Custom software for roofing companies

Where roofing companies lose track of jobs

A roofing job has more stages and more people than most home service work. A rep finds the lead, an inspector climbs the roof, an estimator builds the price, the homeowner and often an insurance company approve it, the office orders materials and a dumpster, a permit is pulled, a crew installs, and payment can come in several checks over weeks. Each hand-off is a chance to lose a job or money.

The common pain points:

• Lead flow from door knocking after storms, referrals, ads and inspections, with reps who each track things their own way.
• Insurance jobs with claim numbers, adjuster meetings, the carrier’s scope, supplements for missed items and recoverable depreciation that is only released once work is done. State rules limit what a contractor can do in a claim, so the system should keep your role clear.
• Checks made out jointly to the homeowner and mortgage company, which slow down collections.
• Measurements in squares from aerial reports or a tape, turned into material lists with waste factors, underlayment, flashing, vents and drip edge.
• Material orders to supply houses with delivery dates, plus dumpsters and permits that must line up with the crew’s start day.
• Crews that are often subcontractors paid by the square, with extra pay for steep pitch, second layers and decking replacement.
• Photos. Inspection, damage, progress and completion photos are evidence for the homeowner, the carrier and the warranty.
• Manufacturer warranty registration and workmanship warranty records that need to be found years later.

What we build: roofing CRM, estimating and project tracking

• A roofing CRM with a pipeline that matches your stages, from lead to inspection, signed, claim approved, scheduled, built, and paid.
• Canvassing tools for reps with map-based territory, door results and appointment booking.
• Estimating from measurements with your material lists, waste factors, labor rates by pitch and markups, producing good, better and best options.
• Insurance claim tracking with claim and policy details, adjuster dates, scope and supplement history, and depreciation still owed.
• Material ordering and delivery scheduling, with dumpster and permit tasks tied to the install date.
• A crew and inspector app for photos, checklists, change orders with homeowner signature and daily notes.
• A homeowner portal with the contract, photos, schedule and invoices, and rep commissions calculated from each job’s real margin.
• AI phone answering for storm-day call spikes and integrations with accounting, e-signature and measurement services.

Off-the-shelf software for roofing companies vs custom

There are well-known roofing systems. AccuLynx is built for residential roofing contractors and covers CRM, estimating, ordering and production. JobNimbus is a flexible CRM and project tool used widely by roofers and other exterior contractors. Roofr focuses on measurements, proposals and sales. Many roofers also use CompanyCam for job photos alongside their main system.

For a lot of roofers, one of these plus a photo app is the right setup. Custom software fits when you are paying for several tools that do not share data, when your commission plan or sub pay rules live in spreadsheets, when you run commercial roofing, gutters, siding and solar alongside residential re-roofs, or when you want claim tracking and production built around your exact process.

How a roofing software project works

1. Map your job stagesWe follow a retail job and an insurance job from lead to final payment and list every hand-off.
2. Design the rep and office screensReps, estimators and office staff click through the designs before code is written.
3. Build in roundsCRM and pipeline first, then estimating, claims, ordering, crews and commissions.
4. Move your jobs and photosWe import open jobs, contacts, documents and photos from your current tools.
5. Launch outside storm seasonGoing live in a quieter stretch gives the team time to learn before the next busy run.

Where AI helps roofers

AI can compare the carrier’s scope to your estimate and flag line items that may belong in a supplement for your team to review, sort and label hundreds of job photos, and answer the wave of calls after a hail or wind storm so every lead gets booked. It can also write the homeowner’s update from the crew’s daily notes.