QuoteIQ

Trusted by 40,000+ Home Service Contractors

The Roofing CRM That Closes More Jobs and Protects Your Margin

Measure roofs from satellite, generate accurate estimates in minutes, track every dollar of job cost, manage your crews in the field, and automate your Google reviews — from one platform your whole roofing business already fits inside.

Plans from $29.99/mo No required integrations 14-day free trial on every plan iOS, Android & web
55
Integrated tools across 13 categories inside AI Autopilot, QuoteIQ’s conversational CRM control layer
$55,440
Median annual wage for roofers, May 2025 — the labor number your job costing has to respect on every bid (U.S. Bureau of Labor Statistics)
6 ft
Height at which fall protection becomes mandatory in construction work, per OSHA — every hour on the roof you can avoid is an hour of exposure you avoid
40,000+
Contractors
4.7 ★
Average Rating
4,103
Reviews
5
Plans From $29.99/mo
Quick Answer

What Is the Best Roofing CRM Software in 2026?

QuoteIQ is a roofing CRM built for residential and light-commercial roofing contractors who need to quote fast and protect margin. It combines satellite roof measurement, AI-assisted estimating, real-time job costing, crew GPS and time tracking, automated review collection, and conversational AI control of the whole system in one subscription. Plans run from $29.99/mo for Essentials to $699/mo for Max, every plan includes a 14-day free trial, and every plan ships with AI features funded by monthly IQ Credits rather than a separate AI subscription. For most roofing companies running one to four trucks, the Pro plan at $149.99/mo is the tier that unlocks the roofing-critical combination of Job Costing, ClientHub two-way texting, and QuickBooks Online sync.

TL;DR: Roofing is a high-ticket, high-consideration, weather-driven trade, so the CRM has to do four things well: quote fast, cost accurately, follow up relentlessly, and prove quality afterward. QuoteIQ covers all four natively — MapMeasure Pro measures roof planes and pitch from aerial imagery, AI Estimator turns a property photo into a line-item quote, Job Costing shows Price − Labor − Expenses = Profit while the crew is still on the roof, EmployeeHub runs GPS and time tracking, Review Multiplier collects Google reviews automatically, and QuoteIQ Cam documents every inspection in 4K. Pricing is public and flat — see the five plans and run the numbers against your own labor rate using BLS wage data and the current IRS mileage rate before you commit.

Where Roofing Businesses Lose Money

High Ticket Jobs Don’t Fix Low Margin Operations

A $12,000 roof replacement sounds great — until material overruns, labor surprises, dump fees and missed follow-ups cut it down to nothing. Roofing businesses leak money in four predictable ways, and every one of them is a software problem before it is a field problem. We went straight to the source: 100 roofing contractors told us what they actually need from CRM software, and the same four answers came back again and again.

None of these four problems is solved by buying more lead volume. They are solved by shortening the distance between a lead landing and an accurate, well-presented number going out the door — and then by knowing, in real time, what that number is actually costing you to deliver. That is the entire job description of a roofing CRM, and it is why a tool built for scheduling alone will never move your net margin. If you run adjacent exterior work, the same math applies on your gutter installation, siding and metal roofing divisions.

Estimates still require a physical site visit

Climbing a roof to measure it before you have even won the job costs hours you cannot recover, and puts a person above the OSHA six-foot threshold for a quote that may never close. Competitors quoting from aerial imagery are already beating your response time.

You don’t know your actual margin until the job is over

Materials run over. Labor takes longer. Disposal gets forgotten. By the time you know what the job really cost, it is too late to adjust the next bid. Job Costing gives you the number while the crew is still working, not weeks later in your accountant’s export.

Open proposals go cold with no follow-up system

A $9,000 estimate sent three weeks ago with no follow-up is a closed door. Roofing is a high-consideration purchase, and the contractor who follows up consistently wins. Email and text automations make that follow-up happen without anyone remembering to do it.

Reviews are an afterthought, not a system

Homeowners hiring a roofer are making one of the largest discretionary purchases they will make on the house. They research heavily. A business with eight Google reviews loses to one with 120 before anyone picks up the phone — which is what Review Multiplier exists to fix.

Run the numbers first: before you change software, price your own labor against the $55,440 median annual roofer wage reported by BLS for May 2025 and your truck time against the 76-cent-per-mile IRS business rate in effect from July 1, 2026. QuoteIQ’s free business calculators and the in-app calculator suite let you build those two inputs into every bid instead of guessing at them.

Satellite Roof Measurement

Measure a Roof Without Leaving Your Truck

MapMeasure Pro uses satellite imagery to measure total surface area, roof planes, ridges, valleys and eave lengths directly on screen, inside estimate creation. You trace the roof faces, the measurements save to the customer profile, and they export straight into a QuoteIQ estimate with the address pre-filled and your price book applied. Roof segments are auto-detected from solar data with colour-coded pitch, and a screenshot of the measured roof attaches to the estimate as visual proof of scope.

The August 2026 release added a historical aerial imagery timeline — you can scroll back through years of photographs of the same property — and calculated roof pitch that is displayed and saved with the measurement. For storm and insurance work that history is evidence: it shows what the roof looked like before the event, from an independent source, without anyone climbing anything. Measurements pair with Property Street View and Zillow Quick Access so you can confirm dormers, obstructions, stories and build year before you price a single square.

Build year matters more than most roofers think. Work that disturbs painted surfaces on housing built before 1978 pulls you into the EPA’s Lead Renovation, Repair and Painting program, which requires firm certification. Knowing that from the desk — before you quote — is the difference between a priced-in compliance cost and a surprise.

  • Roof plane tracing — measure each face of the roof individually, including complex cut-ups
  • Ridge, valley and eave measurements — linear dimensions without a ladder
  • Pitch calculated and saved — displayed on the measurement, carried into the estimate
  • Auto-populates the estimate — measurements feed your standard line-item estimate directly
  • Saved to the customer record — findable later in the client database for re-roofs and warranty calls

Insurance work: MapMeasure Pro documents the full roof layout before any repairs begin, and QuoteIQ Cam captures the damage in 4K with annotations — together they give adjusters a dated, measured, photographed record instead of a narrative.

MapMeasure Pro at a glance
Where it runs Inside estimate creation
Measures Area, planes, ridges, valleys, eaves
Roof pitch calculated & saved Yes
Historical aerial imagery Yes — multi-year timeline
Screenshot attaches to estimate Yes
Companion tools Street View · Zillow Quick Access
Available on Beginner, Pro, Elite, Max
Product Walkthrough

MapMeasure Pro, measuring a real property

Quote jobs without leaving the office. Measure roofs, driveways, lawns and house exteriors from satellite imagery, then export the result straight into an estimate. The same tool serves your roof washing and gutter cleaning crews when they are pricing square footage and linear feet.

Explore MapMeasure Pro →

MapMeasure Pro — Area Tool SATELLITE
AI-Powered Estimating

Turn a Photo and an Address Into a Line-Item Roofing Estimate

AI Estimator analyses property photos, asks targeted follow-up questions, and generates market-accurate line-item pricing for your local area. Upload a photo of the roof, describe the scope — full replacement, repair, gutters, flashing, ventilation — and the estimator structures the line items and builds the quote. It is used once per new estimate, and the output is a draft you edit and approve, never something that sends itself.

AI Estimator is on every plan, funded by the IQ Credits included in your subscription rather than a separate AI add-on. That matters for roofing specifically, because storm response is a volume game: when a hail or wind event moves through your territory, the contractor who returns scoped numbers first captures the most signed contracts. Paired with MapMeasure Pro for the measurement and Options estimates for good/better/best shingle tiers, same-day quoting at volume stops being aspirational.

Where the job is a repair rather than a replacement, a Quick Estimate gets a number out in a couple of taps, and Package Estimates bundle the recurring combinations — roof plus gutter guards, roof plus ridge vent, tear-off plus decking allowance — that you quote twenty times a season. Every estimate type supports photos, notes, terms, licence number on the PDF, deposit requirements, markup and discount controls, hidden line-item pricing, and e-signature approval on the homeowner’s phone.

  • Photo analysis — reads visible condition, material type and scope cues from uploaded images
  • Targeted follow-ups — asks what it needs rather than guessing at the scope
  • Your pricing applied — builds against your price book, not generic national numbers
  • Editable output — the draft is yours to adjust, re-scope and approve before sending
  • Attach the evidence — photo galleries and contract attachments ride along with the estimate

Storm response: the NOAA Storm Prediction Center severe weather database has logged hail reports since 1955 and damaging-wind reports since 1955 — pull your county’s history, then make sure your quoting stack can absorb a week’s worth of leads in two days when the next one lands.

AI Estimator for roofing
Input required Photo + scope description
Output Structured line-item estimate
Uses your saved price book Yes
Editable before sending Yes — full control
Runs on IQ Credits included monthly
Best use case Storm response, high-volume quoting
Available on All plans
What the output looks like

A scoped roofing estimate, built from one photo

The estimator reads the property image, confirms the scope with you, and lays out the line items against your own rates. Nothing sends until you approve it, and the finished document can go out as an SMS link, an email, or a PDF — or as a full branded proposal with your company story, service list, photo gallery and customer reviews attached.

Explore AI Estimator →

AI Estimator AI POWERED
QuoteIQ AI Estimator analysing a roof photo to build a roofing estimate
Architectural shingles Granule loss Pitch captured Tear-off scope
Full roof replacement — architecturalYour rate
Tear-off & disposalYour rate
Ridge vent + flashingYour rate
Gutter replacementOptional add-on
Draft estimateReady to review
Real-Time Job Costing

Know Your Actual Margin Before the Dumpster Leaves

Roofing margins are easy to destroy. Materials run over, labour takes longer than estimated, disposal gets forgotten, and a single unexpected deck repair eats the difference between a good job and a break-even one. QuoteIQ’s Job Costing runs one simple equation on a per-job Report tab — Total Price − Labour − Expenses = Profit — with a profit-margin bar that updates as the costs land.

Labour pulls automatically from time tracking: hourly rate multiplied by clocked hours, no re-keying. Expenses link to the job through Expense Tracking, which handles categories, receipt capture, search, filtering and CSV export. That means shingles, underlayment, drip edge, fasteners, dump fees and the fuel for three round trips all end up attached to the same record as the price you quoted.

The compounding value is not the single job — it is the pattern. After a season of costed jobs, your business analytics can tell you which scope types, which crew configurations and which neighbourhoods consistently hit your margin target, and which ones you have been quietly subsidising. The Hourly Rate Calculator in the calculator suite then lets you rebuild your labour rate from that evidence instead of from habit.

  • Labour cost tracking — clocked hours from Time Tracker Pro multiplied by each person’s rate
  • Material and disposal cost tracking — logged against the job as it is spent
  • Profit margin calculated live — total price minus all costs, with a visual margin bar
  • Job-level reporting — see which job types and crew configurations actually earn
  • Feeds your books — invoices and payments sync to QuickBooks Online without double entry

Build the overhead in: the U.S. Small Business Administration’s business management guidance is blunt about bookkeeping discipline being what keeps a small contractor solvent. Job Costing is where that discipline becomes a daily habit rather than a quarterly panic.

What Job Costing tracks per roofing job
Labour (crew hours × rates) Auto from time tracking
Materials (shingles, underlayment, flashing) Logged per job
Disposal and dumpster costs Logged per job
Margin shown in real time Yes — live margin bar
Profit by job type reporting Yes
Accounting sync QuickBooks Online
Available on Pro, Elite, Max
The report tab

Price minus labour minus expenses equals profit

No spreadsheets, no month-end reconstruction. The figures below are an illustration of the report layout using round numbers — your own jobs populate from your price book, your crew rates and your logged expenses.

Explore Job Costing →

Job Profit Report EXAMPLE
Illustrative full roof replacement · completed
Total price$12,000.00
Labour — 4 crew, 2 days− $3,200.00
Materials — shingles, underlayment, flashing− $4,100.00
Tear-off disposal & dumpster− $850.00
Fuel and truck time− $90.00
Profit margin31.3%
Net profit$3,760
Crew Management

Know Exactly What Every Roofing Crew Is Doing Right Now

Running several roofing crews across different job sites without constant phone interruptions is nearly impossible on text threads alone. EmployeeHub bundles three things that matter on a roof: GPS location tracking that shows your team live on one map while they are clocked in, Time Tracker Pro for GPS clock in and out with per-job hours, and Team Communication for one-to-one and group chats with job and event assignment.

The location map pauses on breaks and stops at clock-out, and employees who are clocked out are never displayed on any map — a boundary worth stating plainly to a crew that is wary of being tracked. Clock-in location verification confirms someone is actually at the address before the hours start counting, which is also what makes the labour figure inside Job Costing trustworthy rather than approximate.

Access is governed by roles and permissions, which received a full overhaul in the August 2026 release with clearer gates and calendar permissions separated out properly. Two limits are worth knowing before you plan around it: there is no automatic overtime calculation, and there is no native payroll — hours export for whatever payroll system you already run. Crew creation, crew tracking and crew scheduling, with crew-level analytics and routing, sit on the Max plan; assigning an individual person to a job is standard scheduling.

  • Live GPS on every clocked-in team member — one map, no extra hardware
  • Mobile time clock — GPS clock in and out, feeding Job Costing automatically
  • Job assignment with notes — scope, address and special instructions on their phone
  • In-app team messaging — no personal numbers handed around
  • Sales Team Tracker on Max — commission percentages per rep, leaderboards and year-to-date numbers

Safety is a scheduling problem too: OSHA requires fall protection at six feet in construction. Knowing which crew is on which roof, for how long, with what scope, is the difference between a toolbox talk that matches the day’s work and one that is read off a laminate.

EmployeeHub for roofing crews
Live GPS per clocked-in member Yes — real time
Clocked-out staff shown on map Never
Time clock feeds Job Costing Automatic
Extra hardware needed None
Automatic overtime calculation Not available — hours export
Crew creation & crew scheduling Max plan
EmployeeHub available on Elite, Max
Team view

Who is clocked in, where, and on which roof

GPS tracking, time clock, job assignments and team messaging in one app. The illustrative board below shows the shape of the team view — clocked-in status, role, hours on the job, and whether someone is on break.

Explore EmployeeHub →

EmployeeHub — Team EXAMPLE
CL
Crew Lead
Tear-off & dry-in
Clocked in · 6:42
IN
Installer
Residential shingle
On break · 4:18
IN
Installer
Flashing & detail
Clocked in · 5:55
LB
Labourer
Ground & cleanup
Off today
Hours flowing to Job CostingAutomatic
AI Autopilot — Flagship Feature

Run Your Roofing CRM With Plain Language Commands

AI Autopilot is conversational control of the whole CRM, by voice or text, built on 55 integrated tools across 13 categories. It is the general manager of the AI suite: not a suggestion engine, not a chatbot bolted onto a help page, but a layer with direct access to your data that carries out the action. Inside the app you will see it labelled Ask AI — same feature, interface name rather than brand name.

  • “Move all of today’s jobs to Friday and text every customer.”
  • “Invoice all of today’s completed jobs and send them.”
  • “Follow up with every open proposal from the past two weeks.”
  • “Show me every job where expenses came in over the estimate.”

Autopilot sits alongside two siblings that are frequently confused with it. AI Estimator is the photo-to-quote specialist. AI CoPilot is the in-document editor that lives inside estimate and invoice creation — add services, set a discount, change tax, draft a client message, add a deposit — with quick-action cards plus free-form chat and an Auto Accept or Review mode. Three tools, three jobs.

Every AI action in QuoteIQ is funded by IQ Credits, the monthly allowance included in your plan — 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite and 8,000 on Max. There is no separate AI subscription. Since April 2026 every AI action shows its credit cost before it runs and asks you to confirm, so nothing draws down silently. Credits reset each billing cycle; optional top-up packs exist, and the core CRM never requires them.

The follow-up pipeline: roofing is a high-consideration purchase and open proposals decay fast. Autopilot can sweep the open pipeline and send personalised follow-ups on command — the single highest-return action most roofing businesses never do consistently. Pair it with reminders and tasks so nothing waits on memory.

AI Autopilot · Ask AI 55 TOOLS
“Create a roofing estimate for the Oak Ridge Drive job — full shingle replacement, tear-off included — and send it.”
Searching customers
Looking up price book rates
Creating estimate and sending
Estimate createdYes
Delivered by SMS and emailYes
Credit cost shown before runningYes
Follow-Up & Communication

The Roofer Who Follows Up Wins the Contract

A roof is not an impulse purchase. Homeowners get two or three numbers, talk to a spouse, check a storm deductible, wait for a payday, and decide weeks later. The contractor still politely present at week three is the one who signs. That is a systems problem, and QuoteIQ solves it with three connected pieces.

ClientHub gives the business a dedicated phone number with two-way calling and texting inside QuoteIQ, from phone, tablet or computer. Every call and text is saved to the customer profile, synced across devices, with real-time notifications. Call routing and forwarding, added in April 2026, sends incoming calls by time of day, caller or availability to team members, external numbers, or the Virtual Call Team. The practical effect for a roofing owner is that the lead who calls while you are on a ridge still gets answered, qualified and logged.

Email and text automations run the sequences: event-triggered, multi-step, with personalisation tags for the customer’s name, the estimate total and the estimate link, and send timing from immediately to months out. Since the Spring 2026 engine rebuild there is a dedicated queue pipeline that fires on time without duplicates, plus an automations dashboard with templates, queue and history tabs. Since June 2026 you can describe the automation you want in plain language and have it built for you — which is how most roofers actually get their first follow-up sequence live.

On-the-way texts go out when the crew is rolling. Website contact forms drop new enquiries straight into the CRM instead of an inbox. And the Client Portal gives each homeowner a branded, secure link — no app download, no account — where they can view and approve estimates, pay invoices, see appointments and inspections, submit requests and leave a review. For a trade where the customer is nervous about a five-figure decision, a portal that shows them everything in one place does more for close rate than another discount.

At Elite and above, mass text and email campaigns let you segment by tag and reach a whole storm-affected neighbourhood at once. Note the setup honestly: you connect your own gateways — Twilio for SMS with A2P 10DLC registration, SendGrid for email with a verified sender — and carrier fees are yours.

Communication stack by tier
Dedicated business number (ClientHub) Pro, Elite, Max
Email & text automations Pro, Elite, Max
On-the-way texts Pro, Elite, Max
Website contact forms Pro, Elite, Max
Client Portal Pro, Elite, Max
Mass text & email campaigns Elite, Max
Virtual Call Team All plans, metered by IQ Credits
Insurance & Storm Work

Documentation Is the Product on an Insurance Roof

On a retail replacement the homeowner buys a roof. On an insurance claim the carrier buys a case — and the contractor with the better-documented case gets the better settlement. That is a records problem, and it is where a roofing CRM either earns its subscription several times over or quietly costs you supplements you never claimed.

Start with the evidence stack. QuoteIQ Cam captures in-app photos or camera-roll uploads organised by job and date, with annotations, before-and-after comparisons, custom inspection forms with templates and customisable PDF sections, job reports, and unlimited 4K photo and video cloud storage kept on the customer’s documentation archive. A hail inspection photographed this way produces a dated, labelled, per-slope record rather than 60 untitled images in a phone gallery.

Layer the measurement on top. MapMeasure Pro records the full roof layout — planes, ridges, valleys, eaves, calculated pitch — before any tear-off begins, and the historical aerial imagery timeline added in August 2026 lets you show the roof as it appeared in prior years. When an adjuster disputes scope or pre-existing condition, an independent dated image is a stronger answer than a recollection.

Then attach the paperwork. Contract attachments keep the signed agreement, the scope of work and any carrier correspondence bound to the same job record, and e-signatures get the homeowner’s authorisation captured on their phone at the kitchen table. Estimates and invoices can carry expiration dates, which matters when a carrier-approved scope has a window on it. One caution worth stating plainly: editing an estimate after it has been sent automatically voids the outstanding signature request, so re-send after a scope change rather than assuming the old signature still applies.

Finally, cost it. Supplement work is where roofing companies most often lose money invisibly, because the extra labour is real and the extra revenue is uncertain. Running every claim job through Job Costing and Expense Tracking tells you, by the end of a storm season, whether your claim work actually out-earns your retail work — a question most roofing owners answer from feel.

Know your territory’s history: the NOAA Storm Prediction Center severe weather database publishes downloadable hail, wind and tornado report files going back to the 1950s, with one-inch hail as the reporting threshold since 2010. Pull your counties, map the frequency, and staff your storm season against evidence instead of rumour.

Pre-1978 housing changes the job: under the EPA Lead RRP rule, anyone paid to disturb painted surfaces in pre-1978 homes, childcare facilities or preschools must be a certified firm. Capture the build year during property lookup and price the compliance work into the bid, not into your margin.

Estimating Accuracy

Where Roofing Bids Actually Go Wrong

Most roofing bids are not lost on price. They are lost on scope ambiguity, or won at a number that cannot survive the actual build. Five failure modes account for the large majority of it, and each one has a software answer.

Waste factor applied by habit, not by geometry

A simple gable and a cut-up hip with four valleys do not share a waste factor. Measuring planes individually — rather than taking a single footprint number and multiplying — gives you the geometry to set waste per job. MapMeasure Pro produces the plane-by-plane figures that make that possible.

Pitch discovered on site

Steep-slope work is slower, needs more fall protection setup and often needs a bigger crew. Finding that out on install morning is a margin event. Pitch is calculated, displayed and saved with the measurement, so the labour line reflects it in the original bid.

Decking allowance left verbal

“We’ll replace any bad plywood at cost” is the single most common source of roofing disputes. Make it a line item with a defined unit rate on a standard estimate, signed before the tear-off, and the conversation on day two is arithmetic rather than argument.

Disposal and access priced as an afterthought

Layers, dumpster size, driveway protection, distance from the dump, and whether the truck can get within throwing distance of the roof all swing the real cost. Log them as expenses against the job so next season’s bids are calibrated to what actually happened.

The fifth failure mode is the quietest: truck time nobody charges for. Two supply-house runs, a trip back for the colour that did not match, and a drive to the dump are real dollars. Price them against the IRS standard mileage rate — 72.5 cents per mile for the first half of 2026 and 76 cents from July 1 — and log them as job expenses. On Elite and above, Route Optimization sequences the day’s stops for minimum drive time and recalculates when a job is added late, while Route Density shows where your work clusters so you can plan the week by zone. Density is where; optimisation is what order.

Materials are the other half. On Elite and above, Inventory Management tracks products with SKUs, categories, unit costs and reorder points across locations — warehouse, truck, job site — with suppliers, orders and a full transaction log of every receipt, return, issue, damage, loss and adjustment. Materials on estimates and invoices link to those products so pricing stays current. One mechanic to get right in your head: stock deducts when the invoice is paid, not when the job is marked done, and a deposit does not count as paid.

Free tools to pressure-test your numbers: the home service business calculator hub, the gutter cleaning cost calculator for add-on work, the insulation cost calculator for attic upsells, and the construction invoice template if you are still invoicing out of a word processor.

Reputation

Reviews Are a System, Not a Favour You Ask For

Roofing has the worst of both worlds in reputation terms: high ticket, low frequency, and a public that has heard storm-chaser horror stories. The homeowner comparing three roofers will read reviews before they read your proposal. Review Multiplier ships two mechanics for that, and it is worth knowing both.

The first is an instant post-payment redirect: the moment a customer pays, they land on your review page while the relief of a finished roof is still fresh. The second is a full email and SMS review-request automation with four event triggers, so the ask can also be timed to a job milestone rather than only to payment. Destinations include Google Business Profile, Facebook, Yelp and Angi.

Feed it good material. QuoteIQ Cam before-and-after comparisons give a homeowner something to attach to the review, and the Client Portal carries a Leave a Review action in the sidebar so the request is never more than one tap away from where they already are.

The compounding effect is the point. A roofing company that collects reviews on every finished job for two seasons stops competing on price with the company that has a dozen. It is also the cheapest marketing in the trade: no ad spend, no lead fee, no shared lead sold to four competitors at once.

Industry standing matters too: membership and certification through bodies such as the National Roofing Contractors Association — which runs PROCertification, CERTA and the TRAC training programme — gives a homeowner a second, independent signal alongside your review count.

Reputation toolkit
Instant post-payment redirect Yes
Email & SMS review automation Yes — four event triggers
Destinations Google, Facebook, Yelp, Angi
Before & after evidence QuoteIQ Cam
Review action in Client Portal Yes
Booking from Google Search & Maps Google Reserve
Getting Paid

A $12,000 Roof the Homeowner Can Actually Afford Today

Roofing has a financing problem more than a pricing problem. The work is urgent, the ticket is large, and a surprising share of lost jobs are lost to cash flow rather than to a competitor. QuoteIQ puts Consumer Financing on every plan, including during the trial: Affirm for up to $30,000 per job over three to thirty-six months, Klarna’s Pay-in-4 and Pay-in-30 options, and Afterpay’s Pay-in-4 to roughly $4,000. The customer applies at checkout in around thirty seconds and gets an instant decision; you are paid in full up front, and the provider owns collections and default risk.

For the rest, invoicing converts from an estimate or a job in one tap. Customers can pay by credit or debit card, ACH bank transfer, Apple Pay or Google Pay online, and cash and cheque are recorded in the app so the job record stays complete. Deposits and partial payments are supported — useful when you want material money down before a tear-off — along with Net 15/30/60/90 terms, automated payment reminders with timing you control, tips at checkout, embedded on-page checkout with no redirect, invoice templates, expiration dates and a full audit trail.

Maintenance plans and recurring commercial work run on invoice subscriptions, with full discount, tax, fee and deposit maths — the natural home for annual roof inspections, gutter guard servicing or a managed-property portfolio. Mass invoicing from the jobs dashboard or calendar closes out a week of completed jobs in a single pass.

Online customer payments run through the QuoteIQ Payments Service, which is powered by Whop for new subscribers and by Stripe for legacy accounts; account vintage decides the processor, and legacy accounts may migrate to Whop one way. Payout and bank details are configured in Settings, and recurring auto-pay is supported. Processing costs vary by method, configuration, risk profile, industry and volume, so confirm your own rates during onboarding rather than relying on any published figure.

Financing is a closing tool, not a finance department: offering it on the estimate itself — alongside good/better/best shingle options — reframes the conversation from “can I afford $12,000” to “which roof do I want.” Keep an eye on overall cost discipline with the SBA’s guidance on accepting payments and managing cash flow.

How homeowners can pay you
Credit & debit cards Yes
ACH bank transfer Yes
Apple Pay & Google Pay (online) Yes
Cash & cheque Recorded in app
Affirm financing Up to $30,000 / job · 3–36 mo
Klarna & Afterpay Pay-in-4 and longer terms
Financing available on Every plan, including trial
Safety, Compliance & Crew Economics

The Roof Is the Easy Part

Roofing is one of the more hazardous trades in construction, and the administrative weight that comes with that is real. A CRM does not make a roof safer by itself, but the scheduling, documentation and time records it holds are the backbone of a safety programme that an inspector, an insurer or a customer can actually see.

OSHA requires fall protection at six feet in construction work, with guardrails, covers, harnesses and nets supplied at no cost to the worker and training delivered in language the crew understands. The practical implication for how you run the office is simple: every hour of roof exposure you can remove from a job that has not even been sold yet is pure risk reduction. Measuring from aerial imagery instead of climbing for a bid is a safety decision as much as a speed decision.

Labour economics set the floor under your pricing. The Bureau of Labor Statistics reports a median annual wage of $55,440 for roofers as of May 2025, with employment projected to grow five percent from 2025 to 2035 and roughly 12,000 openings a year. Most of those openings replace people leaving the trade. Translated into business terms: labour will not get cheaper, retention is a competitive advantage, and a crew that can see its own hours, assignments and job notes on a phone is easier to keep than one managed by shouted phone calls.

Demand is the other half of the planning picture. The U.S. Census Bureau’s Value of Construction Put in Place survey publishes monthly estimates of residential and non-residential construction activity, covering improvements to existing structures as well as new build — the series worth watching if you are deciding whether to add a second crew. Pair it with your own analytics dashboard, which reports revenue by service, customer and employee, quotes sent, conversion rate, average ticket, pipeline value, completion rate and repeat rate.

Compliance housekeeping rounds it out: licence numbers print on estimate PDFs, contract attachments keep warranties and scope documents on the job, data export is available on every plan so your records stay yours, and roles and permissions keep pricing and financials out of view for crew-level accounts. The SBA’s management guidance covers the rest of the ground — bookkeeping, employee versus contractor classification, required benefits and annual filings — that no CRM will do for you.

Adjacent trades, same platform: roofing companies rarely stay purely roofing. QuoteIQ runs the same stack for gutter guard installation, insulation, window replacement, basement waterproofing and full general contracting — one customer database, one calendar, one set of books.

Choosing a Tier

Which Plan a Roofing Company Actually Needs

The tiers are not arbitrary. Each one unlocks the capability that becomes load-bearing at a particular size of roofing operation, and the honest advice is to buy the tier your bottleneck sits in rather than the one your ambition points at.

Owner-operator, repairs and small re-roofs

Essentials at $29.99/mo covers one user with estimates, invoicing, the price book, scheduling, the customer database, e-signatures, consumer financing, the calculator suite and the AI tools on 500 IQ Credits. The gap you will feel first is satellite measurement.

Two people, quoting from the truck

Beginner at $74.99/mo adds the measurement stack — MapMeasure Pro, Property Street View, Zillow Quick Access — plus QuoteIQ Cam, expense tracking, mass invoicing, custom branding and advanced analytics on 1,500 credits.

One to four trucks — the roofing sweet spot

Pro at $149.99/mo is where margin control arrives: Job Costing, the Hourly Rate Calculator, ClientHub, automations, on-the-way texts, website contact forms, the Client Portal and QuickBooks Online, with four users and 3,000 credits.

Multiple crews and a sales team

Elite at $299/mo brings EmployeeHub with GPS and time tracking, InstaQuote, InstaSchedule, Pipelines & Deals (up to five pipelines), mass campaigns, inventory and routing, across ten users and 5,000 credits.

Max at $699/mo is the tier for roofing companies running crews rather than individuals: unlimited user seats at a flat price, crew creation, crew tracking and crew scheduling with crew-level analytics and routing, the Sales Team Tracker with per-rep commission percentages, unlimited pipelines, the AI Website Builder included rather than as an add-on, four additional businesses included for operators running multiple companies on one shared credit pool, priority support, and 8,000 IQ Credits. Annual billing on any tier is ten months’ price for twelve months of service, and unlimited users is what makes Max cheap per head once a roofing company passes about a dozen people.

What You Get, Tier by Tier

Roofing Capability by QuoteIQ Plan

Every figure below is QuoteIQ’s own published plan inclusion. Features in active tier review are described without a tier claim rather than guessed at.

Roofing capability Essentials $29.99 Beginner $74.99 Pro $149.99 Elite $299 Max $699
Estimates, invoicing & price book✓✓✓✓✓
E-signatures & consumer financing✓✓✓✓✓
AI Estimator & AI Autopilot (IQ Credits)✓✓✓✓✓
MapMeasure Pro satellite measurement—✓✓✓✓
QuoteIQ Cam & inspection forms—✓✓✓✓
Expense tracking & advanced analytics—✓✓✓✓
Job Costing (Price − Labour − Expenses)——✓✓✓
ClientHub business number & automations——✓✓✓
Client Portal & QuickBooks Online sync——✓✓✓
EmployeeHub GPS & Time Tracker Pro———✓✓
InstaQuote, InstaSchedule & Pipelines———✓✓
Inventory, Route Optimization & Density———✓✓
Crew creation, tracking & scheduling————✓
Sales Team Tracker & AI Website Builder————✓
Users included12410Unlimited
IQ Credits per month5001,5003,0005,0008,000

Review Multiplier, AI CoPilot, Roof & Pitch Measurement and Google Calendar sync are available on QuoteIQ and are deliberately listed without a plan tier here while their gating is under review — ask during your demo which tier carries them for your account.

How QuoteIQ compares to other roofing CRMs

Roofing contractors shopping this category usually look at Jobber, ServiceTitan and Housecall Pro alongside QuoteIQ. We do not publish competitor prices, seat counts or feature lists on this page: those vendors change their packaging regularly, and a stale number helps nobody. Check each vendor’s own pricing page for current plans, and when you compare, compare the delivered cost rather than the headline — satellite measurement, review automation and AI capability are not always bundled the same way from one platform to the next, and per-seat pricing behaves very differently from flat pricing once a roofing crew grows.

Three questions are worth asking any vendor in a demo, including ours. First: what does a measured, priced, sent roofing estimate cost me in minutes, start to finish? Second: can I see live margin on a job before it is invoiced, and where does the labour number come from? Third: what is my all-in monthly cost at the crew size I expect to be at in eighteen months — not the one I am at today? Our side-by-side breakdowns live on the comparison hub, and the enterprise pricing calculator is a useful sanity check if you are being quoted by a sales team rather than a price list.

Simple, Honest Pricing

Every Plan. Published Price. No Sales Call Required.

Start where you are and scale when the business does. Every plan includes a 14-day free trial with full access to the features of that plan, and annual billing is ten months’ price for twelve months of service. Full detail lives on the pricing page.

Entry
Essentials
$29.99
per month · 1 user · 500 IQ Credits
  • Estimates & invoices
  • Customer database & scheduling
  • Card, ACH, Apple Pay & Google Pay
  • E-signatures & consumer financing
  • AI Estimator & AI Autopilot
Start Free Trial
Solo Operator
Beginner
$74.99
per month · 2 users · 1,500 IQ Credits
  • Everything in Essentials
  • MapMeasure Pro satellite measurement
  • Property Street View & Zillow lookup
  • QuoteIQ Cam & expense tracking
  • Custom branding & advanced analytics
Start Free Trial
Growing Operation
Elite
$299
per month · 10 users · 5,000 IQ Credits
  • Everything in Pro
  • EmployeeHub GPS & Time Tracker Pro
  • InstaQuote & InstaSchedule
  • Pipelines & Deals, mass campaigns
  • Inventory, Route Optimization & Density
Start Free Trial
Everything
Max
$699
per month · unlimited users · 8,000 IQ Credits
  • Everything in Elite
  • Unlimited user seats, flat price
  • Crew creation, tracking & scheduling
  • Sales Team Tracker & AI Website Builder
  • 4 additional businesses & priority support
Book a Live Demo

Add-ons: AI Website Builder $34.99/mo (included on Max) · additional businesses (four included on Max) · Done-For-You setup at $299.99 or $999.99 one time · IQ Credit top-up packs. Processing costs for customer payments vary by method, configuration, risk profile, industry and volume — confirm yours during onboarding.

Frequently Asked Questions

Roofing CRM Questions, Answered

What is the best roofing CRM software in 2026?+

QuoteIQ is the strongest all-in-one choice for residential and light-commercial roofing contractors in 2026, because it bundles the four roofing-critical capabilities into one subscription starting at $29.99/mo instead of selling them as separate tools. Those four are satellite measurement through MapMeasure Pro, photo-to-quote pricing through AI Estimator, live margin visibility through Job Costing, and automated reputation building through Review Multiplier. Roughly 40,000 contractors use the platform, which holds a 4.7-star average across 4,103 reviews. The right tier depends on crew size rather than ambition: most one-to-four-truck roofing companies land on Pro at $149.99/mo. Before you shortlist anything, price your own labour against the BLS median roofer wage of $55,440 as of May 2025 so you are comparing software cost against a real cost base.

How much does roofing CRM software cost per month?+

QuoteIQ publishes five flat monthly prices: Essentials $29.99 for one user, Beginner $74.99 for two, Pro $149.99 for four, Elite $299 for ten, and Max $699 for unlimited users. Annual billing costs ten months’ price for twelve months of service, so Elite works out at $2,990 a year. Every tier includes a monthly allowance of IQ Credits — 500, 1,500, 3,000, 5,000 and 8,000 respectively — which fund the AI features, so there is no separate AI subscription to add. Optional extras are the AI Website Builder at $34.99/mo, included free on Max, additional businesses, and Done-For-You setup at $299.99 or $999.99 one time. Compare the ladder on the pricing page, check the Pro and Elite breakdowns, and sanity-check any enterprise quote you are given elsewhere with the enterprise pricing calculator. Budget alongside it using the SBA’s small business management guidance.

Can roofing software measure a roof from satellite imagery?+

Yes. MapMeasure Pro measures total area, individual roof planes, ridges, valleys and eave lengths from aerial imagery, inside estimate creation, and it calculates and saves roof pitch alongside the measurement. Roof segments are auto-detected using solar data with colour-coded pitch, and the August 2026 release added a historical imagery timeline so you can scroll back through several years of photographs of the same property. Measurements save to the customer record and export directly into a standard line-item estimate, and a screenshot of the measured roof attaches as visual proof of scope. Pair it with Property Street View and Zillow Quick Access to confirm dormers, stories and build year. It is included from the Beginner plan at $74.99/mo upward. Measuring from the desk also keeps people off ladders for jobs that have not sold, which matters given OSHA’s six-foot fall protection threshold in construction.

How do roofing contractors track job costs and profit margin?+

Run every job through a costing report that resolves to one equation: Total Price minus Labour minus Expenses equals Profit. QuoteIQ’s Job Costing, included from the $149.99 Pro plan up, does exactly that on a per-job Report tab with a live profit-margin bar. Labour pulls automatically from Time Tracker Pro — hourly rate multiplied by clocked hours — and materials, dump fees and fuel attach through Expense Tracking with receipts, categories and CSV export. Over a season the pattern becomes visible in your analytics dashboard: which scope types, crews and neighbourhoods hit target and which you have been subsidising. Invoices and payments then sync to QuickBooks Online. Remember to cost truck time at the IRS business rate of 76 cents per mile from July 1, 2026, and to price disposal, decking allowance and access as named line items rather than leaving them verbal, because those three are where roofing bids most often quietly lose their margin.

What is the best CRM for insurance restoration and storm roofing work?+

For claim work, choose the CRM that produces the strongest documentation record, because the carrier is buying a case rather than a roof. QuoteIQ covers that with four connected pieces: QuoteIQ Cam for annotated 4K photo and video evidence organised by job and date, custom inspection forms that export as branded PDFs, MapMeasure Pro for a measured pre-tear-off roof layout with multi-year historical aerial imagery, and contract attachments keeping scope documents and carrier correspondence on the job record. One mechanic to know: editing an estimate after sending automatically voids the outstanding signature request, so re-send after any approved scope change. Then cost the claim through Job Costing so you learn whether supplement work genuinely out-earns retail. Plan your storm season against the NOAA Storm Prediction Center severe weather database, which carries hail and wind reports back to 1955.

How do roofing companies get more Google reviews automatically?+

Automate the ask so it never depends on anyone remembering. Review Multiplier ships two mechanics: an instant redirect to your review page the moment a customer pays, and a full email and SMS review-request automation with four event triggers so the ask can also be timed to a job milestone. Destinations include Google Business Profile, Facebook, Yelp and Angi. Give homeowners something to point at by attaching before-and-after comparisons from QuoteIQ Cam, and keep a one-tap Leave a Review action inside the Client Portal. Layer scheduled nurture on top with email and text automations, and make the resulting reputation convert by enabling booking straight from search through Google Reserve. Certification through a body such as the National Roofing Contractors Association gives homeowners a second, independent trust signal.

Does roofing CRM software include GPS crew tracking and a time clock?+

Yes — in QuoteIQ that is EmployeeHub, included from the $299 Elite plan upward. It combines live GPS location tracking on a single map while people are clocked in, Time Tracker Pro for GPS clock in and out with per-job hours, break counts and durations, admin-only manual adjustments and a full edit history, and Team Communication for group and one-to-one chat with job assignment. Tracking pauses on breaks and stops at clock-out, and clocked-out employees are never shown on any map. Two limits worth planning around: there is no automatic overtime calculation and no native payroll, so hours export to your existing payroll system. Crew creation and crew scheduling sit on Max, governed by roles and permissions. Accurate hours also underpin a credible safety record against OSHA fall protection requirements.

Is there a free trial for roofing CRM software?+

Yes. QuoteIQ includes a 14-day free trial with full access to the features of the plan you choose, on every plan from Essentials at $29.99/mo to Max at $699/mo. There is one trial per person, per business and per payment method; a credit or debit card is required to start; the trial converts to the plan rate you selected unless you cancel before it expires, and you can cancel at any point during the trial. Start on the tier you actually intend to run, because trialling Beginner will not show you Job Costing, which arrives on Pro. During the trial, bring in your existing customer list with AI Smart Import, set up your price book and estimate templates, and run two live roofing estimates end to end. If you would rather be walked through it, book a live demo or read the roofing software FAQ. Budget the switch using SBA guidance.

Key Takeaways

What Actually Moves a Roofing P&L

Measure from the desk, not the ladder

Plane-by-plane aerial measurement with calculated pitch gives you a defensible waste factor and a labour line that reflects slope — and keeps people off unsold roofs. Available from Beginner up via MapMeasure Pro.

Cost the job while it is still open

Price minus labour minus expenses, live, with labour pulled from the time clock. Job Costing at Pro and above is the single change that most often fixes a roofing margin problem.

Automate the follow-up and the review ask

High-ticket decisions take weeks. Automations keep you present, and Review Multiplier turns every finished roof into public proof without anyone remembering to ask.

Buy the tier your bottleneck is in

Five published prices from $29.99 to $699 a month, 14-day trial on all of them, AI funded by included IQ Credits. Compare the ladder on the pricing page and browse the full feature library.

Watch It Work

QuoteIQ, End to End

QuoteIQ platform overview video thumbnail

A full walkthrough of the platform — estimating, scheduling, invoicing and the AI tools — in one sitting.

Getting Started

How to Switch Your Roofing Business to QuoteIQ in Four Steps

Most roofing companies are running live inside a week. The order below is the one that causes the least disruption during a busy season.

1

Start the trial on the right tier

Pick the plan whose features you actually intend to use — for most roofing crews that is Pro — and start the 14-day free trial. The trial gives full access to the features of the plan you choose, and converts to that plan’s rate unless you cancel before it expires.

2

Import customers and build the price book

Bring your existing list across with AI Smart Import, which maps columns from a CSV exported out of almost any CRM, then load your roofing services and rates so every estimate prices itself correctly.

3

Run two real roofs end to end

Measure with MapMeasure Pro, quote, get an e-signature, schedule the crew, then invoice and watch the numbers land in Job Costing. Two complete jobs will tell you more than a month of partial use.

4

Turn on the automations

Switch on estimate follow-ups and Review Multiplier, connect QuickBooks Online, and describe any further sequence you want in plain language to have it built for you.

Expert Authority

Built by People Who Ran the Trucks First

QuoteIQ was founded in Savannah, Georgia in September 2022 by two home service operators who built the software they could not buy. That origin is why the roofing feature set reads like a job-site checklist rather than a product roadmap.

Mike Vidan
Co-Founder, QuoteIQ

Mike came out of the home service trades and drove the design of the measurement and estimating stack — the position that a quote should be buildable from a desk in minutes, with evidence attached, rather than requiring a second trip to the property.

Read Mike Vidan’s insights →

Justin Rogers
Co-Founder, QuoteIQ

Justin focuses on the operational side of the platform — costing, crews, scheduling and the reporting that tells an owner which work is actually profitable. The Price minus Labour minus Expenses model in Job Costing comes directly from that discipline.

Read Justin Rogers’ insights →

Real Contractors. Real Results.

What Roofing Contractors Say

★★★★★

I recently started up a roof and gutter cleaning business and this app has everything in one place. I can send estimates over the phone without even going to the house. It saves me time, and time is money.

Hayden Hoppe
Google Play review
★★★★★

Great app! Very user friendly. Perfect for saving customers information, photos, and addresses. Also has useful tools to help you create invoices on the fly. And you can even measure the square footage of the house/roof and concrete. I definitely recommend giving it a try.

Davey Owen
Google Play review
★★★★★

Was recommended here by @foreverselfemployed and it’s perfect for what I need. I can create customer profiles, make and send estimates and invoices to potential customers using the apps interface and layout to help organize myself and keep it all in one place. I’ve worked for roofing company in SE Louisiana for 15 years and I use this prim for my side jobs. Give it a shot, there’s only possibilities to learn and improve yourself from!

Jacob Landry
Google Play review

Your Roofing Business Deserves a CRM That Protects Your Margin

Join 40,000+ contractors running on QuoteIQ. Book a live demo and see satellite measurement, real-time job costing, crew tracking and the AI tools working together on your own roofing jobs.