RidgeSync
RidgeSync brings roofing CRM, a website, measurements, estimates, proposals, invoicing, material ordering, and AI tools into one platform for residential roo…
What RidgeSync is
RidgeSync brings roofing CRM, a website, measurements, estimates, proposals, invoicing, material ordering, and AI tools into one platform for residential roofing businesses. The maker describes its intended users as companies with roughly two to fifteen crews working with shingle and metal roofing. Users can upload Roofr or EagleView measurement reports, enter measurements manually, or use AI to read a report photo. Estimates draw on a company's own catalog, labor rates, and margin; material lists include shingle bills of materials and AI-generated metal takeoffs. Cap, the AI assistant, answers questions using company records and can perform CRM actions. Messages open in the user's Messages or Mail app for review before sending. RidgeSync exports a categorized ledger for QuickBooks but does not sync live, and it does not collect card or ACH payments. The maker says data is encrypted in transit and at rest, with row-level security separating company data. Business data is sent to an AI model only when an AI feature is used and is not retained for training. Plans cost $149/mo or $1490/year, each with a 30-day trial. The maker says it is not SOC 2 audited and has no contractual uptime SLA.
Good
- Combines CRM, estimates, proposals, and invoicing
- Accepts Roofr and EagleView measurement reports
- Estimates use company-specific catalogs and labor rates
- Unlimited users and jobs on listed plans
- 30-day free trial
Watch out
- No live QuickBooks sync
- Does not collect card or ACH payments
- No SOC 2 audit or contractual uptime SLA
Who it suits
RidgeSync is aimed at residential roofing companies with roughly two to fifteen crews that work with shingle and metal. It may suit teams seeking combined job, estimate, material, and invoicing tools, provided they can record payments taken elsewhere.
Verdict
RidgeSync groups many roofing workflows in a single paid platform, with measurement options and company-based estimating. Check the QuickBooks, payment collection, and service-assurance limitations against your operating needs.
Plans and prices
From RidgeSync's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| RidgeSync | $149 a month | Every feature · unlimited users, leads, jobs, quotes and measurements · no per-report fees · 30-day free trial · $149/month |
| RidgeSync annual | $1,490 a year | Every feature · unlimited users, leads, jobs, quotes and measurements · no per-report fees · 30-day free trial · $1490/year — two months free |
The facts
Each one read from RidgeSync's own pages, with the date it was checked.
What it does
- AI assistant
- Cap answers questions from company records and can perform CRM actions, while messages open in the user's Messages or Mail app for review before sending.checked 7 Oct 2026
- AI data use
- The maker says business data is sent to an AI model only when an AI feature is used and is not retained to train models.checked 7 Oct 2026
- Audience
- The maker says RidgeSync is intended for residential roofing companies running roughly two to fifteen crew and working with shingle and metal.checked 7 Oct 2026
- Estimates and materials
- Estimates use the customer's own catalog, labor rates and margin, while material lists include shingle bills of materials and AI-generated metal takeoffs.checked 7 Oct 2026
- Integrations
- RidgeSync accepts Roofr and EagleView measurement reports and exports a categorized ledger for QuickBooks, but it has no live QuickBooks sync.checked 7 Oct 2026
- Payments limitation
- RidgeSync does not collect customer card or ACH payments; users record payments taken elsewhere.checked 7 Oct 2026
- Phone access
- The help center describes installing RidgeSync on a phone like an app, receiving push notifications and working without signal on a roof.checked 7 Oct 2026
- Product
- RidgeSync combines a roofing CRM, website, measurements, estimates, proposals, invoicing, material ordering and AI tools in one platform.checked 7 Oct 2026
- Roof measurements
- Users can upload Roofr or EagleView reports, hand-enter measurements, or use AI to read a photo of a report.checked 7 Oct 2026
- Security
- The maker says data is encrypted in transit and at rest, and database row-level security isolates each company's business data.checked 7 Oct 2026
- Security certifications
- RidgeSync states that it is not SOC 2 audited and has no contractual uptime SLA.checked 7 Oct 2026
- Support
- The maker says a person answers support email, usually within one business day, and the help center offers step-by-step guides.checked 7 Oct 2026
- Website
- Each account includes an SEO-ready lead website that can use a RidgeSync subdomain or the customer's own domain with automatic SSL.checked 7 Oct 2026
The company
- Company
- RidgeSync says it was built by a working roofing company to run its own jobs.checked 7 Oct 2026
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