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RoofIT Solutions FAQs

RoofIT Solutions is an all-in-one roofing CRM built specifically for roofing contractors. The platform brings leads, customers, jobs, estimates, documents, invoices, payments, communication, and reporting into one system. Because RoofIT was designed around roofing workflows, contractors can manage their business without piecing together multiple generic tools.
RoofIT gives contractors roofing CRM features for managing the entire customer and job lifecycle, from the first lead through the final invoice. Teams can track contacts, manage pipelines, create proposals, schedule work, assign tasks, store documents, communicate about jobs, send invoices, collect payments, and monitor business performance.
RoofIT gives contractors one place to capture, organize, and track leads throughout the sales process. Teams can create custom pipeline stages, assign tasks, automate follow-ups, and see where each opportunity stands. This helps roofing companies respond consistently and reduces the chance of promising leads slipping through the cracks.
Yes. RoofIT provides complete job management tools that keep projects organized from lead to invoice. Scheduling, task updates, documents, customer information, photos, estimates, communication, and invoices stay connected, giving office staff, salespeople, managers, and crews better visibility into each project.

Yes. Roofing contractors can use RoofIT to build estimates and professional proposals while keeping information connected to the corresponding customer and job. RoofIT’s roofing software integrations can also connect important supplier pricing and roof measurement information with the estimating workflow, reducing unnecessary manual entry.

Yes. RoofIT offers supplier integrations with SRS Distribution, ABC Supply, and QXO. These connections help contractors bring material, pricing, ordering, and product information into their roofing workflows. Available functionality includes pulling pricing into estimates, ordering materials, reconciling orders, and keeping product information connected with roofing jobs.

Yes. RoofIT integrates with QuickBooks Online to help roofing businesses keep operational and accounting information connected. Estimates, invoices, expenses, and other financial information can sync between systems, reducing duplicate data entry. 

Yes. RoofIT supports integrated payment processing so contractors can send invoices and collect payments from the same platform they use to manage jobs. Its Stripe payment integration supports card and ACH payments, helping roofing companies simplify billing and reduce the number of separate systems required to close out jobs.
Yes. RoofIT’s EagleView integration brings accurate aerial roof measurements into estimates and proposals. Connecting measurements with the customer and job record reduces manual data entry and gives roofing sales teams a more efficient path from measuring a roof to preparing an estimate for the customer.
RoofIT includes sales reporting, profit and loss tracking, and customizable job reporting. Roofing business owners can use these roofing business management tools to understand where revenue is coming from, evaluate job performance, monitor the sales pipeline, and identify opportunities to improve profitability.
Yes. Roofing companies can configure RoofIT to reflect how their teams actually operate. Businesses can customize pipelines, deal stages, job categories, reports, and user permissions around their workflows. This flexibility allows contractors to build processes around their business rather than changing established operations to fit a generic CRM.
RoofIT keeps customer information, job updates, photos, notes, documents, and project details together. Team members can access current information without searching through separate texts, spreadsheets, or apps. RoofIT’s roofing CRM platform creates one source of truth for sales teams, office staff, managers, and crews.

RoofIT was built by roofers for roofers, with workflows designed around how roofing businesses operate. Customers also receive personalized onboarding and training, including one-on-one assistance during the trial period, so teams can configure the system properly and get employees comfortable using it.

RoofIT customers have access to live chat support, how-to videos, guided in-app tours, and an in-platform assistant for common questions. Human support is also available during business hours. Roofing companies can also visit the RoofIT resources to learn more about using roofing technology to manage their operations.

RoofIT was built specifically for roofing contractors rather than adapted from a general-purpose CRM. The platform combines job management, sales pipelines, estimates, communication, accounting connections, supplier integrations, payments, and reporting in one system. Roofing companies can book a free RoofIT demo to see how the platform fits their workflows.