Roofing software that fits in a jacket pocket

The inspection, photographed and kept

A roof job starts with a climb. Lifted tabs, missing shingles, soft decking by the chimney, cracked boots around the vent pipes, granules piling in the gutters. The homeowner can't see any of it from the lawn, so your photos are what explain the price. Take them in Workeey and they're saved to the job and the client, backed up rather than lost in a camera roll between birthday pictures.

Write the notes while you're still up there, or the moment your feet touch the ground: pitch, number of layers, the flashing that needs replacing, the skylight they want resealed. When you sit in the truck to price it, the photos and notes are on the same screen as the estimate. And if there's no signal out on the farm road, what you add is saved and syncs when you're back online.

• Damage photos saved to the job and the client
• Notes on pitch, layers, flashing and vents
• Everything on one screen when you price it
• No signal? It's saved and syncs later

Quoting by the square

Roofers price by the square — a hundred square feet of roof — and most quotes come down to a handful of lines: tear-off per square and per layer, decking by the sheet where it's rotten, underlayment, shingles, ridge cap, drip edge, flashing, vent boots and the dump trailer. Workeey prices a quick estimate from your own rates and markups, and you adjust the quantities to the roof you measured. The free plan covers 23 quick estimates a month.

Send it as a quote PDF before you leave the driveway, while the homeowner is still looking at the stain on their bedroom ceiling. If you ask for a deposit before ordering materials, the deposit percent can print on the quote; Workeey doesn't collect it. The homeowner says yes to you directly, and there's no online sign-off to chase. Our free roofing estimate template shows a full quote laid out line by line.

• Lines per square for tear-off and install
• Decking, underlayment, flashing and vents itemized
• A quote PDF sent from the driveway
• 23 quick estimates a month on the free plan

Insurance jobs: the claim stays the homeowner's

After a hailstorm, a lot of roofing work is tied to an insurance claim. Workeey doesn't file claims, talk to adjusters or price against an insurer's paperwork. The claim belongs to the homeowner. What you can do is keep clean records for it: the photos of the damage saved on the job, an itemized estimate with your name on it, and an invoice that lists exactly what was done.

Those are usually what the homeowner's insurer wants from the roofer anyway. Email the quote PDF and the invoice from the app, and the homeowner forwards them on. Keep a note on the client with their claim number and the adjuster's name if they share it, so it's there when they call about a supplement. It's plain record-keeping, and it saves you from digging through texts three months later.

• No claim filing or adjuster tools
• Damage photos kept on the job
• An itemized estimate and invoice for their claim
• Claim numbers kept in the client's notes

Tear-off days on the schedule

A roof replacement has to land on dry days, and the materials have to be on the driveway before you start. Put each tear-off and install day on the schedule as its own job in a time slot, with a note for the delivery. When the forecast turns, slide the days later; the week rearranges in a few taps instead of a page of crossed-out ink.

Repairs fill the rest of the week: a few shingles after a windstorm, a leaking pipe boot, a chimney flashing reseal. Those are short jobs, often three or four in a day, and Workeey puts the day's stops in the best order and opens the drive to each one with a tap. On Pro, every job also shows in its own Google Calendar, and a time you change there comes back to Workeey.

• Each tear-off and install day in a time slot
• Weather delay? Slide the days later
• Repair calls put in a sensible order
• Google Calendar sync on Pro

The final invoice, and the money

When the roof is done and the yard has been swept for nails, one tap turns the estimate or the finished job into an invoice: the client, every line, the tax and the photos carried over. Add what changed once the old shingles came off — extra sheets of rotten decking are the usual one — and send it by email with a pay link. Our roofing invoice template shows the same structure if you want to compare.

With your own Stripe connected, the homeowner pays by card, Apple Pay, Google Pay or US bank, and on a roof-sized bill bank payment is common; a small processing fee applies to online payments. When the payment comes through the link, the invoice marks itself paid and the receipt emails itself. If they pay by check once the insurance money arrives, mark it paid — or connect your bank and a matching payment marks it for you — then tap Send receipt. There's a free roofing receipt template too, and for slow payers you can switch on reminder texts on that invoice.

Built for the roofer who does the paperwork too

Workeey is for one person running a roofing business from a phone. It doesn't do crew scheduling, aerial measurements, material ordering or storm canvassing. It keeps the clients, jobs, photos, quotes and invoices together, and the assistant saves typing: tell it to start a quote for a 24-square tear-off with one layer, and it prepares one for you to check and apply.

It runs in any phone's browser, iPhone included, and as an app on Android. The free plan never expires and needs no card. Pro at $5 a month adds QuickBooks and Google Calendar sync and 30 reminder texts, and Premium at $19 removes the cap on texts. Roofers who also clean gutters and wash siding may want pressure washing software; every other trade is on the trades page.

• No crew, measuring or canvassing tools
• An assistant that drafts quotes for you to check
• Works in any phone's browser and on Android
• Free for good, Pro at $5 a month

More for roofers: pages and free templates

• Best apps for roofers — the apps for this trade compared
• Roofing invoice template — free, with a filled-in sample
• Roofing estimate template — a free quote sample
• Roofing receipt template — a free paid-in-full sample
• Roofing business name ideas — a free name generator for your trade
• Free invoice template — every field a trade invoice needs
• Free estimate template — copy it, price it, send it
• Free receipt template — a paid-in-full receipt to copy
• Work order template — the job written down before you bill it
• Late payment reminder templates — texts, emails and a letter to copy and send
• All free templates and tools