Trades · Building and renovation
The CRM for your trade
The CRM built for roofers
Without Standin
Up on a roof, you cannot pick up. After a storm, the calls you miss go to a competitor.
With Standin
Standin builds a CRM made for roofers: your job sites, your quotes and your invoices, in your own words. While you are out on the job, it answers new requests and fills in the client's file, so you stop losing work just because you could not pick up.
Free plan, no credit card required.
What your CRM tracks for roofers
Your CRM fields, already in place.
- Site address
- Type of roof
- Type of work
- Quote amount
- Scheduled date
Add, rename or remove any field at any time.
Built for how roofers really work
Ordinary client-tracking software is designed for salespeople. For roofers, it misses the point: you are not running a sales funnel, you are running job sites, quotes and service calls. Standin starts from your trade and sets up the steps and fields that actually matter, like "Site address" or "Type of roof".
The copilot takes over when your hands are full. It reads your emails and messages, answers everyday questions in your tone, and fills in the client's file before you have even reached for your phone. You review, you approve, and nothing is sent without your agreement.
Live demo
How a case flows for roofers
What the CRM for roofers looks like
Here is how a case typically flows for roofers. Every step stays editable: rename it, reorder it or remove it to match the way you work.
- 01First contact
- 02Visit and assessment
- 03Quote
- 04Work done
- 05Invoicing
Job
Messages received
Message received
“Hello, something has been wrong at my place since last night and I would like someone to come and look quickly. Do you cover Oak Park? And what do you charge for the service call?”
Reply drafted by the copilot
“Hello Emily, yes, I cover Oak Park. The service call and assessment are $45, taken off the quote if you go ahead. I can come Thursday morning between 9 and 11, does that work for you?”
Record filled in by the copilot · First contact
- Type of work
- Urgent repair
- Quote amount
- To be quoted
- Scheduled date
- Thursday 18th, 9am
Demo: nothing is actually sent.
Record filled in by the copilot
Emily Carter
Stage 1 of 5 · First contact
- Site address
- 14 Maple Street, Oak Park
- Type of roof
- To be confirmed
- Type of work
- Urgent repair
- Quote amount
- To be quoted
- Scheduled date
- Thursday 18th, 9am
The stages and the fields are the ones Standin generates for roofers. The three cases are examples, written to show a filled-in record. Nothing is saved: it all happens in your browser.
Create mineTry it now
Paste a customer message, the copilot answers it
The copilot reply and the filled-in record will appear here.
Questions
Frequently asked questions
Standin answers
Can I tell an urgent leak from a planned re-roof?
Yes. Urgency is a field, and the copilot recognizes it from the words the client uses. A leak on a stormy night does not get buried under quote requests.
How do I follow a job going through an insurer?
The record keeps the address, the nature of the damage, the amounts and the full message history. You export the whole file when the adjuster asks for it.
Can the copilot answer while I am on a roof?
That is exactly why it exists. It answers, qualifies the inquiry and creates the record while you work, and nothing goes out without your approval if you would rather review.
Is Standin a good fit for roofers?
Yes. You describe your work in a few sentences and Standin builds a CRM made for roofers: your stages, your fields, your words, not a generic template.
What information does Standin track for roofers?
Your CRM tracks what matters in your trade, for example "Site address", "Type of roof" or "Type of work". You can add, rename or remove any field at any time.
How does the copilot answer my clients while I work?
It reads your emails and messages, drafts a reply in your tone and updates the file. You approve before it goes out, or you turn on auto-send if you prefer.
Is it free?
You start for free: you create your CRM and try the copilot without paying.
Do I stay in control of what is sent to my clients?
Yes. The copilot drafts the replies, but nothing is sent without your approval, unless you turn on auto-send yourself.
Do I need to install any software?
No. Standin runs in your browser, on your computer or your phone. There is nothing to install.
How long does it take to get started?
A few minutes. Answer a few questions about your trade and your CRM is ready, already seeded with example records.
Related trades
Not quite your trade? These neighboring trades work to the same rhythm, and each has its own page.
Read next
Three short reads, picked for how roofers actually work.
Guide
How to answer clients when you are out on the job
You cannot pick up with your hands full. Here is a simple system so every client gets an answer even when you are busy, without thinking about it all day.
Guide
Why tradespeople lose clients, and how to stop
A missed call is rarely a callback. Here is why solo pros lose work without noticing, and the simple habits that keep the phone from costing you money.
Templates to copy
Answering a first inquiry: 3 templates
Three replies to a first inquiry: the instant acknowledgement, the full answer, and how to decline without losing the contact.
In three steps
no setup and no technical skills needed
How it works
01 · You
You describe your trade
A few simple questions, no jargon: what you do, the stages a client goes through until the job is done, and the details you record every time.
02 · Standin
Standin builds your CRM
A plumber gets job records, a senior-placement advisor gets family cases. The stages and fields come from your answers, with no template imposed.
03
The copilot replies to your clients
During a job, a message arrives: the copilot replies in your words and completes the client record. Anything that commits you waits for your approval.