Built for roofing, siding & window businesses

As a roofing, siding, and window business, your value comes from delivering quality exterior work, managing crews and projects, and helping homeowners protect and improve their properties. Not chasing callbacks, coordinating estimates, managing schedules, tracking paperwork, and handling constant follow-ups. Upton automates the work around the work so your team can stay focused on completing projects and serving customers.

Generate More Qualified Leads

Generate More Qualified Leads

  • Create more inbound opportunities through referrals, reviews, storm-related demand, local search, and neighborhood marketing
  • Turn calls, website forms, inspections, and estimate requests into organized leads and booked projects
  • Keep your business top-of-mind with past customers for future exterior upgrades and referrals
  • Automate customer follow-ups without adding more manual work
  • Track which project types, neighborhoods, campaigns, and referral sources are actually generating revenue
Turn More Estimates Into Signed Projects

Turn More Estimates Into Signed Projects

  • Move homeowners from first inspection to estimate to scheduled project without losing momentum
  • Keep appointments, inspections, proposals, financing conversations, and customer communication organized in one place
  • Give sales teams and crews full customer and project context before every visit
  • Stay on top of insurance claims, multi-stage projects, material timelines, and next steps
  • Improve visibility into pipeline health, upcoming projects, crew schedules, and projected revenue
Keep Crews & Exterior Projects Organized

Keep Crews & Exterior Projects Organized

  • Keep roofing projects, siding installs, window replacements, permits, invoices, photos, materials, punch lists, and customer communication aligned
  • Reduce delays caused by scattered paperwork and disconnected systems
  • Give teams visibility into schedules, priorities, weather-related changes, project status, and active jobs
  • Keep homeowners informed with appointment reminders, project updates, and follow-ups without creating additional administrative overhead
Let AI Handle the Busy Work

Let AI Handle the Busy Work

  • Generate customer follow-ups, review requests, financing outreach, and marketing campaigns automatically
  • Create project summaries, invoices, estimates, proposals, and customer communication faster
  • Surface relevant emails, notes, inspection photos, permits, and project details before every appointment
  • Keep customer records and project data cleaner and more up to date
  • Automate reminders, task tracking, and operational workflows across your roofing, siding, and window business