For roofing contractors
From the first call to the final shingle.
Replacements, repairs and insurance work, each on one record the office and the crew both open. One flat price for the whole company.
In Optracs
The same job, in Optracs.
The office sends the estimate; the crew opens the job on site. Recreated from Optracs with sample data.
Sample workspace
-
An estimate in minutes
Standard line items from your catalog, quantities from the takeoff, and a profit slider that reprices the estimate to your margin.
-
The roof takeoff
On the Crew plan, typed in or imported from a supported report or a CSV.
Total squares Predominant pitch Ridges Valleys Drip edge Pipe boots
-
The crew's day, on the job
Tasks with a person and a due date. Photos, notes and files go onto the job as the work happens.
Photograph every slope Confirm dumpster placement with the homeowner Photograph the finished roof
Documents
The paperwork, on the job.
Written from your own templates, signed by the customer from one link, kept with the job.
Replacement estimate
Standard line items from your catalog, priced to your margin, in your own template. Options when you want to offer a choice.
Work agreement
Written from your own template and signed by the customer typing their name.
Change order
When the decking under the old shingles has to be replaced. It goes out for signature before the money moves.
Insurance claim
When the roof is part of a claim, the claim and its paperwork stay on the same job, on the Crew plan.
Warranty
A warranty document from your template, kept with the job it covers.
A day in the trade
A job, start to finish.
7:10 AM
Office
A homeowner calls about a leak. It lands in New Lead with a response clock running, so nobody has to remember it.
10:30 AM
On the roof
Photos of every slope and a dictated note go onto the job. The measurements go into the takeoff, typed in or imported from the report you already bought.
2:00 PM
Office
The estimate is built from your catalog with the takeoff's quantities, priced with the profit slider and sent as one link. The homeowner accepts it there.
Tear-off day
On site
The crew opens the job: address, photos, their tasks. Soft decking turns up, and a change order goes out for signature before the money moves.
Friday
Office
Convert the estimate to an invoice, record the payment, and attach the warranty to the job.
Early access
Tell us how your business runs.
Optracs is in early access for contractors in the United States. A person reads every request.