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.
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 contractor lead with status, priority, contact history, notes, and custom color coding. Filter by city, type, or pipeline stage to manage your roofing leads and field sales pipeline.
Build professional contractor estimates from your service catalog. Auto-calculate totals, add custom line items, and generate branded PDF proposals your clients will trust.
Create polished invoices in minutes. Add line items, apply tax rates, set payment terms, and convert estimates to invoices with one click. Get paid faster with professional billing.
Automatic NWS weather monitoring for your service area. Get alerted when hail, wind, or tornado damage hits — then use Storm Lead Scanner to find affected properties in your CRM.
See all your properties on an interactive map. Plan optimized driving routes for field service calls and open them directly in Google Maps for turn-by-turn navigation.
Send targeted emails by city, property status, or type. Use templates with auto-filled placeholders to reach contractor leads at scale and follow up automatically.
Create before-and-after posts and project progress reports with photo uploads, captions, hashtags, and layout templates — ready to share on social media and win more referrals.
Firebase-powered cloud sync keeps your CRM data safe and accessible across all your devices. Or work offline on the jobsite — data syncs when you reconnect.
Your logo, your brand colors, your service catalog, your call scripts, your invoice terms. Make Bastion CRM feel like it was custom-built for your contracting business.
Download the app, sign in, 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, choose your brand colors, and set your service area. The setup wizard walks you through everything in under 5 minutes.
Add contractor leads one by one, import from a spreadsheet, or load demo data to explore. Every property gets tracked with full contact history, notes, and status pipeline.
Create estimates, send invoices, monitor storm damage, plan routes, email leads, and generate social posts — all from one contractor CRM dashboard.
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.
No credit card required. No hidden fees. The contractor CRM that pays for itself with the first deal you close.
Join roofing contractors, property managers, landscapers, and field service pros who use Bastion CRM to track leads, close deals faster, and never miss an opportunity after a storm.
Try Bastion CRM Free →