All-in-One Roofing Contractor Software for Smooth Operations
Running a roofing business means juggling client calls, crew schedules, material orders, and endless paperwork – all while trying to deliver quality work on time. Upvoit Roofing Contractor Software simplifies this chaos by centralizing your entire workflow in one easy-to-use platform.
Schedule A Demo
Why Choose Upvoit Roofing Contractor Software?
Built for Roofing Professionals: Upvoit understands the unique workflow of roofing contractors. Whether it’s scheduling around rain delays or managing multi-day installation projects, the platform is designed to handle the realities of residential and commercial roofing jobs. You get features specific to the trade – like aerial image attachments, detailed work orders, and client approval checkpoints – all in one place to support your roofing company software needs.
All-in-One Solution: Rather than using separate apps for customer management, job scheduling, and invoicing, Upvoit offers a single solution that does it all. This integrated approach means your roofing CRM software, scheduling, quoting, and payment processing tools all share information seamlessly. No more double entry or lost information between systems – Upvoit’s CRM for roofing professionals connects every part of your business, from initial lead to final payment.
Scalable for Any Size Business: Whether you’re an independent roofer or running multiple crews across a region, Upvoit grows with you. The software is as useful for a one-person operation as it is for a large roofing company. As your business expands, add new team members, schedule more jobs, and connect more tools – Upvoit’s platform can handle it. This scalability means you invest in a roofing contractor software that works now and in the long term as your business flourishes.
Key Features of Upvoit Roofing Software
Flexible Scheduling & Real-Time Crew Tracking
Coordinate your roofing jobs with a drag-and-drop calendar that makes scheduling simple. Assign crews to each project and adjust on the fly – for example, if bad weather hits, you can reschedule with just a few clicks. Technicians and crew members in the field receive updates instantly via the mobile app. With real-time tracking, you always know which crew is at which job site and the status of each project. This means no more confusion or overlapping appointments, ensuring every roofing job is covered efficiently.
See All Features
Mobile App for On-the-Go Teams
Empower your field teams with the Upvoit mobile app. With this cleaning business software, cleaners can access job checklists, mark tasks as complete, upload before-and-after photos, and collect digital signatures—all from their phones. Whether you are managing a pool cleaning business software or a software for window cleaning business, this app provides real-time updates and improves team coordination.
Invoicing & Online Payments
Turn completed jobs into cash faster with integrated invoicing tools. As soon as a roofing job is finished, Upvoit can auto-generate a professional invoice using the details from the work order and quote. You can then send the invoice to the client via email or through the client portal. With integration to payment gateways like Stripe (and others), your customers can pay online by credit card or ACH securely. Automated payment reminders can be set so that you get paid on time without having to chase down clients. All invoices, payments, and expenses are tracked in the system for easy accounting and reporting.
See All Features
Customer Portal & Communication
Upvoit offers a convenient client portal where your customers can log in to view their project updates, approve estimates, see schedules, and review invoices or payment receipts. This transparency builds trust, as clients feel in the loop throughout their roofing project. They can also use the portal to request additional services or send messages. Aside from the portal, Upvoit keeps communication organized with features like automated appointment reminders (via email/SMS) to homeowners and instant notifications to crews. Keeping everyone informed leads to fewer no-shows and miscommunications.
See All Features
Reporting & Analytics
Make data-driven decisions with Upvoit’s robust reporting features. You can generate customizable reports on key metrics like number of jobs completed this month, total revenue, average job completion time, lead conversion rate, and more. Visual dashboards give you an at-a-glance view of your roofing business performance – for instance, you might see your best sales months or track which services (roof replacements, inspections, etc.) are most profitable. With these insights, you can identify trends and opportunities, whether that means adjusting your staffing, improving your sales process, or targeting new markets. Knowledge is power, and Upvoit’s analytics ensure you have a clear picture of how your roofing company software is performing.
See All Features
Integrated Timesheets
Upvoit simplifies workforce management with integrated digital timesheets, enabling you to accurately track and manage technician hours, shifts, overtime, and attendance. Automatically log technicians’ working hours, reduce human error, and streamline your payroll processes, ensuring your team is compensated accurately and promptly.
With automated timesheet management, supervisors can easily review and approve employee hours, reducing administrative workload and errors associated with manual tracking. Real-time visibility into labor costs and technician availability helps you make smarter scheduling decisions, optimizing your team’s productivity and ensuring seamless service delivery for your customers.
See All Features
Customizable Forms & Integrated Timesheets
Tailor your forms and checklists for every job. Whether it’s a detailed inspection list, safety compliance checklist, or customer feedback form, Upvoit lets you create and attach custom forms to your jobs. Enhance consistency and professionalism across your projects.Track crew hours, monitor shift lengths, and ensure accurate payroll with Upvoit’s built-in timesheet feature. It automatically logs work hours when teams check in and out on-site, helping you manage labor costs and ensure fair compensation.
See All Features
Want a closer look of the software?
Book Your Free Demo
Who Can Use This Roofing Contractor Software?
One of the strengths of Upvoit Roofing Contractor Software is its versatility. It’s designed to benefit virtually anyone in the roofing industry. Who can use Upvoit? The answer is: roofing professionals of all kinds, including:
-
Residential Roofing Contractors:
If your business focuses on home roofing – whether it’s repairing leaks on residential shingle roofs or doing full roof replacements – Upvoit will keep you organized. Manage homeowner leads, schedule inspections and installations, and communicate with clients about their project timeline. Homeowners appreciate the easy scheduling and clear communication Upvoit enables, leading to better reviews and referrals for your residential roofing services.
-
Commercial Roofing Companies:
Companies handling commercial or industrial roofing projects (like office buildings, warehouses, or apartment complexes) can use Upvoit to coordinate large-scale jobs. Plan multi-day projects, assign large crews or multiple teams, and track progress on each phase of the roofing project. With all documents, contracts, and compliance checklists stored in one system, you can ensure every commercial job meets standards and stays on schedule. Upvoit’s reporting helps you monitor project costs and profitability, which is vital for complex commercial contracts.
-
Specialized Roofing Professionals
Do you specialize in a niche roofing service such as metal roofing, slate roofs, green roofing installations, or storm damage repair? Upvoit is flexible enough to handle specialized workflows too. Customize task lists for your specific services and use the CRM to segment your customer base (for example, tracking all clients interested in solar roofing upgrades). Even adjacent trades like gutter installation, roof coating specialists, or inspection services can use Upvoit to manage their operations. If your work involves roofs in any capacity, Upvoit’s software adapts to fit your needs.
Integrations That Power Your Roofing Business
With Upvoit’s roofing software for contractors, you can seamlessly integrate with essential tools such as:
QuickBooks and Xero (Accounting):
Upvoit connects with popular accounting platforms like QuickBooks and Xero. This means your plumbing accounting software and your scheduling system stay in sync, giving you accurate financials without extra effort.
Stripe and Payment Gateways
Get paid faster by connecting Upvoit with payment gateways such as Stripe (or Authorize.net). With online payment integration, you can accept credit card payments from your customers directly through the digital invoices you send. Clients appreciate the convenience of paying online, and you benefit from improved cash flow and less hassle handling checks. The system records each transaction securely, so you can easily track who has paid and send reminders for any overdue payments.
DocuSign (Digital Signatures)
No more chasing paperwork or in-person signatures for contracts and change orders. Upvoit integrates with DocuSign, allowing you to collect electronic signatures on important documents like roofing contracts, insurance claim forms, or client approval of estimates. Simply send the document through Upvoit, and your client can sign electronically from their phone or computer. It’s legally binding and highly secure. This speeds up the agreement process and keeps all signed documents attached to the corresponding job in your Upvoit system for future reference.
Zapier (Connectivity to Thousands of Apps)
Have a niche tool or specific app you love using? Upvoit’s integration with Zapier opens the door to connect with over 3,000 other applications. With Zapier, you can set up custom workflows such as automatically adding new Upvoit leads to a MailChimp email list for marketing, or sending a Slack notification to your team when a new job is scheduled. These automated connections save you time and tailor the software to fit your unique business processes. Essentially, if there’s another app you rely on, chances are you can hook it into Upvoit via Zapier and create a truly customized roofing business toolkit.
FAQs
Does Upvoit offer a free trial for the roofing contractor software?
Yes. You can try Upvoit Roofing Contractor Software free of charge with no commitment. We offer a free trial period so you can explore all the features and see how it works for your roofing business. During the trial, you’ll have full access to scheduling, CRM, quoting, invoicing, and more – just as a paying user would. This lets you evaluate how Upvoit fits into your workflow. Getting started is easy and doesn’t require a credit card to sign up for the trial. Take advantage of the free trial to ensure Upvoit is the right solution for your needs before subscribing.
What kind of support can I expect from Upvoit?
Upvoit provides comprehensive customer support to all users. Our support team is available 24/7 via phone, email, or live chat to assist with any questions or issues you might encounter. Whether you need help with setting up your account, training on how to use certain features, or troubleshooting an unexpected problem, we’re here for you at any time. We also offer a library of how-to guides, video tutorials, and an extensive knowledge base so you can find quick answers on your own. For new customers, Upvoit can provide onboarding assistance to import your existing data (like customer lists or job records) and get your team up to speed using the software. In short, you’ll never be left on your own – we’re your partner in making sure you get the most out of Upvoit.
Can Upvoit integrate with other tools I already use in my roofing business?
Absolutely. Upvoit is designed to play well with other software. It offers built-in integrations with popular business tools that roofing contractors often use. For instance, you can connect Upvoit with QuickBooks or Xero for accounting, Stripe or other payment processors for collecting payments, and DocuSign for e-signing documents. Using the Zapier integration, you can link Upvoit to thousands of other apps – from Google Calendar and Gmail to marketing or project management tools – to create automated workflows. If you have an existing system or app that’s critical to your operations, chances are Upvoit can integrate with it or there’s a workaround to ensure you don’t have to give up any functionality. Integrations help centralize your work and eliminate the need to enter data twice, making your overall software ecosystem much more efficient.
Is Upvoit suitable for a small roofing company or a solo contractor?
Yes, Upvoit is an excellent choice for small roofing businesses and even solo operators. The software is very scalable and can be tailored to the size of your operation. If you’re a one-person roofing contractor, Upvoit will help you stay organized by yourself – you can manage your client contacts, schedule your appointments, send out quotes and invoices, all without needing additional staff. It’s like having a personal digital assistant for your business. As you grow and perhaps add more crew members or office staff, Upvoit scales up seamlessly: you can add users to your account, assign roles (like a crew leader or an admin), and handle more jobs without changing systems. Many small roofing companies find that using Upvoit from the start gives them a strong foundation to grow on, since the processes (estimating, scheduling, invoicing, etc.) are already well-organized. No matter the size of your business, you get the same powerful features – you’ll just use them in ways that make sense for you. Even for a single contractor, features like reminders and quick invoice generation ca From the first roofing estimate to the final invoice, Upvoit helps you manage every step with greater efficiency and accuracy. This powerful roofing company software acts as a comprehensive CRM for roofing projects, scheduling assistant, billing system, and more, tailored specifically to the needs of roofing professionals. Upvoit’s roofing CRM software empowers you to keep track of leads and customers, schedule jobs around weather and crew availability, and ensure nothing falls through the cracks. By adopting an all-in-one software for roofing contractors, you save time on administrative tasks and can focus more on growing your business and keeping clients happy. Make every roofing project run like a well-oiled machine with Upvoit’s intuitive tools at your fingertips.
Ready to Simplify and Grow Your Cleaning Business?
Let Upvoit cleaning business software handle the logistics while you focus on delivering spotless results. Our software empowers you, your team, and your clients with efficiency and professionalism. Get started today!
Start your free trial
