The inspection is a booking. The estimate is a quote. The build is a job with tasks. The money arrives in installments instead of one invoice at the end.
Built for roofing
Book the survey, then turn what you found into a quote with your pricing and photos attached.
Take a deposit up front and bill the rest in installments as the work progresses, each with its own pay link.
Break the roof into tasks, assign the crew, and track it on a list or a Gantt view.
The customer picks a survey slot on your public booking page.
Send the estimate with the survey photos and scope attached.
Convert the quote and collect the deposit through a payment link.
Bill the remaining installments as the build progresses, with reminders on each.
Keep the inspection evidence on the job so the quote is easy to justify later.
Split a large contract into scheduled payments instead of chasing one lump sum.
On Team, assign the crew and see every active roof on one calendar.
Surveys, quotes, and invoices stay on one profile for warranty questions.
Quotes, invoices, payment links, and installments
How it worksJobs broken into tasks with owners and due dates
How it worksFiles kept with the job, shared by secure link
How it worksOne shared calendar for every job and appointment
How it worksDeposits, staged payments, tasks, and photo storage start on Solo. A roofing company with crews needs Team to assign them and see every active roof on one calendar.
Solo is $15 a month for one person. Team is $13 per user a month. The Free plan needs no credit card.
Compare plans and pricesBook a 15-minute demo and we will walk through an inspection, the quote, and staged payments.