Roofing businesses

Every business on SMG Tools starts with quoting, jobs, scheduling and billing. The Roofing kit adds the tools below and the starter content that makes them useful the first day — and setup shows it to a roofing business line by line, every part of it yours to leave out.

Made for roofing work

• Site Intelligence — Measure the job, price the job, protect the margin.
• Calculators — Quote a project from a few measurements, with every line worked out.
• Projects — Plan a big job in stages — the tasks, the visits and the people for each.
• Weather — The forecast against every visit, and the visits it puts at risk. (Professional, Crew and Scale)
• Measurements — Readings with the range each should fall in, and their history.
• Equipment — Your own vans, trailers and machines: who has them, what they cost a job.

And what nearly every service business uses

• Leads & pipeline — Inquiries before they became a client, and where each one stands.
• Public page & request form — A page for your business, with a form a stranger can fill in.
• Referrals — Who sent each customer, and a link your clients can share.
• Proposal assistant — A draft scope and contract sections from a description of the job. (Professional, Crew and Scale)
• Day Board — The day as lanes, one per person, and who is running behind.
• On the way — A tracking page for the customer, and the text that says you are coming.
• Checklists — The steps a kind of work always has, worked on the job and sent to the customer.
• Warranties — What you promised, for how long, on which job, and when it runs out.
• Expenses & receipt scanning — What you spend, tracked against jobs and tax.
• Mileage — Trips driven for work, for tax deduction.
• Tax set-aside & reporting — What to put aside for tax, and the summary your accountant asks for.
• QuickBooks export — Your invoices, payments and expenses, in the shape QuickBooks imports.
• Reports — Profitability, tax and compliance reporting, and reports you build from your own records.
• Margin Intelligence — Target margins, alerts when a job is drifting, and the forecast.
• Ask about your business — Ask what moved this quarter or why a job came in under, or describe a report, answered from your own figures. (Professional, Crew and Scale)
• Client Reminders — Appointment and invoice reminders, review requests, sent for you.
• Automations — Follow-up that happens on its own, so you do not have to remember it.
• Client Hub — One page a customer opens for everything you have sent them.
• Assistant — Say or type what you want done; confirm it before it is written. (Professional, Crew and Scale)

What it sets up for you

• The kinds of work you do: Roof replacement, Roof repair, Roof inspection, Storm damage repair, Gutter installation.
• A visit checklist, Roof inspection: 7 steps the crew works through on the job.
• A visit checklist, Roof replacement: 10 steps the crew works through on the job.
• The readings a visit takes: Attic temperature (°F), Roof deck moisture (%), Shingle exposure (in).
• Price Book items sold by size, measured and unpriced: Shingle roof replacement (by the square, 10% waste), Tear-off (by the square), Synthetic underlayment (by the square, 10% waste), Drip edge (by the ft, 5% waste), Ridge vent (by the ft, 5% waste), Seamless gutters (by the ft, 5% waste) — your prices, and the quantity from what you measure at the site.
• Ready-made calculators: Asphalt shingle replacement and Metal roofing — every line the job takes, worked out from a few measurements, at your prices. Each is free to try at its link, without the prices.
• Plan templates for the project work: Shingle roof replacement (3 stages) — each stage's tasks and the people they take, and a payment schedule as shares of your price, with Projects.

Start with it

Tell setup you are a roofing business and it shows you this kit before anything is added; untick what you do not want. Already set up? Start from a kit on the Tools page adds only what you do not have yet. See Trade kits for how either works, and the plans for what each includes.