Most roofing businesses start in one lane. You’re either handling insurance work and navigating claims, or building a retail brand focused on speed and customer service.
But to really scale, the best contractors do both.
We call this the Hybrid Roofer. You get the high margins and predictable cash flow of retail work alongside the higher close rates and volume of insurance restoration. It sounds great on paper, but in the field and the office, it’s usually a mess.
Handling both sides means working with different workflows, paperwork, and expectations. But the tools and systems you rely on often don’t flex to fit both. Too often, you’re left patching together spreadsheets, chasing paperwork, and trying to keep a grip on dozens of moving parts. It’s not just inefficient; it holds your business back from growing the way you know it can.
To run a hybrid business effectively, you need a tech stack that understands the difference between a two-week retail turnaround and a six-month insurance claim. That’s where Leap comes in. We have two core solutions—Leap CRM and SalesPro—that work together to handle the unique demands of both retail and insurance workflows.
Managing the Chaos in the Office with Leap CRM
The biggest friction point in hybrid roofing is the workflow. A retail job might have ten stages; an insurance job might have thirty.
Leap solves this with workflows that adapt.
Stop Mixing Your Pipelines
With division-based workflows, you can separate your insurance and retail pipelines. Your retail team isn’t scrolling through supplementing stages they don’t need, and your insurance team isn’t skipping steps required for approval. This keeps your data clean and your teams focused on the tasks that actually move their specific jobs forward.
It’s About the Job, Not Just the Deal
Many CRMs treat a sale like a simple transaction—you close the deal, and you move on. That works for retail, but it’s a disaster for insurance. Insurance work is a long game involving adjusters, claim specialists, and multiple checks.
Leap CRM uses a job-centric model. Everything lives on the job file, not just the initial contract. This is crucial for those long insurance timelines. Whether it’s six weeks or six months later, you have a central source of truth.
No More Chasing Paperwork
On an insurance job, documentation is everything. If you lose a photo or an email chain with an adjuster, you lose money. Leap CRM keeps all insurance info on the job. Photos, documents, text messages, emails, and internal notes live in one place. You aren’t chasing down a sales rep to check their personal phone for a text message or digging through a crowded inbox for a depreciation schedule.
Keep the Homeowner in the Loop
The worst part of insurance work for a homeowner is the silence. They don’t know if their claim is approved, if materials are ordered, or when the crew is showing up. Leap CRM offers a customer website where homeowners can check the status themselves. It reduces the “just checking in” phone calls and keeps the customer confident that things are moving, even during the slow parts of the insurance cycle.
SalesPro: Precision and Speed in the Field
While Leap CRM handles the heavy lifting in the office, SalesPro is built for the kitchen table.
SalesPro lets hybrid roofers move quickly on jobs while keeping every detail documented, ensuring accuracy and professionalism on every job, whether retail or insurance.
Works Anywhere Your Team Goes
If your software relies on a constant internet connection, your reps are stuck when they’re at a home in a rural area. SalesPro’s native iOS app works offline. Your team can inspect, build estimates, and sign contracts without a signal, and everything syncs up the moment they’re back online.
Turn Measurements into Accurate Estimates
In this business, speed sets you apart in retail, and details matter in insurance. SalesPro brings both together. With direct integrations to tools like EagleView and Hover, you can pull in precise measurements right from the field. Those measurements flow straight into your estimates. No manual data entry, no missed details, no guesswork. What you measure becomes what you quote, saving you time and protecting your bottom line.
Guardrails for Your Reps
SalesPro uses rules-based estimating. You set the guardrails. When you select a certain shingle, the system is only going to show the color for that exact shingle on the contract. This ensures there’s no confusion on install day and eliminates reorders.
Closing the Coverage Gap
Even with insurance, there’s often a gap. Maybe the homeowner wants an upgraded shingle that the carrier isn’t approving, or maybe they need a new gutter system that wasn’t part of the insurance scope. Don’t let money stall the job. SalesPro includes integrated financing for coverage gaps. One application gives access to over a dozen creditors, keeping jobs moving and turning “maybe later” into “let’s do this now.”
Stop Juggling. Start Scaling.
The industry is changing. The most successful roofing companies aren’t just “retail” or “insurance” anymore—they are flexible businesses that can handle whatever the market throws at them.
Don’t let your software hold you back.
Leap gives your office the control it needs with Leap CRM and your field team the tools they need with SalesPro.
Book your demo to see how hybrid roofers run retail and insurance jobs in one platform.
