Roofing contractor software
built for how you actually work.
Every roofing company is different, but the pain is remarkably consistent — missed calls, cold leads, estimate no-shows, and too many hours on admin instead of roofs. We solve each one with purpose-built automations, using the tools you already have plus our library and consulting. Find your scenario below.
You own the truck, climb the roof, quote the job, and answer the phone — all of it.
You quote it, climb it, invoice it, chase the payment, and remember to ask for a review somewhere in between. You have tried the spreadsheet, the sticky notes on the dash, and a cheap generic CRM that does not know what a supplement is. When a homeowner calls at 7:42 p.m., you pick up if you can — and when you cannot, most of those callers never call back.
- Voice AI answers the 7:42 p.m. call, qualifies the lead, and books the estimate on your calendar — so you finish dinner instead of chasing voicemail.
- Automated cadences work every lead for 30 days without you lifting a finger, so a lead you touched once does not slip into the forgotten pile.
- One-tap invoicing and payments close the cash-flow loop without QuickBooks gymnastics.
- Review requests fire automatically at final payment — your Google average finally reflects the quality of your work.
Your market took a 90-mph wind event Tuesday. By Thursday the phone has not stopped.
Call volume is up 500% over a normal week. Your front office is one person with three lines blinking. Voicemails pile up, homeowners post online that nobody returns calls, and the next contractor closes the job you would have had.
- 24/7 Voice AI answers every call at once, captures the details, and triages by urgency — active leak vs. insurance claim vs. routine inspection.
- Missed Call Text-Back fires on every unanswered line within seconds; missing five storm-surge calls can cost $60,000–$125,000 in lost work.
- The storm pipeline routes hail-zip-code leads to your restoration estimators while retail leads go to the residential team.
- Broadcast SMS to your whole database: “Hail reported in your zip code — we are booking free inspections this week. Reply INSPECT.”
Four estimators, two production crews, and no idea who is closing at what rate.
Your team knows the material pipeline but not the customer pipeline. Every estimator keeps their own deal log. Your office manager is re-keying contracts from PDF into QuickBooks by hand. Nobody can tell you which estimator needs coaching.
- Role-based pipelines with estimator-level dashboards show close rate, average job size, and pipeline value — per person, per week.
- Round-robin routing by zip code and lead type puts the right lead with the right estimator automatically.
- A central document vault keeps every contract, change order, and scope inside the customer record instead of across four drives.
- The white-labeled crew mobile app lets production teams log job photos, material usage, and completion status straight into the CRM.
You are spending thousands a month and cannot prove which half is working.
Google Local Services, Meta, Angi leads, plus an agency that sends screenshots instead of closed-deal reports. You suspect half of it is wasted, but without attribution you cannot prove which half — so you keep paying for all of it.
- Call tracking with a unique number per channel shows exactly which source produced each inbound call, in real time.
- UTM-tracked web forms tie every submitted lead back to the campaign, ad set, and keyword that delivered it.
- Revenue attribution rolls call tracking, form tracking, and deal-close data into one dashboard — cost-per-booked-estimate and cost-per-closed-job by source.
- The AI Ad Manager shifts budget toward the sources actually producing booked jobs, not just clicks.
You installed hundreds of roofs. Now those homeowners Google someone else.
Most of the roofs you have installed are years into a 20-year life. When those homeowners get a leak, a storm, a gutter need, or a skylight question, they search instead of calling you. Past customers close at a far higher rate than cold leads — and you are letting them go.
- Automated 6-, 12-, and 24-month touches by text, email, and AI voice keep you top of mind — “it has been a year since we wrapped your roof, want a free annual inspection?”
- Maintenance memberships at $199–$399/year turn one-time replacements into recurring relationships and get you back in the attic before a competitor does.
- Dormant reactivation targets customers who have not heard from you in 18+ months with seasonal maintenance or referral offers.
- Referral affiliate tracking rewards past customers who send neighbors, with a trackable commission or gift-card payout handled inside the platform.
You launched six months ago. You have the crew and the license — not the pipeline.
You are running Meta ads and hoping. Every lead feels irreplaceable and every missed one feels terminal. You do not have a front desk yet, and every call you cannot answer is a job that goes to somebody with one.
- Voice AI answers every call from day one, so a one-person operation sounds like a mature business with a full front office.
- Pre-built new-business funnels — hail inspection, free roof check, storm damage intake — launch in under an hour.
- The 5-minute rule runs automatically: every web form, Facebook lead ad, and Google LSA inquiry gets a text-email-call cadence inside the window that actually converts.
- Reminder automation cuts estimate no-shows by 30–50% — which matters most when every booked estimate is precious.
Find your workflow. Fix it forever.
Every use case above runs on one platform. See how Rafter Elite fits your practice in a live demo.