TradesInvo for roofers

Roofing job management software for UK roofing contractors

Manage roofing enquiries, surveys, quotes, weather changes, job evidence, staged invoices and customer follow-up from one organised workspace.

  • Keep survey notes, photos and quote details together
  • Reschedule work when weather or crew availability changes
  • Track staged invoices and payment follow-up on larger jobs
Limited spots · UK trades onlyUK-based support

Today

roofer jobs board

Live
  • Quote · 14 Mowbray Rd
    Sent
  • Job · Booked 09:30
    Today
  • Invoice #INV-0421
    Paid

This month

£18,420

▲ 23% vs last month

Automations

Review request sent automatically the moment an invoice is marked paid.

AI drafted a follow-up for 3 open quotes

Ready to send in 1 click

  • Built for UK roofing
  • No card required · cancel anytime
  • Set up in under 15 minutes

What slows roofing teams down

The admin most roofers wish they could stop doing

Photos scattered across phones

Job-attached photos keep evidence in one place.

Quotes that don't reflect a real survey

Quote built from the survey record, not from memory.

Reshuffling the diary every rainy week

Reschedule jobs cleanly and tell customers in one go.

Customers asking when the next stage will be invoiced

Staged invoices set expectations from the start.

Built for the work

One workflow tuned for roofing

Quote, schedule, invoice and chase payments without juggling five tools. Every feature shaped around how roofer jobs actually run.

Most used

Survey photos

Attach survey photos and notes to the job so quoting and install share one record.

Staged quotes and invoices

Deposit, mid-stage and final payments match how big roofing projects actually run.

Weather-aware scheduling

Reschedule jobs cleanly when the weather changes — without losing the booking history.

Progress evidence

Crew adds progress photos and notes from site so customers and office stay aligned.

Crew assignments

Assign crews or subcontractors so everyone sees what they're working on.

Payment tracking

See deposits taken, mid-stage paid and final balances outstanding at a glance.

Try it on your next job

See TradesInvo set up for roofing in 60 seconds

We'll preload your account with quote, job and invoice templates tuned for roofing.

Trade preselected:Roofers

No card required · 14-day free trial · Cancel anytime

Lead to paid invoice

How a roofer job runs in TradesInvo

  1. 01

    Capture the enquiry

    Lead from web, phone or referral — captured with property details.

  2. 02

    Create the quote

    Build a detailed quote from the survey record, including staged payments.

  3. 03

    Schedule the job

    Book the install with crew, vehicles and weather-aware slots.

  4. 04

    Update the job record

    Crew adds progress photos, materials and notes from site.

  5. 05

    Send the invoice

    Raise staged invoices as each milestone completes.

  6. 06

    Track the payment

    Watch deposit, mid-stage and final payments without spreadsheets.

  7. 07

    Request a review

    Trigger a review request after the final payment.

Built for the work

Built for how roofing businesses actually work

Surveys with photo evidence

Survey notes and photos attach to the job so quoting and follow-up reference the same record.

Staged quotes for bigger projects

Break installs into deposit, mid-stage and final invoices that match how customers pay.

Weather-aware scheduling

Move jobs when the weather turns without losing the booking thread.

Crews and subcontractors in the loop

Assigned crews see what's on, where and what's been done.

Workflow built around real jobs

The kinds of roofing jobs TradesInvo is built for

Roof repair callout

Capture the enquiry, run a quick survey with photos, quote, schedule and invoice once the repair is signed off.

Survey for replacement quote

Survey notes and photos attach to the job, then flow straight into a detailed quote with staged payments.

Storm damage job

Tag the job urgent, schedule a crew, capture progress photos for the customer and the insurer in one place.

Staged installation project

Break the install into deposit, mid-stage and final invoices that match how the customer expects to pay.

The honest comparison

A generic CRM wasn't built for roofing jobs

  • Surveys and photos
    Photos in phone gallery
    Survey photos attached to the job
  • Staged invoicing
    Manual invoice splits
    Built-in deposit, mid-stage, final
  • Weather rescheduling
    Calendar drag-and-drop, no audit
    Reschedule with reason and customer message
  • Crew visibility
    WhatsApp groups
    Crews see assigned jobs with full context
  • Payment tracking
    Spreadsheet of who's paid what
    Payments tracked against staged invoices

Built for everyone in the business

What each role gets out of TradesInvo

Owner / operator

  • See deposits, mid-stage and outstanding balances
  • Spot which projects are running long
  • Reduce admin time on staged invoicing

Office manager / scheduler

  • Reschedule weather-hit jobs without chaos
  • Send staged invoices in seconds
  • Keep customer comms consistent

Roofer or crew on site

  • See assigned work with property details
  • Add progress photos and notes from site
  • Close stages so the office can invoice

Why it works for roofing

Built around how roofing actually work

Quotes and invoices for roofing go out the same day — often before you've left the driveway, not after an evening of admin.

Simple pricing

One plan. Everything roofing businesses need.

Start free for 14 days. No credit card. Cancel anytime. Pricing scales with your team — not your job count.

Starts from

£39 / month

14-day free trial
  • Unlimited quotes, jobs & invoices
  • Lead capture + automated follow-ups
  • Mobile job sheets for engineers
  • Payment tracking + review requests

Industry guide

Raise Your Roofing Business to New Heights

Roofing projects often involve complex scheduling, unpredictable weather and tight profit margins. Relying on spreadsheets, whiteboards or scattered phone photos can lead to double bookings, unclear survey records and costly mistakes once work reaches site.

TradesInvo simplifies every stage of the roofing job cycle. Enquiries, surveys, photos, quotes, crew assignments, staged invoices and customer updates stay connected to one job record. A clear schedule helps plan surveys, repairs, installations and follow-ups while keeping the office ready for weather changes.

Field teams can capture photos, record materials used and add progress notes from site. Those updates help managers monitor work, answer customer questions and adjust the schedule when weather or supply issues change the plan. Quotes can include staged payments so deposits, mid-stage invoices and final balances are easier to track.

For homeowners, landlords and property managers, a joined-up workflow creates more confidence. They can receive professional quotes, status updates and payment reminders without chasing. For roofing businesses, the same system gives better visibility into job profitability and helps teams scale without losing control of the details.

Working under CIS as a subcontractor? Check your CIS deduction

Invoicing another contractor under the domestic reverse charge? Check the VAT figure on your invoice

Working out an area, a tile count or a roll count for a quote? Use the free roofing tools

Use TradesInvo to keep roofing surveys, photos, crews, staged invoices and payments under control.

FAQ

Common questions from roofing businesses

Related industries

Run your roofing business from lead to paid invoice

Walk through the roofer workflow with us, or set up your first quote, job and invoice today.