Requirements checklist
What to ask for when choosing software for roofing contractors.
A checklist built from how roofing contractors work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Roof inspection and measurement
- Quotations from your rate list
- Material orders and deliveries
- Crew days and scheduling
- Variations and stage bills
- Leak calls and warranty records
- Safety and site checks
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For estimators
- For the office
- For crew leads
- For yard and stores staff
Reports to ask for
Ask to see each one with your own sample data.
- Quotations open, won and lost by covering type
- Roofs by stage and crew, with days lost to rain
- Tiles, battens and lead ordered against area measured
- Stage bills raised and retention held back
- Dues by client, oldest first
- Variations approved and unbilled, such as timber repairs
- Warranty and gutter-clearing reminders due
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Online payment gateway
- Accounting software export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for new roofs, repairs or both?
- Will quotations use our own covering and labour rates?
- Can it compare material ordered with material measured?
- How are variations handled?
- Do crews work from a phone?
- Can the figures reach our accountant’s package?
- Can open roofs and unpaid bills be moved?
- Who owns the data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Measurements live in notebooks
- Weather moves the whole schedule
- Extra work is not recorded
- Material is ordered twice or short
- Warranty calls have no history
Prefer to talk it through? See the roofing contractors page.