Roofing software for teams of 1-10
Roofing software and CRM for customer intake, inspections, scheduling, job photos, estimates, repairs, project visits, invoices, and customer history.
Reviewed · By Nick Petrus
Built for leak inspections, repairs, storm-response visits, maintenance, replacements, return visits, and customer-approved scope changes.
Plain-language definition
Roofing software connects the customer, property, reported issue, inspection appointment, site notes, photos, team-supplied measurements, estimate, approved scope, scheduled work, field updates, invoice, and payment status. General field service software can organize that record; specialist roofing systems may still be required for aerial measurement, takeoff, material ordering, production boards, subcontractors, insurance supplements, permits, or job costing.
Where the day gets messy
These are coordination problems, not abstract software problems. Each one becomes easier when the call, job, calendar, and customer documents share a record.
The caller may describe a stain, drip, missing shingle, storm event, or age concern without knowing the source or safe next step. The office needs the property, reported location, roof information available, photos, access, occupancy, urgency, and a human escalation path without turning the caller's description into a diagnosis.
Site notes, photos, measurements, roof areas, observed conditions, proposed materials, exclusions, and customer questions often move between phones, email, and paper. The team needs one reviewable job history while qualified people remain responsible for measurements, takeoff, repair decisions, code, warranty, safety, and price.
Rain, wind, heat, material delivery, access, permits, occupied areas, other trades, and crew availability can move an inspection or project day. A shared schedule should show current appointments and assignments, but a person must review conditions and customer commitments before changing the plan.
A small repair may move from inspection to estimate and invoice quickly. A replacement or commercial project can require measurement, ordering, permits, production stages, subcontractors, equipment, safety controls, supplements, and several visits. The business should know which steps Fixlify organizes and which require a specialist roofing or project system.
Decking, flashing, ventilation, access, disposal, interior protection, or other conditions may differ from the initial proposal. The team needs to document the finding, revise or defer the work, obtain approval, and align the invoice with completed and accepted scope instead of reconstructing the change later.
One connected record
A connected roofing workflow keeps intake, property context, inspection, appointments, technician-entered evidence, estimates, approvals, field updates, invoices, and payment status together. The contractor remains responsible for safety, qualifications, measurements, materials, weather decisions, permits, claims, schedule commitments, and final price.
Call
Record the caller, service address, reported interior and exterior symptoms, roof type or age when known, recent weather, customer-supplied photos, access, occupancy, insurance context, preferred timing, and any safety or emergency language requiring human review. Configured AI phone intake can follow approved questions and escalation rules.
In this workflow: Ceiling stain after overnight rain, two customer photos, occupied home, roof access and source still unverified.
Job
Keep the customer report, property, attachments, inspection appointment, technician-entered notes, photos, team-supplied measurements, proposed action, estimate, approval, and follow-up on one job. Separate reported symptoms from inspected findings and confirmed scope.
In this workflow: Inspection required; leak source, safe temporary action, measurement, material, warranty, and price pending review.
Schedule
Review location, urgency, appointment window, assigned people, expected duration, access, equipment, current weather information, material readiness, permits, travel, and existing commitments before confirming or moving a visit. Use connected appointments for multi-day work and return visits.
In this workflow: Inspection Tuesday; repair appointment remains provisional until the responsible person confirms scope, conditions, and material readiness.
Estimate
Prepare line items from measurements, quantities, labor, materials, taxes, assumptions, exclusions, allowances, warranties, and prices supplied and checked by the business. Keep revisions and customer approval with the job without implying automatic measurement, takeoff, code review, claim approval, or material ordering.
In this workflow: Reviewed repair option with flashing and labor line items, access assumptions, exclusions, and approval recorded before scheduling.
Invoice
Review the accepted estimate, field notes, photos, completed areas, approved changes, deferred work, deposits, taxes, payments, and customer documents before sending or correcting the invoice. Preserve the history for callbacks, maintenance, warranty questions, and future work.
In this workflow: Inspection, approved repair, documented change, completion notes, invoice, and balance remain connected.
These official App Store images show current customer, job, and schedule screens. They demonstrate where a roofing team can review assigned work and customer context. The listing uses sample data; available actions depend on workspace configuration and permissions.
Official App Store listing screenshots · captured August 25, 2026 · View the official listing
Buyer checklist
Use one anonymized but representative job in every trial. Include incomplete intake, an inspection, team-supplied measurements, a weather or material dependency, a scope change, customer approval, an invoice correction, and an export so the comparison covers real exceptions.
Intake should preserve the customer, property, reported interior and exterior symptoms, roof information available, recent weather, photos, access, occupancy, insurance context, requested timing, and questions requiring review. It must distinguish a caller report from inspected findings.
Test it: Call with an active leak report and incomplete roof information, add customer photos, and confirm the correct customer, job, notification, assignment, safety handoff, and booking decision.
The field record should keep technician-entered observations, photos, roof areas, measurements supplied by the team, condition notes, and open questions with the job. It should not imply automated aerial measurement, takeoff, code verification, engineering, or diagnosis.
Test it: Complete an inspection on the real field device, add photos and team-supplied measurements, correct one note, and confirm the office sees the original report, current findings, permissions, and history.
The estimate should use business-verified quantities, labor, materials, taxes, assumptions, exclusions, allowances, options, warranty language, and prices. Compare versions, signatures or approvals, deposits, declined work, financing handoffs, and final scope.
Test it: Create repair and replacement options, revise one quantity and exclusion, record the customer's decision, collect the intended approval evidence, and compare the accepted version with the job.
Roofing scheduling software should show inspections, project appointments, assignments, travel, multi-day work, and changes. Confirm what a person reviews before a time or route is committed, especially when weather, equipment, materials, or crew suitability changes.
Test it: Schedule an inspection and two-day project, add an urgent repair, change current weather or material readiness, review the route, and confirm every assignment, customer promise, notification, and override.
List every measurement, takeoff, price book, supplier, order, delivery, equipment, permit, crew, subcontractor, production stage, quality-control, safety, waste, and job-cost requirement. A connected job record does not prove a specialist production or material platform.
Test it: Trace one replacement through each current system, mark the record owner and identifier, then test the import, export, reconciliation, delay, correction, and manual handoff at every boundary.
Photos and references can stay with a job, but that does not establish carrier integration, estimate-format parity, claim submission, scope matching, supplement management, mortgage-check handling, depreciation recovery, or claim approval. Define the responsible person and system.
Test it: Use a sample storm job to map customer authorization, inspection evidence, external estimate, claim reference, supplement decision, approved scope, payment stages, retention, and every action that must remain outside the field-service system.
An app listing does not prove full offline operation. Define which roles can see customer details, measurements, prices, photos, notes, estimates, invoices, payments, and schedule changes, plus what must work on a roof, at a rural property, or during weak connectivity.
Test it: Run the inspection and field-update steps on the actual phone and connection, remove connectivity, change a permission, reconnect, and inspect synchronization, duplicates, corrections, and audit behavior.
Compare users, jobs, AI credits, phone number, calls, messages, payments, measurement services, supplier and claim systems, add-ons, migration, training, support, accounting, storage, taxes, renewal, internal labor, parallel operation, export, retention, and cancellation.
Test it: Calculate low, expected, and storm-busy-month use for a year, then export customers, properties, notes, appointments, documents, photos, estimates, invoices, and payment references before signing.
Scope and limits
Fixlify organizes the customer and job workflow. Keep roofing measurements, technical decisions, safety, production, materials, claims, accounting controls, and regulated work with the qualified people and systems responsible.
For the people doing the work
A small team does not need three disconnected tools. Each person needs the part of the same customer record that helps them move the work forward.
Roofing owner-operator
Review new inquiries, property context, appointments, photos, estimates, invoices, and follow-up without rebuilding the day from personal messages, paper notes, and separate calendars.
Office or production coordinator
See whether the work needs an inspection, measurement, estimate decision, permit, material confirmation, scheduled visit, customer update, return appointment, or billing follow-up before making another commitment.
Inspector, estimator, or field lead
Review the customer, property, reported issue, access, appointment, and prior record, then add technician-entered findings, photos, measurements supplied by the team, completed work, and questions for office review.
For teams of 1–10
Fixlify is designed for a solo operator or small team that wants calls, customers, jobs, scheduling, assignments, field records, estimates, invoices, payments, and follow-up connected. Test a leak inspection, repair, multi-day job, weather delay, scope change, return visit, invoice correction, mobile update, and export before moving live work.
Review plan limits and pricingExplore the workflow
Questions before you start
Straight answers for owners deciding whether a connected job workflow fits their business.
Roofing software connects customer requests, properties, inspections, appointments, assignments, notes, photos, estimates, approved changes, project visits, invoices, payments, and history. Specialist systems may add aerial measurement, takeoff, supplier ordering, production boards, subcontractor management, insurance supplements, permits, or roofing job costing.
The best fit completes your representative request-to-invoice workflow with acceptable setup, correction effort, total cost, and specialist-system handoffs. Test a leak inspection, estimate revision, multi-day job, weather delay, scope change, return visit, invoice correction, mobile use, and export in the plan you would buy.
Fixlify can keep the customer, property, job, appointment, and assigned person connected. A person reviews urgency, roof context, access, equipment, technician or crew suitability, duration, travel, current weather information, material readiness, permits, existing commitments, and the customer promise before confirming a schedule or route change.
Configured AI phone intake can collect approved details and follow booking and human-escalation rules on paid plans. A phone number requires 70 credits per month before calls, and activity consumes credits. Test leak and storm language, incomplete property details, price requests, unsupported work, conflicts, insurance questions, and transfers before production use.
No automatic aerial or drone measurement, roof sketch, takeoff, pitch or area calculation, waste factor, or material quantity verification is claimed. The business supplies and verifies measurements, quantities, product suitability, assumptions, exclusions, and prices before using them in an estimate.
Fixlify can keep team-entered references, notes, photos, appointments, estimates, and customer documents with a job. It is not represented as a carrier integration, insurance-estimating system, claim-submission platform, scope-matching or supplement tool, mortgage-check processor, depreciation-recovery system, or claim decision service.
You can create connected appointments and keep assignments, notes, photos, changes, and customer updates with the job. A person remains responsible for weather review, safety, crew capacity, equipment, materials, deliveries, permits, subcontractors, dependencies, customer commitments, and the final schedule.
QuickBooks is currently marked coming soon. Do not assume automatic synchronization. Define the accounting system of record, required customers, items, taxes, estimates, invoices, payments, refunds, deposits, job costs, exports, reconciliation, and historical access before switching.
Free includes one member, up to 30 jobs per month, and 50 one-time AI credits. Pro is $49 per month for three members, up to 200 jobs, and 300 monthly AI credits. Business is $199 per month for ten members, unlimited jobs, and 1,000 monthly AI credits. Phone numbers and AI activity consume credits; check current pricing terms.
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