Field Service Software for Roofing Companies
From storm-damage inspections to full replacements, WorkSlate helps roofing companies move fast on estimates, track jobs to completion, and collect payment without the paperwork.
14-day free trial · No credit card required · Built for residential re-roof and storm-damage restoration companies.
The problems every Roofing business runs into
WorkSlate is built around the workflows that actually matter for roofing companies.
Inspection photos that never make it into the estimate
Your tech takes 40 photos on the roof and half of them stay on their phone. WorkSlate lets techs attach photos to the job record on site, and pull them directly into the estimate, and into the customer portal on Professional and Business.
Estimates that take days to get back to the customer
Storm season means 15 leads in a week. The contractor who gets back first usually wins the job. WorkSlate lets you send a detailed estimate from your truck the same day as the inspection.
Collecting deposits and final payments separately
Roofing jobs typically have a deposit upfront and balance on completion. WorkSlate supports partial payments so you can collect both without juggling two separate invoices.
Everything your Roofing business needs
One platform. No duct-taped apps. No double entry.
Inspection-to-estimate workflow
Capture photos and notes during the inspection, then build the estimate from the same job record. Everything stays together.
Detailed photo documentation
Before, during, and after photos attached to the job. On Professional and Business, AI captions them automatically and customers see the evidence in their portal. Fewer disputes, faster approvals.
Same-day estimates
Build professional line-item estimates from your phone at the job site and send them before you leave the driveway. Customers approve online.
Partial payment & deposit collection
Collect a deposit on approval and the balance on completion, both via online payment. No separate invoices, no tracking spreadsheets.
Project tracking across multiple visits
Tear-off day, install day, inspection day, all tied to one job. Notes and photos from each visit are visible to your whole team.
Customer portal (Professional and Business)
Customers track project status, view photos, approve estimates, and pay invoices from one branded link. Professional from first contact to final payment.
Priya Patel, Leak after the storm
Estimate, 3 days old
| Storm Damage Assessment | $295.00 |
|---|---|
| Flashing Repair | $325.00 |
| Total before tax | $620.00 |
Checklist
- Photos of every slope
- Check the flashing
- Photo of the repair
In the field, on the WorkSlate Tech app
Crews photograph the roof and add notes on site. Everything saves on the phone and sends when signal returns.
Up and running in a day
No implementation project. No consultant. Just sign up and go.
Set up in minutes
Add your business details and start your price book from your trade's common services. Professional and Business can import customers from a spreadsheet.
Run your first job
Schedule the job, assign your tech, send the estimate, and collect payment, all from one place.
Keep them coming back
AI drafts your estimate follow-ups. On Professional and Business, service agreements book the repeat visits and the customer portal handles the status calls.
Free Roofing tools: invoice generator and estimate generator, no login needed.
Your clean slate for field service.
Your first 14 days are free, and no credit card is needed.