under your own logo
Every measurement turns into a report you can hand a homeowner, an adjuster, or your own crew. This is a real one — flip through it, then open the full PDF.
Page 1 — branded cover with the aerial and headline totals
What this roof measured
- Aerial cover page under your logo, not ours
- Total area, predominant pitch, and facet count
- Eaves, rakes, hips, valleys, ridges, and flashing lengths
- Bundle counts at 7 / 11 / 15 / 18% waste
- Underlayment, ice & water, starter, cap, and drip edge
- Per-facet area and pitch diagrams, layer by layer
Sample shown with a customer’s branding. Your reports carry your logo, company details, and contact info. See how measurements work.
Everything a roofing team runs on, built into one place
One workspace for the whole job. Tap any area to see how it works.
See Vertex CRM in action
A guided walkthrough of the workspace — hit play to see how roofing teams run their day in Vertex.
Don’t want to measure it yourself? We’ll do it for you.
Order a professional, ready-to-quote roof report for just $12 CAD per report — guaranteed delivered within 5 hours during business hours, straight into the job.
How our pricing compares
Save up to 76% per report. Competitor pricing is approximate and shown for comparison only.
No subscription required — pay only for what you order.
Get proposals and contracts signed on the spot
VertiSign is built right into Vertex — email a customer a secure link and let them e-sign in seconds. No DocuSign subscription, no per-envelope fees, no chasing paper.
A $199.00/month platform, $74.49 for your first year
Vertex CRM is a $199.00CAD/month platform. Because we believe in small and startup roofing companies, your first 12 months run at the introductory rate — the same complete workspace, 63% off. Free 14-day trial, and per-seat rates that drop as your team grows.
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