Roofing Quotes, deposits, multi-day jobs, one record
Win the roof. Then run it without the binder.
Every request in one pipeline, quotes with the add-ons the customer picks, a deposit before the first shingle, and a two-day job on one work order with the photos and the final payment. Roofing software for the crew and the office.
14-day free trial. No credit card required.
- 2,500+ service businesses
- Set up in under 15 minutes
- Works on every phone
Trusted by service businesses across North America
How it works
Sell it, build it, get paid for it
The three halves of a roofing job, each on its own screen, all on one record.
No request goes to voicemail
Phone calls, web forms and texts land in one pipeline. Quote from your price list, offer the upgrades as options, and let the customer approve and pay the deposit from their phone. The competitors who called back on Monday lost.
- Every request in one place, with a status
- Add-ons sold as options on the quote
- Deposit collected on approval
2875 rue Rachel E, Montréal QC H1W 1A4Jobsite
| Description | Qty | Rate | Amount | |
|---|---|---|---|---|
| Tear-off and disposal, 2 layersTwo layers removed, deck inspected, debris hauled away. | 2 | 320.00 $ | 640.00 $ | |
| Architectural shingles, 32 squares30-year laminated shingles, synthetic underlayment, ice and water shield at the eaves. | 1 | 1,460.00 $ | 1,460.00 $ | |
| Line 3 — optional add-ons go here | ||||
| Line 4 | ||||
| Line 5 | ||||
Subtotal2,100.00 $
GST 5%105.00 $
QST 9.975%209.48 $
Total2,414.48 $
| Please select among these options | Quantity | Rate | Amount |
|---|---|---|---|
Tear-off and disposal, 2 layersTwo layers removed, deck inspected, debris hauled away. | 2 | 320.00 $ | 640.00 $ |
Architectural shingles, 32 squares30-year laminated shingles, synthetic underlayment, ice and water shield at the eaves. | 1 | 1,460.00 $ | 1,460.00 $ |
Add-on: ridge vent upgradeA continuous ridge vent for attic airflow, replacing the box vents. | 1 | 180.00 $ | 180.00 $ |
Add-on: gutter guardsAluminum mesh guards on every gutter run. | 1 | 165.00 $ | 165.00 $ |
Add-on: skylight resealNew flashing kit and sealant on the existing skylight. | 1 | 220.00 $ | 220.00 $ |
iImportant information
Thank you for your business
Subtotal2,100.00 $
GST105.00 $
QST209.48 $
Total2,414.48 $
Two days, one crew, one work order
Schedule the crew across the days, list the materials so nothing is forgotten before the site, and log hours from the punch clock. Photos before, during and after attach to the job.
- Crew schedules on their phones
- Materials list on the work order
- No more chasing timesheets
| Contact | Work order | Job Title | Job Status |
|---|---|---|---|
| Priya Sharma | 0032 | Eavestrough replacement | To schedule |
| Café Lumière | 0026 | Commercial membrane patch | To schedule |
| Catherine Morin | 0028 | Asphalt shingles, 24 squares | To schedule |
| David Chen | 0019 | Skylight and flashing | To schedule |
Balance invoiced when the ladder comes down
The final invoice goes out when the crew marks the job done. Online payment, automatic reminders, and a receipt the customer keeps in their portal.
- Invoices on your deadlines, automatically
- Online payment ends the receivables chase
- Reminders you never have to write
Payment schedule · 1 invoice | 2 payments
A re-roof in Plannit
From the first call to the final payment
Nine days, one record.
- Day 1Request captured
The customer fills the web form at 9 p.m. It's in the pipeline with a status before you wake up.
- Day 2Quote approved
Priced on site from your list, ice-and-water upgrade offered as an option. Approved and deposit paid from the driveway.
- Day 6Crew on the roof
Materials listed, crew scheduled across two days, hours logged from the punch clock.
- Day 7Photos and sign-off
Before, during and after on the work order. The customer signs on the tablet.
- Day 9Balance paid
Final invoice paid online. The record stays on the address for the warranty call in five years.
Built for roofing
What separates a booked roofer from a busy one
Five things Plannit does so the office isn't the bottleneck.
A pipeline you can read at a red light
Requested, quoted, approved, scheduled, done, paid. Every job in a column, every column with a total. You know what's coming in next week and what's still waiting on a signature.
Calls answered from the roof
The AI receptionist takes the call, asks about the leak, gets the address and books the estimate. You see it when you're back on the ground.
Deposits before day one
A percentage on approval, by card or bank transfer. Projects start funded.
Photos on the job
Every stage documented from the phone. Fewer disputes, faster warranty answers.
On the roof
The job, documented as it happens
Photos before, during and after attach to the work order from the phone. The customer sees them in the portal; the office sees them without a call.
- Stage photos on the work order
- Crew notes and hours on the same record
- Signed walkthrough on the tablet
Plans
Which plan does a roofing company need?
Small crews run on Pro. Premium adds routes, GPS, contract renewals and accounting sync.
Pro · $49/mo
3 users. Recurring contracts, dispatch, reminders, quotes, invoicing and online payments.
Premium · $109/mo
Everything in Pro, 5 users. Renewals in a batch, routes and GPS, QuickBooks sync, custom fields.
Create your account
Set up before your next job
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
Can I collect a deposit when the customer approves the quote?
Yes. Set a deposit percentage on the quote; the approval screen collects it by card or bank transfer. The balance is invoiced when the job closes.
Can a job span several days with the same crew?
Yes. Schedule the crew across the days on one work order. Hours, photos and materials stay on that record.
Can customers choose upgrades on the quote?
Yes. Offer options such as ice-and-water shield or gutter replacement; the customer selects them and the total updates.
Does Plannit sync with QuickBooks?
Yes, on the Premium plan. Invoices, payments and customers sync both ways.