Work Pilot
CRM for Roofers · Made in Canada

The contractor CRM built for roofers

Quote roofs fast, send contracts the same day, collect deposits before the crew rolls — and keep the whole job organized in one app. Built for small roofing companies.

No credit card required · Free plan available · Cancel any time

What roofers tell us

The day-to-day headaches Work Pilot was built to remove.

  • ✕Losing roof jobs because the quote takes two days to send.
  • ✕Crews showing up without a clear scope or signed contract.
  • ✕Chasing deposits and final balances by phone and email.
  • ✕No clean record of jobs, photos, and warranties per address.

Built around the roofing workflow

One app for leads, scheduling, quotes, invoices, payments, and client messaging.

Same-day roof quotes & contracts

Build a quote on site, send the contract for e-signature, and lock the job in.

Deposits before the crew rolls

Collect deposits online so material orders and crew schedules are funded up front.

Crew scheduling

Schedule installs on a mobile-first calendar everyone on the crew can see.

AI follow-up on open quotes

Work Pilot nudges you to follow up on pending roof quotes so they don't go cold.

Homeowner messaging

Keep homeowner communication on the job — not in personal text threads.

Job photos & history

Store photos, scope, and warranty info per address for future service calls.

Everything a small crew needs

No per-user pricing. No enterprise complexity. Just the tools roofers use every day.

  • Lead capture & follow-up
  • Mobile-first job scheduling
  • Quotes & contracts with e-signature
  • Invoices & online payments
  • Client portal & messaging
  • AI smart reminders
  • On-site sketchpad for notes
  • Customer history in one place

Try Work Pilot free for 30 days

Built for Canadian roofers. Set up in under 2 minutes.

FAQs for roofers

Is Work Pilot a good CRM for small roofing companies?+

Yes. Work Pilot is built for 1 to 5 person roofing crews who want a simple CRM for quoting, contracts, deposits, scheduling, and invoicing — without per-user enterprise pricing.

Can I send a roofing contract for e-signature?+

Yes. Build a quote, attach scope and terms, and send for e-signature in minutes.

Can I collect a deposit online?+

Yes. Homeowners can pay deposits and milestone payments through a secure online portal before the crew rolls.

How is Work Pilot different from AccuLynx for roofers?+

AccuLynx is built for larger roofing operations. Work Pilot focuses on small roofing crews who want the essentials — leads, quotes, contracts, scheduling, invoices, and a client portal — without enterprise pricing or complexity.

Do I need to install an app?+

No. Work Pilot runs in your browser and as a Progressive Web App on iOS and Android.

Looking for the full feature list? See the Work Pilot homepage.