Through many in-depth conversations with roofing business owners, salespeople, and production managers, we have learned that two of the biggest challenges for roofing companies are (1) being perceived as professional and trustworthy in order to sell more jobs and (2) increasing visibility and efficiency in order to grow revenue and maximize profits.
As such, many roofing contractors are looking to upgrade from paper documents and white boards, as well as generalized software solutions such as Google Workspace and Microsoft, to adopting software that has been designed specifically for the trades and roofing businesses.
In this post, we share eleven roofing apps for your business, divided into two categories: apps for CRM and business management, and apps for selling (measuring and estimating). We’ll start with our own roofing contractor software, ServiceTitan.
CRM & Business Management Apps
Roofing Measurement, Estimating & Sales Apps
Schedule a call with us to learn more about how our software, and accompanying mobile app, can help you streamline and grow your roofing business.
CRM and Business Management Apps for Roofers
Roofing companies are using some of ServiceTitan’s foundational features to solve important challenges in their business, such as gaining better visibility in their financial and operational data, providing impressive customer experiences, and improving their marketing efforts.
Roofing companies will continue to benefit more from our platform as we roll out new features with the goal of providing a true all-in-one solution for roofing contractors.
Presently, roofing businesses benefit most from using ServiceTitan in the following ways:
Centralize Your Customer and Job Data (and Access It Anywhere)
ServiceTitan offers a customer relationship management (CRM) system to record, store, and access all of your customer and job data, beginning the moment a potential roofing customer calls in.
Our call booking functionality provides CSRs and office staff with the name and contact information of the incoming caller, and prompts them to fill out a series of form fields that ensure they collect all of the necessary information to kick off a potential roofing job.
From the booking page, they can view the availability of their sales team, assign a team member to the job, and schedule a visit if the business or homeowner agrees to have someone come out.
At that point, a customer page is automatically created in which their contact information and job details can be stored as the job progresses. This data can be shared and accessed from the office via our desktop application, as well as remotely from a job site or elsewhere through the ServiceTitan mobile app (compatible with iOS and Android devices).
Users also have the option to create a roofing project page in which financials can be tracked, appointments can be made, material orders can be placed, and other aspects of project management carried out.
Offer Modern and Impressive Customer Experiences
ServiceTitan offers a variety of features that help roofing businesses communicate professionalism and trustworthiness with their customers.
For example, our dispatching functionality includes text message notifications and Uber-style GPS tracking that keeps customers up to date about when salespeople or field supervisors and crews are scheduled to arrive.
During the sales process, salespeople have the ability to offer financing to prospects that can get approved quickly, improving customer experiences while helping to close more sales.
And upon completion of a job, companies can also offer convenient payment options — including cash, check, or credit card — right from their mobile device (iPhone, iPad, etc.).
Gain More Visibility with Access to Real-Time Business Data
One of the big challenges for roofing contractors is getting timely and accurate financial data to track their cash flow and the overall health and performance of their business.
This is one area where ServiceTitan roofing software can deliver immense value. With ServiceTitan reporting, roofing contractors get a complete real-time view of their most important business KPIs, including:
Booking and conversion rates
And much more
They also have the ability to customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers being reported in their financial data, as well as roll up multiple tenants into single reports, making ServiceTitan a particularly powerful platform for enterprise roofing businesses.
Understand the True ROI of Marketing Efforts to Optimize Your Campaigns
One of the most important aspects of effectively marketing a roofing business is measuring the ROI of your various channels and campaigns so you can know which campaigns are performing well and which are not.
ServiceTitan makes this data easily accessible to roofing companies, eliminating the struggle to understand ROI. Specifically, ServiceTitan offers campaign-tracking telephone numbers and real-time ROI reporting for all of your marketing campaigns.
For each of your campaigns, you can track the number of calls they brought in, the jobs your reps booked from these calls, and the actual sales results of those jobs. You can also calculate the ROI on your roofing advertising campaigns as ServiceTitan identifies how much revenue you make from each ad, and breaks it down into cost per lead.
By measuring the marketing ROI of each campaign, ServiceTitan helps roofing companies:
Know how much revenue each roofing marketing campaign generates.
Track how well staff convert leads into jobs and sales.
Focus marketing dollars on the campaigns that actually make money.
Stop wasting money on ads — and platforms — that don’t perform.
The #1 newsletter for the trades.
Get a Free Demo and Consider ServiceTitan for Your Roofing Business
For over a decade, ServiceTitan has been providing innovative products to help HVAC, electrical, plumbing, and other trade businesses run more efficiently and improve their profitability. And we are now investing heavily in developing an all-in-one business management solution for the roofing industry.
Throughout this post, we’ve discussed a sampling of the core features that benefit roofing businesses the most. However, we also offer features such as time tracking, forms, checklist templates, invoicing, QuickBooks integration, and more.
If you’d like to see what our platform can offer you now, and learn more about the features coming for roofing companies soon, schedule a call and get a free demo.
JobNimbus is a modern cloud-based CRM software that positions itself as an all-in-one solution for roofing contractors, with an emphasis on enhancing efficiency and organization. Areas in which they offer value include:
Organizing leads: Features to keep your opportunities sorted and accessible from anywhere.
Optimizing sales: Features to communicate and sell to prospects at each stage of the funnel.
Managing projects: Features to keep job information organized and help increase efficiency.
Streamlining billing: Payments functionality to reduce the time it takes to get paid.
Founded in 2008, AccuLynx is a long-standing software solution that’s been built specifically for the roofing industry. It offers a wide range of features to help streamline business processes, grow profits, and provide better customer service.
Key areas in which they offer value include:
Helping you win more jobs by simplifying your sales process.
Helping you improve productivity through streamlined workflows.
Helping you save time by cutting back on administrative costs.
Providing access to data to make more informed decisions.
Roofing Measurement, Estimating & Proposal Apps
EagleView is a geospatial software offering aerial imagery and analytics for a variety of sectors including construction, government, utilities, solar, and roofing businesses, among others. Their main solution for roofing contractors is Bid Perfect™.
Bid Perfect™ uses aerial measurement to help you develop fast, detailed roofing estimates for simple and complex roofs, including top-down and side-angle imagery, total roof area, pitch distribution, and facet count. Currently, they’re rated 4.4 stars on Capterra, GetApp, and G2.
Roofr is a roofing proposal app that positions itself as the all-in-one sales toolbox for roofers. It offers a modern user interface and core products that include:
Instant estimates that let you qualify and close fast.
$10 roof reports delivering accurate measurements in as little as three hours.
Custom, digital proposals that can help you close deals faster.
Roofr also has a new CRM product available to help manage the sales process from end to end. However, at the time of this writing, this product is in open beta and still early in its development.
Hover is a measurement and 3D modeling app that offers direct ordering, production management, remote measurements, and automated estimates to make job management more cost effective and efficient.
Its primary products for roofing contractors include:
A 3D visualizer to help homeowners get on the same page with contractors before work begins.
Fast measurements and accurate estimates for a streamlined sales process.
Direct ordering capabilities to send orders to suppliers.
iRoofing is a roofing sales app providing features to measure, estimate, visualize, and sell roofing to homeowners. The company prides itself on providing great customer service, driving continual innovation, and fostering trust with clients.
Similar to the other tools we’ve been covering, it offers solutions for:
Getting accurate roof measurements
Selling to homeowners with a roofing visualizer
Easily creating roofing estimates
RoofSnap is another measurement and sales platform for roofing professionals. It offers roof measurement orders, as well as a software subscription that includes:
Flexible measurement tools: DIY measurement tools to sketch out your roofing projects on any device.
High-definition aerial imagery: Access RoofSnap’s extensive imagery coverage across the US and Canada — rural areas included — to improve the accuracy of your measurements and estimates. Or upload your own drone imagery or blueprints to RoofSnap and sketch out the roof to get your instant measurements.
Estimate builder: Provide good-better-best proposals to customers, apply markups or discounts, and more.
Business documents: Create and deliver professional measurement reports, estimates, material orders, and customizable contracts to your customers, crew, and suppliers.
RoofScope is an aerial measurement tool for doing accurate takeoffs for roofing, gutters, siding, insulation, and more. RoofScopeX is their light, compact aerial measurement report, showing square count and pitch breakdown.
Users can search the structure they want measured by address, or upload blueprints. They also offer a mobile option for getting measurements while in the field called Text-to-Scope, which allows you to text an address and receive a scope report to your mobile device.
Roofscope’s aerial roof measurement reports are drafted by expert CAD technicians and reviewed by a quality assurance professional, certifying absolute data accuracy on every report. They guarantee a 95% or better accuracy rate on every plane, eave, rake, ridge, hip and valley.
SumoQuote is a quoting software for contractors that do roofing, painting, siding, and other exterior work. Their app allows businesses to add their logo and company colors to maintain brand consistency and impress customers.
With SumoQuote, contractors are provided with a simple workflow to customize their quotes, including the ability to add cover photos and inspection images of the customer’s home, use templates to streamline quote creation, offer Good Better Best options, collect e-signatures, and more.
They offer a free 14 day trial for contractors interested in trying out their tool.
11. GAF QuickMeasure
QuickMeasure is a roof measurement app offered by the roofing industry supplier GAF. It offers roof measurements in under an hour for single family residences, and under 24 hours for multifamily and commercial buildings.
In addition to providing all the measurements you need for facets, pitch, eaves, rakes, parapet walls and more, they also provide a complete roofing materials list based on the measurement and an easy-to-use materials ordering page.
Furthermore, each report includes an interactive 3D rendering of the property and Commercial reports include a CAD-compatible .dxf file.
Schedule a call with us to learn more about how ServiceTitan’s software, and accompanying mobile app, can help you streamline and grow your roofing business.
ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.