Roofing Software for Roofing Companies

The call: a leak after the storm

Roofing calls spike after weather. A storm rolls through, and by morning you have a stack of "water coming through the ceiling" calls and a few people asking for a full replacement quote. The first shop to answer and book an inspection usually gets the job.

The SWITCHBOARD AI receptionist answers in your shop's name, day or night, and books the inspection while the caller is on the line. It asks what a good CSR would ask: is water coming in now, how old is the roof, one story or two, shingle, tile or metal, has insurance been called. You teach it your answers, like your service area and what you do not do. When it does not know, it takes the name, number and issue for a callback. Calls, texts, email, Facebook messages, web chat and lead forms all land in one inbox.

The inspection, with photos

Homeowners cannot see their roof, so photos do the selling. With Job Walk the estimator works area by area on the phone: photos, video and a voice note for each slope, the flashing, the valleys, the vents, the decking you can see from the attic. Photos are time-stamped and stay on the job, which helps when the homeowner, an insurer or your own crew asks later what was there. Job Walk works with no signal, which matters on a rural roof.

The estimate, and what we do not do

Plain truth first: SWITCHBOARD does not pull aerial or satellite roof measurements. You measure the roof your usual way, on the roof or from a measurement report you already buy, and enter the squares, pitch and extras. From there, lines come from your own Price Book. At the end, Good, Better and Best are ready. As an example, Good could be a standard architectural shingle over new underlayment, Better a heavier shingle with ice and water shield in the valleys and new flashing, and Best a premium shingle with full deck replacement where needed and a longer warranty.

Each option shows pictures and live profit margin against your target. Missing costs are flagged, never guessed. The customer picks, signs and pays the deposit on the estimator's phone. For building the numbers, see how to estimate a roof replacement.

Deposits and staged invoices

A replacement ties up a lot of material money before the crew gets paid. SWITCHBOARD keeps deposits and staged invoices on one job number. As an example: a deposit at signing, a second invoice when materials drop, and the balance at completion. Signed change orders cover rotten decking found after tear-off, so the extra sheets are approved before they go on the invoice. Late reminders get firmer as the balance ages. On how much to ask up front, read how much deposit a contractor should take.

Crews and weather days

Every crew member can have a login, with no seat fees, and roles from helper to owner control what each person sees. Hours are clocked from the job, with state overtime rules. Crew chat is tied to the job, so the lead's photo of the dumpster placement or the problem valley is where the office can find it. Safety checks come first on the phone and cannot be skipped, which is where fall protection belongs.

When rain moves a tear-off, the office moves the job on the dispatch board, and Switch, the AI, can draft the message to the customer for you to approve. Crew performance and job margins after labor, parts and drive time show which crews and job types make money.

Getting paid and the next job

Customers pay by card online, Tap to Pay, bank, cash or check with a photo, or over time when you turn financing on. Invoices and payments sync to QuickBooks Online. Every finished roof gets a Google review ask, and before and after photos can become Facebook, Instagram and Google profile posts; see how to turn job photos into marketing.

Comparing tools? Read the best field service software for roofers guide and SWITCHBOARD vs Jobber or SWITCHBOARD vs Housecall Pro. Pricing is quoted per shop on a 30-minute walkthrough.

The tools roofing companies use most

Job Walk takes the estimator around the roof with photos and builds Good, Better and Best on site, staged invoicing bills deposit, materials and completion on one job number, and in the tech app the crew's time follows the lead's taps. Automatic messages remind the homeowner the day before the crew arrives. See how to walk a job before you quote and change orders on the job.

Roofing companies in California

What running a shop looks like city by city: climate, utilities, permit offices and the local license count.

Questions people ask

Does SWITCHBOARD measure roofs from aerial images?

No. It has no aerial or satellite measurement integration. You measure the roof your usual way and SWITCHBOARD builds and prices the estimate from your Price Book.

Can I take a deposit when the customer signs?

Yes. The customer picks an option, signs and pays the deposit on your phone, and later stages are invoiced on the same job number.

Can I bill in stages, like deposit, materials and final?

Yes. Deposits and staged invoices sit on one job number, and signed change orders cover extra work like rotten decking.

Do my helpers need their own seats?

There are no seat fees. Every crew member can have a login, and the helper role limits what they see.

Field service software for roofers