For Roofing Contractors

Business Management Software for Roofing Contractors

Roofing business management software that puts your sales pipeline, production boards, and invoicing in one place. Manage storm leads, schedule crews, and bill insurance or retail customers without the chaos.

No credit card requiredFree 14-day trial
A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create

Roofing Sales Pipeline

BoardTableForecast

New Lead

2
DH

Hail damage — insurance claim

Daniels Home

$14,5000d
SC

Roof replacement — retail

Summit Church

$22,0001d

Inspection Done

2
OP

Wind damage — claim filed

Oakwood Properties

$18,2003d
OP

Wind damage — claim filed

Oakwood Properties

$18,2003d

Contract Signed

1
BR

Full tear-off & reshingle

Baker Residence

$16,8002d

Completed

1
MS

Flat roof repair — commercial

Metro Strip Mall

$8,5000d

Crew scheduling & production

Weather windows are tight, material deliveries need precise timing, and one rain day can back up your entire production schedule.

Plan every roof with tear-off, install, and cleanup phases. Track weather windows, material drops, and crew assignments.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Baker Full Tear-Off

BoardListCalendar
Material Drop1

Shingle & underlayment delivery

High
Mar 24
1/2
CJ
Tear-Off2

Strip old shingles & inspect deck

High
Mar 25
2/4
CJMR

Strip old shingles & inspect deck

High
Mar 25
2/4
CJMR
Install1

Underlayment, drip edge, & shingle

High
Mar 26
5/8
4
CJMR
Cleanup & Done1

Metro Strip Mall — flat roof patch

Medium
Mar 20
5/5
MR

Invoicing & insurance payments

Insurance claims, supplements, deductibles, and retail payments all need different billing—managing it all in spreadsheets leaves money on the table.

Bill insurance carriers and retail customers from one dashboard. Track claim payments, supplements, and deductible collection.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Revenue
$124,580+18.2%
Outstanding
$23,420-5.1%
Paid
$98,300+22.4%
Expenses
$31,240+3.8%

Recent Invoices

InvoiceClientAmountStatusDate
INV-2024-331Metro Strip Mall$8,500paidMar 20
INV-2024-332Baker Residence$16,800pendingMar 27
INV-2024-328Oakwood Properties$18,200overdueMar 5
INV-2024-333Daniels Home$14,500draftMar 30
INV-2024-329Summit Church$22,000paidMar 14
INV-2024-330Riverside HOA$35,000pendingMar 24

Estimates & proposals

Roof estimates need square counts, material specs, and labor—building them in spreadsheets is slow and error-prone during storm season.

Build detailed roofing estimates with shingle counts, underlayment, flashing, and labor line items. Send for digital approval and convert into a production-ready project.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
EST-2024-019
draft
Send
Account
TechStart Inc
Contact
Sarah Chen
Issued
Mar 1, 2024
Expires
Mar 31, 2024
DescriptionQtyRateAmount
Brand Strategy & Discovery1$4,500.00$4,500.00
Logo & Identity Design1$6,200.00$6,200.00
Website Design (8 pages)8$850.00$6,800.00
Frontend Development40$175.00$7,000.00

Inspection scheduling

Scheduling roof inspections across dozens of storm leads while managing active production is a logistical nightmare during peak season.

Let homeowners book inspection appointments online. Route inspectors by area and keep your production crews on separate schedules.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Roof Inspection — Hail Damage

1.5 hrs On-Site
March 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Thursday, Mar 12

9 slots available

Material & crew expenses

Shingles, nails, underlayment, dumpster rentals, and labor costs vary per roof—without per-job tracking, profitable jobs subsidize unprofitable ones.

Log material deliveries, dumpster fees, and labor costs per roof. Compare actual spend to your estimate and tighten future bids.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Expenses
6 expenses
+ New Expense
VendorCategoryAmountStatusDate
A
Adobe Inc
Software$646.92approvedMar 8
W
WeWork
Office$1,296.00approvedMar 5
D
Delta Airlines
Travel$487.50pendingMar 3
S
Staples
Supplies$134.78approvedMar 1
U
Uber
Transport$45.68rejectedFeb 28
A
AWS
Hosting$336.96approvedFeb 25

Homeowner project portal

Homeowners waiting for their roof want constant updates on insurance status, material orders, and install dates—phone calls flood your office.

Give homeowners a self-service portal where they can track claim status, view the production schedule, see photos, and download invoices.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
A
Acme CorpClient Portal
JC

Welcome back, Julia

Here's an overview of your account.

Recent Invoices

View all

INV-2024-032

Mar 1

$4,800paid

INV-2024-031

Feb 15

$2,400pending

INV-2024-030

Feb 1

$6,200paid

Active Projects

View all

Website Redesign

18/25 tasks
72%

Mobile App MVP

9/20 tasks
45%

Brand Identity

27/30 tasks
90%

Support Tickets

New ticket

Login issue on mobile

high2h ago

Invoice PDF not downloading

medium1d ago

Feature request: dark mode

low3d ago

How it works

Workflow scenarios for roofing contractors

1

Capture inquiry

Homeowner submits a request after a storm or for a planned replacement.

2

Schedule inspection

Book an on-site inspection and send confirmation—same day when possible.

3

Create estimate

Build a detailed estimate with square counts, materials, and labor from the truck or office.

4

Send for approval

Deliver the estimate digitally so the homeowner can review and approve without chasing paperwork.

Done

Built for roofing contractors

Everything you need to grow your roofing business

From the first lead to the final shingle, Agiled keeps your roofing operation organized, fast, and profitable.

Storm lead pipeline

Manage hundreds of post-storm leads without dropping a single one. Track from door knock to completed roof.

Production boards

Plan tear-off, install, and cleanup phases. Track weather windows, material drops, and crew assignments.

Insurance billing

Bill carriers with detailed estimates. Track supplements, deductible collection, and payment status.

Material tracking

Log shingle counts, underlayment, and accessories per job. Match actuals to your order for tighter estimates.

Photo documentation

Capture damage, tear-off, and completion photos. Build airtight claim documentation and portfolio.

Warranty records

Log manufacturer warranties per roof. Give homeowners confidence and track warranty callbacks easily.

Online estimates

Build detailed roofing estimates with material counts and labor breakdowns. Homeowners approve online so you can schedule production.

Expense tracking

Log shingle deliveries, dumpster fees, and labor costs per roof. Compare actuals to estimates and improve future bids.

Homeowner portal

Give homeowners self-service access to claim progress, production schedule, photos, and invoices. Fewer office calls.

Testimonials

Trusted by roofing who value their time.

We were paying for JobNimbus, Jobber, and QuickBooks—over $800 a month. Agiled replaced all of them. Now we have one bill and everything in one place.
MT

Mike Torres

Owner, Peak Roofing

If I get a lead at 2pm, I'm sending an estimate by 4pm—from my truck. Last storm season, that speed alone put four extra roofs on our board.
SC

Sarah Chen

Operations Lead, Storm Shield Roofing

We used to wait 30–45 days for checks. Now we send the invoice with a payment link the day we finish. Most homeowners pay within a week.
JR

James Rivera

Owner, Riverside Roofing

Integrations

Works with the tools you already use

Connect your accounting, calendar, email, and payments so you stay in one workflow.

QuickBooksStripeGoogle CalendarGmailZapierGoogle MapsOutlook+100 more

FAQ

Common questions about Agiled for Roofing

Yes. The pipeline manages hundreds of leads during storm seasons. Track every homeowner from first contact to completed install.

Create detailed invoices for carriers. Track initial claim payments, supplements, and deductible collection in one dashboard.

Absolutely. Track both in the same pipeline with different tags and billing workflows. See all active jobs at a glance.

The project board makes rescheduling easy. Drag and drop to move weather-delayed roofs without losing track of other jobs.

Yes. Agiled works for one-crew operations and large multi-team roofing companies alike. Start with what you need.

Yes. Log manufacturer warranties, install dates, and shingle specs on each customer profile for easy reference.

Ready to raise the roof on your business?

Agiled brings your leads, production, and billing into one platform. Start free and keep your crews on every roof.

No credit card requiredFree 14-day trialCancel anytime