RoofIT - 2026 Pricing, Features, Reviews & Alternatives

RoofIT is a customer relationship management software platform tailored to the needs of roofing contractors and companies. The platform consolidates lead tracking, job management, scheduling, communication, estimating, proposal generation, billing and invoicing into a unified system. It addresses the specific workflow requirements of roofing businesses by connecting office staff with field crews and maintaining centralized access to project data across the organization.

The software provides comprehensive job management capabilities that enable users to monitor projects from initial lead capture through invoice completion within a single interface. Automated scheduling functionality handles task updates and project progression without manual intervention. Real-time reporting features deliver live data on performance metrics, revenue tracking and team productivity measurements to support operational decision-making. Built-in communication tools allow team members to share updates, photographs and project notes instantly, eliminating reliance on fragmented messaging systems.

Estimator tools generate project estimates and convert them into professional proposals while sales pipeline management tracks leads through each stage of the sales process. Billing and invoicing features produce customer invoices and monitor payment status. The system supports on-site payment collection, streamlined insurance claim filing, real-time expense tracking, sales commission calculations and payroll system connectivity.

Customization options enable configuration of workflows and preferences based on individual company requirements.

RoofIT integrates directly with QuickBooks Online to synchronize accounting data and eliminate duplicate entry of estimates, invoices and expenses.

Supplier integrations with ABC Supply and SRS Distribution allow users to order materials from within the software interface using live pricing and delivery status updates. Connections with EagleView deliver aerial measurement and property assessment data, and Stripe integration facilitates payment processing. Accessibility through a web interface and mobile applications enables field crews and office personnel to access project information and update job status from multiple locations.