We’ve curated 10 roofing professionals’ insights and first-hand experiences on some of their favorite software to make their every day a HECK of a lot easier! We hope these can be of use to you and your business moving forward.
9 Best Roofing Software Platforms to Eliminate Tech Bottlenecks in 2025
You may think that all roofing software is the same – but some is clunky, will take your people a bunch of time, and getting estimates wrong can spell trouble fast.
This blog explores nine top-tier roofing software platforms, breaking down the tech bottlenecks they solve and how to boost adoption. Let’s dive in!
1. CompanyCam
Bottleneck Solved: Project Documentation
CompanyCam simplifies capturing, organizing, and sharing photos and videos from job sites. Its mobile-friendly interface makes it easy for crews to document progress, integrate with CRMs, and streamline communication with clients or insurance adjusters.
Adoption Tip: Use its checklist feature to ensure consistent documentation standards across your team.
2. QuickBooks
Bottleneck Solved: Financial Management
QuickBooks remains the industry standard for bookkeeping and invoicing. Its integrations with CRMs allow seamless data transfer, keeping your financial reports accurate.
Adoption Tip: Partner with a bookkeeper or CPA to reconcile accounts monthly and set up automated reporting for better decision-making.
3. Canva
Bottleneck Solved: Marketing and Branding Assets
Canva is a user-friendly design tool for creating branded proposals, social media posts, and sales presentations. Share templates across teams to maintain brand consistency.
Adoption Tip: Centralize your assets in Canva’s workspace for easy access and collaboration.
4. SumoQuote
Bottleneck Solved: Customized Proposals
SumoQuote, now integrated with CRMs like JobNimbus, enables roofing contractors to create professional, branded proposals quickly. It simplifies quoting by automating line items and integrating photos or videos into the proposal.
Adoption Tip: Build reusable templates for your most common jobs to save time and ensure consistency.
5. JobTread
Bottleneck Solved: Construction Management
JobTread centralizes job costing, quoting, invoicing, and profit margin tracking. This platform lets contractors see profits per line item, making it easier to identify areas to improve.
Adoption Tip: Regularly review job costing reports to pinpoint where you’re losing or gaining profitability.
6. EagleView
Bottleneck Solved: Accurate Measurements
EagleView provides high-resolution aerial measurements for roofs, saving time on manual calculations. For budget-conscious contractors, tools like RoofSnap and Ruar offer lower-cost alternatives.
Adoption Tip: Integrate measurement data directly into your proposal software to streamline the sales process.
7. HailTrace
Bottleneck Solved: Storm Damage Insights
HailTrace identifies hail-affected areas, helping contractors pinpoint where canvassing and sales efforts should focus. Alternatives like Interactive Hail Maps can offer budget-friendly options.
Adoption Tip: Combine hail maps with canvassing tools like SalesRabbit for targeted door-knocking campaigns.
8. Estimating Edge
Bottleneck Solved: Commercial Estimation Complexity
Estimating Edge is ideal for commercial projects, handling complex calculations and reducing errors. While it’s an investment, it’s invaluable for ensuring profitability on large-scale jobs.
Adoption Tip: Train your team to fully utilize its advanced estimating features to maximize ROI.
9. AI Tools for Roofing
Bottleneck Solved: Efficiency in Daily Tasks
From ChatGPT for brainstorming and drafting emails to AI-driven tools like Otter for meeting transcriptions, AI is revolutionizing roofing operations. Tools like Dialpad even analyze sales calls to improve strategies.
Adoption Tip: Start with small tasks, such as generating email templates, and gradually integrate AI into your workflow.
Choosing the Right Software
While no roofing company needs every tool, identifying your bottlenecks can guide you to the right solutions. Whether it’s improving documentation, streamlining proposals, or tackling financial management, there’s software to fit your needs.
Need help implementing these tools? Hook Agency partners with industry experts to ensure smooth adoption and maximize your ROI. Let’s grow your roofing business together. Reach out at HookAgency.com to learn more!
Which roofing software do you love most? Share your favorite tools in the comments below!
Other Roofing Softwares: Streamlining Your Business and Real-Life Experiences
Enhancing Sales Efficiency with SumoQuote and Rilla
In the competitive roofing industry, closing deals efficiently is paramount. Two powerful tools that roofing professionals swear by are SumoQuote and Rilla. Brian Marin, from Hammerhead Roof General Contractors, shares his success with SumoQuote, which has transformed his sales process. Initially hesitant to change his methods, Brian eventually embraced SumoQuote’s user-friendly interface and now delivers confident client presentations with ease. With SumoQuote, he can offer upgrade options and warranty choices seamlessly, presenting proposals in a way that educates homeowners during the repair process.
Meanwhile, Dylan Herman of Hayward Roofing praises Rilla for being a sales coach in his pocket. The ability to monitor and analyze sales appointments through speech analytics has been a game-changer. With Rilla, sales teams receive valuable feedback, leading to continuous improvement in their sales approach and overall performance.
Specialized Solutions for Focused Growth
Every roofing business has unique needs, and finding software that caters to those specific requirements is essential. Nate Schweppe, from Yeti Roofing, recommends CompanyCam for its unwavering focus on its niche. By providing a comprehensive photo management solution, CompanyCam has enabled roofing companies and professionals to handle project documentation with unmatched efficiency. By staying true to their specialization, CompanyCam has earned the trust of roofers nationwide.
William Campbell of All or Nothing Roofing experienced transformative growth by combining Roofr, CompanyCam, and Rooflink. These specialized tools have elevated their entire business to new heights, allowing them to handle accurate roof measurement reports and provide top-notch CRM functionalities at a reasonable price. Emphasizing the importance of going deeper rather than wider, William credits these tools for propelling their business from $1.3M in the first year to an impressive $5M projection for year three.
Unleashing the Power of CRM Integration
A robust Customer Relationship Management (CRM) system is the backbone of a successful roofing business. Chris Diroll, from Tresnak Roofing, highlights the significance of ProLine’s lead rehashing feature. By automating text and email communications with old leads, the inside sales team can focus on closing deals with responsive customers, leading to increased efficiency and higher conversion rates.
JobNimbus takes the spotlight as a roofing CRM-integrated solution that Bill Kassakatis of Hometown Exteriors Inc. swears by. JobNimbus ease of use, limitless automation, and intuitive mobile field app have revolutionized their operations, enabling seamless coordination between teams and fostering excellent customer relationships.
Innovative Tools for Customer Engagement
Customer engagement is the key to success in the roofing industry. Tim Brown, from Hook Agency, introduces Roofle’s ‘Roof Quote Pro‘ as a cutting-edge tool that enables customers to receive quick quotes without the need for direct contact. With features like customizable pricing per square and built-in financing options, Roofle’s innovation is unmatched, making it a leader in its domain.
For storm-chasing roofing professionals, Aaron Holmes recommends HailTrace as the market leader in storm tracking and sales support. Its live maps and credible meteorological reports enable businesses to target areas affected by storms, optimizing sales and marketing efforts.
Roofing software increases sales efficiency
In conclusion, roofing project management software has emerged as a transformative force, enabling roofing contractors and professionals to enhance sales efficiency, focus on specialized solutions, and leverage the power of roofing CRM software integration. Through real-life experiences and insights shared by industry experts, we’ve witnessed how these software solutions have driven business growth and improved day-to-day operations.
As you navigate the roofing industry, take inspiration from these success stories and recommendations. Evaluate the unique needs of your business and choose the roofing software that aligns with your goals. By incorporating the right tools, you can streamline your business, boost productivity, and thrive in this competitive market. Embrace the power of top roofing software’s, and let it be the key to your business’s continued success for years to come.
