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Roofing · Field service software

Roofing software for storm calls, replacements, and the crews in between

A leak call can arrive while both crews are on a two-day replacement. Keep the request, the inspection, the repair-or-replace options, and the invoice in one place, with AI helping and your office deciding.

Get startedSee a Roofing demo

Shop plan from $199/mo, billed monthly. Unlimited technicians. See plans

Roofer in a safety harness working on a residential shingle roof
  • Unlimited technicians on every plan
  • AI answers calls and chat around the clock
  • Dispatch recommendations your office approves
  • Repair and replacement quotes that become invoices
Included on every plan
  • QuickBooks Online
  • Xero
  • Google Calendar
  • Google Business Profile
  • Tradecraft Voice mobile app

What does roofing contractor software actually do?

Roofing contractor software is the system your office uses to take the call, schedule the inspection, decide between a repair and a full replacement, put the work on the calendar, and follow the job through to a paid invoice. In a roofing business it has to handle two shapes of work at once: service calls that arrive with the weather, and replacements that occupy a crew for days with material deliveries, dump trailers, and a homeowner approving a five-figure number.

Good roofing software keeps both on one board, so the person moving jobs around can see which crews are mid-tear-off, who can still take an inspection, and how a scheduled replacement shifts when the forecast turns. AI can help by answering the phone during a storm surge, capturing the symptoms, and suggesting the technician whose day has room. The decision to move a job still belongs to your office.

How Roofing contractors use Tradecraft

Win the work

Answer the storm call while your crews are on roofs

When both crews are mid-tear-off and the phone rings again, nobody is free to pick up. Tradecraft's AI voice and chat agent takes the call, collects the address, the symptoms, and whether the customer has an active leak, and books against the availability your office has set up. Your team sees the new request with the details already filled in.

  • One agent across phone, website chat, and text
  • Collects the details you configure, such as active leak, rooms affected, and when the customer is home
  • Books into real availability instead of taking a message
  • Every call and chat lands as a job your office can review

Who decides: You define what the agent asks and which time windows it can offer. Your office reviews every booked job before a truck rolls.

  1. Inbound call

    Active leak, kitchen ceiling

    • Customer home after 4 pm
    • Roof: architectural shingle, about 15 years old
  2. New job

    Inspection visit, high priority

    • Address and contact captured
    • Tarp requested if needed
    • Status: unassigned
  3. Office review

    Confirm details before dispatch

    • Notes visible to the whole team
    • Ready for the schedule board
Illustration of the intake workflow using Tradecraft's job vocabulary. Not a screenshot.

Run the day

Keep inspections and multi-day replacements on one board

The schedule board shows every crew's week, including the three-day replacement that cannot move without rescheduling a material drop and the inspection visits that can. When an urgent call arrives, the dispatch copilot scores your active technicians by skills, distance, and current workload, then writes a recommendation with the reasons. Your dispatcher applies it, adjusts it, or picks someone else.

  • Drag-and-drop schedule with crew and unassigned views
  • Live map with technician and job locations
  • Recommendations explain why a technician was suggested
  • Reschedule a replacement around the forecast without losing the job history

Who decides: The copilot recommends. It never assigns a technician on its own. Every assignment is applied by a person on your team.

  1. Unassigned

    Inspection visit, 4 pm window

    • High priority
    • Storm season surge
  2. Recommendation

    Suggested: Marco, finishing a repair nearby

    • Steep-slope experience
    • Closest after 3:30 pm
    • Inspections left today: 1
  3. Dispatcher

    Apply, adjust, or choose another tech

    • Replacement crews stay untouched
    • Audit trail records who assigned the job
Illustration of a dispatch recommendation on the schedule board. Not a screenshot.

Finish the job

Present repair and replacement as clear options

The inspection finds wind-lifted shingles over a deck section that is still sound. Instead of a single number on a notepad, build a quote with Good, Better, and Best options: the shingle repair now, a partial re-roof of the worn slope, and a full replacement with upgraded underlayment. Line items come from your pricebook. The customer picks, and the selected option converts to an invoice without retyping.

  • Three-option quotes built from your own pricebook
  • Labor, materials, and disposal as separate line items
  • The chosen option becomes the invoice with one action
  • Quotes, invoices, and job notes stay attached to the customer

Who decides: Your estimator or office sets the scope and the prices. Tradecraft organizes the options; it does not measure the roof or price the job for you.

  1. Good

    Shingle repair, damaged slope only

    • Parts and labor itemized
    • Same-week availability
  2. Better

    Partial re-roof, worn slope

    • Materials, labor, disposal
    • Marked as preferred
  3. Invoice

    Created from the selected option

    • Status: pending
    • Online payment link sent
Illustration of quote options converting to an invoice. Not a screenshot.

Finish the job

Close out the job with photos the customer can see

Technicians use the Tradecraft Voice mobile app to add job notes and job-site photos, so the before-and-after record builds itself while the crew is still on the roof. Documents such as agreements and completion forms can be found, generated, and sent for e-signature from the same job. Invoices go out with an online payment link, and the office can see who still owes you.

  • Job notes and photos from the field, visible to the office
  • Find, generate, revise, and send documents with e-signature
  • Online payments through Stripe with invoice status tracking
  • Customer portal for invoices and appointments on your brand

Who decides: Your team decides what gets sent and when. Payment processing fees and AI usage are separate from the platform fee; see pricing for details.

  1. Field

    Notes and photos added from the mobile app

    • Before and after photos
    • Deck and flashing notes
  2. Documents

    Completion form sent for signature

    • Version kept with the job
    • Signed copy attached
  3. Payment

    Invoice paid online

    • Status: paid
    • Receipt sent to the customer
Illustration of the close-out workflow from field notes to payment. Not a screenshot.

Example workflow

Example workflow: a storm-season leak call

A fictional Thursday in April for a two-crew roofing company. Names and details are illustrative. The steps are the ones Tradecraft supports today.

  1. The call comes in at 3:10 pm

    Both crews are on a replacement across town and the office manager is calling the supplier. The AI agent answers, learns the kitchen ceiling is staining after two days of storms, confirms the customer is home after 4 pm, and books an inspection visit.

  2. The job appears as unassigned

    The office manager sees the new high-priority job on the schedule board with the address, symptoms, and time window already filled in.

  3. The dispatch copilot suggests a technician

    A recommendation names the crew lead finishing a repair two neighborhoods away, with the reasons: steep-slope experience, closest availability, one inspection left on his board.

  4. The dispatcher applies it

    One click assigns the job. The replacement crews are not touched. The customer receives a confirmation text.

  5. The inspection finds wind-lifted shingles

    From the mobile app he adds photos of the damaged slope and notes the deck beneath is sound. The roof is old enough that the customer will want options.

  6. The shop presents three options

    The quote shows the shingle repair, a partial re-roof of the worn slope, and a full replacement with upgraded underlayment, each itemized from the pricebook. The customer chooses the partial re-roof.

  7. The selected option becomes the invoice

    The work is scheduled for the following Tuesday with a material order attached to the job. The invoice is created from the chosen option and sent with an online payment link, and its status is visible to the office until it is paid.

See this Roofing workflow with your own jobs

Bring a real week from your shop. We will walk through intake, the schedule board, quotes, and invoices using your scenario.

Get startedSee a Roofing demo

What Tradecraft does not do for roofing contractors

Clear boundaries save you a demo you do not need. Tradecraft runs the business side of the work.

  • It does not measure roofs, order aerial measurement reports, or estimate material quantities from imagery. Use your measurement provider for that.
  • It does not prepare insurance supplements, manage claim documentation, or negotiate with adjusters.
  • It does not sell storm-damage lead lists or feed you canvassing territories.
  • The dispatch copilot recommends technicians. It does not assign them automatically, and it does not promise arrival windows to customers.
  • Outbound AI follow-up calls, the fleet console, and the bid desk are Business plan features, not part of the Shop plan.
  • AI usage beyond the included monthly credits is billed as additional usage. The platform fee does not include every call at any volume.

How to choose roofing software

Ask every vendor these questions, including us. The honest answers for Tradecraft are next to each one.

Can inspections and multi-day replacements live on one schedule?
Tradecraft: Yes. One schedule board with crew and unassigned views, plus a live map.
What happens to a call nobody can answer?
Tradecraft: The AI agent answers, captures details, and books into your availability. Your office reviews the job.
Does the price rise with every technician?
Tradecraft: No. Technicians are unlimited. You pay for office seats: 3 on Shop, 10 on Business.
How is AI usage billed?
Tradecraft: Included credits each month, 1,000 on Shop and 5,000 on Business, with additional usage metered after that.
Can we quote repair versus replacement without a spreadsheet?
Tradecraft: Yes. Good, Better, Best options from your pricebook, and the chosen option converts to an invoice.
Who controls dispatch decisions?
Tradecraft: Your dispatcher. Recommendations explain their reasons and are applied by a person.
Does it connect to our accounting and calendar?
Tradecraft: QuickBooks Online, Xero, and Google Calendar are included on every plan.
Can we see it with our own scenario before buying?
Tradecraft: Yes. Bring your busiest storm week to a demo and we will walk through it.

How Tradecraft compares for roofing contractors

Roofing contractors often shortlist one of these. Each comparison explains where the other product fits and where Tradecraft fits better.

All Tradecraft comparisons

Plans for Roofing contractors

Flat platform fees billed monthly. Technicians are unlimited on every plan; you pay for office seats and get a pool of AI credits each month. AI usage beyond the pool is metered as additional usage, and card processing fees apply to online payments.

Shop

$199/mo

Technicians
Unlimited
Office seats
3 office seats
Included AI
1,000 AI credits per month

Inbound AI voice and chat agent, scheduling and dispatch recommendations, quotes, invoices, documents with e-signature, online payments, internal assistant, and team chat.

Business

$399/mo

Technicians
Unlimited
Office seats
10 office seats
Included AI
5,000 AI credits per month

Everything in Shop, plus outbound AI text and call follow-ups, the fleet console, the bid desk, advanced reports, and more integrations.

Enterprise plans have custom pricing and unlimited office seats. Full plan details and annual billing

Roofing questions, answered

Can Tradecraft handle inbound roofing calls during a storm surge?

Yes. The AI voice and chat agent runs around the clock on a business phone line and your website. It collects the details you configure, such as whether there is an active leak, which rooms are affected, and when the customer is home, and it books into the availability windows you allow. Your office sees each booked job with the notes attached and can adjust before a technician is assigned.

How does roofing scheduling and dispatch work in Tradecraft?

Every job, a one-hour inspection or a three-day replacement, sits on the same schedule board with crew and unassigned views and a live map. When a job is unassigned, the dispatch copilot scores active technicians on skills, distance, and workload and writes a recommendation with its reasons. Your dispatcher applies the recommendation, changes it, or assigns someone else. Assignments are always made by a person.

Can I present repair and replacement options on one quote?

Yes. Quotes support Good, Better, and Best options with labor, materials, and disposal as separate line items pulled from your pricebook. You can mark a preferred option. When the customer decides, the selected option converts to an invoice with the same line items, so nothing is retyped.

Will the AI ever assign a technician without our approval?

No. The dispatch copilot only writes recommendations. Applying an assignment is a human action from the schedule board or the internal assistant, and each assignment is recorded in an audit trail with who made it and why. If nobody acts on a recommendation, it simply expires after the window you set and the job stays unassigned until your team decides.

What does it cost as our crew grows?

The platform fee does not change when you add technicians or crews. Shop is $199 per month billed monthly with 3 office seats and 1,000 AI credits. Business is $399 per month billed monthly with 10 office seats and 5,000 AI credits. AI usage beyond the included credits is metered as additional usage, and payment processing fees apply to online payments. Full details are on the pricing page.

Does Tradecraft replace aerial measurement or insurance supplement tools?

No. Tradecraft runs the business side of roofing work: calls, scheduling, dispatch, quotes, invoices, documents, and payments. Roof measurement reports, insurance supplements, and claim documentation stay with the providers you already use. Once you have the numbers, Tradecraft is where the options are quoted, the replacement is scheduled, and the invoice is sent.

Can it help with larger reroof bids?

On the Business plan, the bid desk reads a bid package you upload, extracts the specification line by line, and cites the exact page each requirement came from, and it flags addenda that change the scope. Your estimator reviews every extracted line before pricing. It does not measure drawings or set prices, and it does not prepare insurance supplements.

Other trades and more to explore

Bring your busiest storm week to a demo

Show us how a leak call lands on a replacement day. We will walk through intake, the schedule board, quote options, and the invoice with your scenario.

Get startedSee a Roofing demo

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