4 → 1
replace the CRM + proposal + e-sign + financing stack
Your lender
financing partners integrated, not dictated
One login
inspection → proposal → e-sign → invoice
One bill
instead of four separate subscriptions
Each tool is good at its job. The problem is running four of them at once, and paying to move data between them.
The assembled stack
Four subscriptions, four logins, and integrations to keep in sync.
ClickWerxs, in one platform
One subscription, one login, one connected flow.
Honest, head-to-head breakdowns, including where each competitor is genuinely the better choice.
A mature CRM built around residential and restoration work. See where it's strong and where commercial depth and a done-for-you setup pull ahead.
Best-in-class proposals, but proposal-only, a bolt-on for a CRM you buy separately. See how ClickWerxs matches the polish and adds the whole operation around it.
A capable, affordable platform that's strong for residential. See why commercial roofers pick ClickWerxs for building-by-building work.
The deepest residential roofing platform in the market, and it publishes no pricing at all. What the third-party estimates actually say, and where commercial work stops fitting.
Built for high-volume residential service and very good at it. The real seat math at $29 per extra user, and where the job shape changes on commercial work.
The point isn't any single feature. It's how many tools you need to get all of them.
CRM & contact management
Tenant-branded proposals
Legally-binding e-signatures
Consumer financing
Invoicing & payments
Building-by-building commercial inspections
Number of logins
Number of bills
Data synced between tools
Configured for you before go-live
Competitor information is from publicly available sources as of August 2026 and is subject to change. ClickWerxs is not affiliated with the companies named. Stack costs are industry-typical figures rather than quotes; verify each vendor's current pricing before budgeting from them.
Beyond one bill: the workflow only holds together when it's one system.
Financing offers live on the proposal and track through to approval, using whichever lender you already work with rather than one we picked. You control the offer, and the customer never leaves your process. No other roofing software offers this.
Inspection becomes proposal becomes signed contract becomes invoice, with no exports, no re-keying, no integration to babysit.
Building-by-building inspections and multi-building proposals with combined pricing, the way commercial roofing actually works.
Polished proposals and native e-sign are already inside the platform, so there's no proposal tool or e-sign app to add, connect, and pay for separately.
Your templates, PDFs, pricing, and workflows are set up before go-live, so day one looks like your company, not a blank tool.
One all-in quote for the whole platform, instead of four subscriptions that quietly stack into a bigger number.
Running coatings rather than replacement? See how the platform handles silicone restoration : test cuts, thermal survey imports, and mil-thickness warranty tiers.
The part these platforms structurally cannot match
Not a configuration toggle or a workaround. Actual development against your workflow, in the platform you already use, released to your account. It is the reason a contractor picks a smaller vendor over a mature one, and it is worth being precise about how it works and what it costs you.
One commercial roofing customer runs an inspection workflow built specifically for them: their own report structure, per-building caution blocks, their section ordering, and report themes locked to their brand that no other tenant can select. Smaller requests move faster. Job-type-scoped task lists on daily time cards and a foreman confirmation step before hours reach payroll were specified and built over one weekend.
Each tool in that stack is mature because it serves thousands of contractors identically. A product company serving thousands of contractors from one codebase cannot ship a feature for one of them. Your request joins a roadmap and competes with everyone else's, which is the correct decision for their business and a structural limit for yours.
Below the bespoke tier, a lot is already yours to set: which modules are switched on, a permission matrix of full, view or hidden per module and per role, your own custom fields, your pricebook, your document templates, and proposals and reports rendered with your branding rather than ours. Report themes come in three kinds: shared, granted to everyone on your industry pack, or locked to your brand alone.
A vendor small enough to build for you is also small enough to have fewer integrations, a smaller community and less training material than the incumbents. Requests are scoped and prioritised rather than unlimited, and custom development is a top-tier arrangement, not something on every plan. If what you need is depth of third-party integration, the mature platforms win that and we will say so.
We would rather you close this page than start a change that was wrong from the beginning.
See ClickWerxs run a full roofing job end to end: inspection, tenant-branded proposal, legally-binding signature, invoice, and a financing offer from your own lender, in one login, in a 30-minute demo.