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You can review the entire group through our Collaboration & Work Management Platforms overview. Other Software products for Trade Contractors.

Other Software products for Trade Contractors.

Collaboration & Work Management Platforms for Roofing Companies
Albert Richer

Choosing the Right Collaboration & Work Management Platforms for Roofing Companies: What the Research Says When it comes to selecting collaboration and work management platforms tailored for roofing companies, market research shows that not all tools are created equal. Analysis of thousands of customer reviews indicates that platforms like Procore and JobNimbus consistently score high in user satisfaction, particularly for their intuitive interfaces and robust features designed for project tracking. Users often report that Procore's mobile accessibility is a game changer on job sites, allowing for real-time updates and seamless communication among team members. In contrast, some platforms, like Trello, while popular for general project management, may not cater specifically to the nuanced needs of roofing contractors—an important consideration when every minute on a job site counts. Why does everyone think you need to spend $$$ on software? Well, studies suggest that investing in the right tools can actually save time and reduce errors in the long run. Choosing the Right Collaboration & Work Management Platforms for Roofing Companies: What the Research Says When it comes to selecting collaboration and work management platforms tailored for roofing companies, market research shows that not all tools are created equal.

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1
Expert Score
9.8 / 10
589
120

AccuLynx Roofing CRM

AccuLynx Roofing CRM
View Website
AccuLynx is a robust CRM solution purpose-built for roofing businesses. It seamlessly integrates every aspect of a roofing business from field operations to office management, enabling real-time communication and collaboration across teams. Its industry-specific features streamline workflow, improve productivity, and boost profitability, making it an indispensable tool for roofing professionals.
AccuLynx is a robust CRM solution purpose-built for roofing businesses. It seamlessly integrates every aspect of a roofing business from field operations to office management, enabling real-time communication and collaboration across teams. Its industry-specific features streamline workflow, improve productivity, and boost profitability, making it an indispensable tool for roofing professionals.

Best for teams that are

  • Mid-to-large roofing companies requiring an all-in-one business management suite
  • Contractors needing direct material ordering integrations with ABC Supply and SRS
  • Teams that value dedicated customer success resources and US-based support

Skip if

  • Small startups or budget-conscious firms due to higher costs and add-on fees
  • Businesses requiring open API access or deep customization outside preset workflows
  • Companies looking for a simple, lightweight tool just for estimates

Expert Take

Our analysis shows AccuLynx stands out for its deep integration with material distributors like ABC Supply and SRS, allowing contractors to order directly from estimates. Research indicates it offers a true end-to-end solution, from aerial measurement ordering to production scheduling, specifically tailored for the roofing workflow. While it commands a premium price, the seamless connection between estimating and ordering provides significant operational efficiency.

Pros

  • Direct material ordering (ABC/SRS)
  • Integrated aerial measurements (EagleView)
  • Comprehensive production management
  • Strong industry reputation
  • Dedicated mobile field app

Cons

  • High monthly cost per user
  • Extra fees for add-on features
  • No public pricing transparency
  • Closed API limits customization
  • Steep learning curve for some
2
Expert Score
9.7 / 10
632
152
EFFECTIVE SCHEDULING

Roofr Roofing Software

Roofr Roofing Software
View Website
Roofr is a comprehensive software solution specifically designed for roofing companies. It manages customer relationships, provides instant estimates, measurements, proposals, and even facilitates payments and material ordering, streamlining the entire roofing process and addressing the unique needs of this industry.
Roofr is a comprehensive software solution specifically designed for roofing companies. It manages customer relationships, provides instant estimates, measurements, proposals, and even facilitates payments and material ordering, streamlining the entire roofing process and addressing the unique needs of this industry.
EFFECTIVE SCHEDULING

Best for teams that are

  • Sales-focused roofing teams needing instant estimates and professional proposals
  • Contractors seeking affordable, pay-as-you-go aerial roof measurement reports
  • Small to mid-size residential roofers prioritizing speed and ease of use

Skip if

  • Large operations requiring complex project management or full-cycle CRM depth
  • Teams needing robust offline capabilities or a native mobile app for field production
  • Commercial contractors needing advanced heavy construction financial tools

Expert Take

Our analysis shows Roofr effectively democratizes access to aerial measurements and digital sales tools for residential contractors. Research indicates the 'Instant Estimator' is a significant differentiator, allowing businesses to capture qualified leads directly from their website. Based on documented features, the platform prioritizes speed and simplicity over complex project management, making it an ideal 'sales-first' solution for small-to-mid-sized roofing companies.

Pros

  • Instant Estimator tool captures leads 24/7
  • Free Pay-As-You-Go plan available
  • Proposals generated in under 5 minutes
  • Affordable aerial reports ($10-$19)
  • Real-time ABC Supply material pricing

Cons

  • No native mobile app (browser only)
  • Measurement accuracy issues with tree cover
  • Limited advanced reporting and analytics
  • Per-report costs add up for high volume
  • Less suitable for complex commercial projects
3
Expert Score
9.6 / 10
700
66
ROOFING-SPECIFIC CRM
INSTANT ESTIMATES

STACK Roofing Construction Software

STACK Roofing Construction Software
View Website
STACK's roofing construction software is specifically designed to address the collaboration, planning, and tracking needs of roofing contractors. Its cloud-based platform allows for real-time data sharing and project overview, enabling roofing companies to manage resources and timelines more efficiently, leading to increased productivity and profitability.
STACK's roofing construction software is specifically designed to address the collaboration, planning, and tracking needs of roofing contractors. Its cloud-based platform allows for real-time data sharing and project overview, enabling roofing companies to manage resources and timelines more efficiently, leading to increased productivity and profitability.
ROOFING-SPECIFIC CRM
INSTANT ESTIMATES

Best for teams that are

  • Estimators and contractors focused on precise, cloud-based digital takeoffs
  • Teams needing to collaborate on blueprints and pre-construction planning remotely
  • Businesses looking to speed up the bidding process with accurate material counts

Skip if

  • Companies seeking a comprehensive CRM or field service management platform
  • Field crews needing a mobile-first application for daily job logging
  • Small service-based businesses that do not require complex blueprint takeoffs

Expert Take

Our analysis shows STACK distinguishes itself through its 'Roof AI' capability, which automates the tedious process of measuring pitch and slope from aerial imagery. Research indicates it is more than just a digitizer; its deep integrations with ERPs like Acumatica and Sage Intacct make it a powerful preconstruction hub. While the price point is premium, the inclusion of unlimited training ensures teams can actually leverage the advanced feature set.

Pros

  • Roof AI automates aerial takeoffs
  • Cloud-based access from any device
  • Native integrations with Sage & Acumatica
  • Unlimited training for premium users
  • Free version available for basic use

Cons

  • High starting price ($2,999/user/yr)
  • Performance lag on large plans
  • Annual renewal price increases
  • Limited mobile app functionality
  • Steep learning curve for advanced features
4
Expert Score
9.4 / 10
640
52
REAL-TIME COLLABORATION
CLOUD-BASED ACCESS

BUILDFitters Project Management App

BUILDFitters Project Management App
View Website
BUILDFitters is a SaaS solution designed specifically for roofing companies. It enhances collaboration by connecting field teams with office staff, offering real-time visibility and enriched decision-making. The app is highly intuitive, making task tracking, project management, and communication seamless and efficient.
BUILDFitters is a SaaS solution designed specifically for roofing companies. It enhances collaboration by connecting field teams with office staff, offering real-time visibility and enriched decision-making. The app is highly intuitive, making task tracking, project management, and communication seamless and efficient.
REAL-TIME COLLABORATION
CLOUD-BASED ACCESS

Best for teams that are

  • AEC companies already invested in the Microsoft Dynamics 365 ecosystem
  • Firms needing end-to-end management from sales opportunity to post-construction
  • Organizations requiring deep integration with Microsoft Teams and Office 365

Skip if

  • Small roofing businesses without existing Microsoft infrastructure
  • Contractors looking for a standalone, plug-and-play mobile app
  • Teams with limited IT resources to manage Dynamics 365 implementations

Expert Take

Our analysis shows BUILDFitters stands out for its native architecture on Microsoft Dynamics 365, making it a powerhouse for firms already invested in the Microsoft ecosystem. Research indicates the 'AI Project Agent' provides tangible value by automating status reports and flagging risks early. Based on documented features, it bridges the gap between CRM and project management seamlessly, offering a unified data environment that many standalone competitors cannot match.

Pros

  • Native Microsoft Dynamics 365 integration
  • AI-powered risk assessment agents
  • Comprehensive lifecycle management
  • Seamless Microsoft Teams collaboration
  • Mobile app for field operations

Cons

  • High initial implementation fees ($13k+)
  • Fewer third-party user reviews
  • Requires Microsoft ecosystem buy-in
  • Complex setup for small teams
5
Expert Score
9.3 / 10
443
140
MATERIAL MANAGEMENT
LEAD NURTURING

Contractors Cloud CRM

Contractors Cloud CRM
View Website
Designed specifically for the roofing industry, Contractors Cloud CRM offers a comprehensive solution that addresses the complex project management and client relationship needs of roofing companies. It streamlines the entire business process from lead generation to project completion, significantly enhancing productivity and efficiency.
Designed specifically for the roofing industry, Contractors Cloud CRM offers a comprehensive solution that addresses the complex project management and client relationship needs of roofing companies. It streamlines the entire business process from lead generation to project completion, significantly enhancing productivity and efficiency.
MATERIAL MANAGEMENT
LEAD NURTURING

Best for teams that are

  • Growing contractors who require high workflow customization and detailed tracking
  • Companies willing to invest time in setup to build a tailored project management system
  • Teams needing strong project management focus over pure sales features

Skip if

  • Users wanting an out-of-the-box solution with zero setup time
  • Field teams relying heavily on a robust, native mobile app experience
  • Small businesses intimidated by steep learning curves and complex interfaces

Expert Take

Our analysis shows Contractors Cloud stands out for its unique 'Active User Billing' model, which ensures companies only pay for employees who actually log in—a rarity in SaaS pricing. Research indicates that while the interface has historically been criticized as outdated, the depth of customization and the upcoming 'Stratus' update demonstrate a commitment to modernization. The combination of free lifetime training and robust integrations with tools like EagleView makes it a powerful, albeit complex, solution for serious contractors.

Pros

  • Active user billing saves money
  • Highly customizable workflows
  • Free lifetime training included
  • Deep industry integrations (EagleView)
  • Dedicated customer/vendor portals

Cons

  • Steep learning curve
  • Interface feels outdated/DOS-like
  • Mobile app lacks full web features
  • Mandatory setup fee ($800)
  • Complex initial configuration
6
Expert Score
9.3 / 10
436
153

Dataforma Roofing CRM

Dataforma Roofing CRM
View Website
Dataforma is a specialized CRM solution designed specifically for roofing contractors. It allows these professionals to track client data, manage appointments, and nurture leads all in one place, addressing the unique needs of this industry such as project management, work scheduling, and customer relationship management.
Dataforma is a specialized CRM solution designed specifically for roofing contractors. It allows these professionals to track client data, manage appointments, and nurture leads all in one place, addressing the unique needs of this industry such as project management, work scheduling, and customer relationship management.

Best for teams that are

  • Commercial roofing contractors managing complex service departments and work orders
  • Companies needing detailed building service histories and warranty management
  • Operations requiring a robust database for commercial projects and dispatching

Skip if

  • Strictly residential roofing companies with simple replacement workflows
  • Users who prioritize modern, sleek user interfaces over deep functionality
  • Small teams wanting a quick setup without extensive training

Expert Take

Our analysis shows Dataforma stands out for its deep specialization in the commercial roofing sector, offering critical features like warranty management and building history tracking that generic CRMs miss. Research indicates it was built by contractors, which is evident in its workflow design, though this comes with a trade-off of a steeper learning curve and a dated interface. It is a powerhouse for mid-to-large commercial operations that need to manage complex assets and maintenance contracts.

Pros

  • Specialized warranty and maintenance contract management
  • Comprehensive building history and asset tracking
  • Robust GPS tracking and mobile time cards
  • Created by contractors specifically for the industry
  • Responsive customer support team

Cons

  • Lacks true offline mode for field app
  • Steep learning curve and clunky interface
  • Expensive per-user pricing for small businesses
  • Requires double entry for some accounting tasks
  • Lengthy back-end setup required
7
Expert Score
9.2 / 10
404
40
PROFIT BOOSTERS
CLIENT MANAGEMENT

RedTeam Construction Management

RedTeam Construction Management
View Website
RedTeam offers a comprehensive suite of tools specifically designed for the unique needs of roofing companies. It streamlines workflow, enhances collaboration among teams and clients, and ensures efficient project management through its cloud-based software.
RedTeam offers a comprehensive suite of tools specifically designed for the unique needs of roofing companies. It streamlines workflow, enhances collaboration among teams and clients, and ensures efficient project management through its cloud-based software.
PROFIT BOOSTERS
CLIENT MANAGEMENT

Best for teams that are

  • Commercial General Contractors (GCs) managing complex construction projects
  • Mid-sized firms seeking a comprehensive alternative to Procore at a lower cost
  • Teams needing integrated tools for preconstruction, financials, and field management

Skip if

  • Small residential roofing subcontractors finding GC-focused features too complex
  • Sales-only teams looking for a simple lead tracking CRM
  • Businesses with very simple workflows that do not require AIA-style billing

Expert Take

Our analysis shows RedTeam Flex distinguishes itself with a transparent 'Active Project Value' pricing model that is rare in the construction software market. Research indicates it offers enterprise-grade financial controls—specifically native WIP reporting and AIA billing—that are often paid add-ons in competitor platforms. While the user experience spans two separate applications (Flex for office, Fieldlens for field), the depth of financial integration makes it a compelling choice for mid-sized general contractors focused on cost control.

Pros

  • Transparent pricing with published rates
  • Native AIA-style billing generation
  • Real-time Work-in-Progress (WIP) reporting
  • Strong mobile field tools via Fieldlens
  • Unlimited storage for drawings and data

Cons

  • Steep learning curve for new users
  • Occasional system lag and bugs
  • Support response times have slowed
  • Manual sync steps for some field data
  • QBO integration maps projects to sub-customers
8
Expert Score
8.9 / 10
373
41

Procore Construction Management

Procore Construction Management
View Website
Procore is a comprehensive SaaS solution designed specifically for the construction industry, including roofing companies. It provides an all-in-one platform to streamline project management, safety protocols, quality control, and budgeting, ensuring timely and efficient project completion.
Procore is a comprehensive SaaS solution designed specifically for the construction industry, including roofing companies. It provides an all-in-one platform to streamline project management, safety protocols, quality control, and budgeting, ensuring timely and efficient project completion.

Best for teams that are

  • Large General Contractors and owners managing massive, diverse project portfolios
  • Enterprises requiring extensive third-party integrations and unlimited user models
  • Firms with revenue over $5M needing advanced financial and risk management tools

Skip if

  • Small subcontractors or residential roofers due to high cost and complexity
  • Companies with limited budgets unable to justify enterprise-level pricing
  • Teams needing a simple tool for quick residential estimates and invoices

Expert Take

What sets Procore apart for roofing companies is its strong focus on industry-specific needs. It not only streamlines project management but also provides tools for safety protocols and quality control - elements crucial in construction. It allows real-time budget updates, making it easier for project managers to keep track of costs and stick to their budget. Furthermore, with Procore's easy-to-use interface, roofing professionals can focus more on the build and less on the paperwork.

Pros

  • Industry-specific features
  • Streamlined project management
  • Real-time budget updates
  • Detailed safety protocols
  • Quality control mechanisms

Cons

  • Custom pricing may not suit all budgets
  • Learning curve for new users
  • Advanced features may be excessive for small projects
9
Expert Score
8.7 / 10
661
60
INTEGRATED PAYMENTS
MOBILE ACCESS

JobNimbus Roofing CRM

JobNimbus Roofing CRM
View Website
JobNimbus is the leading all-in-one roofing CRM software, designed specifically to cater to the needs of roofing companies. It streamlines bidding, job selling, payment collection, and growth initiatives, directly addressing the operational challenges common in the roofing industry.
JobNimbus is the leading all-in-one roofing CRM software, designed specifically to cater to the needs of roofing companies. It streamlines bidding, job selling, payment collection, and growth initiatives, directly addressing the operational challenges common in the roofing industry.
INTEGRATED PAYMENTS
MOBILE ACCESS

Best for teams that are

  • Residential roofing and exterior contractors needing flexible workflow customization
  • Teams who prefer visual Kanban boards for tracking leads and project stages
  • Businesses wanting strong integrations with CompanyCam and QuickBooks

Skip if

  • Large commercial firms needing complex heavy construction financial controls
  • Users who prefer rigid, pre-set workflows and do not want to configure settings
  • Companies requiring native AIA billing support without third-party workarounds

Expert Take

JobNimbus stands out in the roofing industry for its comprehensive, industry-specific features. It simplifies multiple facets of running a roofing business, from bidding to payment collection. Its seamless integration with popular tools like Google Calendar, QuickBooks, and CompanyCam makes it even more efficient. The software's ability to track leads, jobs, tasks, and communication in one place is a game-changer for roofing professionals, making their day-to-day operations smoother and more productive.

Pros

  • Industry-specific features
  • Seamless integration with popular tools
  • Robust customer support
  • Easy to use interface
  • Efficient project management

Cons

  • Limited customization options
  • May require training for full utilization
  • Higher price point for larger teams

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 AccuLynx Roofing CRM
Yes No No Yes No Yes Not specified QuickBooks, EagleView, SkyMeasure No Contact for pricing
2 Roofr Roofing Software
No Yes Not specified No No Yes Not specified Google Maps, QuickBooks, Stripe No $99/month
3 STACK Roofing Construction Software
Yes Yes Yes - 7 days No No Yes Not specified PlanSwift, Bluebeam, QuickBooks No $999/year
4 BUILDFitters Project Management App
Yes No Contact for trial No No Email/Ticket only Not specified Microsoft Dynamics 365, Power BI, SharePoint Yes Contact for pricing
5 Contractors Cloud CRM
Yes No Contact for trial No No Email/Ticket only Not specified QuickBooks, EagleView, Google Maps No Contact for pricing
6 Dataforma Roofing CRM
Yes No Contact for trial No No Email/Ticket only Not specified QuickBooks, Google Calendar, Microsoft Outlook No Contact for pricing
7 RedTeam Construction Management
Yes No Contact for trial No No Yes Not specified QuickBooks, Procore, Sage 100 No Contact for pricing
8 Procore Construction Management
Yes No Contact for trial Yes Yes Yes SOC 2 QuickBooks, Sage 300, Microsoft Project Yes Contact for pricing
9 JobNimbus Roofing CRM
Yes No Yes - 14 days Yes No Yes Not specified Google Calendar, QuickBooks, CompanyCam No $25/user/month
1

AccuLynx Roofing CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, EagleView, SkyMeasure
Supports SSO
No
Starting Price
Contact for pricing
2

Roofr Roofing Software

Has Mobile App
No
Has Free Plan
Yes
Has Free Trial
Not specified
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Maps, QuickBooks, Stripe
Supports SSO
No
Starting Price
$99/month
3

STACK Roofing Construction Software

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 7 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
PlanSwift, Bluebeam, QuickBooks
Supports SSO
No
Starting Price
$999/year
4

BUILDFitters Project Management App

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft Dynamics 365, Power BI, SharePoint
Supports SSO
Yes
Starting Price
Contact for pricing
5

Contractors Cloud CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, EagleView, Google Maps
Supports SSO
No
Starting Price
Contact for pricing
6

Dataforma Roofing CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Google Calendar, Microsoft Outlook
Supports SSO
No
Starting Price
Contact for pricing
7

RedTeam Construction Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Procore, Sage 100
Supports SSO
No
Starting Price
Contact for pricing
8

Procore Construction Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
QuickBooks, Sage 300, Microsoft Project
Supports SSO
Yes
Starting Price
Contact for pricing
9

JobNimbus Roofing CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Calendar, QuickBooks, CompanyCam
Supports SSO
No
Starting Price
$25/user/month

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How We Rank Products

Our Evaluation Process

The 'How We Choose' section for collaboration and work management platforms tailored for roofing companies focuses on a systematic evaluation of key factors, including product specifications, feature sets, customer reviews, and overall ratings. Specific considerations that influenced the selection process include integration capabilities with other tools, user-friendliness, customer support options, and pricing structures that align with the unique needs of roofing contractors. The research methodology employed involves a comprehensive analysis of available data, comparing specifications, synthesizing customer feedback from various platforms, and evaluating the price-to-value ratio to determine the most effective solutions for enhancing collaboration and work management in the roofing industry.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of industry standards.
  • Rankings based on in-depth analysis of user reviews and expert recommendations.
  • Selection criteria focus on features essential for effective collaboration in roofing project management.

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Score Breakdown

0.0 / 10

What This Award Means