Do I need to be tech-savvy to use this?
No. Ridgeline is built for roofing crews, not IT departments. If you can use your phone, you can use Ridgeline. Most teams are fully set up in under an hour.
How does the free trial work?
You get full access to everything — CRM, leads, AI assistant — for 14 days. No credit card required. At the end of the trial, choose a plan or your data stays saved if you come back.
Does it work for insurance roofing specifically?
Yes — it was built for it. The pipeline has stages specifically for insurance: Claim Filed, Adjuster Scheduled, Approved. You can track the insurance company, adjuster name, and follow-up dates on every job.
What about my reps in the field? Can they use it on mobile?
Yes. Ridgeline works in any browser — desktop, tablet, or phone. Reps can log a lead the moment they leave a doorstep. No app install required.
Can I import my existing leads?
Yes. We'll help you migrate from spreadsheets, your notes app, or whatever you're using now. Reach out after signing up and we'll get you set up in one call.
What is the AI assistant and do I need it?
The Ridge AI assistant is a built-in chat powered by Claude (Anthropic's AI). You can ask it anything — which jobs to prioritize, how to word a follow-up, your pipeline summary. It requires an Anthropic API key (about $5–10/mo extra depending on usage) but is completely optional.
Is my data safe?
Your data is stored securely and never shared with third parties. We don't sell data, run ads, or resell your customer information. Period.