The CRM built for roofing & field service companies
Manage leads, estimates, invoices, and your team — all in one place. No spreadsheets. No chaos.
No credit card required · 30-day free trial
Trusted by 200+ field service companies
Everything your field service team needs
One platform to manage every job — from first call to final invoice.
Lead & Job Pipeline
Track every job from first call to completion across a visual kanban pipeline. Six stages — New Lead to Completed — with urgency tags, lead source tracking, and a full activity log on every job.
Estimates & Digital Sign-off
Build multi-line estimates with line items, labor, discounts, and tax. Send to customers for digital acceptance — multiple versions supported so you never lose a revision.
Invoicing & Payment Tracking
Generate invoices directly from approved estimates. Record payments by cash, check, card, or Zelle. See invoiced, collected, and outstanding balances per job with a full payment audit trail.
Photo Documentation
Capture and organize before, during, and after photos directly from the job. Tag by category — Damage, Completion, Inspection, and more. Org-wide storage quota with plan-based limits.
Team & Role Management
Four role levels — Superadmin, Manager, Technician, and Assistant — with full department and division hierarchy. Each role sees exactly what they need, nothing more.
Customer Management
Every customer has a verified profile with contact info, insurance details, and a complete history of all their jobs. Customers can book services, view job status, and accept estimates through their own portal.
Scheduling & Reminders
Schedule appointments on jobs with a full week/month team calendar. View by My Schedule or Team Availability. Automated SMS reminders go to customers before appointments.
Financial Reports
Real-time org-wide revenue report with total invoiced, collected, and outstanding. Per-ticket breakdown by customer, status, and technician. Export invoices and payments to PDF.
Parts & Supply Orders
Create and track supply orders tied to specific jobs. Full status lifecycle — Draft, Submitted, Confirmed, Shipped, and Delivered — with supplier and expected delivery date on every order.
SMS Campaigns
Send targeted outreach campaigns to your customer list directly from the dashboard. Build reusable message templates, track delivery logs, and monitor SMS usage — all in one place.
How it works
Up and running in 24 hours — no IT setup required.
Request a Free Trial
Fill out a short form. The Lead2Work team reviews it and sets up your account within 24 hours — no credit card needed.
Add Your Team
Invite your technicians, managers, and office staff. Assign roles and start creating your first leads right away.
Run Your Business
Track every job, send professional estimates and invoices, collect payments, and monitor your team — all from one place.
See Lead2Work in action
Watch how easy it is to manage leads, estimates, and your team.
No credit card required · 30-day free trial
Trusted by field service companies
See what our customers are saying
“Lead2Work transformed how we manage jobs. We closed 40% more leads last quarter just by having everything in one place.”
John D.
Owner, Acme Roofing LLC
Simple, transparent pricing
Start free. Upgrade when you're ready.
Free Trial
- Full access to all features
- Up to 5 users
- Up to 50 tickets
- Email support
Professional
- Everything in Starter
- Enhanced estimates
- Advanced reporting
- Dedicated onboarding
Frequently asked questions
Everything you need to know about Lead2Work.
Still have questions? Talk to our team →
Ready to see it for yourself?
Join field service companies already using Lead2Work to close more jobs, get paid faster, and manage their teams effortlessly.
No credit card required · 30-day free trial · Setup within 24 hours