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.
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
AI-Powered Outbound Calling
Automated Lead Qualification That Sounds Natural
Hit "Start Campaign" and the AI dials 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 AI voice conversations
- DNC-scrubbed lists before any dial goes out
- Automatic inspection window booking
- Call recordings & disposition logging
- Campaign analytics & conversion tracking
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
QuickBooks Online Integration
Bi-Directional Sync — No More Double Entry
BetterRoofing 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
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
Learning Management System
Train Your Crew & Track Certifications
Onboard new hires, deliver safety training, and track manufacturer certifications — all inside BetterRoofing. 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
And More
Everything Else Your Roofing Company Needs
One platform replaces 5+ tools. Here's what else is included.
- Property & owner lookup (GIS skip-trace)
- SMS appointment reminders
- Outlook calendar sync
- Insurance video documentation (up to 20GB)
- Secure SAS sharing links for adjusters
- DNC compliance & consent tracking
- Job costing & profitability tracking
- Mobile-first design for field crews
- Multi-location & multi-company support
- BPG Marketplace (IT, bookkeeping, consulting)
- API access & webhook integrations
- SSO via Azure Active Directory