CRM for roofing & exterior contractors
It's time
to peak.
A perfect job. No issues.
Leads, estimates, crews, insurance paperwork and payments in one place, with AI built in. Get paid faster and get your evenings back.
$60 per user monthly, or $50 billed yearly. Every feature. Works with no signal on the roof.
Our goals
Built around what owners actually want
See where every dollar of marketing, time and material goes, get paid faster, and run a more profitable company with fewer tools. Every goal has a number we track.
Get paid faster
See who owes you, from carriers and homeowners, and chase it automatically.
Days from complete to paidIncrease efficiency
Tasks run on their own instead of being typed twice.
Time per job and per stageRespect people's time
Less chasing, fewer status calls, everyone home on time.
Hours saved per personUnderstand your marketing
Know which lead sources actually turn into sold jobs.
Cost per sold job by sourceWin more of the leads you pay for
Fast response, nothing left untouched.
Response time, close rateCapture every dollar the job is worth
Supplements, change orders and PWI items billed and paid.
Supplements collectedOrder the right material, once
Measurements fill the order. Track ordered against used.
Returns and waste %Eliminate redundancies
One source of truth instead of five apps and a spreadsheet.
Tools paid for, double entryGates and guardrails
Credits, low deposits and thin margins need a manager's OK.
Mistakes stopped before they costAudit-ready jobs
Every job tells its own story: signatures, photos, completion certificate.
Jobs with complete proofAccountability without micromanaging
Everyone sees their lane. Managers see who's stuck and why.
Stuck jobs by stageMore secure, AI built in
Access by role. No one pastes customer data into their own AI.
Outside apps touching dataHow it works
Follow the job from first call to final check
The salesperson stays with the job the whole way, and every stage has a gate so nothing moves forward half done.
Leads
- Every source in one inbox
- Assign from the map, by trade
- Unassigned leads flagged in 48 hours
Sales
- Instant roof estimate from satellite
- Good / better / best proposals
- E-sign, deposit, financing
Production
- Material orders from measurements
- Crew schedule and work orders
- Required photos before close-out
Billing
- Insurance: RCV, depreciation, supplements
- Certificate of completion
- Payments, AR and job profit
Cash flow
Know who owes you, and get it in
Cash flow is the problem that keeps owners up at night. PeakBuild shows every dollar owed, split by carrier and homeowner, and follows up for you.
- Depreciation and supplement tracking per claim
- Paper checks tracked from issued to deposited
- Days from complete to paid, by rep and by job type
Money owed · example
Gates and guardrails
Mistakes stopped before they cost money
Your experience, built into the system. The rules you'd enforce if you could be on every job are enforced for you.
- Every credit needs a manager's approval
- Low deposits and thin margins go to a manager
- No certificate of completion without completion photos
Waiting on you · example
AI built in
Ask your business a question
The AI already knows your jobs, so there's nothing to connect and no customer data pasted into outside tools. It reads PDFs and receipts, answers questions, and helps your team when they're stuck.
- Reads carrier paperwork and receipts into the job
- Answers "how do I" questions for new hires
- Spots stuck jobs and unpaid balances
Ask PeakBuild · example
Time back
What would 20% more efficiency be worth to you?
Move the sliders to match your company. This is an estimate based on our efficiency target, not a promise.
That's about 7.8× what PeakBuild costs, before counting faster payments.
Pricing
One price, shown right here
No "call for a quote." No add-ons for the features you'll actually use.
For single contractor companies, ready to use today.
- Every feature included
- Monthly plan: $60 per user, cancel anytime
- Shared, secure cloud with access by role
- Setup guide and AI help built in
Minimum 100 seats · one-time setup from $7,000
For distributors and large multi-company operations.
- Your brand, your domain, your own database
- Tailored forms, workflows and reports
- Connections to your ERP and billing systems
- No fee on your orders
Every company you refer that becomes a paying customer earns you one free month. No limit.
Questions
Before you switch
Can I move my jobs over from my current CRM?
Yes. We import your contacts, jobs and documents from the CRM you use now, with your written OK, and keep the documents organized by folder instead of one big pile.
How long does setup take?
About 30 minutes to run your first lead: sign in, add your brand, invite your team, load your prices and set your pipeline stages.
Does it work without signal?
Yes. Reps and crews keep working on the roof, in a basement or out in the country, and everything syncs on its own when signal comes back.
Who sees prices and commissions?
Only the roles you allow. Crews see their own jobs. Field users don't see prices or commissions unless you turn it on.
Do I need my own AI account?
No. The AI is built in and only sees what each person is allowed to see. Your team doesn't need to paste customer data into outside tools.
How do referrals and codes work?
Share your link or code. When the company you referred pays its first month, you get a month free, with no limit. Codes for free months apply at signup.
Is there a contract?
No. Pay $60 per user month to month and cancel anytime, or pay yearly at $50 per user per month and get 2 months free. Distributor and own-brand editions are contracted through A&B Consulting.
It's time to peak.
Start free today. Bring your team in when you're ready.