The CRM for roofing & restoration
From the first knock to the final check.
The all-in-one CRM that keeps every roof moving — from the field to the office to the final payment, in one place your whole team can see.
New lead
Inspected
Signed
In production
Paid
Built for the way roofing companies actually work.
One place for the field, the office and the numbers — so every job moves forward and nothing falls through the cracks.
From the roof to the office, instantly
What your reps capture in the field is on the job for the whole team the moment it happens — even when the signal isn't there.
Your process, built in
Shape the pipeline around how your company runs, and see at a glance what's moving, what's stuck and who it's waiting on.
Made for insurance work
Claims, carriers and supplements live right alongside every job, so you collect everything the roof is owed.
Signed, built and paid
Contracts, crews and payments in one place, from the first signature to the final check.
True Oak was built inside a working roofing and restoration company — shaped by real storms, real carriers and real crews.
See it with your jobs in mind.
Tell us a little about your company and we'll set up a personal walkthrough at a time that works for you.
- A live demo built around how your team runs today
- Answers on moving over from your current system
- No pressure and no obligation