Are you a roofer in Battle Creek getting more leads than you can call back?
FieldStone Customers is the CRM that puts every storm call, referral and inspection request in one list, with the roof, the insurer and the next step on it.
After the storm
0 newNew · 0
Inspection booked · 0
Estimate sent · 0
Product
Manage your customers
Price
$299 a month
Setup
Quick setup
HQ
Kalamazoo
Every lead lands with the roof attached
A call, a text or the form on your site becomes a lead with the address, what they saw and whether insurance is involved. You open it and you know the job.
- Nothing retyped from a voicemail
- Insurance claims marked from the first call
New lead
Maria Lopez
1418 Hillcrest Ave · Lakeview
Roof
Asphalt shingle, 2 storey
Problem
Hail damage, north slope
Insurance
Claim open
Came in
Called Tue 8:14
Inspections booked without the phone tag
Send your open times. The homeowner picks one, it lands on your calendar, and they get a reminder the day before so you don't drive out to an empty house.
- One calendar for you and the crew
- A reminder goes out the day before
Inspections this week
Thu 10:00 — Priya Shah
Minges Brook · full replacement
Fri 1:30 — Keller rental
Pennfield · 3 units, flat roof
Mon 9:00 — Maria Lopez
Lakeview · adjuster meeting
Dan Ortiz
Urbandale · times sent 20 min ago
The estimate that got no answer comes back up
An estimate with no reply is a roof someone else puts on. FieldStone keeps each open one in front of you until it has a yes or a no.
- The oldest unanswered estimate is at the top
- Last year's repair customers come back up in spring
Waiting on an answer
Sam Miller — tear-off, 24 sq
Estimate sent · no reply
Ana Ruiz — ridge vent repair
Opened the estimate twice
Keller rental — 3 units
Asked for a second option
What Customers gives a roofer
One place per roof
The homeowner, the address, the claim and every visit, in one place.
Booked, not chased
Homeowners pick an inspection time from the ones you offer.
A next step on everything
No lead sits without a date on it. The stale ones rise to the top.
- Contacts and companies
- Customer profiles and history
- Multiple addresses
- Lead management
- Customer pipeline
- Customer journey
- StoneForm and web intake
- Appointments and booking links
- Scheduling and calendar
- Follow-ups and tasks
- Customer notes
- Duplicate detection
- Customer enrichment
- Basic automation
- FieldStone Brain and Copilot
- Mobile and web access
Need more than Customers? See more options
Questions people ask
Yes. Every call, text and form lands as its own lead, so forty in a day is forty rows, not forty sticky notes.
Not to start. Customers covers leads, inspections and follow-ups. Add Jobs when you want estimates, crews and invoices in the same place.
We set everything up with you. If onboarding takes more than 1 hour of your time, your first month is free.
Ready to stop losing roofing leads?
Start with Customers
Get your first customer through us
Write what your form should look like and watch it take shape!
See StoneFormHalf an hour away when you need us
We are in Kalamazoo, half an hour west on I-94. We set FieldStone up with you, in your shop if you like.
For businesses working in
- Lakeview
- Urbandale
- Minges Brook
- Pennfield
- Springfield
- Bedford
- Level Park