A roofing CRM built for storm weeks and the quiet ones.
Every open bid on one board. A roofing CRM that keeps the inspection photos, the estimate, and the next call on the same job.
One roofing CRM,
from the inspection to the signed contract.
Capture the lead
Hail at midnight fills your form. By 6am it's a lead in Liteo, tagged Web lead, with an owner already on it.
Contacts
1 new from your website
Elena Vasquez
Vasquez Residence, Birch Rd
Jon Alvarez
M. Okafor
Dana Okonjo
R. Delgado
Ellis Bram
Vasquez Residence
Nora Patel
Calder Logistics
Quote from the catalog
Tear-off by the square, architectural shingles, underlayment, drip edge, ridge vent. Set the squares and send it. The sent version locks, so the number on their kitchen table is the number on the deal.
Quote Q-2087
Vasquez Residence
Tear-off and disposal, 2 layers
Per square, disposal included
Architectural shingles
Supplied and installed, per square
Synthetic underlayment
Full deck coverage
Drip edge and flashing
Eaves, rakes, and step flashing
Ridge vent
Cut-in, full ridge
Record the roof
Log the roof you put on, at which property, and when. Squares, shingle type, and the year stay on the customer record.
Installed products
4 products at 4 sites
Annual roof inspection
612 Hollis Ave
Annual roof inspection
88 Quarry Ln
Gutter and flashing check
1310 Ostrander Ave
Annual roof inspection
45 Delmar Ct
Follow up on the day
The follow-up you set with the estimate comes back on the day. Overdue turns red. In a storm week that list keeps 40 new leads from smothering the 12 bids you already sent.
Tasks
Today · 1 of 3 done
Follow up on the Birch Rd estimate
Vasquez Residence · $19,872
Inspect the Delgado roof
8:30am · 1152 Fernhill Ave
Call the Nguyen adjuster back
P. Nguyen · $21,400
Confirm the Ridgeline start date
Marsh Property Group
Homeowners, properties,
leads and customers.
Contacts
5 people · search by name
Elena Vasquez
Homeowner · Vasquez Residence, Birch Rd
Jon Alvarez
Owner · M. Okafor
Dana Okonjo
Office manager · R. Delgado
Ellis Bram
Purchasing · Vasquez Residence
Nora Patel
Site contact · Calder Logistics
Homeowners, properties,
leads and customers.
Every homeowner and property manager you deal with, with their phone, email, and the notes from the inspection. Search by name and you're there. See how contacts and businesses work.
Every homeowner and property manager you deal with, with their phone, email, and the notes from the inspection. Search by name and you're there. See how contacts and businesses work.
The property group behind the call. Buildings, roofs, open bids, and every contact who works there, on one page.
The homeowner who asked for an estimate is a lead until the tear-off is won. Then it's a customer. Same record, no re-entry.
Bids and pipelines.
Sales pipeline
5 open · $149,272 · drag a deal to move it
Hail damage re-roof
M. Okafor
Standing seam metal roof
R. Delgado
Full replacement, Birch Rd
Vasquez Residence
Warehouse TPO re-roof
Calder Logistics
Wind damage restoration
P. Nguyen
Bids and pipelines.
Every open bid with its value, its stage, and the next follow-up. Drag it forward as the job moves. Mark it won and the customer record updates itself.
Every open bid with its value, its stage, and the next follow-up. Drag it forward as the job moves. Mark it won and the customer record updates itself.
Storm work, retail replacements, commercial TPO. One pipeline per kind of job, each with its own stages and its own board. See how deals and pipelines work.
New lead, inspection, estimate sent, negotiation, won. Rename, reorder, add or remove stages until the board reads like your yard.
Price the roof from the catalog.
Send it as an estimate.
Tear-off by the square, architectural shingles, synthetic underlayment, and ridge vent are saved once. Set the squares while the photos are fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Tear-off and disposal, 2 layers
service · Per square, disposal included
Architectural shingles
product · Supplied and installed, per square
Synthetic underlayment
product · Full deck coverage
Drip edge and flashing
product · Eaves, rakes, and step flashing
Ridge vent
product · Cut-in, full ridge
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Vasquez Residence · 1427 Birch Rd
Value
$18,400
Owner
MK
Follow-up
May 6
Line items · from the catalog
Tear-off and disposal, 2 layers
28 × $115
Architectural shingles
28 × $425
Synthetic underlayment
28 × $35
Drip edge and flashing
1 × $1,450
Ridge vent
1 × $850
Northgate Roofing
hello@fieldservices.co
Quote
Q-2087
Prepared for
Vasquez Residence
1427 Birch Rd
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Tear-off and disposal, 2 layers Per square, disposal included | 28 | $3,220 |
Architectural shingles Supplied and installed, per square | 28 | $11,900 |
Synthetic underlayment Full deck coverage | 28 | $980 |
Drip edge and flashing Eaves, rakes, and step flashing | 1 | $1,450 |
Ridge vent Cut-in, full ridge | 1 | $850 |
Shingle pricing holds for 15 days. 30% deposit on acceptance. · Thank you for your business.
Roofs installed and inspections due.
Installed products
4 products at 4 sites
Annual roof inspection
612 Hollis Ave
Annual roof inspection
88 Quarry Ln
Gutter and flashing check
1310 Ostrander Ave
Annual roof inspection
45 Delmar Ct
Roofs installed and inspections due.
Log the roof you put on, at which property, and when. Squares, shingle type, and install year stay on the customer record with the visit history. See how installations and service work.
Log the roof you put on, at which property, and when. Squares, shingle type, and install year stay on the customer record with the visit history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The annual inspection stops waiting for the homeowner to call.
An inspection every year, a gutter and flashing check each fall. Set the interval once and Liteo opens the next visit every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Vasquez Friday 9am about the Birch Rd estimate" becomes a reminder on the Vasquez record, with the date already set.
Type it the way you'd say it. "Call Vasquez Friday 9am about the Birch Rd estimate" becomes a reminder on the Vasquez record, with the date already set.
One list for the day, with an estimator on every line. Tick off the adjuster call and the deal keeps the trace. See how reminders, tasks and notes work.
What the adjuster said about the decking, logged on the deal in the order it happened. The whole crew reads the same story.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the trades next door.
Every trade gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put every open bid on one roofing CRM.
Load the estimates you're chasing, set a follow-up on each, and see where every roof stands by lunch.
- 14 days free
- No card
- Cancel anytime