Lead & Inspection Tracking
Capture every lead, log inspection notes and photos against the customer's record, and follow up automatically so estimates go out while the job is still hot.
Capture every lead, log inspection notes and photos against the customer's record, and follow up automatically so estimates go out while the job is still hot.
Quote materials, squares, tear-off, and labor from a saved pricebook, present a professional estimate, and let the homeowner approve online with one click.
Get the contract e-signed and collect a deposit before the crew shows up, so big-ticket jobs start with cash in hand and the scope agreed in writing.
Track each roof on visual boards, assign crews, and bill in stages as work completes. Accept card and ACH payments online so your cash flow keeps pace with the work.
A roof is a big-ticket, one-shot sale where the money has to come in before, during, and after the crew is on the deck. Here's how Tabsy maps to the way roofers actually win and bill the work.
Whether you measure off a satellite report or a tape on the ridge, the estimate has to capture squares, pitch, layers of tear-off, decking replacement, underlayment, drip edge, and the dumpster. Build it line by line from a saved pricebook so the quote that wins the job is the same one you bid the materials against — not a round number you regret on the supply-house ticket. Send it for one-click approval while you're still in the driveway.
Roofing runs on other people's money — you front a five-figure material order before a single shingle goes up. Tabsy gets the contract e-signed and collects a deposit the moment the homeowner says yes, so the job starts with cash in hand and the scope agreed in writing. No "I thought that included the skylight" three days into the tear-off.
On a big re-roof the money should move with the job: deposit at signing, a draw when materials are delivered or tear-off is done, and the balance at completion. Bill in stages, send card or ACH payment links, and let automatic reminders chase the outstanding balance so your cash flow keeps pace with payroll instead of lagging a month behind it.
Storm and insurance work lives or dies on documentation. Before, during, and after photos, the signed scope, and the dated paper trail all sit on one job record — handy when an adjuster questions the supplement or a homeowner calls about a leak two winters later and you need to prove what went on the roof. Tabsy stores the record; it doesn't file the claim for you.
A note on permits and licensing. Most municipalities require a roofing permit for a full replacement, and roofing licensing rules vary by state — Tabsy isn't a permit-filing or licensing service, but keeping the signed contract, scope, and photo set on one record makes inspections and warranty registration far less of a scramble. Example, hypothetical: on a $12,000 re-roof you might collect a 30% deposit at e-signing, bill a draw the day the dumpster and material drop, and invoice the final balance once the city inspection clears — all from the same job.
Fast professional estimates close more roofs, and staged billing keeps the money coming in — without an enterprise field-service suite or per-feature upsells.
From inspection to final payment. Book a demo or get started today.
Read the guide to roofing estimates, deposits & progress billing →
Get Started TodayLast updated: June 2026