So here is the thing. You do not need five apps to finish one roof anymore. When the office, the sales team, and the crew live in separate tools, everything slows down. Quotes stall. Handoffs break. Owners stop trusting dashboards because there are too many places to look for the truth.
Our answer is simple. We are standardizing on Zuper as the field operating system. For contractors under roughly 3 million in revenue, Zuper can run the show as a stand alone field OS. As complexity grows into the 3 to 5 million range and beyond, we add HubSpot Sales Hub and Marketing Hub for CRM depth, lifecycle automation, and full funnel attribution. Then we measure Day‑30 with three leading indicators and publish the promise versus actual tile for every implementation. Numbers over hype. That is our operating promise.
Why now. The roofing market is large and still fragmented by tech. IBISWorld counts about 98,980 roofing contractor businesses active in 2024, which tells you how many slightly different ways there are to run the same job. Fragmentation is a tax. IBISWorld On top of that, the industry must attract an estimated 439,000 additional workers in 2025 to meet demand. Labor gaps magnify every sloppy handoff. ABC Slow payments do not help either. The 2024 Construction Payments Report pegs the national cost of slow payments at 280 billion dollars. That is cash flow friction you can feel. Rabbet
We kept a tight loop with Zuper for three years, reviewed releases, and watched roofers pressure test the product. The new verticalized package, Zuper for Roofing, is field ready. The workflows are coherent. The AI is practical. And it ships with a native HubSpot integration when you need enterprise CRM muscle. Zuper
The point is simple. Adoption beats feature lists. Adoption grows when the work feels familiar, the steps are named, and the proof is visible. That is the lane RBP owns.
We wanted to Give owners a simple decision map that matches how roofers actually grow.
We do this by matching platform scope to operating complexity. The bigger your company, the more complex the system, as you need more granularity in reporting and more effectiveness in marketing and sales management.
General Rules:
Under ~3M revenue: Zuper‑only. One login. One data model. Field OS first.
3–5M and up: Keep Zuper for ops and add HubSpot Sales and Marketing to scale pipelines, routing, attribution, and lifecycle nurturing. Zuper’s native HubSpot integration keeps sales in HubSpot and operations in Zuper without double entry. Zuper
That's the beauty of this decision. Previously, we integrated with three apps: Arrivy, SumoQuote, and CompanyCam. In some cases, we would add something like Zoho Inventory, which would require a myriad of integrations, automations, and data transfer back and forth to keep everything in sync. Those things would break from time to time.
Now with Zuper, it's really just a matter of if you're small, just use Zuper. As you grow, get HubSpot and implement them properly. Zuper is invested in by HubSpot through their HubSpot Ventures investment portfolio, so the whole idea is HubSpot has bought an interst in making the power of hubspot available to Roofers while not evolving the hubspot product too far in the direction of home services while getting elegant integration.
When SumoQuote was purchased by JobNimbus, we noticed that there became a significant degradation in the relationship between our company and SumoQuote as they slowly changed out the staff, the culture, and the product, as they also wanted to bring the SumoQuote technology into JobNimbus. We were no longer regarded as a trusted partner that helped evolve the product of SumoQuote. Instead, we became a competitor because we put a lot of roofing companies onto HubSpot when they outgrow systems like JobNimbus. So we became competitors in a way, and Sumo began telling customers that they would raise the price 50% at renewal with no change in features or they were just going to outright cancel their subscription unless they moved over to JobNimbus. It felt a little predatory, and our customers began to complain because they trusted us on making that recommendation to SumoQuote.
This created a bit of a crisis for Roofing Business Partner and the rest of my team because we had difficulty getting support. Things would break, and instead of customer support, I assume we'll quote being advocates for RBP. In many cases, they were the ones responsible, but they would blame it on our integration and implementation. We even had to go so far as to prove to them what they did wrong, and even after proving that they broke the system, they would never retract the statements made by their customer support team, which really felt more like a flip to JobNimbus Sales Team. We don't hate them for that. That was their choice, and that's what they're trying to do to grow their business and whatever, that's fine, but it did create a crisis for us.
We began to evaluate the market. We spent upwards of $50,000 developing our own internal configure price quote that could be built into HubSpot, and that was a pretty viable option. But we also looked at everything else that was out there on the market, and we had been watching Zuper for a long time. We would meet with them every year at the HubSpot conference and review the product. We saw what they had done, and there was a lot of innovation in the last twelve months, particularly because one of our clients actually switched to Zuper early. Because they were already well-set up on HubSpot and had all of our operating frameworks, they were able to really guide Zuper in developing the product into something that ultimately Roofing Business Partner would see as plug-and-play.
Now when you look at the Zuper feature set, it does a lot more than replace the SumoQuote functionality. It also has company cam functionality and Arrive functionality. Now, company cam and Arrive didn't do anything wrong, but it became a pretty obvious situation that if a customer was going to afford SumoQuote replacement in Zuper, it would justify also moving over Arrive and company cam to get a completely unified feature set.
Further investigation was done. We demoed a lot of the functionality. We got a chance to see the product roadmap. We met the team. We met the CEO and the CMO, and went through a rigorous process of vetting the product. In the end, the decision was made that Roofing Business Partner would begin representing Zuper and presenting it as an option for a safe landing as they off-board from SumoQuote. They weren't going to change from HubSpot to JobNimbus, which would be like going backwards just to keep their quoting tool, which didn't make any sense.
The TLDR is that it works great. It brings the feature sets required to deliver on the most modern roofing business experience all under one roof. Previously, to get that last mile delivery uber-like experience you would need a tool like Araivi. Araivi was originally intended for moving companies and it blew up during COVID but I saw it and asked if it would work for roofing first implementing it into my roofing business and then eventually introducing it to other roofers before it became a staple product for Roofing Business Partner to offer.
But then if you wanted beautiful proposals, Araivi only had a very simple basic quoting tool which you could use for change orders but you couldn't use it for beautiful proposals that present value in excessive price so you needed something like Sumo Quote. There were other tools on the market like Leap but then they purchased JobProgress, a failing CRM made for roofers, and then RoofR made a proposal tool but then they also created a CRM, so then that kind of boxed us out of using that. There was a company named Quote-Happily that made a CPQ for HubSpot but it wasn't really meant for home services; it was meant more for software sales. There are tools like Ingage, but that's more of a presentation tool but doesn't really have the ability to configure price quotes. And then finally, none of those softwares really had a strong photo taking tool. Arrivy had a basic one, but it wasn't quite the same as Company Cam. Now, our Zuper does all that.
I understand that you could be reading this from any position in a roofing company. I don't know if you're a production manager, a salesperson, an inside sales rep, or an owner. To make life simple, we made a number of specific pages highlighting the specific benefits for each of those roles.
Zuper for Roofing Company Owners
That's a really good question, and we went through the same process of looking at all the other available tools on the market through the lens of each of the roles above and the different types of roofing companies that we work with.
When we look at software, we tend to do a pretty extensive review. One of the first things we look at is the data model. Is it complex? We like to see contacts being separated from deals and deals being separated from tickets or jobs. We like to see the ability to separate a contact from a building because a contact owns a building or could live in a building, but a contact is not an actual building. So we want to see the building object be separate from the contact so we can change who owns the building later on. This is all because we think of a roofing company as being around for 100 years, and we want to make sure that we have good data as systems evolve and potentially things change. So the data model is the first place we look.
Then we look at the ability to customize each of those objects. We look at standard fields, custom fields, and the different types of fields that are available. We like to see the ability to create enumerated properties, meaning a drop-down menu that has a set number of mutually exclusive, collectively exhaustive options so that we're not having a bunch of open text boxes that can't be reported on.
We also look for how does it handle numbers? Can we have numbers that are currencies, numbers that are just numbers, numbers that are percentages? So that way we can represent important numbers in a way that's human-readable.
We also want to see how do you interact with those different objects and how do they interact with each other from an automations perspective?
To make it easy, we made a Zuper fit assessment quiz that allows you to answer 11 simple questions and have a pretty clear picture as to which pathway you should take. This quiz will tell you whether you should stay on the current platform that you're on, or potentially inquire with us directly for a more customized view, or if you should do a Zuper only implementation, or if you should look at Zuper plus HubSpot as an ultimate roofing platform.
Action steps
Do a Zuper Fit Assessment. Answer 11 questions and know for sure what path you should pursue for your roofing company.
Book a Call! Confirm your situation and finalize a price for migration, implementation, and onboarding.
Move into the Future with Confidence. We get started on your 30 day implementation and training plan to make sure you launch with confidence.
The point is simple. We will prove it in 30 days, then compound it in 90. If you want a partner that ships outcomes and owns adoption, not just a tool or a plan, let us run the build and stay on the hook for the numbers. That is the RBP way.