Roofing invoicing software

Roofing invoicing that starts from the signed quote.

No retyping. The invoice comes from the figures the customer already signed, and the hub shows who owes you.

The short answer

Bestimate is roofing invoicing software that sits inside the quote-to-paid job card. When a customer signs, the invoice is raised from those signed figures, deposits are tracked, and you record payments as they arrive so the job shows paid in full. A hub column shows what is waiting on money. It is $149 a month in Canadian dollars with 3 people included, and it is invite-only right now.

How the money goes

Signed, invoiced, paid. One card.

Invoice from the signed quote

The invoice is built from what the customer agreed to, so the numbers on the bill are the numbers on the quote. Nothing to retype on a Sunday night.

Take a deposit

Ask for a deposit when the job is booked and see it against the job, so the balance is always the real balance.

Record it, see it paid

Record each payment when it arrives. The job card ticks to paid in full and the hub's money column shows what is still owing.

Who it is for

For the roofer who is also the bookkeeper.

People chasing money at night

If invoicing is the job you do after the roofing is done, having the invoice already built from the quote gives the evening back.

One or two crews

Three people are in the $149. Putting the app in a crew member's hand does not change the bill.

Said plainly

Card payments straight into your own account are on the list but not live yet; today you record payments. Pricing keeps the not-yet list current.

Questions

The ones people actually ask.

Something not here? Ask a person. Related: roofing quote and estimating software, all-in-one roofing software.

What is the best invoicing software for a small roofing company?

Bestimate if you want the invoice to come straight from a signed quote rather than a separate app. It is one plan at $149 a month in Canadian dollars with 3 people included, and it covers quoting, scheduling and the crew as well. It is invite-only while the pilot runs.

Can I send a roofing invoice from my phone?

Yes. The whole of Bestimate is built to be run from a phone, from the truck: the quote, the booking, the invoice and the payment record are on the same job card.

Does it track deposits and partial payments?

Yes. Deposits and payments are recorded against the job, and the job shows what is still owing until it reaches paid in full.

Can customers pay by card through Bestimate?

Not yet. Card payments straight into your own account are on the list, with no extra charge when they land. Today you record payments when they arrive.

Is invoicing a separate charge?

No. There is one plan: $149 a month, every feature on from day one, no tiers and no contract.

Can I take my invoices with me if I leave?

Yes. It is month to month and your data is yours; it comes with you if you go.

The pilot

Three companies, invited.

Free for the first 60 days, then half price for six months. No card to start.

Free for the first 60 days · no card, no contract