Compare roofing CRM, estimating and proposal software, plus how billing and payment follow-up fit into the best roofing software stack for your company.
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Shopping for a roofing CRM usually starts with one question: which roofing software will keep leads, estimates, crews and invoices in one place without slowing down the people who sell and install roofs? The honest answer is that most roofing companies end up with a small stack, not a single app. A roofing CRM runs the sales pipeline, roofing estimating software or a measurement service handles takeoffs, roofing proposal software turns the numbers into something a homeowner will sign, and your accounting system plus a follow-up tool make sure the final invoice actually gets paid.
This guide walks through each layer, compares the best roofing software options by what they are built to do, and shows where the billing and collections piece fits. I ran restoration companies for more than 14 years, much of it on storm and insurance work, and the pattern was the same every season: the sales tools got the attention and the receivables got whatever time was left. If you want the billing side first, start with our roofing invoice template.
KEY TAKEAWAYS
A roofing CRM (customer relationship management system) is software that tracks every lead and job through your sales and production process. A general CRM tracks contacts and deals. A CRM for roofers adds what roofing work actually needs: property addresses, inspection photos, measurement reports, insurance claim details, material orders, crew schedules and job stages such as "inspection scheduled," "contract signed," "materials ordered" and "installed."
Good roofing CRM software answers three questions at a glance: which leads need a call today, which signed jobs are waiting on something, and which finished jobs have not been paid. Most companies get the first two right. The third is where cash gets stuck.
The lines blur. Many roofing CRMs now include production boards, crew calendars and job checklists, so they double as roofing project management software. Others stay focused on sales and hand off to a separate production tool. When you compare options, ask where the job lives after the contract is signed. If the answer is "a spreadsheet," the CRM is only doing half the work.
Before comparing vendors, map the jobs you need software to do. This table shows the usual layers and where each one hands off to the next.
| Layer | What it handles | Typical tools |
|---|---|---|
| Roofing CRM | Leads, appointments, follow-up, job stages, customer history | AccuLynx, JobNimbus, Leap, Roofr, ServiceTitan |
| Measurements | Roof area, pitch, facets, waste factors | EagleView, Hover, RoofSnap, Roofr reports |
| Estimating | Turning measurements into material and labor pricing | Built into most roofing CRMs, plus RoofSnap and Hover; Xactimate for insurance scopes |
| Proposals | Options, pricing presentation, e-signature | Leap SalesPro, Roofr, SumoQuote (part of JobNimbus) |
| Accounting | Invoices, payments, job costing, taxes | QuickBooks Online and similar |
| Receivables follow-up | Reminders, payment links, payment plans, aging | AR Workflow on top of QuickBooks Online |
Tip: Take one job you finished last month and list every place someone typed the customer's name or the contract amount. Each re-typing point is a place your stack is missing a connection.
These are the roofing CRM software options contractors compare most often. Each description is based on what the vendor states on its own site; check current features and pricing with the vendor before you buy, since both change.
AccuLynx is roofing-specific business management software. It covers sales and CRM pipeline tools, estimating that pulls in measurement data, integrations with aerial measurement providers such as EagleView, direct material ordering with suppliers including ABC Supply and SRS, a production calendar for crews, online payments, and a QuickBooks integration. It suits roofing companies that want one system built around roofing from lead to install.
JobNimbus is a contractor CRM with a strong following in roofing, siding and gutters. It uses visual boards to move jobs through stages, includes estimates and, through SumoQuote (now part of JobNimbus), proposals homeowners can sign on the spot. It offers payments and syncs contacts, jobs, estimates, invoices and payments with QuickBooks. It fits teams that want a flexible CRM they can shape to their own workflow.
Leap is built around the in-home sales appointment. Leap SalesPro lets a rep price the job from your price guide, present options and collect a signature on a tablet or phone, and Leap CRM keeps leads, jobs, scheduling, production and invoicing together. It connects with tools such as EagleView, QuickBooks and CompanyCam. It fits companies whose sales process depends on a consistent kitchen-table presentation.
Roofr combines roof measurement reports, an instant estimator you can put on your website, proposal templates with signature fields, a CRM job board with automations, material ordering, and invoicing with online card and ACH payments. It suits smaller and growing residential roofers who want measurement, quoting and sales in one place.
ServiceTitan offers a roofing version of its field service platform covering marketing, sales scheduling, estimating, crew scheduling, project management, invoicing and reporting. It integrates with Xactimate for insurance work, measurement tools such as EagleView and Hover, suppliers, and accounting software including QuickBooks. It is generally aimed at larger, multi-crew operations that want one broad platform.
Roofing estimating software turns a roof into numbers: squares, pitch, ridge, valley and eave lengths, waste, then material and labor pricing. Most roofing companies buy measurements rather than climbing every roof with a tape, and then estimate inside their CRM or a dedicated estimating app.
EagleView provides aerial roof measurement reports and 3D property views used for takeoffs and bids. Many roofing CRMs, including AccuLynx, Leap and ServiceTitan, connect to it so reports land in the job file.
Hover builds a 3D model of a home from photos taken on a phone, then produces measurements, design visuals, material lists, estimates and proposals from that model. It is popular with roofing and siding contractors who want measurements on the first visit.
RoofSnap offers measurement reports, a do-it-yourself sketch tool, instant estimates that can be shared with homeowners as a link, contracts with e-signature, and card and ACH payments. It fits roofers who want a lighter estimating tool rather than a full CRM.
Commercial roofing estimating software has to handle low-slope systems, insulation layers, tapered designs, flashing details and multi-building takeoffs, and commercial jobs are often billed through pay applications rather than simple invoices. Ask any vendor to estimate one of your recent commercial jobs during the demo. If commercial work is a big part of your book, also check that the software can produce or feed a schedule of values for monthly pay applications.
Roofing proposal software takes the estimate and presents it in a way a homeowner can decide on: good, better and best shingle options, warranty tiers, photos from the inspection, a clear total and a signature field. Leap SalesPro, Roofr's proposals and SumoQuote inside JobNimbus are the names roofers mention most, and several other CRMs include proposal builders.
What to look for:
Bring one overdue invoice.
Your CRM sold the roof. We'll show you how that job's final balance would be followed up and paid.
Most roofing CRMs can create an invoice, and several can take a card or ACH payment. That covers the easy case: the homeowner who pays the day the crew leaves. The harder cases are the ones that sit:
Those invoices need a follow-up schedule, not just a payment button. This is where a receivables layer sits on top of your accounting system. For a wider look at billing tools across trades, see our roundup of construction billing software.
AR Workflow is not a roofing CRM, estimating tool or proposal app. It is receivables follow-up for contractors on QuickBooks Online. It syncs your open invoices, puts each one on a follow-up schedule, and sends automated payment reminders by email, two-way text and ringless voicemail from a dedicated number. Homeowners and business customers get card and ACH payment links, you can set up payment plans, and payments post back to QuickBooks. On insurance jobs, messages to carriers and adjusters ask for status and documentation, never payment through a link. You can see how it works for roofers on our roofing page. Plans are $295, $395 and $495 a month.
| 1 | Start with your bottleneck. If leads fall through the cracks, buy a CRM first. If estimates take two days, fix measurement and estimating. If finished jobs sit unpaid, fix receivables. |
| 2 | Match your mix of work. Retail replacement, storm and insurance, and commercial roofing each need different features. Insurance-heavy companies should check Xactimate support and claim fields. |
| 3 | Check the accounting connection. Ask exactly what syncs to QuickBooks (customers, invoices, payments, job costs) and in which direction. Our QuickBooks for contractors guide covers the setup on the accounting side. |
| 4 | Test it in the field. Have a sales rep and a crew lead use the mobile app on a real job before you sign. Office-only demos hide field friction. |
| 5 | Ask about total cost. Per-user fees, measurement report fees, payment processing fees and onboarding charges add up. Get the full number in writing. |
| 6 | Plan the last mile. Decide who follows up on unpaid invoices and how. A CRM that tracks jobs to "installed" but not to "paid" leaves your cash in limbo. |
| Company stage | Typical priorities | Where to start |
|---|---|---|
| Owner-operator, 1 to 2 crews | Fast quotes, simple pipeline, getting paid | A measurement and estimating tool, a light CRM, QuickBooks Online with automated reminders |
| Growing, several sales reps | Lead accountability, consistent proposals, production scheduling | A roofing CRM with proposals and production boards, connected to accounting |
| Multi-crew or multi-location | Reporting, insurance volume, AR at scale | An all-in-one platform plus a structured receivables process and AR reporting |
Once a roof is finished, the follow-up is where most balances stall. Copy the wording in our payment reminder email templates for contractors to build your schedule, and use an AR aging report to see which jobs need attention first.
It depends on your work mix and size. AccuLynx and JobNimbus are widely used roofing CRMs, Leap is strong for in-home sales, Roofr bundles measurements and proposals for smaller residential roofers, and ServiceTitan suits larger multi-crew operations. Shortlist two or three, run a real job through each, and check how they connect to your accounting system.
Roofing estimating software converts roof measurements into a priced estimate: materials, labor, waste, accessories and margin. Many roofers buy measurement reports from providers such as EagleView or use phone-based tools such as Hover, then build the estimate in their CRM or a dedicated estimating app. Insurance work often also involves Xactimate, the estimating platform many carriers use.
Roofing proposal software presents an estimate as a sales document, usually with good, better and best options, product photos, warranty details and an e-signature field. It is often part of a roofing CRM or connected to one, so a signed proposal becomes a job automatically.
Most major roofing CRMs list a QuickBooks integration, but what syncs varies. Ask whether customers, invoices, payments and job costs sync, whether it works with QuickBooks Online, Desktop or both, and which system is the record of truth when numbers differ.
No. AR Workflow does not manage leads, estimates, proposals or crew scheduling. It works after the invoice is created in QuickBooks Online: it follows up on unpaid invoices by email, text and ringless voicemail, sends homeowners and business customers card and ACH payment links, sets up payment plans and posts payments back to QuickBooks. Many roofers use it alongside their CRM.
Once you have more leads than you can remember, yes. Even a one-crew roofer loses jobs to slow follow-up. Start simple: a pipeline, reminders for callbacks, a place for photos and measurements, and a clean handoff to invoicing. Add production and reporting features as you grow.
Related reading
Your invoice, not a feature tour.
Bring one overdue invoice to a demo and see what AR Workflow would send, when, and how your customer would pay.
Vendor descriptions are based on each company's website as of November 2026. Product names are trademarks of their owners. Features and pricing change, so confirm details with each vendor.
Sam owned and ran three restoration companies for more than 14 years and collected over $100 million in receivables. He built AR Workflow in 2020 to give contractors the collections system he wished he'd had.
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