Residential replacement
Retail work turns on how fast someone calls back and how finished the proposal looks when it lands. The desk that fails first is the phone; the second is the estimate that never got written up after the inspection.
Back office for roofing contractors
Back-office operations for roofing contractors
Phones answered, estimates and supplements built, jobs tracked, invoices followed and the books kept current — so you can be in the field instead of at a desk.
The business ends up running the owner
Every roofing company reaches the point where the work that keeps it alive happens after the crews go home — and there is only one person left to do it.
- Invoices go out and then go unfollowed, and the ones that need a second call never get it.
- Bid opportunities pass because nobody had the day to put the numbers together.
- Job costing falls out of date, so a job that lost money says so long after it closed.
- Calls ring out during a tear-off and the caller books with whoever picked up.
- Marketing and social go quiet, restart, then go quiet again.
- The CRM goes stale — stages that no longer say where the jobs actually are.
None of that is a discipline problem. It is a capacity problem: the work exists, it is nobody’s actual job, and it lands on the owner by default at the end of the day.
What the back office covers
Take one desk or take the whole function. The scope is yours to set and ours to run.
We work inside the software you already run
Your jobs stay where they are. We work in the platform your company already uses, in your instance, under your process — there is no migration to sit through before the work starts.
- AccuLynx
- JobNimbus
- ServiceTitan
- Roofr
- Jobber
- Buildertrend
- CompanyCam
- Leap
- Proline
- Roofle
- Housecall Pro
- Xactimate
Roofing Back Office is not affiliated with, endorsed by, or certified by any software vendor named on this site. All product names and trademarks are the property of their respective owners.
Three roofing businesses, three different back offices
The desks that break first depend on what kind of work you sell.
Storm and insurance restoration
Restoration work is a documentation business. The failure is the supplement nobody wrote, the photo set nobody uploaded, and a claim file that cannot answer the adjuster’s question without somebody driving back out.
Commercial and service
Commercial and service work runs on paperwork — certificates, PO numbers, prevailing-wage filings, warranty registrations, recurring service visits. The failure is quiet: a certificate that expired, a lien notice deadline that passed, a visit nobody scheduled.
A department, not a desk
When we take a function, we take the whole function — start to finish, including the parts nobody thinks to ask for until they are missing.
A defined scope
What we cover is written down before anyone starts, so what we own and what you own is never a matter of recollection.
A documented process
How the work gets done is recorded, which is what makes it repeatable rather than dependent on one person remembering.
Redundancy
More than one person can run each function, so a vacation, a sick day or a storm week does not stop the invoices going out.
A reporting cadence
You get a standing account of what came in, what went out, what is stuck and what needs a decision — instead of having to ask.
What you manage is an outcome and a scope of work. The function runs, the reporting arrives, and the decisions that are genuinely yours come to you as decisions — not as a pile of work waiting for you to get to it.
We work inside your stack
Onboarding starts in your systems, not ours. If your jobs live in a roofing CRM, that is where we work. If your books live in QuickBooks, that is where the entries go. If your estimates come out of a takeoff tool your team already knows, we learn it rather than replace it. Nothing gets rebuilt for our convenience, and nothing about the way your company works has to change before we can start.
Where a system does not exist yet, we build one and then run it. A pipeline on a whiteboard, job costing in a folder of receipts, a lien calendar that lives in one person’s head — those become a real process with a record behind them, and the record stays yours.
Tell us which desks are the problem
Send us the list — the phones, the estimating, the claims file, the books — and we will come back with how we would cover it and what the scope of work would look like.