Roofing Project Management Software Makes A Big Difference

We’ve talked a lot about how roofers need CRM to manage their contacts and sales pipeline, but that’s not even the half of it.

Your job doesn’t stop when you close the sale. In fact, it’s far from over.

Just closing the sale, however difficult that may be, is only the first part of your real job: roofing. And dealing with that part of the job all comes down to roofing project management software.

Roofing Project Management Without Software

Almost more than your combined talent, experience, and know-how; the success of your projects depends heavily on your ability to manage that project from start to finish.

Successful roofing project management includes:

  • Interfacing with the customer
  • Scheduling someone to get the quote/estimate
  • Interface with customer again to close the sale and schedule work
  • Creating and sending a materials order
  • Creating and sending a work order
  • Assigning the job and associated tasks
  • Following the process to make sure everything gets done and on time
  • Invoicing the customer for work completed
  • Collecting on the estimate
  • Administrative follow up with the customer
  • Reporting and auditing on the job done to assure completeness and examine what you could do better


As you can see, this process isn’t what you’d call a piece of cake, and trying to manage all of this with Excel spreadsheets, sticky notes, and white boards can only get you so far these days.

You need to stay competitive; you need to be ready for anything.

You need to have a solution that will work as fast as you need.

You need a service that will help you communicate better and send information to the office in a snap.

Trying to do this all on your own with archaic techniques is a chore and a bore, but roofing project management software can help you get all this done and more (see what I just did there?).

Managing Your Jobs With Roofing Software

Roofing Project Management Software provides you a slate for managing your perfected processes. You can implement different job types and statuses in order to move your jobs through the project lifecycle.

Need to send someone to the job site to do the quote? Roofing software provides you with mobility to take your software where you’d like and to get your job done on the spot without leaving the optimized environment.

What does that mean? It means you can do estimates from your smartphone or iPad at the job site, whether you have an internet connection or not.

That’s right, it works offline and syncs your information when you regain an internet connection.

How’s that for efficiency?

Roofing project management software can also help you with your other documents, including contracts, material orders, photos from the job site, and more.

All of these documents are shared between the users in the system so they always have direct and immediate access to the information that they need in order to complete their assigned tasks fully and quickly.

Your tasks are all assigned automatically through workflow automation, your team members are notified of new task assignment, your customers are able to access a customer portal to see job progress… the list goes on and on.

And when it’s all said and done and the software has helped you collect on the invoice, you’re able to run reports on all of it to see how you did.

These reports will help you understand how you can improve for current and future projects.

The Benefits of Roofing Software are Unquestionable

Compared to what most of the roofing industry is still doing (white boards, anyone?), roofing project management software is a giant leap in the right direction.

It provides all the tools and platform to supercharge your process and provide a smooth transition to each new stage and project, while offering you increased mobility and efficiency all around.

Share This

Share this post with your friends!