Built for the way roofing actually runs.
Multi-day replacements with phased billing. Material lists that travel with the project. Change orders captured the moment the decking comes off. ServTrackr is field service software designed around how roofing shops actually make money.
14-day trial · No credit card · Live before your next install
Project · Day 2 of 3 · phase 2 (install)
Anderson Residence · Full replacement · 28 squares
Lead: Marcus T · 4-person crew
Tear-off (28 squares · existing 3-tab)
Day 1
Complete
Decking inspection + 4 sheets replaced
Day 1
Complete
Underlayment + ice & water + drip edge
Day 1
Complete
Shingle install (GAF Timberline HDZ · Charcoal)
Day 2
IN PROGRESS
Ridge cap + final cleanup
Day 3
Scheduled
Contract value
$14,200 · 50% deposit collected
The three things that quietly kill roofing margin.
Decking discoveries become free upgrades.
Tear-off starts at 8 AM. By 10 AM the crew finds six sheets of rotten decking. No change order, no signed authorization. Customer says "just replace it" on the phone. You eat the sheathing, the labor, and the disposal fee.
Mid-project payments don't get collected until tear-off's done.
Deposit at signing. Final payment on completion. The three days of crew labor and the truckload of shingles in between get funded out of your bank account. By the time the job closes, you've floated $9,000 in payroll on a $14,000 replacement.
The shingle order doesn't match what got sold.
Customer signed for GAF Timberline in Weathered Wood. The order desk pulled Charcoal. The crew installed Charcoal. By the time anyone notices, the roof's half done and the customer's on the phone. You make it right out of pocket.
Two different businesses. One software that handles both.
Residential runs on replacement projects, repairs, and inspection calls. Commercial runs on flat-roof installs, multi-property accounts, and Net-30 invoicing. One software, two operational realities.
- Multi-day replacement projects with day-by-day crew assignment
- Inspection-only jobs as a distinct workflow
- Per-square pricing from the pricebook
- Phased billing (50% deposit, balance on completion, or custom split)
- Change orders captured on the iPad when decking surprises happen
Project · Day 2 of 3 · install phase
Anderson Residence · Full roof replacement
Lead: Marcus T · 4-person crew · 28 squares · GAF Timberline HDZ · Charcoal
Phase 1 · Tear-off + decking
Complete
Phase 2 · Underlayment + drip edge
Complete
Phase 3 · Shingle install
In Progress
Phase 4 · Ridge cap + cleanup
Scheduled
Contract value
$14,200
Deposit: $7,100 collected
Outstanding $7,100
Project #4218
Anderson Residence · Full roof replacement
Phase 1 · Tear-off + decking
Complete
Phase 2 · Underlayment + drip edge
Complete
Phase 3 · Shingle install
In Progress
Lead: Marcus T · 4-person crew · 3-day install
3 documentsOne project. Every phase. Every shingle. Every dollar.
Roofing jobs aren't dispatched, they're delivered over days. ServTrackr holds the full scope, the crew, the material list, the photos, and the financials on one project record from the inspection to the final cleanup.
- Full scope, phase by phase, day by day
- Inspection-only jobs as a distinct workflow
- Crew assignment per project, per day
- Photo upload throughout the project (existing condition, tear-off, decking, install, final)
- Notes for color selection, manufacturer warranty terms, customer preferences
- Documents attached: signed scope, color/material selection, warranty info
On-site quote · iPad
Reyes Residence · Full replacement quote
Inspection notes: 28-year-old 3-tab · multiple wind-damaged shingles · 2 visible leak areas at valley
Tear-off existing roof (28 squares)
$1,680
Synthetic underlayment + ice & water shield
$1,120
GAF Timberline HDZ shingles · 28 squares
$5,880
Drip edge + ridge cap + flashing
$640
Install labor (3-day project, 4-person crew)
$4,880
Subtotal
$14,200
50% deposit on accept
$7,100
Inspect the roof. Quote the squares. Sign on the ground.
Tech inspects the roof, captures damage photos, measures the squares, picks materials from the pricebook, builds the project estimate on the iPad. Customer signs in the driveway, the project hits the schedule, the truck doesn't leave without a yes.
- Per-square pricing from your pricebook
- Material selection (shingle brand, color, accessories) captured on the quote
- Customer e-sign on the iPad
- Deposit collected on accept
- Estimate converts to a scheduled project in one click
- Works offline, syncs when the truck has signal
Get paid on day one, mid-project, and at completion. Not just at the end.
Roofing is the trade where the cash flow gap kills small shops. Deposit funds the material order. Mid-project payment funds the crew labor. Completion payment closes the job. ServTrackr handles all three on one project.
- Custom billing splits per project (50/50, 33/33/34, 50/25/25, or your own)
- Deposit collected on accept, balance billed at milestones you set
- Net-30 terms for commercial accounts with PO numbers
- Project financials visible in real time: contract value, collected, outstanding
Project financials
Reyes Residence · Full roof replacement
Contract value
$14,200
Deposit on accept
· 50%
$7,100
COLLECTED 5/8/2026
Mid-project (tear-off complete)
· 25%
$3,550
INVOICE SENT · pending
Completion (final inspection)
· 25%
$3,550
scheduled
Outstanding
$7,100
Change order · Anderson Residence · Full roof replacement
6 sheets of rotten decking
Original scope · 3-day install
$14,200
Added scope
OSB decking (6 sheets · 4x8)
+$390
Removal and disposal of rotten decking
+$145
Install labor for replacement decking
+$285
rotten decking at NW corner
rotten decking at ridge
New contract value
$15,020
+$820
CUSTOMER E-SIGN REQUIRED
Decking surprises, signed off and billed.
Tear-off exposes six sheets of rotten decking. The lead captures the change order on the iPad with photos, the customer e-signs from their phone, the project value updates, and the additional materials and labor get billed at the next milestone. No more eating the surprise out of pocket.
- Capture mid-project scope additions on the iPad before the work starts
- Photos attached to the change order (the rotten decking, the surprise leak, the unexpected layer)
- Customer e-signs the change order from their phone
- Project value updates automatically
- Added work bills at the next milestone or at completion
Every shingle. Every nail. Every roll of underlayment.
The estimate captures the material spec. The order desk pulls from the same spec. The crew sees the same spec on the iPad before tear-off starts. No more "I thought we ordered Weathered Wood" moments.
- Material-by-material spec lists attached to every project
- Per-square and per-unit pricing from the pricebook
- Crew sees the exact spec on the iPad before tear-off
- Supplier pull list printable from the project record
- Manufacturer warranty info attached to the project forever
Material list · iPad
Anderson Residence · Full roof replacement
GAF Timberline HDZ · Charcoal
28 squares
Synthetic underlayment
28 squares
Ice & water shield
8 squares
Drip edge
220 linear ft
Ridge cap
45 linear ft
Pipe boots
3 ea
Step flashing
80 linear ft
Total material cost
$9,820
Plays nice with the tools your shop already runs on.
QuickBooks for the books. Method CRM for the office workflows you already built. Google Calendar for the owner who lives there. ServTrackr connects in minutes, not weeks.
Invoices, payments, customers, and refunds sync automatically. Your bookkeeper doesn't re-enter a thing.
Two-way sync with the CRM workflows you've already customized. Customers, invoices, and history stay aligned.
Two-way sync with the owner's calendar. Schedule shows up in ServTrackr and in Google, no double entry.
Up and running before the next install.
No IT team. No six-week onboarding. Most roofing shops are running projects from ServTrackr by Friday.
Create your account
Sign up free in 60 seconds. No credit card. No demo required.
Import your customers
Bring your client list, commercial property manager accounts, and projects in progress from your old system or a spreadsheet.
Build your pricebook
Drop in your per-square pricing for shingle install, underlayment, accessories (drip edge, ridge cap, flashing), and decking replacement rates. Or import from CSV.
Schedule your first install
Drag the project onto the calendar. Assign the crew day-by-day. Notify the customer automatically.
Quote your first replacement on-site
Inspect the roof, build the project estimate on the iPad with the material list. Send and sign. Collect the deposit before you leave the driveway.
“Storm season we run 6 crews and used to lose track of which job had a deposit collected and which didn't. Project records hold deposit, photos, materials, and the supplement letter all in one place. Closed a $48k storm job last month that would've slipped through the cracks before.”
Common roofing questions.
Most roofing shops are quoting on the iPad and running projects from ServTrackr inside the first week. Bring your customers, commercial accounts, and pricebook from a CSV or your previous system. There is no IT engagement and no six-week onboarding.
Yes. Every project carries its full scope, the crew assigned per day, and a custom billing schedule. Split the contract into deposit, mid-project, and completion milestones (50/50, 33/33/34, 50/25/25, or your own). Each milestone bills as a separate invoice tied to the project.
Yes. The pricebook holds per-square and per-unit pricing for shingle install, underlayment, drip edge, ridge cap, flashing, and decking replacement. The material spec attaches to the project record so the crew sees the exact spec on the iPad before tear-off. A printable pull list comes off the project for the supplier run.
Yes. The lead captures the added scope on the iPad with photos of the rotten decking or surprise leak. The customer e-signs from their phone, the project value updates, and the additional materials and labor bill at the next milestone or at completion.
Yes. Multi-property accounts run with PO numbers, Net-30 terms, and AR tracking. Service history is kept per property, so a property manager with four buildings sees each building's roof history. Phased invoices for multi-week commercial TPO, EPDM, or modified bitumen projects route to the property manager with the documents attached.
Yes. Walk the roof, capture damage photos, measure the squares, pick materials from your pricebook, the estimate builds itself on the iPad. Customer signs in the driveway, deposit collects on accept, the estimate converts to a project in one click and lands on the schedule.
Yes. The mobile app captures inspections, photos, signatures, change orders, and job completion offline and syncs the moment the truck is back in coverage. The inspection doesn't stop because the property has no signal.
Pricing is per-tech per-month with no setup fee and a 14-day free trial. Most 1- to 4-crew roofing shops land on the standard tier. Talk to sales for shops migrating from ServiceTitan, Jobber, or AccuLynx, there is a structured migration path and a tier discount for annual billing.
Quote your next replacement on-site this week.
Free 14-day trial. No credit card. Most roofing shops are sending signed estimates within 48 hours.
Or talk to sales if you're switching from ServiceTitan, Jobber, or AccuLynx.