Roofing contractor reviewing active jobs, estimates, scheduling, and field operations in SiteJobr

Roofing business operating system

Roofing software that connects the first call to the finished job.

SiteJobr brings the daily systems of a roofing company into one workspace: inbound call handling, CRM, estimating, proposals, production scheduling, crews, field photos, invoicing, payments, reporting, and customer communication.

No credit cardU.S. roofing workflowsCancel anytime

01

Unify office and field work

Keep sales, production, photos, communication, and billing attached to the same job.

02

Respond faster

Use structured lead intake, tasks, scheduling, and optional AI call answering to reduce dead time.

03

Know where work stands

See pipeline, estimate, job, invoice, and payment progress without spreadsheet reconciliation.

Direct answer

What should roofing software do?

Roofing software should reduce the manual handoffs between marketing, sales, estimating, production, field work, and accounting. It should help a company respond to an opportunity, preserve the property context, prepare a clear proposal, schedule the job, document the work, and collect payment without repeatedly rebuilding the same record.

SiteJobr is a web-based roofing operating system for U.S. roofing and exterior contractors. Teams can begin with customer, lead, estimate, invoice, and payment workflows, then add production tools, integrations, reporting, and a 24/7 AI receptionist as the operation grows.

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 scheduled

Martinez Residence

Storm damage inspection

Estimate sent

Oak Street Retail

Commercial repair

Deposit paid

AI receptionist active

Calls route into the lead workflow

Customer inbox

Text history stays with the customer

Product capabilities

The core systems a roofer uses every day

SiteJobr is organized around connected workflows rather than a collection of unrelated utilities.

AI receptionist

Answer inbound calls, capture roofing details, book estimate opportunities, and retain call history.

Roofing CRM

Manage leads, customers, properties, activities, tasks, communication, and sales ownership.

Estimates and proposals

Calculate margins, present options, send customer-ready proposals, and collect signatures.

Production management

Create jobs, schedule work, assign crews, track time, tasks, materials, and documentation.

Photos and measurements

Organize project photos and connect supported aerial and capture measurement workflows.

Financial closeout

Send invoices, accept supported payments, monitor reporting, and request customer reviews.

How it works

A connected roofing software workflow

Each module works on the same customer and property context, so information survives the handoff.

  1. 01

    Inquiry

    Capture a web, phone, referral, canvassing, or manually entered roofing lead.

  2. 02

    Sales

    Qualify, inspect, estimate, present options, collect the signature, and record the outcome.

  3. 03

    Production

    Schedule the job, coordinate crews, track progress, and organize photos and documents.

  4. 04

    Closeout

    Invoice the customer, accept supported payment methods, report on results, and request a review.

Buying and operating guidance

Buy for the workflow you need to operate

The best roofing software is not automatically the platform with the longest feature list. It is the one your team can keep current while moving through real jobs. Evaluate the path from lead to estimate, proposal, schedule, photos, invoice, and payment. Gaps in that path usually become spreadsheets and duplicate entry.

SiteJobr uses plan-based access so a small company can start with the essentials. Review the current pricing page for limits and included capabilities, and confirm any provider-dependent integration before making it part of a critical operating process.

Common questions

Roofing Software FAQ

Straight answers about the workflow, availability, and where provider or plan requirements apply.

Is SiteJobr cloud-based roofing software?

Yes. SiteJobr is a web application designed for office and field workflows, with responsive access for desktop and mobile devices.

What is included in the Starter plan?

Starter is $49 per month and includes up to five team members, unlimited customers and leads, estimates, invoices, supported online payments, and email support.

Which plan includes production scheduling?

Pro includes job scheduling, crews, advanced estimates, proposal e-signatures, and photo documentation. Scale includes everything in Pro plus expanded reporting and automation features.

Does SiteJobr replace an answering service?

The optional AI Receptionist add-on can answer inbound calls, capture and qualify roofing opportunities, record appointment outcomes, and store call details inside SiteJobr.

Can SiteJobr connect with other roofing tools?

Integrations include SiteJobr Payments powered by Stripe, Google Calendar, QuickBooks, Zapier webhooks, CompanyCam, HOVER, and EagleView, subject to plan and provider availability.

Put the workflow into one operating system.

Start with a 14-day trial. No credit card required.

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