The roofing operating system

Every job, lead to paid, on one sheet.

Leads, roof measuring, estimates, e-signed proposals, crews in the field and invoices, with real double-entry books underneath. This is the plan sheet the app opens to. Click a stage.

Book a walkthroughSee how a job runs

We're onboarding roofing companies by invitation. Book a walkthrough and we'll set you up.

A-001
Command
86 health2 priority items
Command Center · Action Center · Job Command
A-010
Supply
All clear
5 open POs
A-011
Grow
All clear
Website, marketing and financing
A-012
Office
All clear
2 customer uploads to file
Job lifecyclelead → paid
01
Sell
12 leads4 out
1Proposal unsigned 9 daysHill residence · send a reminder
4 proposals awaiting signature
02
Estimate
01Draft3
02Measured5
03Priced4
04Proposed2
05Sent4
All clear
18 plans in the Estimate Hub · 2 bids due in 14 days
03
Build
6 active2 COs
1Change order waiting on approvalDeck replacement · 6 sheets
1 RFI open
04
Field
3/4 crews out9 on site
All clear
3 jobs today
05
Bill
$48.2k open
1Invoice 14 days past dueOak St. reroof
1 invoice past due
A-020
Books
7 bills open2 due this week
All clear
Bills, banking and payroll on one ledger
A-030
Protect
All clear
1 license expires within 30 days
CompanySample Roofing Co.
SheetA-000
Rev2026
TitleOperations plan
ScaleNTS
DateSample
NSample figures · click a stage to see what it does
One job, start to finish

Follow one roof from the first call to the payment.

Six steps, one record. Nothing gets retyped between them.

01 · New lead

A lead comes in and lands in one list.

Your website form, an email you turn into a lead, or a call the office types in: every lead lands in Leads with its source, so you can assign it and follow up.

In the appLeads
Field Hub

The field visit, on the phone in their pocket.

Built for thumbs on a roof: big buttons, one next step at a time, and it saves as you go.

  • Six steps every time: site, photos, issues, measure, quote, sign.
  • Photos stamped with time and GPS and tied to the issue they show.
  • Hand the phone to the homeowner to approve the quote on the spot.
  • Submit, and the office imports it to the Estimate Hub at the same price.
Commercial roofing

Built for the plan set, not just the driveway.

Take off a low-slope roof from the drawings, price it, and run the project through submittals, RFIs, change orders and monthly pay applications, all on the same job.

  • Measure from uploaded plan sheets, with roof areas, edges and penetrations counted into the takeoff.
  • Tapered insulation layouts and material lists that follow the areas you drew.
  • Submittals, RFIs, change orders and T&M tickets tracked on the project, with who owes what.
  • Pay applications with schedule of values and retainage, billed from the same contract.
See commercial plans →
Insurance & storm

A claim file the adjuster can check.

Pick the peril and the date of loss, and RoofGrid turns the inspection into a claim report: the storm evidence and the photos, in your branding, with the carrier's estimate on the claim beside it.

  • Claim reports for 14 perils, hail and wind to fire, water and impact, in your branding.
  • Storm verification from NOAA hail and wind reports near the property, with distance and time, added to the report.
  • Import the carrier's estimate and check it line by line against your roof measurement or your own estimate: missing lines, short quantities and lower prices are flagged and drafted into a supplement.
  • Claims, supplements and payments tracked on the job, with status in the homeowner portal.
GridBooks, built in

Real books under every job.

Every invoice, payment, bill and expense posts to a double-entry general ledger as it happens. You see job profit while the job is still running, not after tax season.

  • Chart of accounts, journal entries, P&L, balance sheet and A/R aging.
  • Bank and card feeds, with transactions coded to jobs.
  • Job costing: materials, labor and subs against the contract, per job.
  • Invite your CPA to the books, so there's no export and re-key at year end.
Pricing

Plans for residential and commercial roofers.

ResidentialHomes · steep-slope · repair and replacement

RoofGrid Pro
$99/mo
or $950 a year, billed annually

1 user · Aerial measuring · Customers · Leads · Proposals · Insurance claims · Invoices & payments

Book a walkthrough

CommercialLow-slope · plan takeoff · submittals and pay apps

RoofGrid Core
$299/mo
or $2,870 a year, billed annually

3 users · Everything in Pro + plan measuring with uploads · Spec · Taper & wind · Submittals · RFIs · Bid Hub

Book a walkthrough
RoofGrid Command
$399/mo
or $3,830 a year, billed annually

10 users · Everything in Core + automation · AI tools · Prospecting · Job Command · QuickBooks bridge · White-label

Book a walkthrough

Per company, per month. Pay annually and save about 20%.

Free tools

Measure your roof.

A free tool to get your roof's measurements, no account needed.

Measure my roofComing soon
Free tool

PDF to Xactimate ESX.

Turn a carrier's estimate PDF into an .esx file you can open in Xactimate. Free, no account.

Convert a PDF

Put your next job on the sheet.

Tell us about your company and we'll get you set up.

Book a walkthroughRequest access