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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.

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A finished shingle roof on a two-story house, seen from above.

Your trade, set up

What Roofing comes with.

Optracs runs a roofing company's jobs by work type: shingle roof replacement, roof repair, insurance claim, metal roof, flat roof, tile roof and inspection. Switch off what you don't use, or make the trade your own.

Sales steps

  1. New Lead
  2. Contacted
  3. Site Visit
  4. Quote Sent
  5. Follow-Up

Work steps

  1. Ready to schedule
  2. Materials Ordered
  3. Scheduled
  4. Install
  5. Cleanup & Walkthrough
  6. Wrap-Up

Service call steps

  1. To Schedule
  2. Scheduled
  3. On Site

Work types

Shingle roof replacement Roof repair Insurance claim Metal roof Flat roof Tile roof Inspection

Checklists

  • Roofing job
  • Roof replacement
  • Shingle roof install
  • Metal roof install
  • Tile roof install
  • Flat roof install
  • Roof repair
  • Insurance claim
  • Permit & inspection

The roof replacement checklist

  • Material, profile and color confirmed with the customer
  • Dumpster or trailer placed where the customer agreed
  • Materials delivered and checked against the order
  • Old roofing torn off to the deck, unless an overlay is allowed and agreed
  • Deck checked and damaged boards replaced
  • Ice barrier installed at the eaves and valleys, where required
  • Edge metal and underlayment installed
  • Flashing installed at walls, chimneys and vents
  • Roof vents installed as quoted

Shown at the Standard size. Setup starts on the Simple size, the same few steps for every trade, and you can pick Standard or Detailed there or later in Settings.

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

Sample workspace. An estimate for roof replacement built from catalog line items: Tear-off, 1 layer, 32 sq, $3,040; Impact-rated shingles, 34 sq, $8,160; Synthetic underlayment, 32 sq, $1,216; Ice and water shield, 8 ea, $960; Ridge vent, 48 lf, $576, and 3 more lines, for a total of $16,850. Its timeline shows it sent and viewed, and not yet accepted. On a phone, the same job shows its address, 3 tasks with 2 ticked off, and 2 files.

  • An estimate built from your own catalog

    Standard line items from your catalog, quantities from the takeoff, and a profit slider that reprices the estimate to your margin.

  • The roof takeoff

    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.

  • Warranty

    A warranty document from your template, kept with the job it covers.

A day in the trade

A job, start to finish.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. Friday

    Office

    Convert the estimate to an invoice, record the payment, and attach the warranty to the job.

New shingles finished across a one-story brick house, seen from above.

One plan. Every seat included.

  • Same price at 1 person or 50.
  • Add a person and the bill does not move.
  • No setup fee, no onboarding fee, no contract.
  • Join in our first year and your price stays where it started for as long as you stay subscribed.
See pricing

Free tools

All tools

Try it

See it with a sample company.

A company with a few months of work in it, ready to click through. We email you a code to open it.

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