Software for roofing contractors
Find the roof conversation before the next call.
The owner may ask about a leak while the building manager discusses access and a separate payer needs the invoice. Keep those roles and the service location clear. Microtra helps you organize the contact, job and document history behind roofing work without promising specialist roof survey or insurance systems.
Make room for the real work.
- Leak investigation inquiry
- Roof replacement consultation
- Flashing repair follow-up
- Commercial roof maintenance visit
- Gutter work discussed with a roof job
- Return after materials arrive
How it works.
Connect the person to the building
Create the Client contact and check where invoices should go. Trades & construction starts with Properties linked records; use them to distinguish buildings and practical access details. Record who is authorized to approve the scope when the caller is arranging access for someone else.
See the clients featurePreserve the inspection context
Record observations and the agreed next action in Job notes and tasks. Identify the roof area clearly and distinguish a reported leak from a confirmed finding. Inspection methods and decisions about safe access remain your professional responsibility.
See the jobs featureKeep proposals attached to the relationship
Use estimates to describe repair or replacement scope with explicit exclusions. When another conversation changes the proposal, review the document rather than relying on a vague message about doing the whole roof. Share its PDF through your device for the client to consider.
See the invoicing featureCheck history before scheduling a return
Find the relevant invoices, estimates and recorded payments from the contact history. Review job status and remaining work before arranging access again. Separate a new roof-area inquiry from an existing repair so its scope and billing remain understandable.
See the clients feature
Useful answers.
Does a roofer CRM handle insurance claims?
This workflow covers business contacts, jobs and documents. It does not promise insurer estimates, claim submission or insurance approval tracking. Use the appropriate specialist process and qualified advice for that work.
Can a building manager and owner have different roles?
Keep the commissioning and billing contact clear, then record the access arrangements and other operational contacts with the site and job. Confirm authorization directly; being a saved contact does not establish authority to approve additional work.
Will this replace a roof measurement tool?
You measure and inspect the roof through your own process. Add the relevant findings and scope to your business records. Microtra does not create a roof survey, determine a safe access method or calculate aerial measurements.
Can I send a proposal automatically after an inquiry?
Server email delivery is coming soon. Review the inquiry, assess the work and share the proposal PDF from your device after preparing the appropriate scope.
Keep exploring.
Software for small business
Keep your roofing day connected.
Keep client details and the work behind each visit together in Microtra. Start your 14-day free trial. No card needed.
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