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What is RooferForms?

RooferForms provides an efficient roofing document workflow specifically designed for independent contractors and smaller roofing teams. This platform allows users to transform organized project details into well-crafted roofing proposals, contract drafts, change orders, scopes of work, estimates, and detailed insurance documentation packages. Contractors can take advantage of roofing-specific templates to adjust project scope, materials, pricing, payment terms, warranties, exclusions, and timelines, along with the option to download client-ready documents. A user-friendly, free web-based contract builder is available without requiring account registration. Furthermore, users have the choice to purchase the Pro Scope & Contract Pack for a one-time fee of $29, which includes editable DOCX and PDF templates. Although RooferForms focuses primarily on document creation, it does not offer comprehensive CRM, dispatch, accounting, or project management features. It's crucial to understand that the templates and recommendations provided are meant for general business use and should not be interpreted as legal or insurance counsel. Users can efficiently craft and tailor their documents, ensuring a polished presentation for all their roofing endeavors, enhancing their professionalism and client relations.

What is RoofIT?

RoofIT is an all-in-one CRM solution designed specifically for roofing companies, helping them stay organized, connected, and profitable by bringing together every facet of their operations into an intuitive platform that the entire team can easily navigate. This innovative software enhances job management, enabling users to track projects from the initial lead to final completion, and incorporates automated workflows to aid in scheduling, task management, and smooth communication between office staff and field teams. Offering the ability to produce real-time reports, RoofIT supplies valuable insights into performance, revenue, and productivity through live data, which enhances both team collaboration and customer interactions by allowing immediate sharing of updates, photos, and notes, thereby reducing the risk of scattered communications and overlooked details. In addition, the software features integrated accounting capabilities with QuickBooks Online, which helps eliminate the hassle of duplicate entry for estimates, invoices, and expenses, while also providing supplier integrations that facilitate easy ordering of materials from partners such as ABC Supply and SRS Distribution, with direct access to live pricing and delivery tracking within job files. RoofIT not only acts as a software tool but also serves as an essential ally in refining and improving the operational efficiency of your roofing business. Ultimately, it empowers teams to work more effectively together, leading to better outcomes for both the business and its customers.

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Media

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$0 free; $29 one-time
Free Version
Free Trial Offered?

Pricing Information

$349 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RooferForms

Date Founded

2026

Company Location

China

Company Website

getrooferforms.com

Company Facts

Organization Name

RoofIT

Company Location

United States

Company Website

roofitsolutions.com

Categories and Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Categories and Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

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