As a roofer, you know precisely how to do manual work, and you expect any task that doesn’t have to be done by hand to be automated and simplified.
That’s where business software for roofing contractors comes into the picture.
This SaaS solution offers tools that range from measuring roofs and ordering material to monitoring project progress, invoicing, and everything in between.
The key idea behind the best roofing contractor software is to streamline and automate the everyday job duties roofers face while always improving customer satisfaction.
Let’s get to know some of the pro roofing apps on the market so you don’t have to search for them!
Top picks
- Acculynx: Best for comprehensive project management
- PandaDoc: Best for contract management & document automation
- Salesforce: Best CRM software for roofing contractors
- BuilderTrend: Best for project management & scheduling
- Pipedrive: Best for sales pipeline management
- iRoofing: Best roofing estimating software
- JobNimbus: Best for an all-in-one solution
What is roofing software?
Roofing software can provide a CRM that helps capture leads and forecast sales, a project estimation tool so you simplify material ordering and staff allocation, and even a contract management app for roofing job proposals and invoices.
Ultimately, the “best” roofing software speaks directly to your needs — it covers the aspects of your daily work routine that your roofing company deems most important to streamline and execute with the help of a dedicated solution.
How does the roofing business benefit from dedicated software?
Commercial roofing software provides you with several advantages when compared to old-fashioned methods of using pen and paper for proposals/estimates or relying on manual data entry for invoicing and project management. These include:
- Lead management: Automatically transfer your leads into sales management software — track communication, add them to projects, and follow up through email or text message.
- Project estimation: Generate project bids, build quotes by choosing items on the list, and create estimations by calculating set pricing, materials, and target margins.
- Proposal creation and management: Create, send, and e-sign professional roofing proposals through templates that match the required design.
- Roofing project management: Oversee all your roofing projects and reduce manual work by visualizing task lists, job boards, and detailed assignments.
- Real-time reporting: Leverage document analytics to gain insights — assess how projects are completed, identify bottlenecks, and drive faster, more profitable growth.
- Simplified payment: Present secure and seamless payment gateways that allow team members to connect with clients in the field, settling invoices from anywhere on any device.
Top 7 best roofing software
1. Acculynx: Best for comprehensive project management
Acculynx offers features like activity management, bid management, estimates, billing, and invoices.
Centralizing job and customer information, Acculynx streamlines customer communication through automated emails and text messages.
Pricing: Requested via the website and calculated based on specific business needs
Key features:
- Digital job files
- Messages and activity feed
- Production calendar
- Labor manager
- Project scheduling
- Material ordering builder
Customers note that, while they would still like to see options not yet available with Acculynx (like more integrations), they are pleased overall with the software’s ability to help their roofing businesses track leads, improve customer satisfaction, and stay organized on job sites.
Customer rating: 4.4 out of 5.
2. PandaDoc: Best for contract management and document automation
PandaDoc, as an independent or integrated tool, covers all aspects of contract and proposal management.
From pre-made templates and legally binding e-signatures to document activity tracking, this pro solution helps roofing companies automate workflows and speed up the entire process of getting roofing jobs done efficiently and on time.
The platform acts as a full-cycle document management solution for roofing businesses, providing features like CPQ (configure price quote) software, an audit trail and version history, and a built-in product catalog.
Pricing: starts from $19 per month per seat when billed annually.
Key features:
- Rich template library covering roofing contracts and proposals.
- Notifications to effortlessly keep track of any document changes
- Built-in e-signatures
- Online payment collection, and payment integrations like Quickbooks and Stripe.
- CRM integrations like HubSpot, Pipedrive and Salesforce.
- Document activity tracking
- Access control and user roles
- Analytics on document views, total time spent, and if any links were clicked.
- ACH payments directly from contracts, quotes, and invoices
PandaDoc customers noted that the platform allowed their teams to stay more efficient and consistent with the proposals they sent, the contracts they managed, and the ease with which those documents were generated thanks to customizable templates and a content library that makes reusing them a huge time-saver.
Customer rating: 4.7 out of 5.
3. Salesforce: Best for CRM functionality
Salesforce provides extensive roofing CRM functionalities, including workflow management, dashboards, sales forecasting, collaboration, and reports that can be customized for roofing contractors.
With the ability to manage leads, orders, and access to its CRM via mobile, Salesforce offers enhanced visibility into the distribution of teams’ efforts and materials used for projects, and helps visualize cash flow and expenses in a more convenient way.
Pricing: starts at $165 per user per month when billed annually.
Key features:
- Contact management
- Inventory management
- Opportunity management
- Sales dashboard reporting
- Integrations with tools like PandaDoc and Quickbooks
- Customer relationship management
Based on Salesforce reviews, users choose this CRM because of its flexibility and ability for customization. Users report that these two features are keys to ensuring the tool will benefit their business management processes without sacrificing too much time on its implementation.
Customer rating: 4.4 out of 5.
4. BuilderTrend: Best for project management and scheduling
As a cloud-based solution, BuilderTrend allows roofing businesses to take on more projects, minimizing costly errors and streamlining project completion.
It offers a user-friendly interface and a portal for employees, enhancing communication with daily updates on project progress.
Pricing: $199 for the first month, then $499/month.
Key features:
- Sync with Quickbooks and Xero
- Mobile document scanning
- Customer portal
- Time tracking
- Notifications
- Reporting
Buildtrend customers note that the platform helped achieve increased efficiency, clear expectations, a way to communicate with out-of-state clients, and diagnosis prior to projects to ensure they are evolving successfully as a company.
Customer rating: 4.2 out of 5.
5. Pipedrive: Best for sales pipeline management
As flexible roofing sales software catering to a range of needs, Pipedrive focuses on pipeline management, sales processes and forecasting, and project scheduling.
From monitoring project progress to attracting leads and engaging with multiple stakeholders, Pipedrive helps roofing contractors track leads and deals efficiently.
Pricing: starts at $12 per seat per month when billed annually.
Key features:
- Deal management
- Activity tracking
- Customizable sales workflows
- Sales forecasting
- Deal progress tracking
Users favor Pipedrive because of how versatile it is with third-party integrations and because it has more features than most tools offered at top-tier pricing, all while being one of the least expensive.
Customer rating: 4.3 out of 5.
6. iRoofing: Best for project estimation
This roofing contractor estimating software is perfect for converting your DIY measurements into detailed, accurate repair and replacement roofing estimates.
iRoofing offers features like roof measurement tools, digital presentation capabilities, and a comprehensive material database.
Designed to provide accurate estimates and streamline roofing project estimation, this tool suits projects of all sizes.
Pricing: the intro plan starts at $149 per month when billed monthly.
Key features:
- Roof measurement tools
- Comprehensive material database
- Easy-to-use digital presentation tools
- Reports creation
- Digital pitch book
iRoofing is described by customers as software that saves time on job sites, increases sales, and helps grow profits.
Customer rating: 4.8 out of 5.
7. JobNimbus: Best for all-in-one solution
JobNimbus helps contractors easily organize, track, and automate repetitive tasks. With features like lead organization, sales optimization, project management, and payment tracking.
JobNimbus’s scalability makes this software solution suitable for both small businesses and larger enterprises.
Pricing: the price can be requested via the website.
Key features:
- Messages
- Project estimation
- Automation
- Analytics & reporting
- Bidding
- Project scheduling
- Billing
JobNimbus customers choose this project management software because it keeps everything in one place, including appointments, documents, photos, and job notes, for immediate access.
Customer rating: 4.7 out of 5.
Criteria for selecting the best roofing software
When crafting our list of the best roofing contractor software, we factored in domain relevance, price/feature ratio, reputability, and user reviews. We used the following sources:
Here are some other factors you may want to consider to finalize your software assessment:
- User-friendly interface and customization. Opt for a software tool with an intuitive UI and customization options for branding and business processes, helping you avoid a steep learning curve.
- Feature specificity. Select software that meets your automation needs and offers additional features for scalability, whether focused on project estimation, CRM, contract management, or the right combo based on your plan going forward.
- Follow-ups and reminders. Look for features like automated follow-ups, contract renewals, and reminders to effortlessly keep track of any changes and avoid missing customer inquiries or leads.
- Integration options. A win-win software will help you leverage other tools in the process, so seek one out that offers a wide range of integrations to streamline workflows and prevent switching between multiple apps.
- Customer support. Get up and running quickly with a platform that provides comprehensive training resources and onboarding options to help your team get the most out of the software.
- Price. Ensure the software’s cost is justified by its features and benefits, with transparent pricing to avoid hidden costs.
Say hello to roofing project automation
Roofing software helps take a load of tasks off your shoulders by helping you control sales, communication, project estimation and invoicing, payment collection, and contract management within one space.
Whether it’s simply using Pipedrive for CRM, PandaDoc for comprehensive document management and sales tracking, or integrating PandaDoc with Pipedrive or Salesforce for seamless functionality without switching platforms — choose a solution that can effortlessly support you as your roofing business grows.
Schedule a free demo to learn more about functionality and integration options from PandaDoc for the roofing industry.
Disclaimer
PandaDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.
