Built for roofing operators

Stop losing roofing jobs to slow follow-up and storm chaos.

Close more deals without hiring more staff.

Automatically follows up with every lead before it goes cold.

Tracks every job, claim, and crew update in one roofing workspace.

Shows exactly what needs attention every Monday and every day after.

Why we built this

"Every feature in Keystone Ops came from a real office problem — leads dying after storms, claims stuck in someone's head, no clear Monday morning view. We built the system we wish we had."

— Keystone Ops founder, roofing industry veteran

< 60s

Avg. lead response time

8–12

Extra jobs closed per month

98%

SMS delivery rate

$0

Extra staff needed

Revenue leaks

Roofing companies don't have a lead problem. They have an execution problem.

The money is already trying to come in. The leak happens in follow-up speed, claim visibility, and storm-time chaos.

01
Revenue leak

Leads go cold after 48 hours

When a storm hits, inbound volume jumps and office follow-up slips. Homeowners who don't hear back within a day or two start calling other roofers.

02
Revenue leak

Insurance jobs stall in silence

Claims sit in one stage too long, adjuster follow-ups get delayed, and the office loses confidence because nobody can see what is blocked.

03
Revenue leak

Storm volume turns into office chaos

The team spends the day reacting instead of operating. Good leads, crew timing, and next actions get buried under noise.

Features

Everything you were doing manually — automated.

Keystone Ops keeps the roofing office moving without asking the team to build the workflow from scratch.

01

Lead follow-up that stays fast

Keystone Ops shows exactly which homeowners need a call, text, or next step before they drift out of the pipeline.

Fewer leads die in the first 48 hours.

Priority follow-up views
Daily action lists
AI follow-up help
02

Job and claim visibility in one place

Track every job, crew, claim stage, and delay signal from one roofing workspace instead of chasing updates across tools.

Less claim confusion and faster office decisions.

Job board and calendar
Insurance progress tracking
Crew-ready next actions
03

Storm mode built for roofing teams

Handle surge days without losing structure. Bulk actions, risk signals, and storm-specific views keep the office calm under pressure.

Better response time when volume spikes.

Bulk lead handling
Storm alerts
Rapid queue prioritization
04

A weekly operating rhythm for the office

Monday summaries, reminder visibility, and priority views help the owner and office manager start the week knowing exactly what needs attention.

Fewer missed handoffs and less office chaos.

Weekly owner summary
Monday office priorities
Reminder visibility

Inside the product

What the office sees every day

No spreadsheets, no chasing texts. One workspace that shows exactly what needs action today and what's trending for the week.

app.keystoneops.com

Today

What needs attention right now

6 actions

Leads needing a call

3 overdue today

Estimates waiting on a reply

2 sitting 5+ days

Homeowners asking for updates

1 response needed

3

Follow-ups

14

Jobs active

2

Claims

6

Messages

app.keystoneops.com — Monday view

Monday morning

Weekly office summary

Healthy

Account health

82 ↑ Improving

Owner summary

3 leads at risk, 1 overdue job, 2 stalled claims

Manager summary

2 reminders queued, 1 crew assignment still open

Next action

Push the blocked claim and call the overdue lead first

Monday habit

What the office sees every Monday

One clear weekly rhythm for the owner and the office manager — no digging, no guessing.

Weekly summary

Monday morning office view

Owner summary: leads at risk, overdue jobs, stalled claims, and what needs attention this week.
Office-manager summary: who needs follow-up today, which jobs are delayed, and what reminders are already queued.
Clear next steps: which homeowners need updates, which jobs need a push, and where the office should focus first.

Delivered every Monday at 8am automatically.

Monday morning rhythm

What happens in the first 90 minutes

Monday sets the pace for the whole week. Keystone Ops makes sure the office starts with a clear picture instead of playing catch-up.

8:00 am

Digest lands in the owner's inbox

Leads at risk, overdue jobs, stalled claims — all surfaced before the office opens.

9:00 am

Office manager reviews queued reminders

Follow-up queue is already built. No hunting through texts or memory to figure out who needs a call.

9:30 am

The whole team knows what moves first

One shared view. No morning meeting needed to align on priorities.

Runs automatically every Monday. No setup needed after day one.

What changes on day one

What changes once the workflow is clear

The difference is not more software. It is a cleaner operating rhythm for the office.

What the office looks like now

Leads sit untouched for 2–3 days after a storm.

With Keystone Ops

Priority leads surface the same day, not 48 hours later.
Claim blockers live in calls, texts, and memory.
Blocked claims and next actions are visible immediately.
The office spends the day reacting instead of operating.
Monday summaries keep the owner and office aligned.
Speed-to-lead slips and close rate stalls.
The team follows one clearer operating rhythm.

Built-in revenue features

Keystone Ops can pay for itself

Most CRMs are a pure cost. Keystone Ops has three ways to earn revenue back — without changing how you work.

$

Financing affiliate

Earn on every funded loan

Offer Hearth, Wisetack, or GreenSky on any job. Earn $75–$200 when the homeowner's loan funds — zero paperwork on your end.

~$600/mo at 20 jobs, 30% take rate

Free to enable on Growth plan and above

Most popular
🎁

Referral rewards

Earn free months + cash

Refer another roofer and earn free months, cash credits, and chain bonuses when their referrals pay too. Milestone badges unlock at 1, 3, 5, 10, and 25 paid referrals.

1 referral → +1 month free
3 referrals → $50 credit
10 referrals → 1 full year free
📡

Data network

Your data works while you sleep

Every job, lead, and claim you log feeds anonymous industry benchmarks — sold to material suppliers, carriers, and real estate data firms. Your cost: $0.

Suppliers

$500–2k/mo

Carriers

$1–5k/mo

Real estate

$500–2k/mo

Hedge funds

Custom

More ways to expand

Sub Marketplace

Growth+

List specialty subs, earn $99–$199/mo per listing

API Access

Team+

Sell your own data or build integrations

White-label / Resell

Enterprise

Franchise groups license Keystone Ops as their own

SMS Billing

All plans

Pay only for what you send — $0.05/message

0

leads managed this month

0.0

hours saved per day

0%

follow-up rate

AI Copilot

Your AI assistant runs your day.

It shows what needs attention first, drafts the next move, and gives the office a cleaner operating rhythm without adding more dashboard noise.

Leads that need follow-up
Delayed jobs that need attention
Next best actions for the office

Operations Copilot

Ask one question. See what the office should do next.

Live demo

FOLLOW-UP NEEDED

3 leads haven't responded

Johnson, Rivera, Williams - last contact 48h+ ago

JOB OVERDUE

Job #KST-0047 is delayed

Install Crew A - 2 days past scheduled start

FOLLOW UP

Estimate sent, no reply

Marta Delgado - estimate sent 5 days ago

Ask Keystone Ops

Live activity

Roofing teams are closing jobs right now

Real jobs closed by Keystone Ops customers in the last 24 hours

Nashville Roofing closed a $12k job

2h ago

Dallas Roofing closed a $15k job

5h ago

Phoenix Roofing closed a $9k job

8h ago

Denver Roofing closed a $11k job

11h ago

Atlanta Roofing closed a $9k job

15h ago

Houston Roofing closed a $14k job

19h ago

Pricing

One price. No per-seat fees. No surprises.

Pick the plan that fits your office now. Upgrade when the workflow gets deeper.

MonthlyAnnualSave 2 months
Best fit for most roofing teams

Team

Most popular

For multi-user roofing offices that need crew coordination, shared visibility, and API access.

$699/mo

Billed monthly

Everything in Growth
Crew coordination
Shared office visibility
API access (Basic tier included)
Deeper reporting + exports
Start Team Trial

Growth

For roofing teams that need storm mode, insurance workflows, and AI follow-up that moves revenue.

$399/mo

Billed monthly

Everything in Starter
Storm mode + bulk actions
Insurance claim workflows
AI follow-up and Monday summaries
Financing partner integrations
SMS billing (pay as you go)
Start Free Trial

Most teams recover this cost in one extra closed job per month.

Starter

For smaller roofing offices that need a clean pipeline without more chaos.

$149/mo

Billed monthly

Leads, jobs, and clients
Core office workflow
Clean daily workspace
Referral program included
Start Free Trial

Enterprise

Custom

For franchise operators, multi-location groups, and white-label resellers.

White-label / reseller license
White-glove onboarding
Custom automations
Data API access
Dedicated support + SLA
Contact Sales

All plans include the referral program.

Financing integrations, API access, SMS billing, and white-label licensing are available as add-ons. See how Keystone Ops can pay for itself →

14-day free trial on all plans
Limited spots available

Build a roofing business that grows revenue without growing chaos

Keystone Ops helps your office capture more leads, stay organized, close more deals, and keep jobs moving without constant fire-fighting.

No credit card required. Cancel anytime.