Small Business Software for Roofing Businesses

Running a roofing business means managing a lot more than shingles and scaffolding. From scheduling estimates to closing sales and managing teams to collecting payments, your small roofing business is often stretched thin. And when it comes to standing out in a crowded local market, managing your marketing campaigns can be a full-time job in itself.

The good news? There’s a better way to get everything done without doing it all yourself. The right software for roofing helps streamline your business so you can focus more on doing the work – and less on chasing paperwork, leads, and no-shows.

In this guide to roofing software, we’ll discuss why the right software matters, what it should do for your business, and what kind of software can help you scale with confidence.

Why software matters in the roofing industry

Roofing is a hands-on trade, but running a successful roofing business takes the right tools. Consumers expect fast responses, online options, and seamless service. The right software tools for roofing help you meet those expectations while saving time, boosting revenue, and keeping your crew moving.

Here are just a few of the things you can do with the best roofing software:

• Save time and reduce no-shows: Automate your scheduling, confirmations, and follow-ups to keep jobs on track.
• Win more roofing leads: Capture and convert leads through your website, ads, and social media – with zero manual tracking.
• Keep everything in one place: Manage estimates, job details, and customer history from one dashboard.
• Build your brand: Present a polished, professional image with branded emails, estimates, and invoices.
• Stay connected to your team: Coordinate crews, share updates, and keep everyone on the same page – whether they’re in the field or at the office.
• Stay organized from quote to close: Reduce paperwork and simplify your daily workflow with digital tools that handle the details.
• Grow your business with less stress: With everything running more smoothly behind the scenes, you can take on more jobs – and more ambitious goals – without burning out.

Whether you’re figuring out how to start a roofing business or looking to expand, software helps you grow without growing your workload.

What kind of software do roofers need?

Different parts of your business need different tools. For most roofers, the following types of software are essential.

CRM (Customer Relationship Management)
A CRM is a database that helps you track customers, schedule appointments, follow up on roofing leads, and stay on top of every relationship. With Thryv’s CRM, for example, you can automate messages, send quotes, and store every interaction in one place.

Estimating and invoicing
Fast, accurate estimates help you win jobs. Roofing software should let you create and send estimates quickly, convert them into invoices, and accept payments online – even from a mobile device.

Scheduling
Whether it’s a quick inspection or a multi-day install, scheduling software helps you assign the right crews to the right jobs. Look for features like calendar syncing and job status updates.

Reputation management
A winning roofing marketing strategy starts with great reviews. Software that helps you collect and manage online reviews makes it easier to stand out on Google, Facebook, and Yelp.

Website and listings management
If your business isn’t showing up online, it might as well not exist. The roofing software you go with should include tools to keep your business information consistent and optimized across the web.

Marketing tools
From email campaigns to automated requests for reviews, marketing software helps roofers build awareness, stay top-of-mind, and turn once-off sales into repeat customers. The best platforms make it easy to run targeted roofing marketing efforts without needing a full marketing team.

Payment processing
The ability to accept payments digitally – via credit card, ACH, or mobile wallet – is a must for modern roofing businesses. A streamlined payment system helps reduce delays, lower admin time, and make life easier for your customers.

Customer portal
A secure online portal gives customers an easy way to approve estimates, pay invoices, book services, and access important documents – all without having to call or email. It’s a simple way to boost satisfaction and save time.

Document management
Permits, contracts, warranties – roofing work comes with a lot of paperwork. Document management software keeps files organized and easily accessible online for both you and your team.

Team and customer communication
Whether you’re coordinating with your crew or staying in touch with customers, strong communication tools keep everyone on the same page. Look for roofing software that offers a shared inbox, real-time messaging, and job-specific updates – so your team knows what’s happening and your customers feel informed every step of the way.

What to look for in roofing software

You don’t just need more apps – you need the right ones. Here’s what to prioritize when choosing software for roofing businesses:

• One-stop convenience: Having separate tools for scheduling, invoicing, marketing, and communication creates confusion. An integrated software saves time and reduces errors.
• Mobile access: You’re on the job, not behind a desk. Make sure your software works just as well from your phone as your desktop or laptop.
• Automation features: From sending appointment reminders to requesting reviews, automation keeps your business running – even when you’re on a roofing job.
• Customization: Every roofing business is unique. Your software should let you tailor estimates, campaigns, and communication to fit your brand.

Real-world benefits of roofing software

When roofers adopt digital tools, the results speak for themselves.

• Faster responses mean more booked jobs: Customers expect answers fast. Roofing software with quick quoting options and automated responses helps you close deals while competitors are still calling people back.
• Stronger follow-ups deliver more repeat business: Keep track of past jobs, warranties, and service follow-ups so customers don’t slip through the cracks.
• Better visibility leads to more roofing leads: Listing management and SEO tools help new customers find you when they search “roofer near me.”
• Fewer headaches create more free time: When tasks like scheduling, payment reminders, and follow-ups are automated, you get more time back in your day – and fewer things fall through the cracks.

How Thryv helps roofing businesses run smoother

You’ve got ladders to climb and roofing jobs to finish – you don’t have time to chase down leads, paperwork, or late payments. That’s where Thryv’s industry-leading marketing and sales software comes in. Designed for service pros who need to get more done in less time, Thryv brings everything together so you can run your roofing business more efficiently.

Thryv was designed to help you market, sell, and grow your business.

Market: Get found online
Reaching your target audience and landing more roofing jobs starts with a strong online presence and smart marketing. Get seen by your perfect customer and get chosen over your competition with tools that help you:

• Launch targeted campaigns via email and text to stay connected with past and potential customers.
• Boost your visibility across Google, Yelp, Facebook, and 40+ online directories with accurate, consistent listings.
• Automatically request and manage reviews to build trust and stand out in search results.
• Schedule and post content across your social channels from one dashboard.

Sell: Capture and convert new customers
Turning potential leads into happy customers requires consistent, personalized follow up to stay top-of-mind. With Thryv’s sales tools, you can put your follow-up and other sales processes on autopilot, ensuring no lead slips through the cracks and revenue isn’t left on the table. Accomplish this with tools like:

• Sales pipeline management, which helps you bring in more roofing leads and keep your pipeline full with tools that do lots of the marketing work for you.
• A robust CRM that keeps customer information organized and accessible.
• Appointment scheduling and reminders, which let customers schedule their own appointments online – anytime, even after hours.
• Build and send branded digital estimates, then convert them into invoices in just a few clicks.
• Accept payments via card, ACH, or mobile wallet, whether you’re in the office or on a job site.
• Create a professional portal where customers can view estimates, pay bills, share documents, and communicate with your team.

Grow: Drive repeat business
Scaling your business consistently is possible when you nurture customers into loyal fans, earn repeat business through personalized promotions, and collect reviews and referrals. The following features from Thryv can help you do all that and more:

• CRM
• AI
• Automated Campaigns
• Referral Management
• Automated Payments

Thryv’s award-winning software helps roofers spend less time on busywork and more time doing what they do best. Whether you’re just starting out or scaling up, Thryv helps you win jobs, impress customers, and grow your business – without growing your workload.

Why roofers love Thryv

Roofers choose Thryv’s software because it makes it easier to manage their businesses, connect with customers, and stay on top of every job – without needing a separate tool for everything. It’s smart, simple, and built to fit the way you work.

Here’s why you’ll love Thryv:

• All the tools you need in one place: Say goodbye to switching between apps and spreadsheets and hello to having everything together – scheduling, estimates, payments, communication, and reviews – in one easy-to-use software.
• Software at your fingertips anywhere you go: Whether you’re in the truck, on the roof, or at home, Thryv goes where you go. Access your calendar, send an invoice, or respond to a customer – all from your phone or tablet.
• Excellent support when you need it: Thryv’s support team provides answers to all your questions. From setup to daily use, help is always just a message or call away.
• Strong security that protects your business: Thryv uses cutting-edge encryption and customizable account access controls, so your data – and your customers’ information – stays protected at all times.
• Easy integration with the tools you already use: Thryv connects with your favorite apps, from QuickBooks to Gmail, so you don’t have to start from scratch or change your entire workflow.

Additional resources

13 Essential Tools for Roofing Businesses
How to Choose an Insurance Policy for Your Roofing Business