Skip to main content

Roofing software for survey-first quoting, signed scope, and staged billing

Nobody prices a roof from the pavement. The survey comes first, the scope gets signed before anyone climbs, and the money arrives in stages rather than all at the end.

Full re-roof · billing stages
  1. 1

    Survey before pricing

    Pitch, access, and condition captured on a form with photos.

  2. 2

    Deposit on signing

    30% — materials ordered against a committed customer.

  3. 3

    Progress at dry-in

    40% once the deck is watertight.

  4. 4

    Balance on completion

    30% with photos and the signed scope on the record.

Illustrative — sample data

What running a roofing business actually needs

The survey is the quote

Custom forms capture pitch, access, and condition with photos before a number exists, so you are not eating the difference on a roof you guessed at.

Signed scope, or a dispute later

The exclusions are what the argument will be about. Signed on the link, stored on the job.

Weather moves everything

When a day is lost, the affected visits move and the rest of the week re-sequences without rebuilding the schedule.

The core loop

Quote it, book it, work it, get paid.

  1. 01
    Starter

    Quotes

    Build a professional quote in minutes, then convert it to a job in one tap.

  2. 02
    Starter

    Scheduling

    Drag jobs and visits onto the team calendar and watch the day settle.

  3. 03
    Starter

    Dispatch & Routing

    Sequence the day into the shortest crew route.

  4. 04
    Starter

    Invoicing

    Invoice from the completed job — no re-entry, no missed line.

Questions from roofing businesses

Run your roofing business from one board.

Create an account and put your next week of work on it.

Get started