Signed before anyone climbs a ladder
Roofing is quoted before it is done, weather-dependent while it is being done, and argued about afterwards if the paperwork is thin. The quote, the schedule, the materials and the invoice usually live in four places — which is why the margin on a roof is only ever known in hindsight.
The quote gets signed, and the signature is provable
A quote can be sent for signature and comes back attached to the customer it belongs to. Behind it there is an audit certificate — who signed, when, and from which IP.
- Documents and e-signature as a module you add to the job flow
- The signed copy cannot be downloaded until it is actually signed
- An audit trail, which is what makes the signature worth having in a dispute
A day that moves when the weather does
Work is raised and rescheduled on one board rather than by a round of phone calls, so a week pushed by rain is a visible change instead of a rumour.
- Jobs raised, scheduled and moved through their states in one place
- Assign the work to people for a time window, with a warning on a clash
- A job carries its type, business unit, scheduled start and the van it runs from
What the roof actually cost
Materials and labour roll up per job, and where a figure is an estimate the screen says so rather than dressing it up.
- Materials drawn against the same item records as purchasing
- Estimated figures marked as estimated, and flagged as not tying to the ledger
- Revenue, cost and margin by customer, job, item or cost centre
Modules Roofing businesses use
Start with the module that hurts most; add the rest when you're ready — they share one login and one set of records. See the module library and pricing.
- Field Service
- Documents & E-Signature
- Inventory
- CRM
- Finance
Questions operators ask
Can we get a quote signed without another tool?
Documents & E-Signature is one of the modules, so a quote is sent for signature and the signed copy lands on the same customer record as the work. The signer needs no account, and the signed file cannot be downloaded before it is signed — that is a server rule, not a hidden button.
What happens when a job is rained off?
It is rescheduled on the board like any other change, so the rest of the week is visibly re-planned rather than re-agreed by phone. Assignments carry a time window, and moving one onto an engineer who is already booked warns you rather than silently double-booking them.
Can we see the margin on a finished roof?
Materials and labour roll up per job, and revenue, cost and margin can be read by customer, job, item or cost centre. Where a number is estimated rather than captured, the screen says so — an estimate presented as a fact is how a job looks profitable until the ledger disagrees.
Do you handle measuring or aerial takeoffs?
No. There is no roof-measurement or aerial-takeoff tool here, and we would rather say that plainly than let "quoting" imply it. What is here is the quote as a document, its signature and its audit trail, and the job costing behind it.
See it on your operation
Create an account, or tell us how your Roofing business works and we'll show you the fit.