Can roofers create and send roofing quotes?

Yes. Roofing businesses can create professional quotations using their own services and pricing and send them directly to customers.

Can ServiceFlowOS manage roof surveys and roofing jobs?

Yes. Roof surveys, repairs, replacements, installations, maintenance and follow-up visits can be scheduled and assigned to staff.

Can roofers use ServiceFlowOS from site?

Yes. ServiceFlowOS works on phones, tablets and computers so roofers can access customer and job information while working away from the office.

Does ServiceFlowOS handle roofing invoices and payments?

Yes. Roofing businesses can raise invoices, record full or partial payments, see outstanding balances and produce customer receipts.

Does ServiceFlowOS charge extra for additional roofing staff?

No. ServiceFlowOS uses one monthly price for the business rather than charging separately for every user.

Industries Built for roofing companies

CRM & job management software for roofers.

Manage roofing enquiries, customer properties, roof surveys, quotations, repairs, replacements, scheduling, staff, invoices and payments from one connected platform.

Book a Free Demo See How It Works

£40 per month

Unlimited users

UK support

Roofing job workflow

ServiceFlowOS

Customer Mark Richardson Full roof replacement

Active

01 Roof Survey Completed

✓

02 Quote Accepted

✓

03 Roofing Work In progress

04 Invoice Ready on completion

ROOF SURVEYS ROOF REPAIRS REPLACEMENTS QUOTATIONS SCHEDULING INVOICES ROOF SURVEYS ROOF REPAIRS REPLACEMENTS QUOTATIONS SCHEDULING INVOICES

Built around roofing work

Roofing job management without the paperwork pile.

Roofing work often starts with an enquiry and survey, followed by photos, quotations, scheduling, site work, follow-up and final invoicing.

ServiceFlowOS keeps that customer journey connected so your team can see the property, job history, quotation, assigned work and payment status from one place.

Enquiry

Record the customer, property and roofing work required.

→

Survey

Keep property details and survey information organised.

→

Quote

Create and send a professional roofing quotation.

→

Complete

Record roofing work, notes and completion details.

→

Invoice

Raise the invoice without recreating customer details.

→

Payment

Record the payment and issue a customer receipt.

Roof surveys & quotations

From survey to quote without losing the details.

Keep customer information, property details, previous roofing work and survey notes together, then create a professional quotation using your own services and pricing.

Keep customer and property records organised from the first enquiry.

Keep roof survey details and job requirements attached to the correct customer.

Create professional roofing quotations using your own services and pricing.

Explore quoting software

Customer & property record

ServiceFlowOS roofing quotation displayed on a tablet

Professional roofing quotations

Roofing schedule ServiceFlowOS roofing job scheduling software

Roofing Job Full roof replacement

Monday · 08:00

MR JS Site team assigned

Roofing jobs & scheduling

Keep roof repairs and projects properly organised.

Manage surveys, emergency repairs, flat roofing, replacements, installations and follow-up visits from one shared schedule.

Turn accepted roofing quotations into organised jobs.

Schedule surveys, roof repairs, replacements and return visits.

Assign roofers and keep office staff working from the same job information.

Explore roofing job management

Built for roofers on site

Your roofing CRM goes up on the job with you.

Access customer properties, job details, schedules and notes from a phone or tablet while your roofing team is away from the office.

✓

Job updated Recorded on site

✎

Customer sign-off Captured digitally

Customer & property details

Keep customer contact information, property addresses and previous roofing work available on site.

Roofing job information

Keep the work required, survey information and notes attached to the correct job.

Digital job updates

Record job progress and completion information without waiting for paperwork to return.

Keep the office connected

Office staff and roofing teams work from the same customer and job information.

Roofing invoices & payments

Finish the roof. Finish the paperwork.

Keep the roofing quotation, completed work, invoice and payment attached to the same customer and property record.

Invoice & payment

01 Quote After the survey

02 Invoice After the work

Example ServiceFlowOS roofing payment receipt

03 Receipt Once paid

Roofing CRM software

Built around the way roofing companies actually work.

Every roof and property has a history.

Keep surveys, previous roofing work, quotations, jobs, invoices and payment history connected to the customer and property.

Manage repairs and full replacements.

Use the same system for small repair work, maintenance, flat roofs, replacements and larger roofing projects.

Work from anywhere.

Access ServiceFlowOS from the office, van, customer property or site using a phone, tablet or computer.

Unlimited users.

Add office staff, surveyors, roofers and managers without paying another monthly licence per person.

Professional customer documents.

Produce branded roofing quotations, invoices and receipts while keeping the full customer history organised.

Simple monthly pricing

Your roofing company. One system.

Customers, roof surveys, quotes, jobs, scheduling, staff, invoices, payments and more — all included.

✓ Unlimited users ✓ No setup fee ✓ UK support ✓ Ongoing updates

£ 50

per month for your business

Book a Free Demo See ServiceFlowOS working around your roofing business.

Roofing CRM FAQs

Questions? Start here.

Common questions from roofers and roofing contractors looking for a simpler way to manage surveys, jobs and paperwork.

Ask us something

Is ServiceFlowOS suitable for small roofing companies? +

Yes. ServiceFlowOS can work for a self-employed roofer, small roofing contractor or growing business with office staff and multiple site teams.

Can roofers create and send quotations? +

Yes. You can create professional roofing quotes using your own services and pricing, generate the document and send it to the customer.

Can ServiceFlowOS manage roof surveys? +

Yes. Customer properties, survey information, quotations and subsequent roofing jobs can all be kept connected in the same customer journey.

Can our roofing team use ServiceFlowOS on site? +

Yes. ServiceFlowOS works on phones, tablets and computers so your team can access customer and job information while away from the office.

Does ServiceFlowOS handle invoices and payments? +

Yes. You can raise invoices, record full or partial payments, view outstanding balances and produce customer receipts.

Do you charge for additional roofers? +

No. ServiceFlowOS uses one monthly price for your business rather than charging an additional fee for every member of staff.

ROOFING

See it for yourself

Ready to run your roofing company from one place?

Book a free demonstration and see how ServiceFlowOS can help your roofing business manage customers, surveys, quotations, jobs, staff and paperwork from one connected platform.

Book a Free Demo Explore the Platform

Direct, UK-based support

Work directly with the developer behind the platform.

No anonymous software company, outsourced support team or complicated chain of account managers. ServiceFlowOS is developed and supported directly by Michael Wood | Web & Automation.

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Reviews displayed above were left for Michael Wood | Web & Automation, the independent UK business responsible for designing, developing and supporting ServiceFlowOS.

The complete all-in-one business management platform for trades and service companies. Save time, reduce paperwork and stay organised wherever your team is working.

Hi, I'm Michael

Questions about ServiceFlowOS?

I'm usually available on WhatsApp if you'd like to ask anything before booking a demo.

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