13 Essential Tools for Roofing Businesses
Why roofing businesses need better tools
You’ve got your roofer tools, your crew, and your ladder. But if you’re still juggling quotes on paper or losing track of follow-ups, you’re missing some of the most powerful tools for roofing: software solutions.
Running a roofing business isn’t just about the job on the roof – it’s about everything that happens before and after. That’s where software for roofers makes a difference. Whether you’re scheduling crews, sending estimates, or managing roofing leads, having the right digital tools can save you time, reduce headaches, and help your business grow.
Essential software tools for roofing
The right software for roofers includes tools to help you organize, communicate, and grow. Here’s a list of the essential tools you’ll need to help your business grow.
CRM (Customer Relationship Management)
Track every lead, customer, and job from one place. A CRM stores each customer’s history, automates follow-ups, and helps you stay connected throughout the entire service lifecycle – from estimate to invoice and beyond.
Scheduling and dispatch
Assign jobs, organize routes, and reduce downtime. With scheduling tools for roofers, you’ll know where everyone is and what’s happening, without relying on whiteboards or group texts.
Booking software
Let customers schedule appointments online based on your real-time availability. Automated reminders help reduce no-shows, while integrated calendars keep your whole team aligned.
Estimates, invoices, and payments
Use a roofing calculator to create accurate, branded estimates, then convert them into digital invoices. Collect payments online through credit cards, ACH, or mobile wallets to speed up cash flow and reduce admin time.
Website builder
Your website is your digital storefront. Your roofing software should make it easy to build a professional, mobile-ready site with online booking, contact forms, and job galleries – helping you attract leads even when you’re busy working your roofing jobs.
Social media management
Stay top-of-mind by scheduling posts and managing engagement across platforms like Facebook and Instagram – all from one dashboard. Share photos, promotions, and updates without juggling multiple logins.
SEO tools
Show up when customers search for “roofers near me.” Integrated SEO tools help optimize your site, boost your local rankings, and keep your business information consistent across directories like Google, Yelp, and Bing.
Email and text marketing
Keep in touch with customers using automated campaigns. Send seasonal promotions, appointment confirmations, or service reminders that help generate more repeat business – zero marketing experience required.
Marketing and online presence
Go beyond word of mouth with marketing tools for roofing that help you grow. Run smart, automated campaigns and manage your business listings across 40+ platforms to boost visibility and bring in more roofing leads.
Document and photo management
Keep job photos, contracts, permits, and warranties in one place. Cloud-based document storage lets you upload, access, and share from anywhere, so nothing gets lost between the job site and the office.
Online customer portal
Make things easy for your customers with a secure portal where they can review estimates, approve jobs, sign contracts, view project updates, and pay invoices – all online.
Team communication
Keep your crews connected with shared job notes, real-time updates, and internal messaging. Whether you’ve got one other team member or ten, everyone stays on the same page.
Reputation management
Reviews matter. The best roofing software helps you automatically request reviews after every job, monitor feedback, and respond quickly, helping you earn trust and stand out online.
The benefits of do-it-all tools
The 13 essential tools for roofers are invaluable, but why use five or more apps when one can do it all? With the right software for roofing, you can simplify your workflow from the first call to final payment. All-in-one roofing software offers tons of benefits.
Save money and skip the hassle
Managing multiple apps means paying for each one, learning each one, and updating each one. A single software is more cost-effective and way easier to manage.
Built to scale with your business
Whether you’re adding new crew members, service areas, or offerings, a unified system adapts as you grow. You won’t outgrow your software every time you level up.
Do more without switching tabs
Bouncing between tools slows your team down. When everything lives in one place – from estimates to customer messages – your day moves faster and smoother.
Get more done with less effort
Automation is easier when your tools talk to each other. From pulling CRM data into your invoices to auto-sending follow-ups, it all flows better when it’s built to work together.
No IT team required
Tired of troubleshooting app integrations? A do-it-all system comes ready to go, so you don’t have to play tech support just to get through the day.
Support that’s actually there when you need it
All-in-one providers invest in quality customer service – because their software is built to support your whole business, not just one function.
Tighter security without the headaches
Keeping your data safe is easier when it’s centralized. Set user permissions, track access, and manage everything securely from one dashboard.
With a do-it-all software, you spend less time managing software – and more time managing your roofing business.
Thryv’s software tools: what you can do with them
Thryv’s industry-leading software brings all your essential tools for roofing into one place so you can run your business efficiently, without the stress of juggling a dozen different apps. Whether you’re focused on finding new customers, managing active jobs, or keeping communication tight, Thryv has you covered.
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
With Thryv’s roofing software, you’re not just digitizing your business – you’re transforming it. From marketing to payments to communication, every feature is built to help roofers do more with less effort.
Free tools from Thryv
Not sure if your roofing business is ready to use Thryv? Thryv offers free roofing tools to help you get started:
- Job Cost Calculator: Estimate profits using built-in formulas that factor in labor, material, and overhead.
- Job Tracking Spreadsheet: Monitor job status, revenue, and net profit with automatic updates.
- Invoice Generator: Quickly generate branded invoices to send to customers.
- Estimate Generator: Convert your job scope into a polished quote.
- Inventory Tracker: Keep tabs on supplies so you never run short mid-job.
Additional Resources
How to Choose an Insurance Policy for Your Roofing Business
How to Earn Your Roofing License & Become a Certified Roofer
The Small Business Owner’s Guide to Pricing for Roofing Work
