Purpose-Built Features for
Roofing Contractors
From storm-chasing leads to final invoice — every tool your roofing company needs in one platform. No bolt-ons, no generic CRM. Just roofing.
All Features at a Glance
Everything Your Roofing Company Needs — In One Platform
Click any feature to learn more. One platform replaces your CRM, dialer, property lookup, QuickBooks add-ons, and training tools.
Storm Intelligence
Real-Time Hail Maps & Storm Tracking for Roofing Leads
NOAA severe weather data flows into your dashboard as storms happen. Our interactive hail map pinpoints affected properties with owner details, so your team can start canvassing the highest-opportunity neighborhoods before the competition.
- Interactive hail overlay with severity levels
- Property clustering by damage potential
- Automatic lead scoring & AI relevance ranking
- Owner name & mailing address auto-filled
- Historical storm event data for claim support
Property & Owner Lookup
Type an Address — Get the Owner, Value & GPS Instantly
No more paying for separate skip-trace services. Type an address and instantly get owner name, mailing address, assessed value, and GPS coordinates. Combined with storm data, your canvassers know exactly who to talk to and where to find them.
- Owner name & mailing address lookup
- Assessed property value
- GPS coordinates & geolocation
- Built-in skip-trace — no third-party fees
- Feeds directly into lead pipeline
Automated Outbound Calling
Automated Lead Qualification That Sounds Natural
Hit "Start Campaign" and the dialer works through your lead list — screening for interest, asking about roof damage, and booking inspection time windows. Your sales team only talks to warm, qualified homeowners.
- Natural-sounding voice conversations
- DNC-scrubbed lists before any dial goes out
- Automatic inspection window booking
- Call recordings & disposition logging
- Campaign analytics & conversion tracking
DNC Compliance
Stay Compliant on Every Dial — Automatically
Every outbound campaign is scrubbed against the National Do-Not-Call Registry and your internal opt-out list before a single call goes out. TCPA consent tracking is built into every workflow so your team never has to worry about fines.
- Automatic Do-Not-Call list scrubbing
- Consent tracking before every campaign
- TCPA compliance built into every dial
- Audit trail for all communications
Roofing Measuring Tools & Free Reports
Satellite & Photo-Based Measurements — No Per-Report Fees
Draw polygons on satellite imagery or snap photos of the property from 6 angles and get every measurement automatically. Squares, bundles, felt rolls, and linear dimensions for insurance supplements — all included in your subscription.
- Satellite polygon draw tool for roof area
- Photo analysis from 6 angles
- Automatic shingle, felt & starter calculations
- Ridge, hip, valley & drip-edge linears
- Professional PDF reports for adjusters
- Roof diagrams with facet breakdown
Calendar & SMS Reminders
Fill Your Schedule & Cut No-Shows
Appointments auto-sync to Outlook calendars. Homeowners get SMS reminders 24 hours before and morning-of — cutting no-shows and keeping your inspectors' schedules full without the back-and-forth phone tag.
- Bi-directional Outlook calendar sync
- Automatic SMS reminders (24hr & morning-of)
- Appointment scheduling from any job
- Team calendar with crew availability
- Homeowner self-service confirmation
Smart Checklists & Digital Signatures
Nothing Moves Forward Until Every Box Is Checked
Stage-specific checklists with required photos, multi-choice fields, and digital signature capture protect you and your customer. Each workflow stage has configurable gate requirements — so crews can't skip steps even when they're in a rush.
- Per-stage required checklist gates
- Photo-required items with GPS verification
- Multi-choice, text & numeric field types
- Digital signature capture on-site
- Auto-PDF generation on completion
- Audit trail for every checklist change
Complete Job Workflow CRM
10-Stage Pipeline From Lead to Final Invoice
Every roofing job follows your proven process — Lead → Appointment → Estimate → Claim → Material Order → Install → Complete. Checklists, photo requirements, and digital signatures are enforced at each gate so nothing slips through.
- Configurable multi-stage workflow
- Required checklist gates per stage
- Digital signature capture
- Photo evidence with GPS/timestamp proof
- Full job history & audit trail
Photo & Video Documentation
No Extra App, No Extra Subscription — Built Right In
Ditch the extra subscription. Subcontractors and crew members upload photos and videos directly from any phone — just share a link or let them scan a QR code on site. Every upload is GPS-stamped and tagged to the right job automatically. Insurance "attempt to repair" videos up to 20GB with secure sharing links for adjusters — no more emailing massive files.
- Subs upload via shareable link or on-site QR code — no app install needed
- GPS & timestamp metadata on every photo
- Multi-photo upload per checklist item
- Insurance video hosting up to 20GB per file
- Secure SAS sharing links for adjusters
- Organized by job & workflow stage
- Before/after comparison documentation
Dispatch & Auto-Scheduler
Get the Right Crew to the Right Job — Automatically
Drag-and-drop crew dispatch with a constraint-based scheduling engine that accounts for crew availability, drive time, and job priority. Fill schedules without back-and-forth calls.
- Drag-and-drop crew dispatch board
- Constraint-based scheduling engine
- Accounts for crew availability & drive time
- Fill schedules without back-and-forth calls
Inventory Management
Track Roofing Materials Across Warehouses & Job Sites
Manage shingles, underlayment, flashing, and every roofing material across multiple locations. Create purchase orders to suppliers, track stock counts, and allocate materials to jobs — all connected to your QuickBooks inventory.
- Multi-location warehouse tracking
- Purchase orders to ABC Supply, Beacon, SRS & more
- Job material allocation & cost tracking
- Low-stock alerts & reorder points
- QuickBooks inventory sync
Material Vendor Ordering
Order From All Major Suppliers — One Screen
Order directly from ABC Supply, SRS Distribution, Beacon, Gulfeagle, and Allied — all from one interface. Purchase orders flow from your estimate straight to your supplier without re-entering a single line item.
- ABC Supply, SRS, Beacon, Gulfeagle & Allied connected
- Real-time pricing & product catalog search
- PO creation from estimate line items
- Order tracking & delivery status
- Webhook-based order status updates
Document Automation
Contracts, Lien Waivers & COCs — Automatically
Completed stage checklists auto-generate signed PDFs on the spot. Standard contracts, lien waivers, and certificates of completion attach automatically to every new job. Syncs to SharePoint if you use Microsoft 365.
- Auto-PDF generation from checklists
- Standard contract & lien waiver templates
- Certificate of completion auto-attach
- SharePoint document sync (Microsoft 365)
- Organized document library per job
QuickBooks Online Integration
Bi-Directional Sync — No More Double Entry
BetterRoofingPro connects to your existing QuickBooks Online account via OAuth. Customers, invoices, and payments sync automatically every 15 minutes. Your accountant won't even know anything changed.
- Automatic customer & invoice sync
- Payment status flows back in real time
- Finance dashboard: P&L, bank balances, expenses
- One-click invoicing from any job
- No QuickBooks changes required
Job Cost Accounting
Know Your Real Margin Before You Close the File
Track estimated vs. actual costs for labor, materials, and overhead on every job. See your true profitability in real time — not six months later when your bookkeeper finally reconciles everything in QuickBooks.
- Estimated vs. actual cost comparison
- Labor, material & overhead tracking
- Per-job profitability dashboards
- Cost entries linked to workflow stages
- Syncs with QuickBooks expense data
Finance Dashboard
Know Your Numbers Without Opening QuickBooks
QuickBooks-powered financial insights in your BetterRoofingPro dashboard. See your sales funnel, bank account balances, profit & loss, and expense breakdown at a glance — so you always know where the money is.
- Profit & loss overview
- Bank account balance tracking
- Expense breakdown by category
- Sales funnel from lead to cash
- Revenue & collection trends
Learning Management System
Train Your Crew & Track Certifications
Onboard new hires, deliver safety training, and track manufacturer certifications — all inside BetterRoofingPro. Courses include video lessons, quizzes, and completion certificates with expiration tracking.
- Video-based courses with quizzes
- Learning paths for roles (installer, sales, PM)
- Certification tracking with expiration alerts
- Progress dashboards for managers
- Mobile-friendly for field crews
BPG Marketplace
A Full Back-Office Without Hiring a Full Back-Office
Access IT support, bookkeeping, operational consulting, and equipment right inside the platform. Better Process Group's marketplace connects you to vetted service providers who understand the roofing industry.
- IT support & tech services
- Bookkeeping & accounting assistance
- Operational consulting
- Equipment & tool procurement
- All accessible from your dashboard
Built for the Field
Mobile-First & Enterprise-Secure
Every feature works on any device. Your team lives on job sites — not behind desks.
📲 Mobile-First Design
- Every feature works on phones & tablets
- Capture photos, update jobs, sign documents from the field
- No separate app to install — works in any browser
- Progressive Web App support for offline access
🔐 Enterprise Security
- SSO via Azure Active Directory
- Multi-company & multi-location support
- Per-company data isolation
- API access & webhook integrations
On the Roadmap
Coming Soon to BetterRoofingPro
We're constantly shipping new features. Here's what's next.
Marketing Studio
Design and send branded email campaigns, door-hanger flyers, and SMS blasts. Segment your customer list by job status, zip code, or storm-affected area.
Coming SoonWebsite Creation
Launch a professional roofing website in minutes with pre-built templates optimized for local SEO. Capture leads 24/7 with embedded forms that feed into your pipeline.
Coming SoonAI Platform Agent
Ask your platform anything in plain English. "Which jobs haven't had follow-up in 5 days?" The AI agent reads your data and takes action on your behalf.
Coming Soon