July 8, 2024

9 Essential Software for Roofing Businesses

Your roofing business doesn't need ALL the software. But there're certain tools that will really make a difference in your business. Here's our top 9.

Time to read:
8 Minutes
Written by
Jennifer Cote

In the fast-paced world of roofing, staying ahead of the curve is crucial.

As a roofing contractor, you're not just dealing with shingles and gutters. You're managing a business.

And like any business in the 21st century, technology plays a significant role.

From customer relationship management to job tracking, digital solutions are transforming the roofing industry.

In this comprehensive guide, we'll explore the must-have software for roofing contractors.

We'll delve into how these digital tools can streamline your operations, enhance customer communication, and ultimately, scale your business.

Embracing digital solutions: The key to scaling your roofing business

In today's digital age, embracing technology is no longer optional. It's a necessity. 

For roofing contractors, this means integrating digital solutions into your business processes.

From managing customer relationships to tracking jobs, software tools can significantly enhance your operations. They can help you save time, reduce errors, and improve efficiency.

Moreover, these tools can provide valuable insights into your business. They can help you make informed decisions, optimize your resources, and ultimately, scale your business.

Why roofing software is essential

Roofing contractor software is more than just a fancy tool. It's an essential part of your business.


Part of it is that technology is needed to keep up with competition, and to meet the processes in place by suppliers, marketing agencies, and more. The other part, though, is that the expectations of homeowners involve technological adaption. If you want to win over customers, bring in new jobs, and keep your business growing, then technology is a requirement. 

Don’t be worried though. The best tech won’t be complex to include into your day to day. In fact, the right tech tools should help you work smarter and save you time. 

It should streamline your processes, help you automate repetitive tasks, and improve your efficiency. This can free up your time, allowing you to focus on what you do best: roofing.

The ROI of investing in roofing technology

Investing in roofing technology may seem like a big expense. But when you consider the return on investment (ROI), you’ll realize that software is more of an investment. 

With the right software, you can increase your productivity, improve your customer service, and boost your bottom line. In the long run, the benefits far outweigh the costs.

And, if you choose the right software, you can actually end up saving money in the long run.

Now that we’ve gone over why tech is important, and how using tech will benefit your business, it’s time to get into the 8 key software tools a roofing company should look into.  

1. Roofing CRMs

CRMs are a game-changer for roofing contractors. They centralize all your customer data in one place, making it easy to manage your relationships.

With a CRM, you can track customer interactions, manage leads, and monitor sales activities. This can help you provide better service, close more deals, and grow your business.

Moreover, a CRM can provide valuable insights into your customers' behavior. This can help you tailor your services to meet their needs and expectations.

Streamlining sales and customer management

A CRM system can streamline your sales and customer management processes. It can automate repetitive tasks, freeing up your time for more important things.

For instance, you can use a CRM to automate follow-ups, track sales progress, and manage customer complaints. This can help you stay organized, improve your efficiency, and enhance your customer service.

CRM features that roofing contractors can't ignore

There are several CRM features that roofing contractors can't ignore. These include contact management, lead tracking, and sales forecasting.

Contact management allows you to store and manage customer information in one place. Lead tracking helps you monitor the progress of potential customers through the sales funnel. Sales forecasting, on the other hand, can help you predict future sales based on historical data.

These features can help you manage your relationships more effectively, make informed decisions, and drive your business growth.

Roofr CRM

Roofr's CRM is a trailblazer in the industry for one key reason: It was built for roofers, by roofers. With all the told you need to run your day-to-day, the Roofr CRM creates a centralized platform to manage everything from lead capturing and satellite measurements to digital proposals, customer communication, material ordering, invoicing, and collecting payments.

Contractors can track customer interactions, manage leads, and monitor sales activities in one convenient location. It saves you time and money by doing everything in one tool. No more jumping between platforms or duplicating work.

Automates repetitive tasks, get more visibility into the performance of your roofing company, and offer homeowners an unforgettable customer experience. Close more deals, and achieve business success like you've dreamed of.

You can learn more about the Roofr CRM here.

2. Satellite measurement tools

Digital measurements or satellite measurements allow you to get accurate measurements of roofs without having to physically climb onto them.

These tools can save you time, reduce the risk of accidents, and improve the accuracy of your measurements.

Improving accuracy and efficiency

These tools provide precise measurements, eliminating the risk of human error, all while you can be completing other tasks. You simply order your satellite measurement, and then get on with your day until it's delivered. Roofr Measurements are delivered in under 3 hours!

Convert digital measurements into proposals easily, and pitch jobs quicker.

For today's roofer, this tool can change everything.

3. Online payment processing

Homeowners don’t have checks anymore. And they definitely don’t want to order some just to pay for a roof. Just like how you don’t want to spend your saturday afternoon driving around collecting them. 

Digital payments are a game changed for you and your customers. They provide a convenient and secure way for homeowners to pay for services, anytime. And homeowners want to pay online!

Streamlining financial transactions

Online payment systems provide real-time updates on your financial status, helping you keep track of your income and expenses. This can be invaluable in managing your business finances effectively.  

Automating the payment process and using tech tools to save time help you get paid quicker, too. 

If you’re curious about digital payments, check out our complete guide here. 

4. Online signature tools for secure contract management

Roofing contracts often require signatures from multiple parties. Don’t drive around trying to catch homeowners, or wait for them to print, sign, and scan back a blurry picture to you. Online signature tools can simplify this process significantly.

Sending contracts online and collecting signatures electronically can:

  • Help you close jobs faster
  • Keep customer data organized 
  • Reduce lost contracts to protect you and your customers

5. Job tracking software and tools

Managing multiple roofing projects can be a daunting task. Job tracking and project management software can help streamline this process by giving you one place to manage all your jobs. 

The downside with manually doing this is that things can slip through the cracks. Sticky notes can get lost. White boards can become a job to keep up to date. And when you get a call on the go, it’s too easy to not update a spreadsheet. 

A centralized platform to manage all your projects in one place, that ideally connects to your customer contact information, proposals, and payment, will help you easily monitor how your leads are converting and what stage all your jobs are at. 

Keeping projects on track

Project organization is key to keeping jobs on budget, providing a high quality customer experience, helping your team to work efficiently, and to easily prioritize tasks. 

You can use tools like Gantt charts, Trello boards, or calendars, or look for a built-in roofing job project tool like Roofr Job Board to keep tabs on your customers. Track from lead to payment in one place. 

6. Digital proposals to win more bids

In the competitive roofing industry, a well-crafted proposal can make all the difference. Digital proposal software can help you create professional and compelling bids.

These tools allow you to quickly generate detailed proposals. You can include project timelines, cost estimates, and even visual representations of the proposed work.

With a digital proposal, you can impress potential clients and increase your chances of winning bids. Plus, it's easier to update and modify digital proposals, saving you time and effort.

7. Website buildersand for roofers

Websites may not be software, per say, but it is a powerful tech tool that can help your business thrive. 

Having a strong online presence is crucial for any business, including roofing contractors. A professional website can help you attract new customers, showcase your work, and give potential customers a clear next-step for how to book a job with you. 

The importance of a user-friendly website

A user-friendly website makes it easy for potential customers to find the information they need. This includes services offered, contact information, examples of past work, and maybe even price.

Moreover, a well-designed website can enhance your business's credibility. It shows that you're a professional company that takes its online presence seriously.

8. Customer communication tools

In the digital age, customer communication tools are essential for maintaining strong relationships with clients. These tools allow roofing contractors to keep clients updated on project progress, answer queries, and handle complaints efficiently.

By integrating these tools into your business processes, you can ensure that no customer query goes unanswered. This not only improves customer satisfaction but also enhances your company's reputation for excellent customer service.

9. Lead capturing tools

Lead capture software is a powerful tool for roofing contractors looking to expand their client base. This software allows you to generate and manage potential clients, keeping track of leads and their status in your sales funnel.

With lead capture software, you can automate the process of collecting and organizing lead information. This not only saves time but also ensures that no potential client slips through the cracks. It's a must-have tool for any roofing contractor aiming to grow their business.

Roofr's Instant Estimator

Roofr Instant Estimator is a game-changing lead capturing tool for roofing contractors. An interactive way for customers to get instant quotes from your business, the tool not only gives customers a unique experience, but captures you leads with no extra effort on your end.

Customer data is collected through its user-friendly interface as they enter information about their address, roof type, timeline, and special request. The Instant Estimator enables contractors to personalize their services and tailor offerings to meet individual needs. What sets this tool apart is its ability to stand out from the competition by providing accurate estimates quickly and efficiently, showcasing professionalism, and building trust with potential clients.

Experience the power of Roofr's Instant Estimator and elevate your roofing business to new heights.

BONUS TIP: How to select the best software for your business 

Choosing the right roofing contractor software is a crucial step in your digital transformation journey. It's not a one-size-fits-all situation. The software you choose should align with your specific business needs and goals.

Consider factors like the size of your business, the complexity of your projects, and your budget. Also, think about the specific features you need. Do you need advanced job tracking capabilities? Or is a robust CRM system more important to you?

Assessing your business needs

Before you start comparing software options, take some time to assess your business needs. What are your pain points? Where do you need to improve efficiency or productivity?

Maybe you're struggling with managing customer relationships. Or perhaps your job tracking process is disorganized. Identifying these needs will help guide your software selection.

Integrating Software for a Future-Proof Roofing Business

In conclusion, integrating the right roofing contractor software into your business operations is a game-changer. It can streamline your processes, improve customer relationships, and give you a competitive edge.

Remember, the goal is not just to adopt technology for the sake of it. It's about choosing the right tools that will help you build a stronger, more efficient, and future-proof roofing business. So, take the time to do your research, assess your needs, and make an informed decision. Your future success depends on it.

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