Track customers and quotes alongside NFRC, CompetentRoofer, working-at-height RAMS and lead worker certifications. One platform for the office and the rooftop.
Roofing has more compliance paperwork than most trades - NFRC standards, lead worker certs, asbestos awareness, hot works permits, working at height RAMS. Most CRMs ignore the compliance side and force you to keep separate folders. Complys puts every customer record next to the live compliance, with the RAMS builder ready in 30 seconds.
Every client, main contractor and lead in one searchable list. Designed for roofers - notes, addresses, project history.
Build branded quotes, send via your own email, track when they're opened. Drag cards across the kanban board to update stages.
Connect Gmail, Outlook or business SMTP. Send from your real address with open and click tracking built in.
Log every phone call from the customer record. Notes, outcome, follow-up date - 10 seconds per call.
Public liability insurance, Employers liability insurance, NFRC certificate, Working at height assessments - all on the same record as the customer.
AI-generated risk assessments and method statements, customised for roofing work. Edit, save, share with contractors.
Track every worker's CompetentRoofer cards, training, and qualifications. Reminders before anything expires.
Get found by main contractors searching for compliant roofers in your area. Your accreditations on display.
Auto-reminders for document expiry, follow-up dates, scheduled work. Nothing slips through the cracks.
Example record - your customers, jobs and compliance all in one place
CRM, compliance, RAMS, quotes, worker passports - all in one place. 90 days free, no card needed.