THE CRM I COULDN'T FIND.
SO I BUILT IT.
I'm Joe Deal — solo operator, 7 years in insurance restoration. I needed a CRM, estimate builder, D2D tracker, and inspection reporter that didn't cost me a grand a month and didn't feel like it was designed by someone who's never knocked a door. So I built one. Now it's yours too — and every price is on the pricing page, not behind a sales call.
Your Pipeline at a Glance
Sample data
247
Leads
$2.4M
Pipeline
31%
Close Rate
🏗️ Built in the field, not a boardroom
💰 Prices published — JobNimbus & AccuLynx quote by sales call
🧠 Real Deal Academy built in
I KNOW EXACTLY WHY YOUR BUSINESS ISN'T SCALING. SAME REASONS MINE WASN'T.
Leads Walk Away Because You Can't Remember Who Said What
You knock 40 doors Saturday. By Wednesday you can't remember which homeowner said "call me next week" and which one was an active lead. Money walks away because nothing caught it.
Your Office Is a Roof, a Ladder, and a Front Porch
Desktop software that needs a 17-inch screen doesn't help you on a ladder. Whatever you're using better work on your phone — with one hand, in the sun, on a sketchy connection — or it doesn't work.
You're Guessing Instead of Measuring
You can't tell how many estimates turned into jobs last month. You can't tell which rep is closing and which one is burning gas. Without the numbers, you're guessing — and guessing is expensive.
BUILT FOR YOUR WORKFLOW
Smart CRM Pipeline
- 7 pipeline views out of the box — insurance, cash, finance, warranty, service, job board + all-leads
- Build your own: add, rename, recolor, and reorder custom stages per view
- Every lead scored 0–100 with smart follow-up nudges so nothing goes cold
- Drag-and-drop kanban with bulk move, snooze, and assign
Kanban Pipeline
Estimate Builder
- Good/Better/Best package pricing with GAF + TAMKO product tiers built in
- Import GAF Quick Measure PDFs — or paste an EagleView/RoofScope summary to compare side-by-side
- Homeowner sees clean retail pricing — your cost basis stays private
- One-click PDF export and email delivery
Estimate Templates
Job Templates Library
- 107 pre-built job templates in 11 categories — 5-shingle repairs to full replacements
- Search the library, stack several onto one quote, tune every line: qty, brand, price
- Brand choices where they matter — GAF, TAMKO, Owens Corning, CertainTeed, IKO — and one tap flips the whole quote Good/Better/Best
- Preview a customer-ready proposal — retail pricing, county tax — then one click makes it a real estimate you can keep editing
Template Library
🔍 Search 107 templates…
Pipe Boot Replacement (3-Pack)
✓ ADDED
Chimney Reflash (Step + Counter)
✓ ADDED
Ridge Cap Repair (20 LF)
＋ ADD
Create estimate
Preview proposal
Backed by a 276-product catalog • drops into any open estimate via the 🧰 button
Door-to-Door Tracker
- GPS pin on every knock — 16 outcomes, and hot ones auto-create leads
- Draw territories, watch team coverage, toggle the knock heatmap
- Route optimizer turns your not-homes into an efficient walking loop
- Live NOAA radar + hail history overlays right on the map
Territory Heatmap
Hot zones: 247 knocks | Conversion: 12%
AI Texting — Drafts, You Approve
- Homeowner texts in → AI drafts a reply from that lead's real history
- Nothing sends itself: you edit and approve every draft with one tap
- 4 persona presets + 6 voice sliders — Straight Shooter to Polished Pro
- Hard guardrails: the AI never quotes a price or commits a date
AI Draft Queue
"Hey can we move the inspection to Tuesday instead?"
AI DRAFT — AWAITING YOUR APPROVAL
"Tuesday works on my end, Sandra. I'll confirm the exact time with you Monday — sound good?"
Approve & Send
Edit
Texts send and receive on a shared NBD Pro number today. Sending from your own business number needs per-company carrier (A2P) registration, which is on the roadmap and not yet available.
Photo Engine & Inspection Reports
- In-app camera: 3 quality presets, 55 preset tags, 17 damage types
- AI auto-tags uploads with damage type + severity (paid plans)
- 4 branded report templates — full inspection to project completion
- Before/after reports in Homeowner or Adjuster mode
Damage Tagging
📷
Missing Shingles
Hail Damage
Flashing Damage
The Real Deal Academy
- 6 courses, 33 lessons, 33 quizzes — 70% to pass
- Insurance restoration and retail tracks, door mastery to supplements
- Decision Engine: 36 field scenarios with step-by-step playbooks
- Your progress and streaks tracked as you level up
Course Progress
Insurance Claims 101
75%
Door-to-Door Mastery
100%
AI Assistant ("Ask Joe")
- Chat with an AI that talks like a roofer, not a chatbot (paid plans)
- Property intel: owner of record, last sale, and a 0–100 roof score — parcel data from Regrid where connected, AI estimates otherwise (verify against county records)
- Deep photo analysis: damage, severity, materials, recommendations
- Morning briefing surfaces overdue follow-ups and hot leads
Ask Joe
💡 "Based on the hail damage photos, this is a high-priority lead. Roof condition score: 28/100. Recommended approach: immediate inspection + insurance claim filing."
Property Intelligence • Damage Analysis • Scoring
Money Engine
- Estimate → invoice in one click, deposits and balance tracked live
- Online card payments reconcile to the penny; cash and check too
- Snap a receipt and AI pre-fills the expense — 14 roofing categories
- Job costing, P&L view, and a year-end 1099 worklist for your accountant
Payment Tracking
Invoice #2401
$12,000
Invoice #2402
$8,500
Invoice #2403
$15,200
Total Pending: $35,700
Documents & E-Signatures
- 25 branded document types: contracts, AOBs, change orders, warranties
- 3 are e-sign ready out of the box, and a signer can be added to any of the 25 — homeowner signs on their phone, no login, no app
- Single-use signing links that expire, multi-signer support built in
- Deal Room: customer picks a tier and signs remotely, tracked end to end
Document Generator
Roofing Contract
SIGNED ✓
Change Order #2
AWAITING SIGNATURE
Warranty Certificate
GENERATED
25 document types • 3 e-sign ready out of the box • branded to your company
Insurance Supplement Builder
- Build supplements from the signed estimate — photos and code refs per line
- OH&P applied automatically at the estimate's own profile
- Track every one: draft, submitted, approved, partial, denied
- Approved dollars fold into the invoice on their own line
Supplement Tracker
Decking replacement (4 sq)
APPROVED
Drip edge — code required
APPROVED
Steep-slope labor
SUBMITTED
Approved supplement dollars flow straight onto the invoice
Storm Center & Weather Intel
- Live NWS severe-weather alerts, filtered to roofing-relevant storms
- Turn an alert into a storm zone and canvass plan in two taps
- Hail history for any address — stone size and date, on the map
- Server-verified storm proof stamped onto the lead — a NOAA/NWS hail record you can hand an adjuster
Live Storm Alerts
⚡ SEVERE HAIL ALERT
3.2" hail just hit zip 40223 — 247 affected properties in your service area
Recommended actions: Start door-to-door canvassing • 8-mile optimal route mapped
Customer Portal — White-Labeled
- Send a secure link: status, estimate, photos, warranty — no login needed
- Two-way: homeowners message you, book callbacks, upload photos
- 5-step progress timeline maps automatically from your pipeline
- Your name, logo, and colors on every customer-facing page
Homeowner View
● Inspection
—
● Estimate
—
● Contract
—
○ Installation
—
○ Complete
"Just uploaded photos of the back gutter — can you take a look?"
Your logo. Your colors. Your company — front and center.
...AND IT KEEPS GOING
🎨 186 themes — light, dark + auto, 12 categories
💵 $100 referral rewards — codes, tracking, owed vs paid
🎙️ Talk Tank — voice notes with AI summaries + action items
🔥 Daily Success — habits, streaks, doors + revenue goals
✉️ Stage-aware emails — the right template for every pipeline stage
📒 Comm log — every email + text on the lead, in one thread
👥 Team seats + roles — reps see their book, you see everything
🚀 Guided first-run tour — from zero to first lead in minutes
SIMPLE, TRANSPARENT PRICING
Free
Free forever
Try NBD Pro with no commitment
- CRM pipeline (10 leads per month)
- Basic Estimate Builder
- Map & Pin Tracking
- 1 user
- Community support
Starter
$99/mo
Solo operator. The same tools Joe runs NBD on every day.
- 50 leads per month
- Full CRM + pipeline views
- D2D tracker + territories
- Drawing tool + estimates
- 2 reports / 20 AI calls per month
- 186 themes + 25 document templates
Team
$149/mo
Your first crew. Two reps, one pipeline, and the leaderboard running.
- 150 leads per month
- Up to 2 team reps
- Rep leaderboard + coaching
- Unlimited reports
- 100 AI calls per month
- Territory management + portals
MOST POPULAR
Growth
$299/mo
Growing a crew. Real visibility into who's closing and where your pipeline stands.
- 500 leads per month
- Unlimited reports & AI tools
- Up to 5 team reps
- Rep leaderboard + coaching
- Territory management
- Customer portals + priority support
Enterprise
Custom
Multi-location, white-label, or enterprise rollout. Call me directly.
- Unlimited leads, reports + AI
- Unlimited reps
- Custom branding / white-label
- Multi-tenant architecture
- Dedicated support
- Custom integrations
FREQUENTLY ASKED QUESTIONS
Both. NBD Pro supports full workflows for insurance restoration (claims management, adjuster coordination, damage documentation) and retail roofing (estimates, service plans, preventative maintenance). You can toggle between insurance and cash modes in the CRM pipeline, and the Academy covers processes for both.
Yes. NBD Pro is a progressive web app (PWA) built for mobile-first workflows — one-handed on a ladder is the design target. It integrates directly with your phone's camera for photos and inspections. You don't need an app store download — just visit the URL and add to your home screen.
Built by a contractor with $10M+ in claims experience. Every price is published on the pricing page — JobNimbus and AccuLynx both quote by sales call, so you can't compare until you've sat through one. Includes training (Real Deal Academy) built-in. No complex integrations required — D2D tracking, estimates, and CRM are all unified. Designed for the roofing workflow, not adapted from generic project management.
Yes. Free and Starter are single-user. Team ($149/mo) adds your first 2 reps, and Growth covers up to 5. Roles are built in: reps see their own leads while owners and managers see the whole company book, and team invites are one email with a secure link.
Yes. NBD Pro runs on Google's Firebase infrastructure with encryption in transit and at rest, hosted in Google Cloud data centers that carry SOC 2 certification. To be clear, that is Google's certification of their own infrastructure — NBD Pro itself has not been SOC 2 audited. Your CRM records — leads, customers, jobs, and estimates — are exported to a private backup bucket every night, with a 30-day rolling history. We never share or sell your data, and you can export everything anytime.
We've got you covered. Every plan includes a guided first-run tour that walks you from empty account to first lead, plus a written how-to guide covering every feature. The Growth plan gets priority support. And you can reach out anytime — we're here to help you succeed.
I BUILT IT FOR ME.
I'M SHARING IT WITH YOU.
Free tier forever — no credit card. 14 days free on Team & Growth. No BS. If it's not the best roofing software you've used, walk away — no harm done.