Roofing contractor software — buying checklist
From: https://www.iwantmywebsitenow.com/industry/field/roofing/
Workflow sources checked: 2026-10-01. Prices have separate capture dates.

Use this with a vendor or a builder. These are proposed evaluation tests, not claims that any product passed them.

YOUR BUSINESS
Current software:
What must work differently:
Records to bring across:
Budget and timing:

QUESTIONS TO TEST
1. The right job record
Ask: Can one customer have several properties and several jobs without losing their history?
Demonstrate: Create two properties for one customer. Attach the inspection, measurement and quote to the correct property and job.
Observed result:
Follow-up:

2. An estimate you can trace
Ask: Which measurements, price list and proposal version produced the accepted total?
Demonstrate: Revise quantities after a site visit. Keep the original proposal readable and identify which revision the customer accepted.
Observed result:
Follow-up:

3. Sales-to-production handoff
Ask: What does the crew actually receive when the job is sold?
Demonstrate: Open the job as a crew member. Confirm the accepted scope, site notes, material choice and start date without exposing unrelated customer data.
Observed result:
Follow-up:

4. A weather change
Ask: What happens to the crew, customer and materials when the schedule moves?
Demonstrate: Move a production date. Review notifications, dependencies and the record of who changed it; a changed calendar cell alone is not the handoff.
Observed result:
Follow-up:

DEMO SCENARIO (SYNTHETIC)
Use a revised estimate as your acceptance test
1. Create a customer with two properties. Open one roofing job at the second property and attach a sample inspection and measurement reference.
2. Create an initial proposal, then a revised proposal with a different material choice. Mark only the revised version as accepted. Check that the initial version is preserved rather than silently overwritten.
3. Hand the job to a crew account. Ask the crew to identify the property, accepted materials, access instructions and scheduled date without calling the salesperson.
4. Move the job after a weather delay and add a change request. Check the customer communication and the approved scope separately; a new note should not silently change the contract or amount due.

MIGRATION
Keep job history attached to the right property
A useful sample export includes contacts, properties, jobs, job stages, tasks and document references. Verify how proposal revisions, photos and measurement reports are delivered; they may sit outside a contact CSV. Map original job IDs before importing anything. Reconcile open jobs by stage, check the accepted proposal for a sample of jobs and ask staff to find their next scheduled work. Preserve an agreed archive for older records that do not need to become editable on day one.

A POSSIBLE FIRST BUILD
A first build could join enquiries, customer records and production handoffs. Treat licensed measurements, specialist estimating, financing and accounting connections as distinct dependencies. A better enquiry page can feed an existing CRM while the team proves whether a larger replacement is worthwhile.

SOURCES
Roofr: plans and feature allocation
https://roofr.com/pricing
Lists measurement, proposal and job-management capabilities. Check the plan and usage required for your workload.

AccuLynx: pricing request and included capabilities
https://acculynx.com/pricing-request/
Describes its roofing platform and quote process; obtain a written price for your actual team.

ArcSite: drawing, takeoff and estimating plans
https://www.arcsite.com/pricing
Separates capabilities by plan. A drawing or estimating workflow should not be assumed to replace all CRM and production functions.

Research by Don, I Want My Website Now.
A product description is not hands-on testing. Verify the plan, current price and export access before committing.