Roofing software for service and repair workflows
The leak calls, the storm inspections, the flashing and gutter jobs, the warranty callbacks — that work bills every week of the year, and in most roofing companies it is still run off a whiteboard and a phone. Opsler puts it on a board: the call scheduled, the roof photographed, the price agreed on the ladder, the invoice out before the truck is back at the yard. Two seats free, forever.
Roofing software covers several different categories
Five different products are sold under the phrase roofing software, and they solve five different problems. Knowing which one you are shopping for saves a wasted trial. Most roofing contractors end up running two of them — often a dedicated roofing estimating software product for replacements, and something else entirely for the day-to-day service work. Opsler is that second system, and it covers the work that earns fifty-two weeks a year rather than in the fortnight after a hailstorm.
| Category | What it covers | Who reaches for it |
|---|---|---|
| Measurement and takeoff | Aerial or drone roof measurement, area and pitch calculation, material quantities | Replacement quoting, before a crew is booked |
| Estimating from measurements | Turning measured quantities into a priced reroof proposal | Full-replacement proposals priced off a measurement |
| Sales CRM and canvassing | Door-knocking territories, lead pipelines, appointment setting, commission tracking | Outbound and storm-chasing sales teams |
| Insurance restoration | Supplementing, carrier scopes, claim documentation, adjuster workflows | Contractors whose revenue is mostly claims |
| Service, repair and inspection | Scheduling, job records, roof photographs, on-site estimates, invoicing and payment | The leak calls, inspections and repairs that bill every week of the year — this is Opsler |
The highlighted row is the one that pays a wage in February, when nobody is buying a new roof but every flat roof in the county is leaking. Here is how that call gets from the phone ringing to the money in the account.
Where Opsler fits: service, repair and inspection jobs
A leak call is a two-hour job with one technician, a ladder and a camera. Run it through project software and it needs a job number, a phase, a budget line and twenty minutes of setup before anyone leaves the yard. That is why so much of this work still lives on a whiteboard even in companies with sophisticated systems for their replacements — the roofing contractor software they bought was built for a five-day reroof, not a Tuesday morning callback.
Opsler is sized for the callback. Emergency leak calls, storm damage assessments, scheduled commercial roof inspections, gutter and flashing work, vent and skylight repairs, and warranty visits on jobs you completed last year. One customer, one address, one technician, one price, one invoice — and a complete history of that roof the next time anyone goes back to it.
It works just as well as the service half of a two-system setup. Plenty of roofers run their replacements on one platform and their service department on Opsler, and that arrangement is usually far less painful than forcing one system to do both. Because there is no seat minimum, a three-person service crew inside a thirty-person roofing company costs three seats — not a company-wide licence.
And because the whole thing installs from a browser, the roofing apps side of it takes about a minute: your technician opens a link on their own phone, taps install, and the day’s work is on their home screen. No app store, no device policy, no rollout.
Capture roofing leads and customer records
The morning after a storm you will take more calls than you can book. What decides how many of them turn into revenue is whether the enquiry survives the day. In Opsler an enquiry is captured as a lead with the address, the problem and who called, and converts into a customer and a scheduled job without anyone re-typing it. Nothing depends on a sticky note surviving until Thursday.
The customer record is the part that pays off in year two. Who to ring, where the roof is, a second address for the bill when the owner is not the occupier, the access notes for the gate code or the roof hatch, and every job ever done at that property with its photographs, notes and invoices. When a call comes in about a leak you patched eighteen months ago, the technician can see what was found, what was fitted and what it was charged at before they get in the truck.
That is the whole of the roofing CRM software job for a service operation: know the property, know the history, know what was quoted. Customers see their own side of it through a link that needs no account and no password — job status, past visits, invoices and warranties, without a single support call asking where things stand.
Schedule inspections and service calls
An active leak does not wait for the schedule to be convenient. The board is built so that dropping an emergency into a full day takes seconds, and so that you find out about the clash you just created while you can still fix it.
Book it the way it really is
Fixed when the customer needs a time, flexible when it just has to happen that day. Emergency leaks carry a priority that sorts them to the top of the unassigned queue.
See the whole crew
Day, week or map view across every technician, with live status — assigned, en route, on site, complete — so the office can answer where things stand without ringing anyone.
Catch the double-booking
Every assignment is checked against what that technician already holds that day, and a clash comes back named — the exact job it collides with — so you reassign, or send it anyway because the leak outranks a routine inspection.
Send it in one tap
The assignment lands on the technician's phone straight away, with the address, the access notes and the history of that roof already attached.
Route optimisation is included on Pro. A morning of inspections booked in the order the calls arrived comes back sequenced the way a truck should actually drive it, which on a repair day is usually one more billable stop before dark. See the dispatch board. Recurring commercial inspections are set once on Pro and generate their own jobs every quarter after that, so the maintenance contracts you sold keep landing on the board without anyone rebuilding the diary in January.
Document site conditions with notes and photos
Your customer is standing on the ground and cannot see a thing you can see. The photograph is the sale. A technician on the roof captures the ponding, the lifted shingles, the perished sealant around the vent, and those images attach to the job for that address — not to a camera roll that gets wiped when the phone is replaced. Before-and-after pairs sit beside the completion notes and the customer’s signature, typed or drawn, recorded with who signed and when.
A per-service checklist travels onto the job, so every inspection covers the same points in the same order whichever technician takes it, and every tick is stamped with who completed it. Three weeks later, when a customer says the flashing was already like that, the argument is over in about ten seconds.
None of it needs a signal. Once the day is synced, a technician on a commercial roof, in a plant room or out on a rural property can open the assigned job with its full history, work the checklist, capture the photographs, write the notes, change the job status, take the signature, complete the job, raise the invoice and record the payment — with no bars at all. Everything queued from the roof goes up the second the truck reaches coverage, and nobody re-types a thing that evening. Photo capture and the technician app have their own pages.
Build and approve estimates
A repair quoted from the ladder closes at a rate a quote emailed on Thursday never will. Your technician builds the estimate on site from your own price book — your labour rate, your materials, your margin — and the customer approves it before anyone leaves. A one-time code goes to their email, they sign on the screen, and the approved estimate converts straight into a scheduled job.
Where the honest answer is more than one answer, price it as three: patch the failure, repair the section properly, or replace the run and be done with it. Good, Better and Best options go out on the same document, and customers choose the middle one far more often than they choose nothing. The tiers build on each other rather than replacing each other, so the estimate’s running total is the figure the homeowner is agreeing to — read that, not a single tier’s line price.
That is what roofing estimating software has to do for a repair operation: put a defensible number in front of a homeowner while the ladder is still against the wall. See tiered estimates.
Invoice completed roofing work
The completed job already knows what was fitted and what it cost, so it drafts its own invoice with the line items and parts carried straight across. Whether that goes out immediately or waits for an office sign-off is your choice, set per job: one an admin raised can send straight through, one a technician raised can queue for review first, and either default can be flipped.
Once it is approved the PDF emails out and a copy sits in the customer’s portal for as long as they need it, so “can you send that again” stops being a phone call. Take the whole amount at the truck or a deposit with the balance held open; if it runs past due, the reminder goes without you writing it, and a part payment gets a follow-up of its own.
Opsler records the money you collect rather than processing it, which means nobody takes a slice of a $4,000 roof repair on the way past. On real card volume that gap is usually larger than the software bill. Per-job profit is calculated from the invoice against the parts and labour that actually went into it, so you find out which kind of work is worth chasing before you build next year’s round.
On Pro, invoices export as QuickBooks- and Xero-formatted CSV files, filtered by date and status, so month-end is one export rather than an evening of re-keying. More on invoicing.
Roof measurements, takeoff and material ordering
On repair and service work you already know what you are fitting: forty feet of ridge, a length of step flashing, two vent boots and four hours. That prices from your own book in under a minute, gets approved on the spot, and turns into an invoice the same afternoon — no measurement report, nothing waiting on a survey, no week between the call and the cash. For the great majority of what a service crew does in a week, the measurement question never comes up at all.
Where it does come up — a full reroof, where the quantities are the estimate — measurement and takeoff are their own product category: aerial imagery, pitch and area, material quantities, supplier ordering. Opsler is the job system that sits beside one of those, and that pairing is the normal shape of a roofing stack.
It is also a shape Opsler is built and priced for. Month to month, start on one seat, nothing above Pro to be upsold into — and two seats that stay free for as long as you want them while you work out whether it fits.
Production, insurance and subcontractor workflows
Every job you run through Opsler produces a package of proof as a by-product: a dated record against a specific address, before-and-after photographs taken at the roof, a checklist showing exactly what was inspected, completion notes in the technician’s own words, and a customer signature with a timestamp on it. Nobody has to remember to assemble that on a Friday. It exists because the job was done properly.
That package stands up wherever you take it next — a warranty claim, a dispute over who caused what, a building owner asking why the third inspection of the year found the same problem. Reroof production planning and claim files are project and insurance disciplines with platforms of their own; Opsler is the layer of evidence underneath whichever one you use, and it is the layer those platforms are least likely to collect for you at the roof.
It is also why the service department inside a larger roofing company is such a natural fit. The projects run where they run; the callbacks, the inspections and the small repairs run here, on their own board, with their own history and their own invoices — paid for by the head, for the people who actually do it.
Roofing software evaluation checklist
Twelve things a service-and-repair crew needs from roofing software before it is worth paying for. Put them to everything on your shortlist; here is where Opsler lands on each one.
| Capability | Opsler | Detail |
|---|---|---|
| Customer and property records with full history | Yes | Contact, service address, access notes and every job ever done at that address |
| Scheduling inspections and service calls | Yes | Drag-and-drop board in day, week or map view, with priority for emergency leaks |
| Double-booking caught before you commit | Yes | The colliding job is named, so you can reassign or override it deliberately |
| Route optimisation | Yes | Pro. A scattered day of inspections comes back sequenced |
| Photo documentation from the roof | Yes | Before-and-after images attached to the job, visible to the office and the customer |
| Completion notes, checklists and customer signature | Yes | Typed or drawn, with who signed and when |
| Estimates built on site | Yes | Single price or three tiers from your own price book, approved with a one-time code |
| Invoicing from the completed job | Yes | Line items and parts carried across without re-typing |
| Payment recorded on site | Yes | Full or partial, with the balance tracked and chased automatically |
| Recurring inspection and maintenance visits | Yes | Pro. A repeating schedule that generates real jobs |
| Full job execution with no signal | Yes | Warehouse roofs, plant decks and out-of-town properties, where coverage disappears |
| Accounting export | Yes | Pro. QuickBooks- and Xero-formatted CSV, handed over as a reviewed batch |
Budding — free forever
One admin and one technician. 50 jobs a month, customers without a cap, 100 inventory items and a single location. No card asked for, no clock on it — a one-truck repair operation can live here indefinitely.
Pro — $25 per seat, per month
Jobs without a monthly cap, plus route optimisation, recurring inspections, warranty tracking and accounting export. Start at one seat if you want. The fourth technician costs $25 — not an upgrade to a bigger plan, because there is no bigger plan. 14 days to try it, card not required.
Test it the way you would test a technician: give it one leak call, end to end. Schedule it, photograph the roof, price it on site, get it signed, invoice it, take the money. Full pricing.
Roofing software questions
It is the roofing software for the service, repair and inspection side of the business — the half that bills all year rather than only after a storm. Leak calls, storm damage assessments, maintenance inspections, gutter and flashing repairs, small remedial work: a technician goes out, documents what they find, prices it on site and invoices it from the completed job. That segment is large, profitable and usually the one still being run on a whiteboard and a docket book, which is exactly why it is worth putting on a system.
For the service department, it replaces the whiteboard, the docket book and the spreadsheet outright — scheduling, the customer record, roof photographs, estimates, invoices and the money, in one place. Reroof production planning and claim files are a different discipline with different software, and most roofers who do both run the two side by side quite happily. Opsler is built to be the half that handles the jobs, and it is priced so that being half a stack still makes obvious sense: $25 a seat, month to month.
Photographs are captured against the job as the technician completes it, so they attach to the record for that address instead of living in someone's camera roll. Before-and-after images sit alongside the completion notes and the customer's signature, and the customer can open them through a link with no account and no password. In roofing that matters more than in most trades, because the customer physically cannot see what you are describing. Showing them the split flashing you found is frequently the whole reason the repair gets approved on the spot.
The work carries on. Your technician installs Opsler onto their own phone from a browser link — nothing from an app store — and after the morning sync the whole visit runs with nothing on the signal bar: the job and its history open, the checklist works, before-and-after photographs capture, the notes and status save, the customer signs, the job closes, the invoice is raised and the payment is recorded. Everything queued on the roof goes up the second the truck reaches coverage, so the office is looking at a closed job before the technician has finished the drive back.
Repair and service work where someone goes out, assesses, documents, quotes and invoices. Leak investigation and repair. Post-storm inspections. Scheduled maintenance on commercial roofs. Gutter, flashing, vent and skylight work. Warranty callbacks on your own jobs. It also suits the service department inside a larger roofing company — the crew that handles callbacks and inspections while the replacement projects run on their own system. That split is common, it works, and Opsler is designed to be the service half of it.
$25 a seat a month. You can start on one seat, and there is nothing above Pro to be upsold into later. The 14-day trial takes no card. Before that there is Budding, the free plan: an admin and a technician, 50 jobs a month, as many customers as you like, 100 inventory items and one location, with no expiry date on it — enough to run genuine repair work through rather than a demo account. The test worth doing is one leak call, all the way: book it, photograph the roof, price it on the ladder, get it signed, bill it, bank it. If that runs cleanly, everything else is detail.
Related
Estimating
On-site quotes approved with a one-time code
Photo documentation
Evidence from the roof, attached to the job
Offline technician app
The full job, with no bars at all
Customer portal
Job status and invoices, no account needed
Pricing
$25 a seat, free for two, no tier above it
All trades
Other industries Opsler is set up for
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