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Screenshots

  • X Roofing Sales CRM screenshot 1
  • X Roofing Sales CRM screenshot 2
  • X Roofing Sales CRM screenshot 3
  • X Roofing Sales CRM screenshot 4

About X Roofing Sales CRM

X Roofing Sales CRM is the mobile companion for X Roofing and Solar teams. Manage your jobs, appointments, and customer relationships from the field. FEATURES Job Management View and update job details, track progress through each milestone, and access customer information on the go. Photo Documentation Capture and attach photos directly to jobs. Document roof conditions, damage, and completed work with your device camera. Appointments See your schedule at a glance, view upcoming appointments, and navigate to job sites with integrated maps. Communications Send emails to customers directly from the app and keep a record of all interactions in one place. Reports and Dashboard Track performance metrics, appointment trends, and milestone progress from your dashboard. Notifications Stay informed with push notifications about job updates and new assignments. This app requires an active X Roofing and Solar account.

What’s new

Version 1.2.17 · Updated October 29, 2026

• Job Milestones: Approved, Completed and Invoiced now have sub-steps (A1–A3, C1–C4, I1–I4). Admins set them from the job's Milestones card and the time in each one is tracked automatically. • Reports → Milestones: average time per milestone, transitions and where each job is today. • Edit Job Progress: managers can move a job to any stage and set the date of each stage. • Special Reports: 19 reports, including Jobs, Lead Sources, Prospecting, Closing % and A/R.

App privacy

The developer, Juan Moncayo, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Physical Address, Email Address, Name, Phone Number
  • User Content: Emails or Text Messages, Photos or Videos, Other User Content
  • Identifiers: User ID, Device ID

Used for: App Functionality

Alternatives to X Roofing Sales CRM

Looking for apps like X Roofing Sales CRM? Here are 6 similar apps on the App Store. The highest rated is KaizenLoop (5.0/5), and all 6 are free to download.

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