For roofing operators
Roofing software for contractors who do real numbers, not Instagram drone shots
Quote complex jobs in 30 minutes from the truck. Track storm-damage opportunities by neighborhood. Handle insurance claims documentation without the file-cabinet tax.
14-day free trial · No credit card required
What's costing you time and money
These are the patterns we hear over and over from operators in your trade.
Storm-damage canvassing has no system
Hailstorm hits Tuesday. By Friday, you've knocked 80 doors and have notes on a clipboard. Without a system to track which addresses were inspected, who said yes/no/maybe, or who's gotten quotes — half the leads evaporate.
Insurance claim documentation is paper hell
Adjuster meeting requires roof diagram, damage photos by section, code-required upgrades, depreciation calculations. Without structured templates, every claim is a 4-hour custom build.
Scope creep eats margin without anyone noticing
What started as a quoted reroof becomes a re-deck, a chimney flashing, a drip-edge upgrade. Without change-order workflow, that work happens but doesn't always get billed.
Drone photos pile up with no place to go
Aerial inspections produce 60–200 photos per job. Storing them in Google Drive or a phone is fine until you need to pull last spring's pre-storm shots — at which point they're gone.
Built for the way the work actually happens
Storm-damage canvassing tracker
After a hailstorm, log each door knock with address, contact result (interested, not interested, no answer), and follow-up status. Map view shows neighborhood coverage. Hot leads get auto-prioritized for follow-up.
Convert 30–50% more storm-damage canvassing into quotes
Insurance claim documentation template
Claim work order pre-loads with required sections: roof diagram, damage by slope, code-required upgrades, photos by elevation. Output is a structured PDF for the adjuster — not a custom build per claim.
Cut adjuster-prep time from 4 hours to 45 minutes
Change orders that customers sign before work happens
Mid-job scope changes (re-deck, additional flashing, code upgrades) become change-order line items the customer signs by SMS before the work happens. Original scope, every change, and final invoice all live in one record.
Recover 5–10% of revenue from unbilled scope creep
Per-property aerial photo register
Drone and ground photos attach to the customer's property record permanently. Pre-storm shots, inspection shots, completed-roof shots — all searchable, all available 5 years later when the next claim comes in.
End the 'where are last year's photos?' scramble
Live on ServiceGrid in 5 days
Roofing contractors typically migrate from a stack of paper, drone-photo folders, and a generic CRM in less than a week without dropping active claims.
- 01
Import customers + property records (day 1)
Sub customer book with addresses and any property notes. ServiceGrid imports name, address, contact, free-form notes. Property-specific fields (square footage, pitch, layers, last-replaced date, roofing material) populate as techs document on each visit or as you backfill known properties.
- 02
Set up service menu + claim templates (day 2)
Translate your service rates: full reroof per square (residential, commercial, flat), repair per section, decking replacement, gutter, skylight install, ridge-vent. Build the insurance-claim documentation template with required photo points.
- 03
Roll dispatch + canvassing tracker live (days 3–5)
Onboard the dispatcher and crew leads. Move next two weeks of jobs into the dispatch board. If you canvass storm damage, configure the canvassing tracker for the next neighborhood.
Roofing questions
Ready to run a tighter roofing business?
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