SupplaMaxCRM

Built for roofing contractors

The All-In-One CRM
That Runs Your Roofing Business

SupplaMax brings your jobs, claims, scopes, documents, communications, production, and AI tools together in one connected platform.

  • Built for contractors
  • One connected platform
  • AI inside your workflow
SupplaMax CRM · Dashboard
Sanitized SupplaMax CRM dashboard with fictional roofing jobs, pipeline metrics, and operations queue
01

More Organized Jobs

Keep your entire team working from the same system.

02

Faster Scope Building

Review evidence and build scopes in one workspace.

03

Clear Communication

Keep insurance, customer, and internal conversations together.

04

Better Visibility

Know exactly where every job stands.

One connected operating platform

Everything You Need to Run Your Roofing Business

From the first lead through scope, approval, production, and payment, SupplaMax keeps the entire job connected.

JM

Job Management

Track leads, inspections, milestones, owners, tasks, follow-ups, production, and invoices.

See job management
SB

Scope Builder

Review estimates, measurements, photos, PDFs, supporting items, and codes while you build.

See Scope Builder
AI

AI Assistant

Use a claim-aware operational AI layer inside SupplaMax—not a disconnected chatbot.

Explore SupplaMax AI
CM

Communications

Keep insurance, customer, other email, and internal messages organized by job.

See communications
PD

Photos & Documents

Store carrier files, measurements, damage photos, contracts, and correspondence together.

See claim files
RA

Reports & Analytics

Understand pipeline activity, job status, operational priorities, and business performance.

See reporting

CRM + Job Management

Know Exactly Where Every Job Stands

Give the office, sales team, estimators, and production crew one view of the job lifecycle—from lead intake through invoice.

Lead IntakeInspectionScope ReviewApprovalProductionInvoice
  • Active jobs
  • Operations queue
  • Job owners
  • Priorities
  • Follow-ups
  • Appointments
  • Tasks
  • Production status
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Assigned Jobs
Sanitized SupplaMax assigned jobs screen showing fictional pipeline stages, filters, job values, priorities, and job details
Every value shown is fictional demonstration data.

Scope Builder

Build Accurate Scopes in Less Time

Review claim documents and build the scope from the same workspace instead of switching between PDFs, spreadsheets, and separate estimating tools.

  • Organized sections and line items
  • Quantities, measurements, and waste
  • Supporting items and code checks
  • PDFs, photos, and carrier documents
  • AI-assisted suggestions with human verification
  • Reviewable exports

You stay in control. Suggested work remains reviewable before it changes the live scope.

See Scope Builder
Actual SupplaMax Scope Builder editor populated with fictional roofing line items, quantities, waste calculations, and an editable line-item detail panel
Actual product interfaceFictional demonstration scope

Operational AI across SupplaMax

AI That Actually Works Inside Your CRM

SupplaMax AI can work with claim information already stored in the platform and assist through reviewable SupplaMax tools.

SupplaMax AIWorking with this job’s connected context
Human review on

Claim documents reviewedCarrier estimate · Measurement report · Inspection notes

Evidence organizedQuantities and source references connected

3

Draft scope preparedReview suggested line items in Scope Builder

Nothing is applied without approval.
Read claim PDFsReview estimatesCompare scopesSurface missing informationDraft messagesFind filesSummarize jobsAssist with scheduling
CRM Message Center
Sanitized SupplaMax Message Center with insurance, customer, other, and internal job conversations

Communications

Every Conversation. One Place.

Messages remain connected to the claim instead of scattered across employee inboxes. Work from the full job context while keeping people in charge of what gets sent.

Insurance EmailsCustomer EmailsOther EmailsInternal Messages
  • Email threads
  • Attachments
  • Job-specific context
  • Internal collaboration
  • AI-assisted drafting
  • Claim routing

Claim Intelligence + Documents

Turn Claim Files Into Actionable Information

Bring the complete claim file into one organized workspace so the team can review evidence, find what matters, and move the job forward.

Carrier estimatesMeasurement reportsDamage photosContractsSupplement documentsInvoicesCorrespondence

SupplaMax helps your team organize and review claim information. It does not make coverage or carrier decisions.

Job Document Center
Sanitized SupplaMax job document center showing fictional claim folders and files

How it works

One Connected Path From Lead to Completion

Capture information once, then keep it useful through every next step.

  1. 01

    Bring In the Job

    Create the claim or migrate it from your current system.

  2. 02

    Keep It Connected

    Store photos, documents, conversations, tasks, and claim data together.

  3. 03

    Build the Scope

    Review documentation and build the project scope.

  4. 04

    Use SupplaMax AI

    Ask questions and assist with reviewable operational workflows.

  5. 05

    Move Into Production

    Track approvals, schedules, crews, and production.

  6. 06

    Finish the Job

    Keep communication, documents, and payment status organized.

Job Overview
Sanitized SupplaMax job overview showing fictional workflow, property, insurance, and operational details
Production Calendar
Sanitized SupplaMax production calendar with fictional crews and scheduled roofing work

Production + Workflow

Move Approved Work Into Production

Coordinate crews, schedules, readiness, and job progress from the same operating system that holds the claim.

  • Crew scheduling
  • Day and week views
  • Readiness status
  • Job milestones
  • Field visibility
  • Operational follow-up

Reports & Analytics

See the Work. Understand the Business.

Use dashboard, pipeline, finance, and operations views to understand where work stands and what needs attention next.

Pipeline$2,890,450
Active Jobs127
Scope Review28

Simple pricing conversation

Choose the Right Fit for Your Business

Start with your workflow, team, and operating needs. We’ll confirm the current package and pricing with you.

Package details beyond the published starting price are configurable and should be confirmed with SupplaMax before purchase.

Security + Trust

Your Work Belongs to Your Team

SupplaMax is designed around authenticated workspaces, tenant-scoped access, protected documents, and human approval for important AI-assisted actions.

01

Workspace Access

People sign in through the existing secure SupplaMax authentication system.

02

Tenant Boundaries

Contractor workspaces and job access are enforced by the backend.

03

Human Review

Important AI-assisted changes remain reviewable before application.

FAQ

Frequently Asked Questions

Clear answers about SupplaMax, your workflow, and getting started.

Ask Us a Question

See SupplaMax in your workflow

Ready to See What SupplaMax Can Do for Your Business?

Tell us a little about your company and we’ll show you how SupplaMax can fit into your workflow.

SupplaMax CRM dashboard preview