Less chasing. More roofing.
Roof by roof. Stay on top.
The leak photo, the site visit, the repair quote, and the crew’s next job. Keep the details together from the first request to the final invoice.
It’s leaking over the hallway.
Start with the roof they’re calling about.
A photo of the stain, the property address, and what happened in the last storm. Give each new request a place before you arrange the site visit.
The first photos stay with the lead.
Customers can attach photos through your website form. Add your own site photos and notes as you learn more.
Referrals belong here, too.
Add a neighbor’s recommendation or a call yourself, with the customer and property details you have.
Give the next step a time.
Review the request, send an estimate when you have the scope, and arrange the appointment separately.
Leads
4 new this week- Lena OrtizWebsite form8:14 PM
- Darius ColeWebsite chatYesterday
- Maya LaurentReferralTue
- Elliot ParkAdded by youMon
Know the scope. Then price the roof.
Build a price book for the repairs and visits you quote often. For a larger project, use your own measurements, materials, and labor to prepare the estimate.
roofing
Your price book
Your measurements. Your price.
| Service | Price | Unit |
|---|---|---|
| Roof assessment | $149 | visit |
| Leak investigation | $225 | visit |
| Flashing repair | $395 | job |
| Small-area shingle repair | $475 | job |
| Gutter repair | $185 | job |
Your services. Your rates. Ready for the next estimate.
Example pricesStart with familiar work.
Keep inspection visits, leak investigations, and common repairs in your own service list.
Explain what is included.
Put the repair scope and service details on the estimate so the customer can review the work you’re proposing.
Keep the agreement intact.
The accepted version stays on record. Quote additional work separately when the scope changes.
The crew gets the scope, too.
Put the agreed work, access notes, and job checklist on the phone. The office can follow the job’s progress as connected field updates come in.
The side gate sticks.
Chimney flashing repair
- On the way
- Arrived
- Working
- Done
Checklist
- Completed: Site photos saved
- Completed: Approved repair scope reviewed
- Completed: Customer access notes checked
- Remaining: Completion photos added
- Scope
Repair the chimney flashing on the rear slope.
Approved- Access
Use the left side gate. Keep the driveway clear.
- Next step
Record the finished work and review the invoice.
One place for the handoff.
Keep the address, customer details, job notes, and checklist with the assigned work.
A record of what changed.
Add photos and notes from the site so the next conversation starts with the details in front of you.
Finish the paperwork on site.
Review the job and invoice from the app, with payment status kept alongside the work.
Built around your roofing work.
Give the next roof a clear plan.
Bring the services you sell, the customers you know, and the people doing the work into one place.
Set up for roofing
Add your services
Assessments, repair visits, and the work you quote most often.
Your price bookKeep the property details
Customer contacts, site notes, and photos from each job.
Customer recordsSend the crew prepared
Assign the visit and keep the scope with the job on the phone.
Crew app
Questions roofing owners ask.
Your prices, your customers, and the way your shop works.
Can I use OnSiteCall for both roof repairs and replacements?
Yes. Create your own repair services and prepare project estimates using the measurements, materials, and labor you enter. OnSiteCall organizes the estimate and job; it does not measure a roof from aerial imagery.
Can a homeowner send photos before the site visit?
Yes. Your website form accepts photos with the request. You can also add photos and notes yourself, then arrange a site visit when you need to inspect the work.
Does accepting the estimate book the roofing job?
Acceptance records the agreed estimate. Booking a day and time is a separate step, so you can confirm the schedule after you have the approval.
Can I keep before-and-after photos with the job?
Yes. The mobile app supports job photos, notes, checklists, and progress updates. Previously loaded job details and supported field changes can be used offline and synced later; customer text delivery and card processing require a connection.
Does it handle insurance claims or roofing permits?
It keeps your customer, estimate, job notes, and invoices together. Insurance submissions, permit applications, and specialist roofing calculations are handled through your own process.
Keep the whole job together.
The next roof starts with a clear job.
Bring the request, the estimate, the crew, and the invoice into the same place.
Try it free for 15 days. No credit card required.