Bastion is the all-in-one field service CRM for contractors, roofers, and service businesses. Track leads, create estimates and invoices, monitor severe weather, plan routes, and close more deals — all from one powerful dashboard.
No credit card required · 30 days free · Cancel anytime
Bastion adapts to how you work — whether you're chasing storms on a roof, managing rental properties, maintaining landscapes, or closing deals in the field.
Built-in storm tracking, hail damage assessments, insurance claim workflows, and roofing lead management. The only roofing CRM with live NWS weather alerts.
Track units, manage maintenance requests, organize tenants by property, and generate invoices at scale. Property management software built for contractors who manage portfolios.
Route planning, territory mapping, contact history, and on-the-go estimates from your phone or tablet. A field service CRM designed for reps who live on the road.
Recurring service tracking, seasonal scheduling, weather-aware routing, and quick invoicing between jobs. Manage your lawn care and landscaping operation from anywhere.
From first contact to final invoice — Bastion's field service CRM handles it all so you can focus on the work that wins jobs.
Track every lead with status pipeline, priority levels, contact history, notes, photos, and color coding. Filter by city, type, or stage. Manage your entire territory from one view.
Build professional estimates from your service catalog and convert them to invoices with one click. Line items, tax rates, payment terms, and branded documents your clients trust.
24/7 NWS weather monitoring with hail, tornado, and wind alerts. Map overlay shows storm paths across your territory. Storm Lead Scanner finds affected properties instantly.
Interactive service area map with all your properties plotted. Plan optimized multi-stop routes for your crew and open them directly in Google Maps for navigation.
Create your organization, invite your crew, assign roles and permissions. See who's online, what city they're working in, and coordinate through built-in team chat.
Track business overhead and per-job costs in one place. Recurring expenses, vendor payments, category breakdowns, and monthly reports. Know your margins at a glance.
Keep your suppliers, subcontractors, and service providers organized. Track jobs per vendor with costs, materials, and invoice references. Know exactly what you've spent where.
Plan your crew's day with stop-by-stop agendas. Log updates at each property, track completion, and never miss a follow-up with property-linked reminders.
Send targeted email campaigns by city or status. Generate social media posts with before-and-after photos, captions, and hashtags. Build your brand while you build roofs.
Built-in calculators for materials, concrete, paint, drywall, roofing squares, and more. Imperial and metric units. Save time on jobsite math.
Track materials lists and measurements on every property. Mark items acquired, generate downloadable materials sheets, and keep your crew supplied.
Real-time cloud sync across all your devices. Work offline on the jobsite — data syncs automatically when you reconnect. Your CRM never goes down.
Sign in, set your service area, and you're ready to go. No app store needed — Bastion installs directly from your browser on any phone, tablet, or desktop.
Create your account, enter your business info, set your service area, and pick which weather alerts to monitor. Three steps — under 2 minutes.
Add properties one by one, import from a spreadsheet, or load demo data to explore. Invite your crew and assign roles — field tech, manager, or owner.
Create estimates, track expenses, plan routes, monitor storms, manage vendors, and coordinate your team — all from one dashboard built for contractors.
Bastion is the only contractor CRM with built-in storm tracking. It monitors the National Weather Service 24/7 for your service area. When hail, wind, or tornado damage hits — you're the first roofer to know and the first to respond.
30 days free — no credit card required. After your trial, pick the plan that fits your business.
All plans include a 30-day free trial. No credit card required to start.
"Finally a CRM that actually makes sense for a roofing company. The storm tracking alone is worth it — I get alerted before my competitors even know a storm hit."
"I was using a spreadsheet to track 40+ properties. Now everything is in one place — estimates, invoices, routes, contact history. My whole crew uses it from their phones."
"The estimate builder is incredibly fast. I can build a professional proposal on-site and send it to the homeowner before I even leave their driveway."
Bastion is an all-in-one CRM built for contractors, roofers, property managers, and field service businesses. It includes lead tracking, estimates, invoicing, storm monitoring, route planning, team management, and more — all from one dashboard that works on any device.
Yes. Bastion monitors the National Weather Service 24/7 and alerts you when severe weather — hail, tornadoes, damaging wind — hits your service area. The Storm Lead Scanner automatically finds affected properties already in your CRM so you can reach out first.
Bastion starts with a free 30-day trial — no credit card required. After your trial, Pro is $29/user/month (or $24/mo billed annually). Business teams are $35/month. Every plan includes full access with no hidden feature tiers.
Yes. Bastion is a Progressive Web App (PWA) — it installs directly on your phone or tablet from the browser, no app store needed. It works fully offline on the jobsite and syncs automatically when you reconnect.
Yes. The Business plan supports multiple users with role-based access — owner, manager, and field tech roles. Your whole crew shares the same CRM data in real time. Assign tasks, track progress, and coordinate jobs from one place.
No download or app store needed. Go to bastioncrm.com/app, sign in with Google, and you're running. You can optionally install it as a PWA for an app-like experience on your home screen — iPhone, Android, or desktop.
Join roofing contractors, property managers, landscapers, and field service pros already using Bastion CRM. 30 days free — no credit card required.
Free for 30 days · No credit card · Cancel anytime