Vertex CRM logoVertex CRM logo
Roofing CRM — Now publicly available

Run your roofing buisiness for the whole team, from first call to final payment.

Try itfree for 14 days—no credit card required.

United StatesAvailable now in The U.S & CanadaCanada
Try the Job BoardDrag cards between stages · Or focus a card and use ← / →Sample workspace · Changes reset on refresh
Ryan Roofing logo
Workspace dashboardRyan Roofing
Demo workspace

New Lead5

Inspection Scheduled4

Quote Presented2

Contract Signed3

Pre-production2

Production2

Post-production1

The Vertex CRM job board: leads moving across New Lead, Inspection Scheduled, Quote Presented, Contract Signed, Pre-production, Production, and Post-production columns
Introducing 3D roof exploration

Every roof.
A whole new perspective.

Go beyond the overhead view. Turn a traced roof into an interactive 3D model and explore its facets, pitches, and layers from every angle.

This is a live roof model. Grab it and take a look around.

No sign-up. Free 3D previews. Free PDF reports.

Live 3D preview

Example 1

Interactive model
Your next perspective is loading…

Built from the example’s traced facets, scale, and pitches. Drag to orbit; release to keep it turning. Right-drag to pan. Scroll to zoom.

Explore every angle

Orbit, pan, and zoom around the roof.

Understand the geometry

Inspect facets, pitches, and roof layers.

Take the next step

Measure your roof and export a PDF report.

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.

A printed Vertex CRM proposal fanned out: branded cover page, itemised quote, and signature page
A homeowner signing a Vertex CRM proposal on a phone

Pipeline That Tracks Every Job

From the first call to final payment and beyond—never lose track of a lead or job again.

  1. New LeadFirst Call
  2. InspectionInspection Scheduled
  3. QuoteProposal Sent
  4. ContractContract Signed
  5. ProductionWork in Progress
  6. CompletedJob Completed
  7. Paid & BeyondPayment Received

Free roof measurement tool · No sign-up

Measure a roof. Download the report.

Start with an address or upload a top-down roof photo. Trace the roof, set pitches and edge types, preview it in 3D, and create a PDF roof report for free.

Open the free measurement tool →
Already in your catalog

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.

  • IKO
  • GAF
  • CertainTeed
  • Owens Corning
  • Malarkey
  • Building Products of Canada
  • TAMKO
  • Henry

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.

Growing every week

Join the thousands of roofers and entrepreneurs running on Vertex CRM

Owners, estimators and crews across Canada and the U.S. quoting, measuring and getting paid out of one workspace.

  • Owners
  • Estimators
  • Suppliers
  • Crews
  • Office
+ thousands

No credit card required · Cancel anytime

The deliverable

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.

Sample Vertex CRM roof measurement report cover page with an aerial photo and headline totals

Page 1 — branded cover with the aerial and headline totals

What this roof measured

4,501 ft²Total roof area
10/12Predominant pitch
27Total facets
147 bdlsShingles @ 7% waste
  • 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
Draw it yourselfIncluded in your plan — trace the roof, generate the report.
Or we measure it$12 CAD a building, back within 5 business hours.

Sample shown with a customer’s branding. Your reports carry your logo, company details, and contact info. See how measurements work.

Explore the workspace

Everything a roofing team runs on, built into one place

One workspace for the whole job. Tap any area to see how it works.

Watch the tour

See Vertex CRM in action

A guided walkthrough of the workspace — hit play to see how roofing teams run their day in Vertex.

Vertex CRM · Product tour
New · Done for you

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.

5-hour guaranteeDelivered within 5 business hours — or it's on us.
Pay as you go$12 CAD a building. No subscription, no minimums.
Quote-readyLands in the job, ready to feed a proposal.

How our pricing compares

Best valueVertex CRM
$12CAD
per buildingWithin 5 hours
Roofr
~$25CAD
per reportUp to 24 hrs
GAF QuickMeasure
~$28CAD
per reportUp to 24 hrs
EagleView
$50+CAD
per reportHours to days

Save up to 76% per report. Competitor pricing is approximate and shown for comparison only.

See the 9-page sample

No subscription required — pay only for what you order.

VertiSign

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.

Simple, honest pricing

A $199.00/month platform, $74.49 for your first year

$199.00CAD/month
12-month intro rate
$74.49CAD/month

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.

See full pricing