# X Roofing Sales CRM

> X Roofing Sales CRM (iPhone/iPad app by Juan Moncayo.)

- Source: https://appshunter.io/ios/app/x-roofing-sales-crm/id6798421078 (this page in markdown: same URL + `.md`)
- Developer: [Juan Moncayo](https://appshunter.io/developer/6798421080)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 56 MB
- Languages: American English
- Released: 2026-08-19
- Data updated: 2026-10-18

## What is X Roofing Sales CRM?

X Roofing Sales CRM is the mobile companion for X Roofing and Solar teams. Manage your jobs, appointments, and customer relationships from the field.

FEATURES

Job Management
View and update job details, track progress through each milestone, and access customer information on the go.

Photo Documentation
Capture and attach photos directly to jobs. Document roof conditions, damage, and completed work with your device camera.

Appointments
See your schedule at a glance, view upcoming appointments, and navigate to job sites with integrated maps.

Communications
Send emails to customers directly from the app and keep a record of all interactions in one place.

Reports and Dashboard
Track performance metrics, appointment trends, and milestone progress from your dashboard.

Notifications
Stay informed with push notifications about job updates and new assignments.

This app requires an active X Roofing and Solar account.

## Is X Roofing Sales CRM safe?

Not enough ratings yet to assess X Roofing Sales CRM.

## Is X Roofing Sales CRM legit?

X Roofing Sales CRM has limited verification signals. The AppsHunter Legitimacy Score for X Roofing Sales CRM is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 1.2.9 — 2026-10-17

NEW
- Hiring: administrators can send onboarding documents for e-signature, track each candidate's status, view the signed PDFs and get notified when they are signed.
- Light mode: choose Light or Dark in Settings → Appearance.

IMPROVEMENTS
- Leads and Jobs now show the full list, loading more as you scroll.
- Search opens the lead, job or contact directly.
- Communications: attach job photos and signed packets to emails and texts.
- Measurements and Packet Notes are now saved to the server.
- Submitted Orders, Commissions and Mortgage Checks load completely.
- XField: the pin closes after setting a status, better GPS, and distance in miles.
- Clearer error messages throughout the app.
- Recent items are kept per user on shared devices.
- Duplicate contacts are prevented.
- Better role-based access across menus and screens.
- The entire app is now in English.

FIXES
- You stay signed in on weak or dropped connections, and uploads no longer fail with an expired session.
- Fixed a sign-out loop and a black screen on startup.
- Document folders now load for every role.
- The XPDR Dashboard now has the full menu and Sign Out.
- General stability and performance improvements.

### 1.2.8 — 2026-10-10

Light mode
Choose Light, Dark or System under Settings → Appearance. Dark looks exactly as before.

XField
- Tapping a status now saves and closes the pin sheet, so you go straight to the next door.
- Knock History shows how far from the door each knock was logged.

Also in this release
- All messages and alerts are now in English.
- Bug fixes and visual polish.

### 1.2.7 — 2026-10-07

Leads
- Name, trade, and a phone number or email are now required when creating a lead, so every lead reaches the rep with enough information to work it.
- Leads imported from XField come in unassigned; the app asks for whatever is missing when you Complete & Assign.

Sold contracts and leaderboards
- Log Sold Contract now asks which company the contract belongs to: X Roofing or XPDR. It's suggested from your division — change it if it's not right.
- X Roofing and XPDR each have their own leaderboard.

Also in this version
- Photos: quick Document upload button.
- Edit Document: checkboxes only respond to a tap inside their square, so rows no longer overlap.
- Search results open the correct lead, job, or contact profile.
- Smart estimate: fixed a field that could show the wrong value.

### 1.2.6 — 2026-10-06

- New Estimates: read the RoofR report and the signed contract with AI, pick the shingle line and see in seconds whether the job is viable — materials, labor, overhead, profit, margin and commission.
- Use the job balance, the contract amount or type the selling price yourself.
- Save the estimate to Documents: a client-ready Roof Replacement Proposal you can send for signature, plus an internal cost breakdown.
- Price Sheets (ABC) in Tools: managers can upload the supplier price list from the phone and correct prices on the go.
- Classic estimates are still available under Estimates (Classic).
- Upload several documents at once, and upload a document straight from the Photos screen.
- Send a document by email in one tap from Documents.
- Edit Document: checkboxes in tight rows are easier to tap.
- Search results now open the contact, lead or job profile directly.
- You'll get a small notice when a new version is available.
- Bug fixes and performance improvements

### 1.2.5 — 2026-09-25

Search results now open the lead, job or contact directly — tap a name and you're in the profile, with Back returning you to your results.
You'll get a small heads-up when a new version of the app is available on the App Store. Update when it suits you.
Users assigned to XPDR now land on the XPDR dashboard when they sign in.
Minor fixes and performance improvements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-18.*
