Roofing Contractor Software

The one that keeps a whole roof — inspection photos, the estimate and its revisions, the install days, permits, and staged payments — on one record without charging per module. A two-crew contractor and a fifteen-person operation both need that. But the smaller business feels every add-on more: a separate photo report app, a separate payroll tool, a separate vehicle log. Judge the shortlist on total cost with every piece switched on, and on whether your crew lead can run the install from a phone without training.

Yes. Photos taken on the inspection upload against the job with stage and custom tags. Open the report builder, place them on a page with a heading and a short write-up, brand it with your logo, and export the PDF. Create a share link with an expiry of 7, 30, 90, or 365 days, copy it, and watch the view count. Save the layout as a template so the next report takes seconds. JobTrail does not email the report for you — you send the link or the file yourself.

Clone the estimate. The copy carries every line item, the customer, the address, and the tax setup, so you add the sheathing line and send it. Each estimate carries its own expiry date and moves through Draft, Sent, Accepted, Declined, or Expired. When the homeowner says yes, convert it to an invoice in one click. There is no online customer approval or e-signature on estimates — signatures live on the job completion certificate, captured on site.

Yes. Jobs carry multiple time slots. Use Range mode to book consecutive days under one job number, assign the crew once, and every day shows on the calendar in that crew’s color. When weather pushes the install, set the job to Reschedule and pick new dates — the estimate, photos, and scope stay attached. If the crew has to come back for a ridge vent or a leak, raise a Revisit linked to the original job.

Yes. Define a work permit process for each issuer — the building department for a re-roof permit, a residents association for a shingle-color approval. Set the areas it covers, the required-documents checklist (permit form, worker IDs, insurance, vehicle registration), and any fee. Book a job at a covered address and JobTrail flags the matching process; apply it and the status runs from Needed to Requested to Obtained. It does not submit the permit to the city for you; the paperwork still goes in the way it always has.

Yes. Convert the estimate to an invoice, then record each payment against it — cash, card, bank transfer, or check, with the date and a reference number. The invoice sits at Partially Paid until the balance clears, and past-due invoices show in receivables with an aging breakdown. Overpayments become customer credits. JobTrail records payments; it does not process cards online, run financing, or send payment reminders on its own.

Two ways, depending on what happened. For a site condition — exposed wiring under the decking, a soft spot, a broken ladder rung — the crew raises a flag on the job from Field Mode with a photo or video. The office comments on it in the same thread. For an actual injury or damaged equipment, log an incident with type, severity, location, witnesses, and the immediate actions taken. Then track it from Open through In Progress to Resolved and Closed, with follow-up notes.

No. JobTrail does not do aerial measurement, material takeoffs, supplier ordering, or insurance-claim estimating. What it does is hold the numbers you already have. Record squares, pitch, decking type, and shingle color as Property Details on the address so they show in Field Mode. Price the estimate from an items catalog where a square of architectural shingle is one line with one price. Bring your measurements from wherever you take them today.

Plans start at $39 a month for a solo operator and scale with your team. Every plan includes every feature — scheduling, jobs, estimates, invoicing, HR and payroll, fleet, permits, and the AI assistant. There are no add-on modules and nothing is locked behind a higher tier, so the price you see is for the whole platform. The tiers run Solo at $39 a month for one user, Team at $139 for up to five, Growth at $199 for up to ten, and Scale at $299 for up to fifteen, each with a 14-day free trial.

Yes. JobTrail offers a 14-day free trial with full access to every feature and no credit card required. Set up your customers, put a week of real jobs on the calendar, and send a live invoice before you decide.