Features for roofing and exterior contractors

Everything a roofing job touches, from first call to final check

One record follows the job: the lead form, the inspection, the signed estimate, the crew, the change orders, the invoice, and the payment. Each feature below is labeled with the plan it comes on.

01

Win the job

Qualifying forms and QR codes

All plans

Put one link on your website, truck wrap, or yard sign. Homeowners send project details and photos before you drive out.

  • Shareable public link and QR code that works on any phone
  • Questions you set for your trade and project types
  • Photo uploads so you see the roof before the visit
  • Welcome email goes out the moment they submit
  • The lead lands in your CRM with everything attached

Estimates with e-signature

All plans

Build line-item estimates from your saved items, send them, and get them signed without printing anything.

  • Line items pulled from your items library
  • Client approves or declines from a link
  • Signed estimate stays on the client and job record
  • Estimate templates on Pro and up
  • Xactimate file import fills line items

Appointment scheduling

All plans

Book inspections and site visits from the calendar or right inside the client or job.

  • Assign appointments to team members
  • Clients get automatic confirmation emails
  • Google Calendar sync and Google Meet links
  • Schedule tab on every client and job on Pro and up
02

Run the job

Full jobs management

Pro and up

The approved estimate becomes the job. Costs, change orders, material orders, chat, and appointments live in one place.

  • Team chat with @tags and meeting requests with RSVP
  • Material orders, purchase orders, and change orders
  • Field crew submits cost change requests, owner approves
  • Estimated vs. actual cost on every job

Work orders

Pro and up

Send crews and subs a work order with scope, photos, and job details.

  • Scope and photos pulled from the job
  • Subcontractor and vendor lists kept separate
  • Email material orders to suppliers from the job

Time clock and labor costing

Pro and up

Crews clock in from their phones against the job. Approved hours turn into labor cost on that job.

  • Clock in and out tied to the exact job
  • Approved hours post as labor cost
  • Payroll-ready CSV export with pay calculated

EagleView measurements and hail maps

Pro and up

Order aerial roof and wall measurements inside the job and check hail history for the address.

  • Order EagleView reports without leaving the job
  • Import dimensions into material orders
  • Interactive hail maps with storm data on the client record

Team, subs, and vendors

Pro and up

Invite your team, set permissions, and keep labor crews and suppliers organized.

  • Permissions per team member
  • Subcontractor W-9 collection by link
  • Vendor contacts kept apart from customers
03

Get paid

Invoices and Stripe payments

All plans

Turn the job into an invoice, send a pay link, and see what is paid and what is still out.

  • Branded invoices with online card payments via Stripe
  • Outstanding vs. paid at a glance
  • Invoice reminders sent by your automations

Follow-ups that send themselves

Pro and up

Welcome emails, appointment confirmations, estimate follow-ups, and invoice reminders go out on their own.

  • Estimate follow-ups so bids do not go cold
  • Invoice reminders so you are not the one chasing

Customer portal

Pro and up

Homeowners see job status, documents, and invoices in one link, so fewer 'where are we?' calls.

  • Live job status for the customer
  • Documents and invoices in one place

Two-way SMS texting

Pro Unlimited

Text customers from the job with your own number. Included with Pro Unlimited, $75/mo on Basic and Pro.

  • Dedicated Twilio number per account (administrator setup)
  • Appointment reminders by text
  • Full message history on the job
  • Carrier usage charges may apply

Integrations

Tools that connect to LoadBearing today.

Stripe
Card payments on every invoice.
Twilio
Two-way texting from a dedicated number.
Google Calendar
Appointment sync and Meet links.
EagleView
Aerial roof and wall measurements.
Interactive Hail Maps
Hail history for any job address.
BCB Live
Background checks on clients by name, phone, email, and address.
Xactimate
Import estimate files into jobs.
ABC Supply
Material ordering to your branch (pending).

Straight answer

Who LoadBearing is for, and who it isn't

We would rather you find out here than three weeks into a trial.

A good fit

  • Roofing, siding, gutter, window, and restoration companies
  • Shops that estimate a project, run it with a crew or subs, then invoice it
  • Owners who want job profit, not just a sales pipeline

Probably not the right tool

  • Businesses that never estimate a project and only need a contact list
  • Service-call shops whose day is a dispatch board of short repair visits: LoadBearing is organized around estimated project jobs

See it run one of your jobs.

Start a trial and put a real lead through it, or book a walkthrough and we will follow one of your jobs from intake to payment.

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