FREE SOFTWARE · ROOFING
Free roofing software.
Every lead answered, every estimate tracked, every job photographed. Free tools for the whole job, from the first call to the final payment.
TL;DR
Peak gives roofers free tools for leads, texting, missed-call text-back, estimates with options, e-signature, invoices, crew scheduling and job photos with time and place. You bring your own texting, email, AI and payment accounts.
Sign-up opens soon. The demo is open now, with made-up data, no sign-up needed.
WHERE IT SLIPS FOR ROOFERS
Sound familiar?
A storm hits and the phone rings all day. Missed calls go to the next roofer.
Estimates go out and you don't know who opened them.
Photos for the homeowner and the insurance adjuster are spread across three phones.
Crews and materials get scheduled by text thread.
WHAT YOU USE
How roofers use the Peak tools.
Missed-call text-back
Miss a call and the caller gets a text right away, so the lead doesn't move on. Turns on once your own texting number is connected and registered.
Good, better, best
Offer three shingle lines on one estimate and see when the homeowner opens it.
Photos with time and place
Every photo is saved on the job with when and where it was taken.
Deposits and final invoices
Collect on your own Stripe account by card or bank.
SHERPA
Tell it from the job site.
Type or text Sherpa and it adds the lead, the note or the task. Texting works once your own texting number is connected. Anything that would reach a customer waits for your yes.
New lead from the storm list: Dana Price, 385-555-0187, hail damage on Oak St. Add her.
Add a task: call the Price adjuster Tuesday at 9.
Move the Reyes deal to Estimate Sent.
IN THE FREE TOOLS
Everything in one place.
Free when sign-up opens (soon). You bring your own accounts for AI, texting, email and payments. Today the tools come with every Peak service plan.
Leads and customers
Every lead and customer in one list, with the whole history.
- Contacts, a deal pipeline and saved lists
- Texting and email from one inbox, once you connect your own texting and email accounts
- Missed-call text-back, once your own texting number is connected and registered
- Review requests by text or email, through those same accounts
- A lead feed for new inquiries
Estimates and getting paid
Send a clear price, get it signed, collect the money.
- Line-item estimates with good, better, best options and add-ons
- Know when the customer opens it
- E-signature and change orders
- Deposit, progress and final invoices
- Card and bank payments on your own Stripe account
Jobs and crews
Run the work after the sale.
- Projects with phases, schedules and crews
- A dispatch board you drag jobs around on
- A time clock that saves where each punch happened
- A crew app that installs from the phone's browser and works offline
- Job photos with the time and place they were taken
- Daily logs
- A customer page for each job
Sherpa
An assistant that reads and changes your records, under rules you can see. It runs on your own AI key.
- Chat with it from inside each Peak tool
- Connect your own AI assistant, like Claude or ChatGPT, with a sign-in or a personal key
- Text it like you'd text an office manager, once your texting number is connected
- Sends and money always wait for your approval
- Undo a change within 10 minutes
Works when you sign in
- Customers, deals, notes and tasks
- Estimates with options, change orders and invoices, shared by link
- Projects, phases, crew schedules, photos and daily logs
- A customer page for each job
Needs your own account
- Texting
- Two-way texts, missed-call text-back, text review requests and texting Sherpa. Connect your own texting account (such as Twilio), with your number registered with the carriers. Nothing sends or charges until you do.
- Sending estimates, invoices and messages by email. Connect your own email sending account. Nothing sends or charges until you do.
- AI
- Sherpa and AI drafts. Connect your own AI key (Anthropic, OpenAI, Google or a compatible provider). Nothing sends or charges until you do.
- Payments
- Card and bank payments on invoices. Connect your own Stripe account. Nothing sends or charges until you do.
Rather not do it yourself? Get set up: we connect all four and import your contacts and price book, $997 one-time.
ROOFING QUESTIONS
Common questions.
It depends on your team. Peak's tools are free when sign-up opens and cover leads, estimates, e-sign, invoices, scheduling and photos. If you need aerial measurements or insurance supplements, you'll still want a dedicated tool for those.
No. Use your measurement report and add the numbers to the estimate.
Yes, once you connect your own texting account and register your number with the carriers, which US carriers require for business texting. Texts to customers follow consent rules, and Sherpa never texts a customer without your approval.
Free tools for roofers.
Leads, estimates, invoices, jobs and photos, with Sherpa doing the office work.
Sign-up opens soon. The demo is open now, with made-up data, no sign-up needed.