Software
Roofing software and CRM management, inside the system you already run
Every one of these is somebody else’s system, running in your account. We work inside it. Nothing moves to us.
Your instance, not ours
A back office can be built two ways. It can run on the supplier’s own system, taking work in and handing results back, which is tidy for the supplier and leaves the contractor with a company whose records live somewhere they do not control. Or it can work inside the systems the company already runs.
This one does the second, and it is a structural choice rather than a preference. The record your business depends on — the job, the money attached to it, the documents, the history of who agreed what — stays in one place, and that place is yours. There is no second copy to reconcile, no export that goes stale the moment it is taken, and nothing that has to be handed back if we stop working together, because nothing ever left.
It also means the work is visible while it happens. Everything done on this desk is done under a login you created, in a system that keeps its own record of who changed what. That is a stronger position for a contractor than any assurance we could offer instead.
What we are not
Roofing Back Office holds no partnership, no reseller arrangement and no endorsement from any of the companies whose products are named on this site. Nobody here is paid by them, nobody here speaks for them, and nothing on these pages should be read as a recommendation to buy one.
We name them because naming them is the honest way to say what we work in. A contractor deciding whether this is useful needs to know whether we can operate in the system they already run, and that question cannot be answered without the name. Where this brand holds a credential of its own, it is stated on the page it belongs to, described as exactly what it is, and never stretched into a relationship it is not.
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.
Why these are the ones
This list is observed rather than chosen. It is what roofing companies turn out to be running when you ask them — roofing-specific job management, general field-service platforms, construction project systems, measurement and photography tools, and the estimating format restoration files are written in. They are not ranked, they are not scored, and the order means nothing.
- Working in AccuLynx
- Working in JobNimbus
- Working in ServiceTitan
- Working in Roofr
- Working in Jobber
- Working in Buildertrend
- Working in CompanyCam
- Working in Leap
- Working in Proline
- Working in Roofle
- Working in Housecall Pro
- Working in Xactimate
Pages describing the work inside each system are being written one at a time. Where a name above is not yet a link, the page is not written yet — which is a more useful thing to show you than a link to something thin.
What is true in all of them
The systems differ more than their marketing suggests, and a page for each one is coming for exactly that reason. Three things do not differ, and they are the terms this desk works on regardless of what you run.
Access is granted, and withdrawable. You create a login at a permission level you choose. We do not ask for a shared password, because a shared credential cannot be attributed to anybody afterwards and destroys the one protection you have. Removing access takes a moment and changes nothing else.
The data stays where it is. No exports to a system of ours, no shadow spreadsheet, no parallel record. If a report needs building, it gets built where your company can run it again next month without asking us.
Configuration decisions stay yours. How a stage is defined, who approves what, which fields are mandatory — these encode commercial choices about how the business runs, and they are not a back office’s to make. We will say plainly where a configuration is making the work slower, and then implement whatever you decide.
If yours is not listed
Tell us what you run. These systems solve the same handful of problems in different arrangements, and the question is never really the brand — it is whether the work can be done inside your instance, under access you control, without anything being copied out. That is usually answerable in one conversation.
The same applies to companies running two systems at once, which is more common than anyone admits: one the office uses and one the crews actually open, or a migration that stalled halfway. That is a normal starting position rather than a problem to fix before we begin, and the departments this desk covers are the same either way.
What owners ask before granting access
Do we have to change systems to work with you?
No, and that is close to the whole point. A back office that requires a particular platform is asking the company to reorganise around the supplier, which is backwards. We work in what you already run, in your instance, under access you grant. If you are mid-migration when we start, we work in both for as long as that takes rather than pushing you to finish early.
What if we use something not on this list?
Say so and we will look at it honestly. The list is what roofing companies actually run, not a set we are limited to, and most of these systems do the same jobs in different arrangements. What matters is whether the work can be done inside your instance with granted access and without exporting your data somewhere else — and that is usually a short conversation rather than an investigation.
Are you a partner or a reseller of any of these?
No. We hold no partnership, no reseller arrangement and no endorsement from any software company named on this site, and we are not paid by any of them. Every product name here belongs to its owner and is used to say what we work in. Where this brand holds a credential of its own it is stated on the page it belongs to and described as what it is.
What access do you actually need?
A login you create, at a permission level you choose, inside your own account. Not a shared password, because a shared credential is indistinguishable from you afterwards and nothing that happens can be attributed to anybody. What we can reach is whatever you decided, it is visible to you in the platform’s own records, and you can withdraw it in a moment without changing anything else.
Does our data end up in a system of yours?
It does not. There is no shadow copy, no parallel database and no export that lives with us. The work happens inside your instance, which means the record your company relies on is the one being maintained rather than a second one that has to be reconciled with it later. If we stop working together, nothing has to be handed back, because nothing left.
Who decides how the system is configured?
You do. Configuration encodes commercial decisions — what a stage means, who approves what, which fields are required — and those are yours whether or not you have written them down. We will tell you where the configuration is making the work harder, and we will implement a change you decide on. What we will not do is quietly reshape the system to suit the desk.
Tell us what you already run
Naming the system is usually enough to say whether this works and what the first month would look like inside it.