01
Create one source of truth
Keep sales, production, field, and billing information around the same records.
Run the roofing business in one place
Roofing management software that gives every team the same operating picture.
SiteJobr connects sales, office, production, field, and financial workflows around the customer and job. Owners can see pipeline and job progress while each team works from the records and actions relevant to them.
No credit cardU.S. roofing workflowsCancel anytime
02
Give work an owner
Use assignments, stages, tasks, schedules, and status to make next actions visible.
03
Operate with real context
Review the conversations, documents, photos, estimates, jobs, and invoices behind a result.
Direct answer
What is roofing management software?
Roofing management software is a broader operating system for a roofing company. It combines customer and lead management with estimating, proposals, scheduling, crews, field documentation, invoicing, payments, reporting, communication, and integrations.
SiteJobr is designed to keep those functions connected. Instead of moving a sold customer from a CRM into a separate production tracker and then into a disconnected billing tool, the team can continue working from the same customer, property, and job history.
Connected workspace
The page promise matches the product workflow.
SiteJobr keeps the customer, property, lead, job, communication, documents, invoice, and payment history connected. Teams can move into the detailed workflow without rebuilding the record in a different tool.
Sample SiteJobr workspace
Monday overview
Keep every job moving
Open leads
18
4 need follow-up
Scheduled jobs
7
This week
Estimates out
$84.2k
Awaiting approval
Collected
$31.8k
This month
Jobs in motion
Sales, production, and payment status together
Anderson Residence
Full roof replacement
Crew scheduledMartinez Residence
Storm damage inspection
Estimate sentOak Street Retail
Commercial repair
Deposit paidAI receptionist active
Calls route into the lead workflow
Customer inbox
Text history stays with the customer
Product capabilities
Management visibility grounded in daily work
Dashboards are useful when the underlying team workflows stay current. SiteJobr links reporting to the records people use to do the work.
Sales management
Track lead sources, ownership, stages, activities, estimate status, and follow-up.
Customer management
Preserve contact, property, insurance, communication, document, and job history.
Production management
Coordinate jobs, dates, crews, tasks, time, photos, materials, and status.
Financial workflow
Connect estimates, proposals, invoices, supported payments, payouts, and reports.
Team access
Support small teams through unlimited team-member plans with role-aware application access.
Workflow integrations
Connect calendar, accounting, automation, photos, measurements, and payments.
How it works
Manage the company through connected records
The system follows the customer journey while giving management a broader view of activity and results.
- 01
Standardize intake
Define how leads enter, what information is required, and who owns follow-up.
- 02
Control the handoffs
Move approved scope from estimating into production with history intact.
- 03
Track execution
Use schedules, crews, tasks, time, photos, and job status to monitor delivery.
- 04
Review results
Use invoice, payment, pipeline, job, and reporting data to guide the next decision.
Buying and operating guidance
Roll out the workflow, not only the software
A platform cannot fix unclear ownership by itself. Before launch, define lead stages, follow-up expectations, estimate approvals, production status, photo requirements, time-entry rules, invoice responsibility, and permissions. Then configure the system around those decisions and train each role on its daily path.
Start with the essential workflow and add modules after the core records stay current. SiteJobr's plan structure supports that progression from a small team using CRM, estimates, invoices, and payments to a larger operation using production, reporting, accounting, and automation features.
Continue researching
Related roofing workflows
Common questions
Roofing Management FAQ
Straight answers about the workflow, availability, and where provider or plan requirements apply.
How is roofing management software different from a CRM?
A CRM focuses mainly on customers, leads, and sales activity. Roofing management software extends that record into estimating, proposals, jobs, crews, field documentation, invoicing, payments, and reporting.
Can SiteJobr support multiple crews?
Yes. Pro and Scale include job scheduling and crew workflows. Scale supports unlimited team members for larger operations.
Does SiteJobr include reporting?
SiteJobr includes operational reporting, with an advanced reporting suite available on the Scale plan.
Can I connect accounting and automation tools?
QuickBooks integration and Zapier webhook automation are available on Scale. Other integrations include payments, Google Calendar, CompanyCam, HOVER, and EagleView.
Can an AI receptionist add leads to the workflow?
The optional AI receptionist can answer inbound calls, capture caller and property details, qualify the request, record appointment outcomes, and save the call context inside SiteJobr.
Put the workflow into one operating system.
Start with a 14-day trial. No credit card required.