Roofing contractor software is a tool that helps streamline the process of managing a roofing business. It can be used to manage estimates, project schedules, invoices, and customers. This software is an necessity for anyone who wants to improve their roofing business efficiency and bottom line.

There are many different types of roofing contractor software on the market, but not all of them are created equal. To ensure that you’re getting the most out of your software, there are five essentials that it should have.

Field Estimating Capabilities

The best roofing contractor software will have capabilities that allow you to quickly and easily input the dimensions of a roof, specify the type of materials, and get an accurate estimate of the job. This information can then be stored in the software for future reference.

An iPad, iPhone, or Android device can be used to take photos of the roof and input the information into the software. This will save you time and help you create more accurate estimates.

Many roofers will also need an offline mode, as signals can be unreliable on job sites. The technology is not any good if it can’t be used when you need it.

Project Scheduling

Your roofing contractor software should also have project scheduling capabilities. This will allow you to keep track of when each job is scheduled to start and end. This information can be shared with your team so that everyone is on the same page.

The software should be able to allocate people to jobs, so that you can see who is working on what at any given time. This will help you to better managing your team and ensure that jobs are completed on time.

Additionally, look for software that can help track inventory. Missing ISO boards or roofing fasteners can cause project delays, so being able to see what is on hand at all times is critical.

Invoicing

Invoicing is another critical function of roofing contractor software. The best software will allow you to quickly and easily generate invoices for your customers. This will save you time and help you get paid faster.

Look for integrations with payment processors, such as Stripe and PayPal, so that you can get paid faster. Additionally, look for software that can generate reports on your invoicing. This information can be used to improve your invoicing process.

As your roofing business continues to grow, a proper ERP system may be necessary, so consider future growth in your software needs. TrackVia can grow with you as your needs evolve.

Customer Management

Another essential function of roofing contractor software is customer management. This will allow you to keep track of your customers’ contact information, job history, and payments. This information can be used to generate reports and improve your customer service.

Traditionally referred to as a CRM, customer management software is a must for any business that wants to improve its customer service. Having this information at your fingertips will help you quickly and easily resolve customer issues.

A CRM will also allow you to track your sales pipeline and close more deals. If you’re not using a CRM, you’re missing out on a valuable tool that can help you grow your business.

Reporting

Reporting is one of the most important functions of roofing contractor software. The best software will allow you to generate reports on your estimating, project scheduling, invoicing, and customer management. This information can be used to improve your business efficiency and bottom line.

Common reports include job costing, project profitability, and customer satisfaction. These reports should be accessible from any device, so that you can make decisions on the go.

Additionally, look for software that allows you to export data to Excel or CSV. This will allow you to further analyze the data and create custom reports. An integration with PowerBI, for example, would be beneficial.

Using TrackVia as Your Roofing Contractor Software

TrackVia is a low-code platform that offers all of the essential functions of roofing contractor software. With TrackVia, you can quickly and easily create custom applications to track your estimating, project scheduling, invoicing, customer management, and reporting.

TrackVia is an easy-to-use platform that doesn’t require any coding. This means that you can get up and running quickly and easily. TrackVia also offers a free trial so that you can try the platform before you commit to it.

If you’re looking for a roofing contractor software that has all of the essential functions, TrackVia is the platform for you.