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Roofing contractor software for estimates & invoices

Estimating and invoicing software for roofing contractors in the United States. Put your prices into itemized proposals, collect online signatures, schedule installs, track crew hours and bill a deposit and the balance.

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Quick answer

Roofers use Estiggle to keep each roof together: the client and job address, an itemized proposal with photos of the roof as you found it, an online signature, the install schedule and crew hours, and an invoice that shows the deposit, payments and the balance due. It works from a phone or a computer.

Key points

  • Write the proposal with the tear-off, repairs, materials and cleanup as separate categories.
  • Add photos to an item to record the condition of the roof before the work, up to four per item.
  • The homeowner signs from a link in their browser, with no account.
  • Move an install when the weather changes by editing the date on its appointment.

From the first visit to a paid invoice

  1. Inspect the roof

    Add the inspection to the agenda, linked to the client. Take your own measurements and photos on the roof; the quantities and prices you enter later are yours.

  2. Write the proposal

    Add categories such as Tear-off, Decking repair and Roofing material, then your saved services or your own items, each with a quantity, a unit and a price. Photos of the damage go on the item.

    The proposal editor, with a live preview of what the client will read. Fictional example data.

  3. Send it and get it signed

    Email the proposal. The homeowner opens their own page, reads the work and the price, and signs online.

    What the client sees: the proposal, the total and a form to sign. Fictional example data.

  4. Schedule the install and track the crew

    Add the install days to the agenda and change the date if the weather moves the job. Mark attendance each day and see hours by worker and by job site.

    The agenda in week view, with a mini calendar and Month, Week and Day views. Fictional example data.

  5. Bill the deposit, then the balance

    Create the first invoice from the signed proposal for a deposit, record each payment, and bill the remaining balance when the roof is finished.

    The Payments dialog in Estiggle showing $600.00 paid of $2,400.00, $1,800.00 due, and one bank transfer payment marked Deposit.
    The payment history shows what has been paid and what is still due. Fictional example data.

What goes into a roofing proposal

A roofing proposal has to say what comes off, what goes on and what happens if the old roof hides problems. These are examples of how the work is commonly grouped, not prices: you enter your own quantities and prices.

Tear-off and disposal

  • Remove existing roofing layers
  • Protect landscaping and siding
  • Haul away and dispose of debris

Decking and repairs

  • Inspect the deck once the old roof is off
  • Replace damaged decking as found
  • Repair damaged fascia

Underlayment and flashing

  • Install underlayment
  • Install drip edge and flashing
  • Seal around vents and chimneys

Roofing material

  • Install the agreed shingles or other roofing
  • Install ridge cap

Ventilation and cleanup

  • Install or replace roof vents
  • Magnetic sweep of the yard and driveway

Settle these before you quote

The roof is only fully visible once the old one comes off, so the proposal should say how surprises are handled.

Put the answers in the proposal

  • How hidden decking damage is priced once the old roof is off, for example per sheet.
  • How many layers are coming off, and whether any are not covered by the price.
  • The material, color and manufacturer’s warranty, and any warranty on your own work.
  • Whether a permit is needed, who pulls it, and who arranges the debris disposal.
  • What happens to the schedule if the weather delays the work.
  • How the driveway, landscaping and attic contents are protected.
  • The deposit before materials are ordered, and when the balance is due after the final walk-around.

What you get in the workspace

Saved services
Save the work you quote most, such as a tear-off and re-roof or a vent replacement, with a description, a unit and a price, and add it to a proposal in a click. It is copied in, so you can still edit it.
Photos on items
Add photos to a proposal item to record the condition of the roof before the work, up to four per item.
You choose the price detail
Show the client just the total, a total per category, or a price on every row. A live example shows what they will see.
Signed online
The client opens a link, confirms their name, types, draws or uploads a signature and accepts. You see the status, and the signed PDF is kept.
Addresses that stay accurate
Save a client’s addresses once. A proposal or invoice keeps the address as it was when the document was created, so later edits do not change old paperwork.
Crew hours by job site
Mark who worked each day, split hours across job sites, and see hours and estimated pay for any date range. Estiggle is not payroll.
An agenda for visits and jobs
Plan site visits and work days by month, week or day, link them to clients, and optionally connect Google Calendar.
Invoices with a clear balance
Create the invoice from the signed proposal, bill a deposit, a stage or the remaining balance, record each payment, and see what is paid and what is due.

Other kinds of work

The workspace is the same for every contractor. Each page shows how a different kind of job is written up.

Start with
21 days free.

Clients, proposals, invoices, scheduling, and crew management. Included with either billing option.

Start your 21-day free trial

No credit card required.

Choose how you pay.

MonthlyBilled monthly
$12/ month
AnnualBilled annually
$100/ year

Prices in USD. Annual billing saves $44 per year.

Questions

Does Estiggle work for roofing contractors?

Yes. Estiggle is management software for independent contractors, including roofers. You put your own quantities and prices into itemized proposals, and the rest of the job runs from the same client record.

Does Estiggle measure roofs or work out squares of material?

No. There are no automatic takeoffs or cost database in Estiggle. You enter your own quantities and prices, so the proposal always shows your numbers. See what Estiggle covers.

Can I bill a deposit before the crew starts?

Yes. From a signed proposal you can create an invoice for a deposit, for a stage of the work, or for the remaining balance, and the invoices together cannot exceed the proposal amount.

Can I move an install when it rains?

Yes. Change the date on the appointment in the agenda, and the schedule shows the new day.

Can clients sign on their phone?

The client opens the link in a browser, on a phone or a computer, confirms their name, adds a signature and accepts. They do not need an account.