Trades / Roofing
Job management for roofers
Inspections, measures, quotes, deposits, materials and installs, with crews changing between stages and every cost landing on the right job.
Starts with workflows for roofers
A new roofing business starts with these workflows. Rename the steps, add the tasks in each one and who usually does them, or add your own.
Roof repair
- Inspection
- Quote sent
- Approved
- Scheduled
- In progress
- Completed
Re-roof
- Enquiry
- Site measure
- Quote sent
- Deposit paid
- Materials ordered
- Install
- Final inspection
- Invoiced
What roofers use most
Deposits and progress claims
Invoice a deposit as a percentage of the quote, claim progress as the job moves, then the balance, with GST right on every line. More
Materials ordered for the job
Supplier quotes side by side, purchase orders delivered to the site, and bills checked against the order. More
Crew changes between stages
Hand a task to another crew with a reason; the history keeps who had it, when and why. More
Working at heights tickets
Working at heights, EWP and White Card tickets with expiry reminders. More
What the job really made
Each job shows its labour, materials and purchases against what was accepted, so you see the margin before the next quote. More
See it with your own jobs
Tell us about your team and we will show you OzTrady with a sample roofing business.