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Best Task & To-Do List Management Tools for Roofing Companies in 2026: 9 Top Reviews

Albert Richer
Curated by :
Albert Richer
Updated Jan 29, 2026

You can explore the entire category inside our Task Management & Punch List Tools guide. Other Software products for Trade Contractors.

Other Software products for Trade Contractors.

Task & To-Do List Management Tools for Roofing Companies
Albert Richer

Finding the Right Fit: An Honest Look at Task & To-Do List Management Tools for Roofing Companies In the quest for efficient task management, comparative analysis of software specifications indicates that functionality and user interface are crucial for roofing professionals. Market research shows that tools like Trello and Asana frequently receive positive ratings for their intuitive design, making project tracking feel less like a chore and more like a game of Tetris—except, hopefully, with fewer pieces falling off the table. Customer feedback trends suggest that while many users appreciate the flexibility of these platforms, they often find features like Gantt charts in Monday.com to be overrated for their day-to-day task management needs. In fact, studies indicate that about 70% of users prioritize mobile accessibility, which tools like Todoist provide with ease. Interestingly, many consumers suggest that pricing is a significant factor, with popular options ranging from free versions to subscriptions around $10 per user monthly. This aligns with industry reports showing that roofing companies often seek budget-friendly solutions that still deliver on performance. Finding the Right Fit: An Honest Look at Task & To-Do List Management Tools for Roofing Companies In the quest for efficient task management, comparative analysis of software specifications indicates that functionality and user interface are crucial for roofing professionals.

Similar Categories
1
Expert Score
9.8 / 10
599
77
SEAMLESS WORKFLOW
MOBILE ACCESS
1
Roofing Business Management Software
9.8

Roofing Business Management Software

Roofing Business Management Software
View Website
This SaaS solution is custom-made for the roofing industry, offering features that address specific needs such as workflow management, permission control, and live data syncing. Its intuitive, no-code platform allows roofing professionals to easily adapt the software as their business grows and evolves.
This SaaS solution is custom-made for the roofing industry, offering features that address specific needs such as workflow management, permission control, and live data syncing. Its intuitive, no-code platform allows roofing professionals to easily adapt the software as their business grows and evolves.
SEAMLESS WORKFLOW
MOBILE ACCESS

Best for teams that are

  • Tech-savvy users wanting to build a custom CRM/ERP
  • Teams with data in Airtable/Sheets needing a custom portal
  • Businesses wanting to avoid per-seat pricing models

Skip if

  • Users wanting an out-of-the-box, ready-to-use solution
  • Non-technical teams unwilling to build their own tools
  • Companies needing immediate, specialized roofing support

Expert Take

Our analysis shows Softr is a standout choice for roofing businesses that want to build a custom workflow rather than adapting to rigid software. Research indicates its deep integration with Airtable and Google Sheets allows you to turn existing data into a professional client portal or field app in minutes. Based on documented security certifications like SOC 2 and ISO 27001, it offers enterprise-grade protection that is often missing in similar no-code tools.

Pros

  • Build custom roofing apps without coding
  • Deep native integration with Airtable & Google Sheets
  • Enterprise-grade security (SOC 2, ISO 27001)
  • Includes client portals for homeowner updates
  • Generous free plan for small teams

Cons

  • Requires internet access (no offline mode)
  • No native mobile app (PWA only)
  • Design customization is limited to blocks
  • Pricing scales steeply with user count
  • Not a dedicated vertical roofing SaaS
2
Expert Score
9.7 / 10
642
102
REAL-TIME COLLABORATION
2
Buildern Construction Task Management
9.7

Buildern Construction Task Management

Buildern Construction Task Management
View Website
Buildern is a powerful task management tool dedicated to meet the demands of roofing companies. It simplifies To-Do list management by allowing teams to assign tasks, set deadlines, and track progress from a single platform, ensuring efficient project completion and improved productivity.
Buildern is a powerful task management tool dedicated to meet the demands of roofing companies. It simplifies To-Do list management by allowing teams to assign tasks, set deadlines, and track progress from a single platform, ensuring efficient project completion and improved productivity.
REAL-TIME COLLABORATION

Best for teams that are

  • Construction companies managing complex residential projects
  • Teams needing robust scheduling and financial management
  • Builders requiring detailed cost catalogs and budgeting

Skip if

  • Roofers wanting a simple, roofing-specific sales tool
  • Small service-only teams not doing full construction
  • Users looking for a dedicated field reporting app

Expert Take

Our analysis shows Buildern stands out for its verified "two-way syncing" with Xero and QuickBooks, ensuring financial data integrity without manual double-entry. We appreciate the "transparent pricing" model that includes unlimited projects and field workers, a rarity in the sector. Additionally, the inclusion of "critical path" and "four types of task dependencies" in the scheduling module demonstrates a depth of capability often reserved for enterprise-level tools.

Pros

  • Transparent pricing with no setup fees
  • Two-way QuickBooks & Xero sync
  • Gantt charts with critical path
  • Unlimited projects and field users
  • Responsive customer support team

Cons

  • Recent mobile app update issues
  • Smaller user base than competitors
  • Conflicting encryption info on Play Store
  • Some features still in development
  • Limited native integrations beyond accounting
3
Expert Score
9.7 / 10
520
132
INDUSTRY SPECIFIC
LEAD MANAGEMENT
3
Sunbase Roofing Software
9.7

Sunbase Roofing Software

Sunbase Roofing Software
View Website
Sunbase Roofing Software is a comprehensive solution specifically designed to manage the complex workflows of roofing contractors. The tool allows for efficient lead management, estimate creation, project tracking, and crew scheduling, addressing the industry-specific needs of roofing professionals.
Sunbase Roofing Software is a comprehensive solution specifically designed to manage the complex workflows of roofing contractors. The tool allows for efficient lead management, estimate creation, project tracking, and crew scheduling, addressing the industry-specific needs of roofing professionals.
INDUSTRY SPECIFIC
LEAD MANAGEMENT

Best for teams that are

  • Solar and roofing companies needing a unified platform
  • Businesses wanting an all-in-one solution for sales and ops
  • Teams needing integrated canvassing and territory management

Skip if

  • Users intolerant of potential bugs or support issues
  • Companies needing a highly polished, glitch-free mobile experience
  • Small teams who find enterprise-level features overwhelming

Expert Take

Our analysis shows that Sunbase stands out by integrating door-to-door canvassing tools directly with core project management and CRM features, a combination often requiring separate subscriptions. Research indicates it effectively consolidates the roofing tech stack, offering native integrations with industry standards like EagleView and QuickBooks. While some users report support challenges, its depth of features for sales-driven roofing companies makes it a compelling all-in-one option.

Pros

  • All-in-one CRM, project management, and estimating
  • Built-in door-to-door canvassing tools
  • Integrates with QuickBooks and EagleView
  • Mobile app for field team coordination
  • Automated lead follow-up sequences

Cons

  • Pricing is not publicly available
  • Reports of slow technical support resolution
  • Some users claim features are buggy
  • Mixed reviews regarding promise vs. delivery
  • Steeper learning curve for full feature set
4
Expert Score
9.5 / 10
516
69
STREAMLINED SCHEDULING
4
JobNimbus Roofing CRM Tasks
9.5

JobNimbus Roofing CRM Tasks

JobNimbus Roofing CRM Tasks
View Website
JobNimbus Roofing CRM Tasks is a highly specialized software solution designed to cater to the unique needs of roofers. It allows users to efficiently manage reminders, to-dos, follow-ups, and appointments, centralizing all critical information in one accessible platform. This makes it perfectly suited for roofing companies who need a streamlined, industry-specific task management tool.
JobNimbus Roofing CRM Tasks is a highly specialized software solution designed to cater to the unique needs of roofers. It allows users to efficiently manage reminders, to-dos, follow-ups, and appointments, centralizing all critical information in one accessible platform. This makes it perfectly suited for roofing companies who need a streamlined, industry-specific task management tool.
STREAMLINED SCHEDULING

Best for teams that are

  • Growing teams wanting customizable workflows and Kanban boards
  • Companies prioritizing sales pipeline and lead tracking
  • Contractors who want to integrate with tools like Beacon and EagleView

Skip if

  • Users wanting a plug-and-play system without setup time
  • Teams needing advanced native field safety reporting
  • Contractors who prefer rigid, pre-defined workflows

Expert Take

Our analysis shows JobNimbus stands out for its highly visual 'Boards' interface that simplifies complex roofing workflows into a drag-and-drop experience. Research indicates its automation engine is particularly powerful, allowing contractors to trigger tasks and communications automatically based on job status changes. While the lack of native recurring tasks is a documented limitation, the deep integrations with industry tools like EagleView and QuickBooks make it a comprehensive command center for growing roofing businesses.

Pros

  • Visual drag-and-drop job boards
  • Robust if/then automation logic
  • Deep integration with EagleView/QuickBooks
  • Customizable task types and workflows
  • Strong market presence and community

Cons

  • No native recurring tasks
  • Complex, hidden pricing structure
  • Mobile app sync/offline glitches
  • Steep learning curve for automations
  • Extra fees for texting/add-ons
5
Expert Score
9.3 / 10
646
158
5
AccuLynx Roofing CRM
9.3

AccuLynx Roofing CRM

AccuLynx Roofing CRM
View Website
AccuLynx is a comprehensive CRM software designed specifically for roofing companies. It connects all aspects of a roofing business in real time, from field workers to office staff, ensuring efficient task management and improved productivity.
AccuLynx is a comprehensive CRM software designed specifically for roofing companies. It connects all aspects of a roofing business in real time, from field workers to office staff, ensuring efficient task management and improved productivity.

Best for teams that are

  • Mid-to-large roofing companies scaling their operations
  • Teams needing end-to-end production and labor management
  • Contractors requiring integrated material ordering and aerial measurements

Skip if

  • Small startups or solo contractors with limited budgets
  • Users seeking a simple, lightweight mobile app
  • Companies that do not need complex project management features

Expert Take

AccuLynx is a game-changer for the roofing industry. It's not just a general CRM; it's tailored specifically for roofers, addressing their unique needs. It streamlines task management, connects field workers with office staff in real time, and boosts productivity. Roofing professionals love it because it makes their job easier and more efficient, and because it's flexible, with optional add-ons to meet their specific needs.

Pros

  • Industry-specific features
  • Real-time connectivity
  • Efficient task management
  • Improved productivity
  • Optional add-ons

Cons

  • Pricing per user may be costly for larger teams
  • Additional cost for add-ons
  • Potential complexity for non-tech savvy users
6
Expert Score
9.3 / 10
576
32
TASK MASTERY
DATA-DRIVEN DECISIONS
6
Raken Roofing Contractor Software
9.3

Raken Roofing Contractor Software

Raken Roofing Contractor Software
View Website
Raken is a tailored software solution designed to streamline daily reports for commercial roofers. With its easy-to-use tools and workflows, it drastically improves data quality, enabling roofing contractors to manage tasks and to-do lists more efficiently.
Raken is a tailored software solution designed to streamline daily reports for commercial roofers. With its easy-to-use tools and workflows, it drastically improves data quality, enabling roofing contractors to manage tasks and to-do lists more efficiently.
TASK MASTERY
DATA-DRIVEN DECISIONS

Best for teams that are

  • Commercial roofers prioritizing field reporting and safety
  • Teams needing simple daily logs and time tracking
  • Superintendents requiring offline mobile field access

Skip if

  • Companies looking for sales, estimating, or CRM features
  • Residential roofers primarily needing lead management
  • Teams needing complex scheduling or financial tools

Expert Take

Our analysis shows Raken excels by prioritizing the field user experience, resulting in higher adoption rates among crews who typically resist software. Research indicates its specialized roofing features, such as material tracking against estimates and automated weather capture, directly address niche pain points. Based on documented integrations with Procore and Sage, it bridges the gap between field data and office reporting effectively.

Pros

  • Field-first design ensures high crew adoption
  • Automated daily reports with weather data
  • Library of 100+ digital toolbox talks
  • Seamless Procore and accounting integrations
  • Time-stamped photo and video documentation

Cons

  • Android app prone to crashes/glitches
  • No transparent public pricing available
  • Web app lacks some mobile features
  • Manual data entry sometimes required
  • Limited bulk editing capabilities
7
Expert Score
9.1 / 10
351
124
INTUITIVE INTERFACE
CLIENT RELATIONS PRO
7
Roofr CRM
9.1

Roofr CRM

Roofr CRM
View Website
Roofr CRM is a comprehensive solution designed specifically for roofing companies. Its interactive dashboard captures leads and transforms them into detailed customer records, complete with real-time activity logs. This tool streamlines task management, increases productivity, and enhances client relationships, making it a vital asset for professionals in the roofing industry.
Roofr CRM is a comprehensive solution designed specifically for roofing companies. Its interactive dashboard captures leads and transforms them into detailed customer records, complete with real-time activity logs. This tool streamlines task management, increases productivity, and enhances client relationships, making it a vital asset for professionals in the roofing industry.
INTUITIVE INTERFACE
CLIENT RELATIONS PRO

Best for teams that are

  • Sales-focused teams needing fast estimates and measurements
  • Small-to-medium roofers wanting an affordable, easy tool
  • Contractors who want to generate proposals in minutes

Skip if

  • Large enterprises needing complex production management
  • Teams requiring deep customization or offline field access
  • Businesses needing advanced inventory or fleet tracking

Expert Take

Our analysis shows Roofr has successfully disrupted the roofing software market by combining an affordable CRM with ultra-fast, low-cost measurement reports. Research indicates that while it lacks the 3D modeling of premium competitors, its integration with major suppliers like ABC Supply and SRS Distribution creates a seamless 'measure-to-order' workflow. Based on documented user feedback, it is the ideal solution for residential roofers prioritizing speed and ease of use over complex enterprise features.

Pros

  • Measurement reports cost only $13-$19
  • Reports delivered in under 3 hours
  • Direct material ordering from ABC Supply
  • Instant Estimator for website lead capture
  • Highly intuitive and easy to use

Cons

  • No native mobile app (browser only)
  • Lacks 3D roof modeling features
  • Pitch measurements sometimes require verification
  • Reporting features are basic for large teams
  • Relies on Zapier for many CRM integrations
8
Expert Score
8.8 / 10
577
134
ROOFING EFFICIENCY BOOST
ALL-IN-ONE SOLUTION
8
Houzz Pro Roofer Software
8.8

Houzz Pro Roofer Software

Houzz Pro Roofer Software
View Website
Houzz Pro Roofer Software is specifically designed for roofing business management. It streamlines lead management, estimation, proposal, and invoicing processes, meeting the unique needs of roofing professionals. The software is a comprehensive solution that simplifies project management and enhances productivity.
Houzz Pro Roofer Software is specifically designed for roofing business management. It streamlines lead management, estimation, proposal, and invoicing processes, meeting the unique needs of roofing professionals. The software is a comprehensive solution that simplifies project management and enhances productivity.
ROOFING EFFICIENCY BOOST
ALL-IN-ONE SOLUTION

Best for teams that are

  • Design-build firms or remodelers offering roofing services
  • Contractors wanting 3D visualization and marketing tools
  • Businesses needing client portals and lead generation combined

Skip if

  • Commercial roofers needing heavy production management
  • Contractors wanting a standalone, low-cost field tool
  • Users who do not need design or marketing features

Expert Take

Our analysis shows Houzz Pro stands out for roofers who want to combine technical estimation with visual sales. Research indicates the takeoff tool's ability to handle roof pitch logic and grouping (hips, valleys) is robust, streamlining the bid process. Unlike standard CRMs, it integrates marketing and lead generation directly into the workflow, making it a strong choice for design-conscious roofing businesses looking to grow their brand visibility.

Pros

  • Integrated digital takeoff with roof pitch logic
  • All-in-one CRM, estimating, and project management
  • Built-in lead generation and marketing tools
  • Modern, user-friendly interface with mobile app
  • Visual sales tools like 3D floor plans

Cons

  • Strict annual contracts with auto-renewal issues
  • Mixed reports on lead quality and ROI
  • Lacks direct material ordering integrations (e.g., Beacon)
  • Support sometimes prioritizes upselling
  • Cancellation process is reported as difficult
9
Expert Score
8.8 / 10
673
81
9
ProLine Roofing CRM
8.8

ProLine Roofing CRM

ProLine Roofing CRM
View Website
ProLine Roofing CRM is a task management SaaS solution specifically designed for roofing companies. It streamlines project progress tracking and task management, allowing industry professionals to automatically generate tasks based on project status. It's highly efficient as it doesn't require opening a new browser tab to check off tasks.
ProLine Roofing CRM is a task management SaaS solution specifically designed for roofing companies. It streamlines project progress tracking and task management, allowing industry professionals to automatically generate tasks based on project status. It's highly efficient as it doesn't require opening a new browser tab to check off tasks.

Best for teams that are

  • Residential roofers prioritizing speed-to-lead and automation
  • Sales teams wanting a mobile-first, communication-focused tool
  • Contractors looking to automate follow-ups and reviews

Skip if

  • Commercial contractors needing complex project management
  • Teams needing extensive third-party integrations
  • Users who prefer desktop-heavy workflows over mobile

Expert Take

Our analysis shows ProLine differentiates itself through a 'communication-first' architecture rather than just data management. Research indicates their built-in phone system and automated follow-up sequences directly address the 'speed-to-lead' challenge common in roofing. While they openly admit to being 'scrappy' with some interface limitations, the inclusion of a robust free plan and transparent ROI claims makes them a compelling choice for sales-focused contractors.

Pros

  • Built-in virtual phone system for seamless communication
  • Automated speed-to-lead and follow-up sequences
  • Generous free plan with no expiration
  • US-based support with free onboarding
  • Multi-option quoting capabilities included

Cons

  • Mobile app load times can be slow
  • No native aerial measurement tools
  • High starting price for paid plans ($497/mo)
  • Interface described as 'scrappy' by developers
  • Lacks complex project management features

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support Popular Integrations Supports SSO Starting Price
1 Roofing Business Management Software
Not specified No Contact for trial No No Email/Ticket only Limited integrations No Custom pricing
2 Buildern Construction Task Management
Not specified No Yes - 14 days No No Email/Ticket only Limited integrations No Flexible pricing
3 Sunbase Roofing Software
Not specified No Contact for trial No No Email/Ticket only Limited integrations No Contact for pricing
4 JobNimbus Roofing CRM Tasks
Yes No Yes - 14 days Yes Yes Yes QuickBooks, Zapier, Google Calendar No $25/user/month
5 AccuLynx Roofing CRM
Yes No Contact for trial Yes Yes Yes QuickBooks, EagleView, Google Workspace No $85/user/month
6 Raken Roofing Contractor Software
Yes No Yes - 7 days No No Email/Ticket only Procore, Autodesk, OneDrive No $12/user/month
7 Roofr CRM
Yes No Contact for trial No No Email/Ticket only Google Maps, QuickBooks, DocuSign No Contact for pricing
8 Houzz Pro Roofer Software
Yes No Yes - 14 days No No Yes QuickBooks, Stripe, Mailchimp No $59/month
9 ProLine Roofing CRM
Not specified No No No No Email/Ticket only Limited integrations No Custom pricing
1

Roofing Business Management Software

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Custom pricing
2

Buildern Construction Task Management

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Flexible pricing
3

Sunbase Roofing Software

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Contact for pricing
4

JobNimbus Roofing CRM Tasks

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Zapier, Google Calendar
Supports SSO
No
Starting Price
$25/user/month
5

AccuLynx Roofing CRM

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
Popular Integrations
QuickBooks, EagleView, Google Workspace
Supports SSO
No
Starting Price
$85/user/month
6

Raken Roofing Contractor Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 7 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Procore, Autodesk, OneDrive
Supports SSO
No
Starting Price
$12/user/month
7

Roofr 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
Popular Integrations
Google Maps, QuickBooks, DocuSign
Supports SSO
No
Starting Price
Contact for pricing
8

Houzz Pro Roofer Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
Popular Integrations
QuickBooks, Stripe, Mailchimp
Supports SSO
No
Starting Price
$59/month
9

ProLine Roofing CRM

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Custom pricing

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How We Rank Products

Our Evaluation Process

In evaluating task and to-do list management tools specifically designed for roofing companies, the methodology relied on a comprehensive analysis of key factors such as software specifications, feature sets, customer reviews, and overall ratings. The selection process prioritized considerations unique to the roofing industry, including job tracking capabilities, integration with other roofing management solutions, and ease of use for crew members. Rankings were determined by analyzing data collected from customer feedback and ratings across multiple platforms, along with a comparative review of the price-to-value ratio for each product. This approach ensured an objective assessment of the products, providing roofing companies with insights into the tools that best meet their operational needs.

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 features tailored for roofing companies.
  • Selection criteria focus on task management capabilities and integration options specific to the roofing industry.
  • Comparison methodology analyzes customer feedback and expert reviews to ensure reliable recommendations.
How We Evaluate Products

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Score Breakdown

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