Roofing Software Stack
One question sorts the whole stack: is the homeowner paying, or the insurer?
195+ tools, walked through in the order the decision actually happens — the platform that runs the shop first, then the tools built for the trade, then what it all costs at your size.
Insurance restoration and retail replacement are different businesses wearing the same trade name. Insurance work is a claims-and-documentation operation — aerial measurement reports, scope written to what an adjuster will approve, supplements argued line by line, and photo evidence that has to survive a desk review months later. Retail work is a straightforward home-improvement sale: a proposal, a financing option, a signed contract, a crew. Software built for one fits the other badly, and a company that pivots between them as storms come and go ends up paying for both.
Roofing also carries a sales motion no other trade on this site does at the same scale: canvassing crews working storm-affected neighborhoods, with territory assignment, appointment setting and commission splits to track. That pushes roofers toward CRM and lead management earlier and harder than their revenue would suggest. Meanwhile the production side is unusually weather-dependent and unusually dangerous — crew scheduling gets rebuilt daily, and fall-protection documentation is the OSHA exposure most likely to end a company.
What runs the shop
This is the one decision that constrains every other tool you buy — and it isn't a question of which platform is best. It's which kind of work you sell.
Pick the lane that matches how the money actually comes in, then judge platforms only against others in that lane. Comparing a residential dispatch tool to a project-costing platform tells you nothing except which one has more features.
These platforms optimize for scheduling density and getting a technician to the next call — dispatch boards, call booking, on-site payment. You gain a well-oiled service operation and give up serious job costing: if you later start bidding multi-month build-outs, this tier will fight you.
All-in-one field service management platform built for residential and commercial trades.
Housecall Pro is a cloud-based field service management platform built for residential home service contractors. Founded in 2013 and headquartered in San Diego, CA, it serves 45,000+ businesses across HVAC, plumbing, electrical, cleaning, roofing, painting, landscaping, and 50+ other trades. The platform covers the full job lifecycle — scheduling, dispatching, estimating, invoicing, payments, GPS fleet tracking, CRM, online booking, and marketing automation — delivered via web and native iOS/Android apps. Operated by parent company Codefied Inc., it also runs subsidiaries BuildBook and Trade Academy.
Job costing against a bid is the whole product here — change orders, RFI and submittal tracking, progress billing. Necessary the moment a missed change order costs more than a week of idle trucks, and heavy overhead if you're still running a service board.
Autodesk Build is a cloud-based construction project management platform that evolved from PlanGrid and BIM 360, now part of the Autodesk Construction Cloud (Forma Build) suite. It centralizes document management, RFIs, submittals, cost management, scheduling, field operations, quality, and safety workflows across the full construction project lifecycle. Trusted on 2M+ projects globally, it is used by general contractors, specialty subcontractors, and owners on commercial, industrial, and institutional projects.
Built for roofing
Most software a roofing contractor runs was written for contractors in general. These were written for this trade — which usually shows up as takeoff, estimating, or compliance workflows that a general-purpose tool makes you rebuild by hand.
AccuLynx is an all-in-one business management platform built exclusively for roofing contractors. Developed by ExactLogix, Inc., it covers the full job lifecycle from lead capture and CRM through estimating, production scheduling, material ordering, insurance restoration tracking, invoicing, and payments. The platform integrates directly with aerial measurement providers (EagleView, Hover, GAF QuickMeasure), major roofing distributors (ABC Supply, SRS Distribution, QXO), and QuickBooks, making it the dominant vertical SaaS choice for residential and commercial roofing companies.
Roofr is an all-in-one roofing CRM built specifically for roofing contractors, combining aerial measurement reports, instant estimating, digital proposals with e-signatures, invoicing, payments, material ordering, and job pipeline management. Founded in 2016 by third-generation roofer Richard Nelson and Kevin Redman, Roofr serves over 12,000 roofing companies across North America with a cloud-based platform designed to take a job from lead capture to signed contract and payment in one workflow.
A short list on purpose — software written for roofing specifically is rare, and we would rather show two real ones than pad this with general-purpose tools.
The rest of the stack, by role
Everything below fills a specific job. Tools are only compared against others doing the same job, because "is Gusto better than Procore" is not a real question — the useful question is always which payroll tool, or which documentation tool.
The books
Job costing, invoicing, and a P&L your accountant will accept without re-keying it. This is the tool you're most likely to still be running in ten years, so the switching cost is real — weight it accordingly.
Industry-standard small business accounting with contractor-specific features for job costing and payroll.
Viewpoint Vista is an enterprise-grade construction ERP platform owned by Trimble, built for mid-size to large general contractors, specialty subcontractors, and commercial contractors. It delivers a deeply integrated accounting-first suite spanning job costing, payroll, HR, project management, equipment management, service management, and document control. Part of the Trimble Construction One ecosystem, Vista runs on Microsoft Azure and serves contractors with annual revenues ranging from $50 million to over $1 billion.
Sage 100 Contractor is a construction-specific accounting and project management platform built for small to mid-size specialty contractors and general contractors. Originally developed as Master Builder Software (founded ~1980 by Dan Smith), acquired by Intuit in 2001, then by Sage Software in 2006, and rebranded Sage 100 Contractor. The platform integrates job cost accounting, construction payroll (including union and certified payroll), estimating, project management, service dispatch, scheduling, and document control in a single system. It supports both on-premise and cloud-hosted deployment and is used by approximately 18,000+ contractor businesses across the US.
Deltek ComputerEase is a construction accounting and project management platform purpose-built for subcontractors and specialty contractors. Founded in 1983 in Cincinnati, OH, and acquired by Deltek in 2019, it serves more than 6,000 contractors with integrated job costing, payroll, billing, service management, and field-to-office mobile tools. The platform targets companies of all sizes from small specialty subs to mid-market general contractors, with particular strength in union/certified payroll, WIP reporting, and AIA billing.
Payroll & crew
Timesheets, onboarding, and — on prevailing-wage work — certified payroll. The compliance paperwork here scales faster than headcount does, which is why owners usually buy this a year later than they should have.
Gusto is a cloud-based payroll, HR, and benefits platform purpose-built for small and mid-sized businesses in the US. Founded in 2011 as ZenPayroll and rebranded in 2015, Gusto serves 400,000+ businesses with full-service payroll (including multi-state, contractor, and prevailing wage), automated federal/state/local tax filing, benefits administration (health, dental, vision, 401k, workers comp), employee onboarding, time tracking, scheduling, compliance tools, and HR reporting. It integrates natively with QuickBooks and Xero and offers a developer API for embedded payroll. Construction trades, HVAC, plumbing, and electrical contractors use Gusto to pay mixed W-2 and 1099 crews, automate new-hire reporting, and push labor costs to their accounting software.
GPS time tracking and employee scheduling platform (formerly TSheets) with native QuickBooks integration for trades contractors.
Time tracking and scheduling software built for field service and construction companies.
Job documentation
Photos, notes, and sign-offs attached to the job rather than to somebody's phone. This is the record that settles a dispute a year after the crew left.
DocuSign is the market-leading electronic signature and intelligent agreement management platform, used by 1.7 million customers including 95% of Fortune 500 companies. Widely adopted by contractors across all trades for proposals, contracts, change orders, lien waivers, and service agreements. The platform has expanded beyond e-signature into a full agreement lifecycle suite (IAM) with AI-powered contract analysis, CLM workflows, web forms, payments, and 1,000+ integrations. Listed on NASDAQ as DOCU.
CompanyCam is a photo documentation and field communication platform purpose-built for contractors. Founded in 2015 by Luke Hansen out of his family's roofing business in Lincoln, Nebraska, the platform lets field teams capture timestamped, GPS-tagged photos and videos, annotate images, manage project timelines, run AI-powered checklists and reports, collect in-app payments, and collaborate with customers and subcontractors — all organized by job. Serving 140,000+ contractors and pros across 50+ trades, CompanyCam is a documentation-first layer that integrates with field service management, estimating, and CRM tools rather than replacing them.
PandaDoc is a cloud-based document automation and e-signature platform that helps contractors and sales teams create proposals, contracts, and quotes faster. Widely used by general contractors, roofing companies, HVAC firms, and other trades to build branded proposals from templates, collect legally-binding e-signatures, and process payments — all in one workflow. Integrates with CRMs like HubSpot and Salesforce and accounting tools like QuickBooks.
Aerie Hub provides a centralized platform for construction documentation, enabling teams to manage and share project information efficiently. It is designed for general contractors, subcontractors, and project owners seeking to streamline their document workflows.
Getting the phone to ring
Paid lead channels and marketplaces. Genuinely useful before you have referral flow, and expensive to stay dependent on — judge these on cost per booked job, never cost per lead.
Angi (formerly Angie's List / ANGI Homeservices) is the leading US home services marketplace connecting homeowners with local service professionals across 500+ categories. Formed by the 2017 merger of Angie's List (founded 1995) and HomeAdvisor (founded 1998 as ServiceMagic), and rebranded to Angi in March 2021. The platform operates a pay-per-lead model (Angi Leads), display advertising (Angi Ads), and a fixed-price instant-booking service powered by the 2018 Handy acquisition. Angi completed its spin-off from IAC on April 1, 2025, becoming an independent public company (NASDAQ: ANGI). Revenue in 2025 was approximately $1.05B (declining YoY as platform shifted to homeowner-choice lead model). As of 2025 the platform counts roughly 200,000 active service professionals across all trades.
Thumbtack is a nationwide online marketplace connecting homeowners with local service professionals across 500+ project categories. Founded in 2008 and headquartered in San Francisco, CA, Thumbtack operates a pay-per-lead model where contractors pay only for qualified leads — never a commission on completed jobs. The platform serves 4+ million customers annually, hosts 300,000+ active professional businesses, and has facilitated 90 million+ projects. Thumbtack offers AI-powered matching, professional profile pages with reviews and portfolio photos, background check and license verification badges, and integrations with ServiceTitan, Jobber, Workiz, and Google Calendar. It is strictly a lead generation and customer acquisition platform — job management, scheduling, dispatch, invoicing, and CRM must be handled in a separate FSM tool.
Full-service lead generation and digital marketing platform for home services, offering pay-per-lead, pay-per-call, and campaign-based pricing.
Trucks & equipment
GPS, maintenance intervals, and being able to answer "where's the van?" while the customer is still on the phone. Worth buying at roughly the third truck.
Weather intelligence platform used by construction and field service companies to optimize crew scheduling and avoid weather-related delays.
DPL Telematics provides GPS tracking and telematics solutions specifically designed for construction equipment and heavy machinery. It enables businesses to monitor asset location, improve security, and optimize utilization and maintenance schedules for their fleets.
Housecall Pro is a cloud-based field service management platform built for residential home service contractors. Founded in 2013 and headquartered in San Diego, CA, it serves 45,000+ businesses across HVAC, plumbing, electrical, cleaning, roofing, painting, landscaping, and 50+ other trades. The platform covers the full job lifecycle — scheduling, dispatching, estimating, invoicing, payments, GPS fleet tracking, CRM, online booking, and marketing automation — delivered via web and native iOS/Android apps. Operated by parent company Codefied Inc., it also runs subsidiaries BuildBook and Trade Academy.
Viewpoint Vista is an enterprise-grade construction ERP platform owned by Trimble, built for mid-size to large general contractors, specialty subcontractors, and commercial contractors. It delivers a deeply integrated accounting-first suite spanning job costing, payroll, HR, project management, equipment management, service management, and document control. Part of the Trimble Construction One ecosystem, Vista runs on Microsoft Azure and serves contractors with annual revenues ranging from $50 million to over $1 billion.
What it costs, by size
A solo operator and a 40-truck company buying the same platform pay differently and use it differently. Pick your company type to see it highlighted first — each stack also lists the signals that you've outgrown it.
Solo / 2-Truck Owner-Operator
residential1–3 employees · $100K–$500K
The self-employed tradesperson or micro-crew running on personal hustle and minimal tooling. Jobs are dispatched from a phone, invoices are often paper or a basic app, and new work arrives through word-of-mouth and marketplace listings. Technology decisions are driven by cost sensitivity and simplicity, not capability gaps. The single most common gap at this stage: no formal scheduling or dispatch tool — appointments tracked in a personal calendar or text messages.
| Category | Common picks |
|---|---|
| Lead Generation / Marketplaces | |
| Field Service Management | |
| Accounting & Financial | Viewpoint Vista Quote-only get a quote Sage 100 Contractor Quote-only get a quote |
| Documentation & Communication |
Covers 3 of the 4 tools in this stack.
Picks are this archetype's typical stack where this trade has those tools, topped up with the strongest tools the trade actually has in each category.
Approximate — assumes a ~2-person company (this archetype's typical size) and one tool per category. Priced lines use each vendor's published entry price, so per-seat tools are a starting point rather than what 2 people cost. Your actual stack and headcount will change this.
You've outgrown this stack when
- →Revenue crossing $250K with repeat customer base growing, making lead-gen marketplace fees increasingly costly relative to owned relationships
- →Hiring a first technician or helper, triggering a need for payroll, scheduling visibility, and job assignment beyond the owner
- →Customer complaints about slow or missing invoices, or difficulty tracking which jobs have been paid
SMB Service Contractor
residential1-20 employees · $200K-$2M
Solo operators and small crews doing residential service/repair The single most common gap at this stage: no dedicated crm.
| Category | Common picks |
|---|---|
| Field Service Management | |
| Accounting & Financial | Viewpoint Vista Quote-only get a quote Sage 100 Contractor Quote-only get a quote |
| Lead Generation / Marketplaces |
Covers 2 of the 3 tools in this stack.
Picks are this archetype's typical stack where this trade has those tools, topped up with the strongest tools the trade actually has in each category.
Approximate — assumes a ~11-person company (this archetype's typical size) and one tool per category. Priced lines use each vendor's published entry price, so per-seat tools are a starting point rather than what 11 people cost. Your actual stack and headcount will change this.
You've outgrown this stack when
- →Hiring 5th+ technician
- →Adding second location
- →Revenue >$1M
Residential Remodeler / Specialty Contractor
residential5–50 employees · $1M–$15M
A project-based residential contractor — kitchen and bath, additions, roofing, windows, or specialty trade — where each job is a discrete project with an estimate, proposal, signed contract, draw schedule, and final invoice. The business runs on proposal conversion and job gross margin, not service-call volume. CompanyCam is nearly universal for documentation. The gap is almost always CRM and change-order discipline. The single most common gap at this stage: no systematic crm — leads and follow-ups are tracked in spreadsheets or the estimating tool's weak pipeline view, causing lost bids.
| Category | Common picks |
|---|---|
| Estimating & Bidding | JobNimbus Quote-only get a quote Clear Estimates $79/mo published PlanSwift Quote-only get a quote AccuLynx Quote-only get a quote |
| Project Management | |
| Accounting & Financial | Viewpoint Vista Quote-only get a quote Sage 100 Contractor Quote-only get a quote |
| Documentation & Communication | |
| CRM & Sales |
Covers 2 of the 5 tools in this stack.
Picks are this archetype's typical stack where this trade has those tools, topped up with the strongest tools the trade actually has in each category.
Approximate — assumes a ~28-person company (this archetype's typical size) and one tool per category. Priced lines use each vendor's published entry price, so per-seat tools are a starting point rather than what 28 people cost. Your actual stack and headcount will change this.
You've outgrown this stack when
- →Close rate on estimates dropping below 30%, signaling a need for structured sales follow-up and CRM pipeline visibility
- →Gross margin variance between estimate and actuals exceeding 8–10 points regularly, pointing to change-order and job-costing breakdowns
- →Owner personally handling all sales follow-up and unable to delegate because there is no documented system or CRM
Mid-Market Residential Trades
residential20-100 employees · $2M-$20M
Growing residential service companies with 20-100+ employees The single most common gap at this stage: disconnected marketing stack.
| Category | Common picks |
|---|---|
| Field Service Management | |
| Accounting & Financial | Sage 100 Contractor Quote-only get a quote Viewpoint Vista Quote-only get a quote |
| CRM & Sales | |
| HR & Workforce |
Covers 2 of the 4 tools in this stack.
Picks are this archetype's typical stack where this trade has those tools, topped up with the strongest tools the trade actually has in each category.
Approximate — assumes a ~60-person company (this archetype's typical size) and one tool per category. Priced lines use each vendor's published entry price, so per-seat tools are a starting point rather than what 60 people cost. Your actual stack and headcount will change this.
You've outgrown this stack when
- →Opening third+ location
- →Revenue >$10M
- →Acquiring other companies
Commercial Service Contractor
commercial25–250 employees · $5M–$50M
A commercial-focused HVAC, plumbing, electrical, or facilities service company operating under multi-year maintenance contracts with building owners, property managers, and facility directors. Revenue is recurring and agreement-based, technicians are skilled and often certified, and regulatory compliance (OSHA, EPA refrigerant, NFPA) is a real operational burden. The FSM platform is the operational core, but fleet management, safety compliance, and customer-facing portals are persistent gaps at this tier. The single most common gap at this stage: safety compliance documentation is handled manually or in disconnected tools, creating audit risk and inconsistent incident reporting across job sites.
| Category | Common picks |
|---|---|
| Field Service Management | |
| Accounting & Financial | Sage 100 Contractor Quote-only get a quote Foundation Software Quote-only get a quote Acumatica Quote-only get a quote |
| Safety & Compliance | |
| Fleet & Equipment | AccuWeather for Business Quote-only get a quote dpl Quote-only get a quote Viewpoint Vista Quote-only get a quote |
| HR & Workforce |
Covers 2 of the 5 tools in this stack.
Picks are this archetype's typical stack where this trade has those tools, topped up with the strongest tools the trade actually has in each category.
Approximate — assumes a ~138-person company (this archetype's typical size) and one tool per category. Priced lines use each vendor's published entry price, so per-seat tools are a starting point rather than what 138 people cost. Your actual stack and headcount will change this.
You've outgrown this stack when
- →Landing contracts with large enterprise or government facility accounts that require formal ISNetworld or Avetta prequalification and documented safety programs
- →Fleet growing past 20 vehicles where fuel, maintenance, and routing costs become a measurable drag on service margin
- →Service agreement renewal rates dropping below 85%, often traceable to poor PM completion documentation and lack of customer-facing reporting
Frequently asked questions
How were these tools chosen?▾
Tools are only ever compared against others doing the same job — accounting against accounting, dispatch against dispatch. Within a job, we order by how often a tool shows up in real contractor stacks, then vendor tier, review rating, and pricing transparency. Never by who pays us. See /how-we-vet.
Are these prices accurate?▾
Where a vendor publishes pricing, we show it exactly. Where they don't, we show a sourced, dated estimate range instead of guessing — and label it as an estimate. Tools with neither are marked quote-only and excluded from the cost totals.
Why does my stack cost differ from the totals here?▾
The per-archetype totals assume one tool per category and a company sized to that archetype's typical range — your actual headcount, trucks, and tool choices will move the number.
Why isn't there one "best" tool at the top?▾
Because a single ranked list would be comparing your accounting software to your dispatch software, which tells you nothing. The decision is really a sequence: pick the platform that matches how you sell work, then fill in the roles around it.