Last Reviewed: November 14th, 2024

Best Roofing Software Of 2024

What is Roofing Software?

Roofing Software helps contractors manage roofing-specific tasks efficiently. By streamlining the process, from estimates and measurements to job tracking and invoicing, this tool considerably reduces manual work, resulting in fewer errors and subcontracting delays. Exciting features such as 3D visualization and drone measurement allow for more accurate estimation and project planning. Roofers, especially those dealing with multiple projects simultaneously, will undoubtedly benefit, as will the construction industry in general, given the software's adaptability. It's worth noting, though, that the efficacy of this software is contingent upon sufficient staff training; otherwise, its full potential might not be recognized. To sum up, Roofing Software radically enhances efficiency and accuracy in roofing projects, which can be a game-changer for many businesses, although its implementation should be adequately planned and executed. Its value proposition lies in its ability to streamline operations, reduce manual labor, and improve project outcomes.

What Are The Key Benefits of Roofing Software?

  • Streamlines Roofing Operations
  • Enhances Project Accuracy
  • Reduces Manual Labor
  • Improves Estimation Precision
  • Boosts Project Management
  • Simplifies Cost Calculation
  • Enables 3D Visualization
  • Provides Drone Measurements
  • Facilitates Better Scheduling
  • Improves Customer Satisfaction
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Overall

Based on the latest available data collected by SelectHub for 57 solutions, we determined the following solutions are the best Roofing Software overall:

Start Price
$375
Monthly
Company Size
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Deployment
Cloud On-Premise
Platform
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Why We Picked Procore

Procore's user reviews paint a picture of a powerful construction management software with strengths in centralizing data, improving communication, and streamlining workflows. Users praise its mobile accessibility, robust reporting tools, and collaborative features, citing improved project visibility and reduced paperwork as key benefits. However, some reviewers mention a steeper learning curve compared to simpler options and a higher cost point. One recurring strength is Procore's ability to consolidate information and communication. Users appreciate having a central platform for documents, drawings, discussions, and updates, eliminating the need for multiple tools and email threads. This fosters transparency and reduces miscommunication, as exemplified by a reviewer who mentioned avoiding costly delays due to improved information flow. Another frequently lauded aspect is Procore's mobile app, enabling field teams to capture data, submit reports, and access project information in real-time. This streamlines workflows and eliminates data silos, as highlighted by a reviewer who credited the app with improving efficiency and reducing rework. Procore's reporting and analytics tools are also seen as valuable assets. Users appreciate the ability to generate customizable reports and dashboards, providing valuable insights into project performance, resource allocation, and potential risks. This data-driven approach helps users make informed decisions and improve overall project outcomes. However, some users mention a steeper learning curve compared to more basic software, requiring initial investment in training and user adoption. Additionally, Procore's pricing structure can be a barrier for smaller companies or those with limited budgets, while competitors might offer more affordable options with similar core functionalities. In conclusion, Procore's strengths lie in its ability to centralize data, improve communication, and streamline workflows, making it a valuable tool for complex projects and larger teams. However, its learning curve and cost might pose challenges for smaller companies or those seeking basic functionalities. Ultimately, the decision depends on individual needs, project complexity, and budget considerations.

Pros & Cons

  • Functionality: All users that mentioned overall functionality liked its ability to perform different tasks such as invoicing, reporting, scheduling, submittals, RFIs and more, all in one tool.
  • Collaboration: All reviewers who referred to collaboration liked its ability to collaborate in real time with stakeholders and help teams bridge communication gaps while staying updated on current plans.
  • Cloud Based: All users who mentioned its cloud-based deployment liked that teams could easily access the tool from different geographical locations.
  • Tracking: All users that talked about tracking liked that they could keep track of individual employee production, employee timesheets and more.
  • Learning Curve: Due to its rich features, the system can be difficult to navigate and understand without proper training, as observed by 92% of users who specified the learning curve.
  • Performance: Almost all users who mentioned performance said that it takes time for the software to respond.
  • Updates: Around 85% of reviewers who specified updates said that frequent updates make keeping up with features challenging.

Key Features

  • Contract Management: View the status of purchase orders and contracts. Track and distribute change orders, payment documents and contract documents. 
  • Project Management: Automatically send overdue reminders via email to clients to help manage RFIs. Attach photos, plans, specs and PDFs to RFIs. Allow workers to log project time off-site using the web or mobile app. Sort activities by day, week or month. Filter project programs by resources or summary tasks. 
  • Time and Material Tickets: Generate change requests from T&M tickets to secure payments for performed work. Collect e-signatures to avoid payment disputes. 
  • Contact Directory and Permissions: Export contacts in CSV format. Grant role-based permissions to access data at individual, company or project levels. 
  • Quality and Safety Measures: Mitigate risks using incident tools. Understand the root cause of problems by identifying trends and combing through data. Identify unsafe patterns on job sites by accessing near-miss and injury records. 
  • Storage Capabilities: Gain unlimited storage space by purchasing an annual access agreement. 
  • Mobile Interface: Access project documents off-site. 
  • Drawing Management: Allow collaborators to upload drawings by granting issuance permissions. Create 2D and 3D models or designs. 
  • Data Security: Store data securely with AES-256-bit encryption. Conduct backups, track users and allow teams to view, edit and upload electronic documents. 
  • BIM: Access BIM data from the field with the ability to display 2D and 3D models on mobile devices. Publish models to enhance team collaboration. Compare site conditions to avoid costly errors. 
  • Bid Management: Track and manage bid invitations while increasing visibility with a single, organized repository. Compare bids by cost codes, bidding histories and location of bidders. 

Pricing

License/Subscription Cost
  • Procore offers a single annual license that provides unlimited access for employees and external clients. Pricing depends on the size of your company.
Start Price
$99
Monthly
Company Size
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Cloud On-Premise
Platform
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Why We Picked Buildertrend

Buildertrend has an intuitive interface that is easy to use and navigate. It requires some time to get used to its tools because of the rich features available. Users can make proposals for bids, schedule, send invoices, collect payments, conduct surveys and more. It offers a portal where employees can conveniently view their running hours and corresponding pay. It streamlines coordination with clients, including sharing daily updates on the progress of building completion. It helps teams maintain better communication and keep track of progress. Some reviewers have noted that integration with Quickbooks requires a significant time investment. A few users wished for more customization options. Customer representatives respond quickly and provide answers that will effectively solve problems.

Pros & Cons

  • Comprehensive Tool: The system comes loaded with rich functionalities that simplify production and streamline workflows, as mentioned by all users who referred to functionality.
  • User Friendly: Offers a user-friendly interface that makes it easy to manage and navigate, as noted by all reviewers who mentioned ease of use.
  • Support: More than 92% of reviewers referring to customer support noted that included professional services were helpful and responsive, taking time to walk them through an issue.
  • Track: All users who specified tracking liked that it helps teams and managers keep track of progress, logs, expenses, payrolls, bid requests, receipts and more.
  • Communication: All reviewers liked that it simplifies the process of communication and keeping teams up to date.
  • Learning Curve: All reviewers who mentioned the learning curve said it took time to get used to the tools during initial setup due to the many options available.
  • Quickbooks Integration: Around 60% of users noted that integration with Quickbooks took some time and effort.
  • Customization: It could provide more flexibility in customization, as observed by 83% of reviewers who referred to customization.

Key Features

  • Selections: Approve product pricing, keep patrons in the loop about running totals, receive electronic client signatures and access selection decisions and their associated product warranties in a centralized location. 
  • Communication: Manage messages, comments, emails and task-specific data in one place automatically. This module also offers push notifications on mobile devices and utilizes current email accounts. 
  • Bid Requests: Develop, compare, distribute and save bids in one hub. Users may define deadlines and receive reminders, accept offers and incorporate them in contracts. 
  • Estimates and Proposals: Construct estimates, allocate personalized proposals and close sales. Users may work with pre-set templates, obtain digital signatures and import information into Excel and other solutions. 
  • To-Dos: Create and designate responsibilities to teams and subcontractors and send reminders to patrons. Users can add items to lists with voice-to-text capabilities, attach documents and photos and send prompt alerts. 
  • Work-In-Progress (WIP) Reports: Produce WIP reports for maintaining projects in real time; obtain data for total billings, profit margins and costs to complete specific or all jobs; and receive current views of over or under billing for clients. 
  • Payment Processing: Obtain check or credit card payments online, modify invoices through QuickBooks and Xero when a payment is received automatically and acquire safe and secure processing. 
  • Budget: Track labor costs, billing, purchase orders and change orders in real time. Make adjustments as necessary, compare proposed to actual expenditures and work with multiple software integrations. 

Pricing

License/Subscription Cost
  • Large businesses can receive a quote while small/medium businesses can get 3 users for 299$ a month.
Maintenance Cost
  • Subscription & Support costs are based on a fraction of the license cost (25% of the initial license cost)
  • Software Accelerated Value Programs are charged incrementally, calculated case by case. They're dependent on the exact service the customer needs. Buyers cannot opt-in to Software Accelerated Value Programs without paying the standard Subscription & Support cost
Training Cost
  • Self-service support is available online
  • Multiple avenues for extended training and support. Support is available 24/7.
Recurring/Renewal Costs
  • Renewal fee depends on if a perpetual license or subscription was chosen.
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Why We Picked PlanGrid

Is PlanGrid the grid you need to keep your construction projects on track? User reviews from the past year paint a mixed picture of the software's effectiveness. While many users praise PlanGrid's intuitive interface and robust features, others find it lacking in certain areas, particularly when compared to competitors like Procore and Bluebeam Revu.

PlanGrid's strengths lie in its ease of use and comprehensive feature set. Users consistently highlight its ability to streamline communication and collaboration on construction projects. For example, one user praised PlanGrid's ability to "easily share drawings and markups with the entire team," which significantly improved communication and reduced errors. Another user found PlanGrid's "robust reporting features" invaluable for tracking project progress and identifying potential issues. However, some users find PlanGrid's mobile app to be clunky and slow, which can be frustrating for field workers who rely on it for daily tasks. Additionally, some users have expressed concerns about PlanGrid's integration with other software platforms, finding it difficult to seamlessly connect with their existing workflows.

PlanGrid's differentiating factor is its focus on providing a user-friendly experience for construction professionals. This is evident in its intuitive interface and comprehensive feature set, which are designed to simplify complex tasks. However, this focus on user-friendliness comes at a cost, as some users find PlanGrid's features to be less robust than those offered by competitors. For example, some users have found PlanGrid's project management capabilities to be limited compared to Procore, which offers a more comprehensive suite of tools for managing complex projects. Ultimately, PlanGrid is best suited for construction teams that prioritize ease of use and collaboration over advanced features. If your team is looking for a simple and intuitive platform to manage their projects, PlanGrid could be a good option. However, if you require a more robust and feature-rich solution, you may want to consider other options.

Pros & Cons

  • User Friendly: The system is easy to use and intuitive, as noted by approximately 92% of users who mention its usability.
  • Support: Support for the system is helpful, with some users noting that their queries were resolved quickly, as reported by 80% of users who mention support.
  • Functionality: Plangrid offers a robust suite of successful construction management tools, as reported by 65% of the users who talked about the product’s functionality.
  • Cost: Nearly 92% of users who mentioned cost reported that Plangrid’s offerings were too expensive for smaller businesses.
  • Learning Curve: The learning curve is steep for new users and can be difficult to use initially, according to 93% of reviewers.

Key Features

  • Mobile Accessibility: Get teams on track, no matter where they are located with powerful mobile tools. Markup documents, compare sheets, view punch lists and sync teams up all from internet-enabled smart devices.  
  • Field Reports: Submit and complete forms from the field and leverage pre-loaded reports with commonly used forms that can be uploaded to PDFs as needed. Attach relevant materials to reports like photos, tasks and documents in less time and compile all necessary reports as they are turned in.  
  • Smart Drawings: As drawings are revised in real time, edits are automatically inserted in order and ensure that teams are always working on the latest data without losing historical changes.  
  • BIM Tools: Models in 2D and 3D can be accessed and edited from anywhere. Data can be seamlessly pushed from Revit to PlanGrid without double entry. View important data like dimensions, material type and manufacturer directly on their sheets. Instantly toggle between 2D and 3D project views.  
  • Punch Lists: Resolve and track punch lists with tools that let users track defects, inspection notes and design changes in real time. Filter sheets in seconds to rapidly identify punch list items and assign them to relevant teams.  
  • Workflows: Cut down on the complexity of all daily submittals that are required. Users can leverage a submittal log that tracks them by type and progress. RFIs can be resolved faster to free up time for more important tasks.
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Why We Picked e-Builder

e-Builder maintains a historical record of accounts receivables invoices and their status. Users mentioned that admin roles are helpful, and its forms are easy to use. It helps manage employee workloads. Most users prefer the web version to its mobile app. Customization of reports is not always possible. Cost may be a potential hurdle for small businesses. Learning how to use the software to its full capacity is challenging for most users, and they think that without more hands-on training, using the tool becomes a challenge.

Pros & Cons

  • User Friendly: The system is intuitive and accessible, as noted by approximately 88% of users who mentioned its usability.
  • Functionality: It offers a robust suite of successful project management tools, as reported by 85% of the users who mentioned the product’s functionality.
  • Customization: Almost 80% of the users who mentioned its customizability state that the tool can be adjusted according to their needs.
  • Interface: Nearly 61% of the users who mention its interface do not like it and say that it is not easy to navigate.
  • Support: Support for the system can be slow, with some users noting that their queries take 2-3 days to be resolved, as reported by 60% of users who mention support. Also, the available documentation isn’t enough, as it doesn’t make the tool easy to learn.
  • Learning Curve: It has a steep learning curve, as mentioned by 84% of the users who mention its learning curve.

Key Features

  • Cost Management: Analyze data from previous projects to define contingency budgets and predict costs required for the completion of projects to reduce expensive errors. Review critical financial reports to help make data-driven decisions. Mitigate cost-related risks to help keep finances under control. 
  • Automated Workflows: Collect electronic signatures to shorten approval time using verification tools. Integrate project management and scheduling modules to keep projects on track. 
  • Schedule Management: Assign tasks and allocate resources to help streamline project processes. Link schedules to budgets to manage cash flows. Allow managers to anticipate delays to help make strategic business decisions. Grant permissions to authorized users to update schedules. 
  • Centralized Documentation: Store data gathered from various points in a project’s life cycle in a central database. Find and share crucial documents with team members to build a collaborative work environment. 
  • Reporting: Import reports into Excel. Export data into Powerpoint when project presentations come around. Generate reports to avoid conflicting data entries. 
  • Design: Import CAD and BIM files into the system to review designs. Access files directly from a browser to leverage automated workflows and ensure design reviews are completed quickly. 
  • Procurement: Get rid of resource-intensive bidding paperwork and mailing services with included procurement management support. Distribute bid packages and answer bidding questions quickly. Store bid responses in a centralized location. 
  • Business Intelligence Tools: Keep ahead of any surprises or problems that may arise with BI tools to gather and display vital data using dashboards. 
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Why We Picked Assemble

Assemble Insight offers tools to assess a model’s finish and accelerates its takeoff. It helps compare models with drawings and offers the ability to leverage quantities by group, code and quantity. It generates various metrics to track work progress, swiftly extracts relevant information and offers collaborative model visualizations with team members. However, the system doesn’t calculate variations in models accurately, is slow to handle large projects, has a cluttered homepage and cannot be used as a standalone estimation solution.

Pros & Cons

  • Functionality: The system offers options to generate different metrics, tracks project progress and provides tools to view and share models with the team. It saves all data on the cloud, plugs discrepancies between the construction and design teams and provides estimates online, as noted by 85% of users who talked about the product’s functionality.
  • Set Up: Nearly 81% of the reviewers said that the product is easy to set up and get running. It doesn’t require extensive training before usage.
  • Model Leveraging: The system offers tools to leverage a model’s visual appeal and helps with clarification, quantification and modification of parameters for better project understanding, as said by nearly 76% of users.
  • Non-Intuitive: The system is not intuitive for functionalities like save views and color-coding objects. The home page is not properly organized and is overwhelming to use, as noted by nearly 80% of reviewers who mentioned its usability.
  • Limiting: Nearly 77% of reviewers said that the system offers limited customizations while grouping trade partners, lacks a checklist feature for completed tasks and doesn’t allow copying specifications to create new templates.
  • Mobile App: The mobile interface is tedious for several functionalities like selecting objects, said nearly 75% of users who talked about the mobile app.

Key Features

  • Quantity Takeoff:  Increase bid accuracy by extracting quantities based on precise data in BIM models. Quantify and visualize changes between iterations. 
  • Subcontractor Management: Manage issues and project scopes that impact schedule and cost. Address any potential issues before they start. 
  • Field Management: Integrate with Procore, let users take models to the field for project control, keeping projects within the budget and on time. 
  • Better Model Quality: Access model properties to identify incorrect or missing information. Manage model properties to collate data, ensuring quality for BIM workflows. 
  • Performs Model Takeoff: Extract based on accurate information in BIM models and explain costs by scope to confirm subcontractor quantities. 
  • Access to 3D Models: Manage industrial projects and facilitate collaboration between multiple stakeholders by providing detailed reports and data-driven decisions. 
  • Instant Access to BIM: Manage BIM projects by facilitating collaboration between stakeholders with data-oriented reports. Gain quick access to data for timely decision making. 
  • Tackle Bid Day: Group, categorize and sort model objects to facilitate efficient bid day processes. Estimators can verify bids by shifting objects to bid packages and pulling quantities to validate and compare contractor bids. 
  • Export and Import Data: Import changes and update model data. Export data to Navisworks Search Set or Excel workbooks via model inventory functions. 
  • Visualize Data: Visualize and manage data to view project scope and strengthen decision making. Validate subcontractor model changes, bids and quantities in a few minutes. 
  • Access to Design: Empower owners, stakeholders and general contractors by analyzing, accessing and contributing to the design approach. 
  • Design Cost Impact: Track high-cost components, letting the design team balance estimating costs and design. Keep the project budget in control without affecting design quality. 
Start Price
$499
Monthly
Company Size
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Cloud On-Premise
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Why We Picked CoConstruct

CoConstruct offers a user-friendly solution for construction businesses to remove ambiguities, streamline operations and enhance productivity. It defines the scope of work, helps delegate tasks to team members, fosters communication with clients and trade partners, provides an overview of all in-progress projects and adapts to business needs. It seamlessly integrates with Quickbooks and keeps track of budgets, project estimations, expenses, billing and invoices. However, the system is challenging to set-up initially. It is hard to implement, requires a steep learning curve to understand its capabilities and backend processes and is slow to respond.

Pros & Cons

  • Functionality: The system streamlines organizational processes, efficiently tracks change orders, manages construction schedules and makes all information available easily. Its user-friendly interface helps define the scope of work, delegates tasks to employees and displays an overview of project status, noted by 81% of users who talked about the product’s functionality.
  • Communication: Nearly 79% of reviewers said that the product fosters communication with their clients, trade partners and clients and tracks all interactions so that they can be accessed anytime. It provides clients with greater visibility into project progress and stores all information in one place.
  • Mobile App: The system’s mobile platform provides easy access to schedules and tasks anytime, anywhere from any internet-connected device, without affecting field staff productivity, said nearly 81% of the users who talked about the mobile platform.
  • Flexibility: The system is customized to handle specific projects and does not offer capabilities to handle diverse projects, noted nearly 75% of reviewers who mentioned its flexibility.
  • Customization: Nearly 77% of reviewers said that the system offers limited customizations while grouping trade partners, lacks a checklist feature for completed tasks and doesn’t allow copying specifications to create new templates.

Key Features

  • Optimized Bidding: Attach estimations and specs directly to bids. Auto-load bid details to avoid double entry. Allow trade partners to update bid statuses. 
  • Cost Control: Track costs against actual project bills to maintain accurate project budgets. Send verified work immediately to QuickBooks to create bills to help lighten the load on accounting employees. Create full PO items on estimates. 
  • Accurate Invoicing: Create invoices from project costs and email them with a single click. Automatically sync invoices with QuickBooks and mark them completed when paid. 
  • Budgeting and Forecasting: Update project costs with real-time data from budgets. Share budgets with clients without having to create cost spreadsheets. Automatically update budgets as clients make choices. 
  • Punch Lists: Receive reminders about last-minute fixes and repairs. Let clients confirm the completion of tasks to keep everyone on the same page. 
  • Lead Tracking: Keep lead data in one accessible location. Set scores and categories while finding interesting leads and track contact details and upcoming tasks. Stay updated about field tasks, lead acquisitions and administrative tasks. 
  • Jobsite Activity: Allow field teams to input log notes using the mobile app. Create custom flags to report project issues, such as missing orders and late subs. 
  • Timesheet Management: Track workers’ activities using time clock functionality. Allow team members to clock in and clock out from the web or mobile app. 
  • Schedule Coordination: Integrate with iCal to access data from Google, Outlook, Yahoo or macOS/iOS calendars. Use existing schedule templates or import from other systems. Adjust schedules by typing or using drag-and-drop functionality. Send alerts and reminders to teams through email or text.  

Pricing

License/Subscription Cost
  • Dependent on the type of subscription range you choose.
Installation/Implementation Cost
  • No setup fee
Training Cost
  • Self-service support is available online
  • Unlimited tech support is also provided
Recurring/Renewal Costs
  • Recurring costs depend on your level of subscription
Start Price
$59
Monthly
Company Size
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Deployment
Cloud On-Premise
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Why We Picked Acculynx

Acculynx offers robust capabilities to track day-to-day work progress, keeps projects on schedule and stores everything in one place for easy access. Its powerful database and all-in-one functionality help users stay on top of their projects and work progress. It organizes business operations, makes information accessible, keeps everyone on the same page and improves overall efficiency. It is backed by helpful customer support that is quick to respond to queries and fix issues. However, the product has a steep learning curve to get used to its features, has a bug-prone mobile interface and is expensive for small businesses. It doesn’t allow importing all Quickbooks data, doesn’t integrate with many third-party modules like CompanyCam and makes it difficult to set up a contact with multiple jobs.

Pros & Cons

  • Functionality: The system organizes operations, keeps work progress on schedule and tracks multiple tasks efficiently. It keeps everyone in sync with developments, provides a robust database and comes with diverse capabilities, noted 84% of users who talked about the product’s functionality.
  • Accessibility: Nearly 81% of reviewers who talked about accessibility said that the system is easily accessible by any internet-connected device, whether in office or on-the-go. Users can tag, contact and send messages to people about a job.
  • Dashboard: The product offers a clean and useful dashboard along with a sales leaderboard that is easy-to-use for sales representatives, said 77% of users who mentioned dashboards.
  • Support: Approximately 80% of reviewers who talked about support noted that the system is backed by prompt and efficient customer support to resolve product-related issues and queries.
  • Learning Curve: There’s a steep learning curve involved to get acquainted with all of the bells and whistles offered by the product, noted 80% of users who talked about the learning curve.
  • Mobile App: Nearly 82% of reviewers who referred to mobile apps said that the system’s mobile interface is slow, glitch prone and has a poor layout.
  • Invoicing: Nearly 78% of users who talked about invoicing said that the system offers limited invoice customizations and doesn’t allow for the creation of multiple invoices for the same job.

Key Features

  • Customer Relationship Management: Track sales process from the lead stage to contract signing. Capture activities, correspondence and documents for faster deal closures. 
  • Aerial Measurement Ordering: Order SkyMeasure and Eagleview roof measurement details. Auto-populate measurements in an estimate without having to enter details manually. 
  • Lead API: Import lead information from the internet to landing pages, external websites and lead forms to remove duplicate data entries. 
  • Project Management: View job progress with communication, action and detail tracking in the job files. Users can upload files, send messages, assign tasks and create notes. 
  • Material Ordering: Know material costs to build correct estimates with access to product catalogs and preferred pricing. Place orders directly. 
  • Labor and Production Management: EEasily keep production on budget and schedule. Schedule labor deliveries and track job costs. 
  • Customer Portal: Share data and collaborate with customers and subcontractors. 
  • Job Costing: Share data and collaborate with customers and subcontractors. 
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Why We Picked eSUB

eSUB streamlines project management, provides prompt feedback on projects and simplifies processing change orders and RFI correspondence swiftly. It boosts productivity by delivering accurate information, uploading pictures and communicating with the field staff in real time. Its centralized tracking system monitors job progress from start to finish, stores all work-related information in one place and keeps everyone informed. It is easy to implement, backed by helpful customer support and can be customized to fit a user’s workflows. However, the product has a steep learning curve to get used to its features, doesn’t offer a task reminder function and lacks flexible reporting features. It has limited default areas, logs out several times when idle and its mobile apps offer limited capabilities.

Pros & Cons

  • Functionality: The system organizes daily tasks, tracks multiple documents like change orders and daily reports and helps apply contacts to multiple jobs. It simplifies project management and makes information available to relevant employees, noted 89% of users who talked about the product’s functionality.
  • Flexible: Nearly 81% of reviewers who talked about flexibility emphasized that the system can be customized to accommodate different workflows and allows clients to approve, revise or reject projects.
  • Centralization: The product offers capabilities to track all aspects of a job from a central location, making it easier to monitor work progress from start to finish, said 77% of users who mentioned centralization.
  • Communication: Approximately 83% of reviewers who talked about communication noted that the system fosters real-time communication between office and field staff and outbound exchange with the clients.
  • Learning Curve: There’s a steep learning curve involved to get acquainted with all bells and whistles offered by the product, noted 80% of users who talked about the learning curve.
  • Mobile App: Nearly 86% of reviewers who talked about the mobile interface said that the system’s mobile apps do not provide features like the website.
  • Reporting: The system doesn’t offer detailed reporting for information like timesheet data, said approximately 75% of users who talked about reporting.

Key Features

  • Document Control: Access project files in real time using the mobile app. Grant document access permissions to selected team members. Store all integral data in a virtual filing cabinet to help boost productivity. 
  • Resource Planning: Schedule employees and equipment using drag-and-drop functionality. Allocate resources based on employee skill levels, project needs and equipment availability. Allow workers to check schedules in real time to help keep everyone on the same page. 
  • Accounting Modules: Keep financial data secure and eliminate data entry errors. Record transactions to allow accounting staff to help determine profits and losses. Automatically transfer job costing data to existing accounting systems. 
  • Integration: Share files across other systems with simple to use importing and exporting functionality. Integrate with popular ERP modules to tackle accounting needs and decide what documentations should be shared and with whom.  
  • Purchase Orders: Create accurate purchase orders to receive fast approvals. View payment statuses in real time. Keep track of line items such as cost of parts, discounts, quantities and part codes. 
  • Issue Tracking: Allow employees to create daily logs to track weather conditions, disruption hours and accidents to help resolve issues beforehand. Identify internal issues to manage workers efficiently. Receive notifications when tasks are nearing due dates. 
  • Corporate Management: Access critical project data from one accessible location to help managers quickly generate and analyze reports. Email, approve, edit or attach reminders to change order logs with just a click. Track reports, drawings, submittals, transmittals and more to help make data-driven decisions.  
  • Schedule Management: Assign and coordinate tasks effectively using Gantt charts. Copy tasks, durations and dependencies from past schedules to help save time. Manage resources efficiently using critical path scheduling functionality. 
  • Correspondence Toolbox: Access letter and legal templates such as administrative forms, change directives, notices, contract documents and more. Create accurate documentation to avoid legal disputes. 
  • RFI Tracking: Create RFIs using customizable templates to help gain quicker responses. Track RFI statuses to ensure all concerned clients are notified. Attach drawings, details, clarifications and relevant documents to RFIs. 

Pricing

License/Subscription Cost
  • Payment is made either on a per user or subscription basis.
Training Cost
  • On-site training and web training are available.
Recurring/Renewal Costs
  • Cost is equivalent to the monthly subscription fee, based on the number of users.
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Why We Picked Aconex

Oracle Aconex is suitable for large engineering and construction projects, though not so much for smaller operations. Its document management feature impressed most of its users, though many think that its interface isn’t easy to navigate. It does not support cut and paste from external documents to a message. Since it is a web-based module, the efficiency of this application depends on internet connectivity. Users liked that documents could be exported to Excel sheets. Some users complained that it wasn’t very reliable as a system and that they had to continuously refresh the page to make it work.

Pros & Cons

  • User Friendly: The system is easy to use and intuitive, as noted by approximately 85% of users who mention the system’s usability.
  • Functionality: The system offers a robust suite of document management tools for the construction industry, as reported by 67% of the users who mention the functionality of the product.
  • Document Management: Users like its document management features as it lets them utilize it for document repository and control, as stated by 87% of the users that spoke about document management.
  • Support: Support teams are responsive, as reported by 66% of the users who mention support.
  • Permission Management: Nearly 80% of the users who mention user permissions say that if required permissions are not set correctly, users may be able to access unauthorized or unrelated documents, creating security vulnerabilities.
  • Learning Curve: 100% of the users who talked about how easy it is to learn state that using all its features may be difficult and may require additional training.
  • Mobile App: Almost 66% of the users who talk about its mobile application say that it isn’t always seamless or better than relying on email.

Key Features

  • Document Management: Manage all project documentation with no limitations on size or type of file. Custom permissions can be set on a per-document basis to allow only those with a reason to edit. Version control ensures users are always up to date when working on project documents. 
  • BIM Management: Collaborative features allow team members to view, edit and annotate models of projects. Coordinating design teams allows for better feedback on model changes, quicker turnaround on changes and a more efficient project.  
  • Budget Automation: Leverage CPI and SPI for better cost forecasting. Automate billing processes to save time and mitigate errors. Gain visibility into project performance with variance analysis.
  • Quality and Safety Processes: Create custom health and safety checklists, punch lists and more to keep project sites in compliance with safety standards. Capture problem data as it arises and customize issue tracking to focus on areas that need improvement. 
  • Customizable Workflows: Import successful custom workflows directly into a dashboard.  
  • Mobile Accessibility: Access critical project data via smart devices through mobile apps. 
  • Forms and Communications: Standardized processes support project-wide visibility and access. Track communications and progress, avoid bottlenecks and lower RFI turnaround period.  
  • Cost Management: Track project and portfolio performance with variance analysis and cost tracking in real-time. Provides visibility into forecasts, budgets and projective outcomes to take corrective action. 
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Why We Picked Corecon

Corecon is easy to use and has a powerful set of features to handle construction management projects. Exporting and importing data from other tools like Sage/Timberline is easy. Users are pleased with its reporting feature as they allow them to edit reports. It gives users access to databases to create reports. QuickBooks integration isn’t seamless for some users and may get buggy. Users say that it may be fit for a small number of large projects. All the information about client billing and subcontractor work is available in one place. The support team is reasonably helpful.

Pros & Cons

  • User Friendly: The system is intuitive and accessible, as noted by approximately 85% of users who mentioned its usability.
  • Functionality: It offers a robust suite of successful construction project management tools, as reported by 83% of the users who mentioned the product’s functionality.
  • Integration: Nearly 66% of the users who mentioned its integration capabilities are satisfied with them. Users say that integration with Planswift and QuickBooks is robust.
  • Interface: Nearly 75% of the users who mention its interface do not find it easy to navigate.
  • Learning Curve: It has a steep learning curve, as mentioned by 100% of the users who talked about its learning curve.

Key Features

  • Accounting Integrations: Integrate with QuickBooks, Sage 50, SAP Business One and Xero. 
  • Estimating: Create estimates with up to a four-tier breakdown and markups available at every level. 
    • Contact Management: Create and search contacts off-site through internet-enabled devices. Sync existing contact databases with Outlook. Receive alerts when licenses or insurances are close to expiration. 
    • Lead Tracking and Analytics: Track and analyze leads using dashboards. Create classification structures for leads to organize opportunities as per business needs. Set up awarded projects and eliminate duplicate data entries using the lead-to-project wizard. 
    • Drawings and Specifications: Share drawings and specifications through the team link portal. Add notes to images, documents and blueprints using document viewer. 
  • Utilities: Transfer the existing accounting system’s financials using a simple sync tool to help cut down on manual data re-entry. 
  • Project Management: Manage all aspects of a project to help streamline daily business processes. 
    • Scheduling: Import schedules from Excel or Microsoft Project. Assign tasks to workers and review timelines to keep projects on track using calendar functionality. 
    • Quality Control and Safety: Create checklists to conduct quality checks. Document and distribute inspection reports using punch lists. 
    • Correspondence and Documentation: Store journals, issues, RFIs, submittals and transmittals in an accessible location. Share data securely with internal and external team members. 
  • Mobile Interface: Enter and view data on the go. Handle daily logs, task updates, timecards and expenses off-site. 
  • Job Costing: Access financial documents anytime to help make quick and informed business decisions. 
    • Procurement: Automatically copy RFP packages and estimate items to purchase orders or subcontracts. Manage procurement requirements of suppliers and subcontractors. 
    • Timecards: Allow workers to clock in and out with geotagging. 
    • Financial Analytics: Manage multiple project budgets using financial dashboards. 

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Buyer's Guide

Roofing Software Is All About Accurate Estimations and Customer Relations

Roofing Software BG Intro

Remodeling a roof involves hundreds of trips up and down a ladder, each taking a physical toll and increasing the risk of falls. Construction management solutions like roofing software reduce ladder time by eliminating the need for physically measuring rooftops to create estimates.

If you’re looking to improve safety, enhance takeoff with more accurate estimates, boost customer satisfaction, or your business has grown too large to handle using pen and paper, roofing software might be the solution. In this guide, we’ll cover how it improves your business and how to find the right platform for you.

Executive Summary

  • Roofing software helps roofing companies accurately map roofs to create accurate material and labor estimates.
  • Key features include measuring and estimating, CRM, project management and scheduling.
  • Before committing to a platform, ask internal questions to determine which areas of your business most need improvement.
What This Guide Covers:

What Is Roofing Software?

Roofing software is a construction management solution that helps roofers and contractors accurately estimate the required labor, materials, equipment and budget to repair a roof. It automates office tasks, streamlines workflows and increases job site safety.

Roofing CRM features allow you to improve customer service, capture more sales and retain clients for repeat service.

Like other construction management platforms, it helps you oversee a project from conception to completion, with tools to assist in designing, scheduling, contractor and subcontractor management, budgeting and more.

Primary Benefits

Though each system is unique, all roofing software should provide the following benefits.

Benefits of Roofing Software

Reduce Costs & Save Resources

Though major suppliers in the industry are investing in ways to ease supply chain woes, your business is still at the mercy of material and product availability and the increased costs associated with limited supply.

Roofing software provides precise estimates of materials needed to complete a project, preventing costly supply shortages and unnecessary, budget-breaking surpluses.

Plus, project management features like critical path analysis help schedule deliveries, allocate resources and ensure the most efficient project completion timeline. Not only do they eliminate unproductive downtime and prevent expensive bottlenecks, but they also help your team complete projects faster and take on more jobs.

Increase Safety

In construction, safety takes precedence over everything. Even so, injuries and fatalities still happen, with falls as leading workplace incidents. Roofing software improves safety by integrating various third-party hardware and software platforms to capture detailed roof images and create accurate design models without needing to place personnel on the roof or even send them up a ladder.

Boost Sales

The global roofing market expects to reach $103.6 billion by 2028 with a CAGR of 3.2%. Roofing CRM features help you capitalize on a hungry market by streamlining communications with customers, improving your canvassing processes, storing critical customer information and more.

These tools craft a better customer experience by identifying their exact needs, allowing your sales team to tailor messaging and proposals so they can turn leads into contracts.

Key Features & Functionality

Below is a list of common and advanced roofing software features to give you a general idea of what you can expect in a solution.

Features of Roofing Software

Measuring & Estimating

Use satellites and drones to capture roof images to obtain dimensions without manually measuring a building in person. You can also use existing aerial photographs and blueprints.

Managers can utilize these measurements to create accurate material and labor estimates instantly.

Customer Relationship Management (CRM)

Utilize roofing CRM capabilities to create a central database to store all past, current and potential customer data, such as

  • Contact information
  • Maps with all business and home locations
  • Comprehensive work order and service history
  • Property photos
  • Customer segmentation and categorization

Automatically message a customer upon milestone and job completion. Instantly send proposals, estimates, contracts, invoices and more via email. Show customers detailed design images of what their roof will look like to help close sales.

Project Management

Project managers and general contractors can utilize this feature to oversee every aspect of a build, from macro-level operational functions down to day-to-day tasks.

Leverage work breakdown structure capabilities to separate projects into manageable pieces and track their progress. Monitor change orders, RFIs and committed costs in real time to gain valuable insight into efficiency and profitability.

Equipment & Inventory Tracking

Track the location and amount of all equipment, materials and your workforce. Automatically syncs with purchase orders for up-to-the-minute status of inventory levels.

Managers and general contractors receive notifications when inventory is low, so they can replenish stock before it impacts the build.

Scheduling

Critical path analysis features allow managers to create the most efficient and cost-effective schedules to ensure on-time completion. Ensure all materials, equipment and personnel are at the right place at the right time.

View schedules as color-coded calendars, Gantt charts and other visualizations to quickly spot errors and oversights before they can adversely affect operations. Edit schedules with only a few clicks using drag-and-drop functionality.

Mobile Application

Contractors and subcontractors can view designs, job notes, photographs, punch lists and more while on site, plus provide progress updates without returning to the office.

Managers and sales personnel can access customer databases and project estimates to help convert leads into customers. Customers can sign contracts and even pay invoices using a smartphone or tablet.

Third-party Integration

Integrate with hundreds of third-party applications to eliminate redundant data entry. Consolidate all information into one location for greater data visibility.

Staff can continue to utilize platforms they’re familiar with, including financial management, solar and takeoff software.

Software Comparison Strategy

With many similar features and options, deciding which roofing software fits best is daunting and labor-intensive. To help, check out our software selection guide, which utilizes lean selection methodology to compare platforms and find the right solution.

In brief, when comparing solutions, start by asking questions about your team and business. How many employees will need access? Will it take long to implement? What training options are available? Consider which areas of your operation need the most attention, like customer relations or labor estimating, and how roofing software can improve them.

Next, take a hard look at your vendor and their solution. Check online for reviews, reach out to other companies or colleagues for advice and recommendations, and see if the vendor provides free trials so you can test-drive the program before you buy.

Cost & Pricing Considerations

The most significant factor when investing in roofing software is the deployment method: cloud-based or on-premise. However, there are other factors that can lead to higher lifetime costs.

Cloud-based

The most popular deployment type, cloud-based platforms utilize internet or data connections to a vendor’s server to access the solution’s features and tools. Typically, it has a low cost of entry as it uses a monthly subscription payment model, which is especially appealing to small businesses with limited software budgets.

The vendor handles maintenance, security, and other backend responsibilities and related expenses. However, some vendors will require a higher monthly payment for

  • Each unique user
  • Number of projects
  • Amount of stored data

On-premise

Often, on-premise solutions require a large one-time purchase and are contained entirely on your premises. This method allows for greater customization and data security as you control the server.

As your company houses the server, you’re on the hook for updates, maintenance, upgrades and other backend services, which can inflate the lifetime cost of the platform.

Other Cost Considerations

Not every solution comes with satellite or drone capabilities to capture roof images. Instead, the vendor performs these services for an additional fee.

The Most Popular Roofing Software

Now that you know what you’re looking for in roofing software or CRM, it’s time to find out which solution best suits your needs. To help get you started, we’ve included the three most popular roofing software options below.

CMiC

CMiC is an end-to-end construction management solution that helps you tackle projects of any size from conception to hand-off. Capable of both cloud-based and on-premise deployment, it collects and organizes everything you need, from designs and contracts to customer profiles and comprehensive job histories. Automate office tasks, attach progress and proof of work photos, and create notes using text-to-speech functionality.

CMiC

Create custom alerts.

Procore

Procore allows you to track and manage materials, inventory, labor, timesheets, finances, change orders and more for multiple projects simultaneously. Utilize real-time data to mitigate risks, monitor progress, avoid costly delays and bottlenecks, and analyze employee performance. Create detailed reports and design visualizations to help contractors during the build and attract potential customers.

Procore

Capture and attach site photos. Store in one easy-to-access digital location.

ConstructionOnline

Built for medium- to large-sized projects, ConstructionOnline utilizes cloud-based deployment to provide tools and data to your staff where and when they need it. Create efficient and budget-saving schedules using critical path analysis tools. Integrate with hundreds of third-party platforms and analyze any data point in your process. Create punch lists to ensure the completion of every task in proper sequence.

ConstructionOnline

Edit and view schedules by day, week and month via a central dashboard.

 

 

Questions To Ask

For better insight into what your company and team needs from roofing software, ask yourself the following questions.

  • What areas do I hope to improve using the software?
  • How much am I willing to spend?
  • What features are must-haves, and which can we do without?
  • Do we have the infrastructure to maintain a system, or will we rely on the vendor?
  • How many users will need access to the solution?

Roofing Software Key Questions To Ask

To help create a shortlist of possible options, ask these critical questions about the vendor and their platform.

  • What third-party hardware and software applications are compatible with your product?
  • Have you worked with businesses like mine previously?
  • What training and support options do you provide?
  • Can your solution handle multiple projects simultaneously?
  • How customizable is the platform to fit my unique needs?

Next Steps

Roofing software improves your pre-construction process by accurately measuring rooftops without you or your staff having to leave the ground. Plus, it creates detailed estimates so you and potential customers know the total cost and expected completion date.

If you’re ready to take the next step, look over our comparison report for further insight into the top software leaders and find the right solution for you!

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Technical Content Writer
Gerrad Frei is a Technical Content Writer at Selecthub, specializing in construction management and field service management. An avid reader from an early age, he decided on a career in writing, studying Journalism and Broadcast Production at the University of Wisconsin, Platteville. When he's not reading or writing, he spends his free time with his wife caring for their many rescue dogs, listening to podcasts and saving Faerun from calamity in Dungeons and Dragons.
Technical Research By Shantashree Das
Senior Analyst
Hailing from the Northeastern state of Assam, India, Shantashree Das completed her Bachelor of Engineering (B.E) in Computer Science and Engineering at the Royal School of Engineering and Technology (now Royal Global University) in Guwahati. She then pursued her Master of Business Administration (MBA) in Operations Management and Marketing at Assam University, India, where she developed a strong interest in ERP. Over the course of her career at SelectHub, Shantashree has gained specialties in various ERP and construction software categories, such as Manufacturing Software, CMMS Software, Construction ERP Software, Warehouse Management Software, Supply Chain Management Software, Distribution Software, Field Service Software, Takeoff Software, Construction Bidding Software, Construction Estimating Software, Construction Management Software, Construction Scheduling Software, and Property Management Software.
Technical Review By Kankana Kalita
Principal Analyst
A seasoned business and research analyst, Kankana Kalita specializes in ERP, CMMS, manufacturing, construction, supply chain, HRMS and CRM. Prior to joining SelectHub, she earned a Bachelor's degree in Computer Science and Engineering, an MBA in Operations and Marketing, and worked in email marketing and logistics.
Edited By Hunter Lowe
Content Editor
Hunter Lowe is a Content Editor, Writer and Market Analyst at SelectHub. His team covers categories that range from ERP and business intelligence to transportation and supply chain management. Hunter is an avid reader and Dungeons and Dragons addict who studied English and Creative Writing through college. In his free time, you'll likely find him devising new dungeons for his players to explore, checking out the latest video games, writing his next horror story or running around with his daughter.