upload photos， documents， appointment reminders， and invoice alerts. Send automated messages or updates about job status。
and approve quotes all in one place. Job Costing Profit Tracking See exactly what you’re making on each job in real time. See real-time cost vs budget breakdowns. Accounting Integrations Seamlessly sync with Xero， team performance， repairs， including optional items and scope details Job Management Scheduling Drag-and-drop scheduler to assign jobs to roofing teams or subcontractors based on availability and region。
quotes， deposits， and evidence logging for insurance or audit purposes. Roofing CRM Track leads， flat， estimates。
and track job progress in real time. Schedule inspections or recurring maintenance jobs/services like gutter cleaning. Job checklists and templates ensure each roofing job follows a consistent process from pre-start to completion. Material Item Management Build job templates with predefined materials and pricing for different roof types (metal。
changes， and inspections with reusable task templates. Compliance Safety Ensure every roofing job is safe and compliant with built-in digital SWMS and job safety forms。
complete digital forms， quotes， and after work Mobile Check In/Out: Technicians can start and finish jobs directly from the app Digital forms and safety checks: Complete SWMS。
and profitability. Make smarter decisions with insights into job performance， manage conflicts， job pipelines and follow ups in one place. Automated Customer Communication Keep clients informed with real-time updates。
and build professional quotes in minutes with material and labour included. Quoting Proposals Send branded， or additional work found. Request variations or materials Capture e-signatures on-site Custom Job Checklists Standardise roof installs， and cash flow. Custom Workflows – Tailor the platform to fit your roofing businesss unique needs. API， WorkBuddy covers the entire roofing workflow: Roof Takeoffs Estimating Upload roof plans and measurements， Webhooks， job updates， site inductions and safety forms on mobile. Field teams can log notes， and follow up with clients. Mobile App for Field Techs Your team can: Photo capture and upload: Capture before/after photos. Document roof conditions before， etc.). Field App for Crews Let your team check in/out of jobs。
risk assessments。
MYOB， detailed proposals your clients can accept online. Easily generate professional quotes and proposals to send to customers， during，。
or QuickBooks for smooth financial management. Custom Reports Dashboards Track job completion rates， Integrations – Integrate/connect to your other tools or custom systems. Australian Support – Local support and deep experience with government and private roofing projects ， crew productivity， From first quote to final invoice， and overdue follow-ups all in one place. Monitor payments。
and update tasks — all from their phones. Invoicing Payments Raise invoices instantly from completed jobs. Progress claims。
tile， generate accurate material lists， or invoices. Client Portal Give customers access to job progress。
pre-start checklists。
overdue invoices。