Roofing
Run More Jobs, Lose Fewer to the Cracks Between the Bid and the Check
You’ve got big jobs, big deposits, and a lot of moving parts between a signed contract and a paid-off invoice — material deliveries, crew scheduling, adjuster visits, progress photos, permit sign-offs, and a homeowner who wants an update three times a day. FieldAx keeps every job moving so nothing falls through the gap while you’re up on someone else’s roof.
✔ Track every job from first inspection through final payment
No credit card required.
How It Actually Works
From the First Inspection to the Warranty Certificate , All in One Place
Every stage of a roofing job has a home in FieldAx, so nothing gets lost between the bid and the closeout.
Write the Bid on the Roof, Not Back at the Office
Climb down, pull out your phone, build the estimate right there. Roof measurements, material specs, labor, and any extras — priced from your saved templates and sent to the homeowner before you’ve even loaded up the ladder. They get a clean, professional quote they can sign from their phone. You get a decision the same day instead of a week later.
✔ Estimate templates by roof type, pitch, and square footage
✔ Digital sign-off with deposit collection on approval
✔ Quote converts straight into a job — no re-entering anything
Every Job Has a Stage. Every Stage Has a Status.
Roofing isn’t a one-day job. From inspection through tear-off, decking, underlayment, shingles, flashing, and final walk-through, a lot can go sideways if nobody knows what’s done and what’s waiting. FieldAx gives every job a visible pipeline so you always know which stage each job is at, which crew is on it, and what’s holding it up.
✔ Customizable job stages from inspection to closeout
✔ Crew assignment and scheduling per stage
✔ Office and field both see the same real-time status
Progress Photos That Don’t Live in Someone’s Camera Roll
Storm damage, decking condition, flashing details, the finished ridge cap — photos are how you prove the work was done right, back up insurance claims, and protect yourself if a warranty issue comes up two years later. Crews snap photos at each stage and they go straight to the job file, organized and timestamped, not buried in a group text or lost when someone upgrades their phone.
✔ Stage-by-stage photo capture from the mobile app
✔ Before, during, and after photos tied to the job record
✔ Shareable photo reports for insurance adjusters and homeowners
Storm Work and Insurance Jobs Without the Paper Nightmare
Insurance roofing runs on documentation — claim numbers, adjuster notes, scope of loss, supplements. When it’s all scattered across emails, texts, and sticky notes, jobs take longer, supplements get missed, and payments lag. Keep every claim’s documents, adjuster communication, and approval status attached to the job so nothing gets lost in the shuffle.
✔ Claim number, adjuster info, and scope attached to each job
✔ Supplement tracking so nothing gets left off the final payout
✔ Customer communication log from first contact to final check
Deposits, Draws, and Final Payments Without Chasing Anyone
Roofing jobs don’t bill like a lawn cut. You’ve got a deposit up front, a draw when materials go on, and a final payment at completion — sometimes more milestones depending on job size. FieldAx handles multi-stage billing automatically, sends payment requests at the right stage, and keeps your cash flow moving instead of waiting on a homeowner to remember they owe you a check.
✔ Multi-stage billing: deposit, progress draw, and final payment
✔ Automated payment requests triggered by job stage completion
✔ Online payment, card on-site, or ACH — whatever the customer prefers
You are one click away from your customized FieldAx demo!
The Stuff That Costs You Jobs, Time, and Money — Fixed
Every one of these is a real problem roofing owners and project managers deal with. Here’s exactly what FieldAx does about each one.
Quotes take too long and you lose jobs while you’re writing them up
You do the inspection, go back to the office, build the estimate in a spreadsheet, email it over, and by the time the homeowner hears from you someone else has already knocked on their door.
Quote built and sent before you leave the driveway
Price the job on your phone right after the inspection, send it while you’re still at the property, and let them sign and pay the deposit the same afternoon.
Nobody knows what stage a job is actually at
You’ve got three jobs running at once, two crews, a material delivery Thursday, and a permit inspection pending — and all of it lives in your head. One thing slips and the whole chain backs up.
Every job’s stage visible to the whole team, in real time
Inspection, bid approved, materials ordered, tear-off done, install complete, final walkthrough — every stage tracked, every crew member and the office on the same page without a single phone call.
Progress photos are scattered across five different phones
When the adjuster asks for documentation or a warranty claim comes in three years later, you’re texting every crew member who was on that job hoping someone still has the photos.
All job photos in one place, forever
Crews submit photos through the app as they work, organized by job stage and timestamped automatically. When you need them, they’re right there — not in someone’s deleted camera roll.
Insurance jobs turn into a documentation rodeo
Claim numbers, adjuster appointments, scope of loss docs, supplement requests, carrier approval — it all ends up in a pile of emails and texts that’s impossible to untangle when payment is late.
Every claim detail attached to the job, not buried in your inbox
Claim number, adjuster contact, scope documents, supplement history — all living on the job record where anyone on your team can find it in ten seconds.
Cash flow dries up between job stages because billing is manual
Materials are already on the roof, crew’s been paid, and the draw invoice still hasn’t gone out because nobody remembered to send it when the decking was done.
Billing triggers automatically when the job hits the right stage
Set your deposit, draw, and final payment milestones once. FieldAx fires the payment request the moment the job stage is marked complete — no manual follow-up needed.
Trusted by roofing companies across the country
Why Roofing Companies Stick With FieldAx
01
Built on Salesforce
Your job files, customer history, and financial data are locked down tight — and the platform is flexible enough to match how your operation actually runs, not a generic template.
02
Handles Small Jobs and Big Commercial Contracts
Single-day residential replacements or multi-week commercial projects — FieldAx runs both without needing a different system for each type of work.
03
An App Your Crew Will Use on the Roof
Job details, stage updates, progress photos, and payment collection — all from a phone in a tool belt, with no laptop required and no extra training.