Roofing Software That Automates Estimating, Scheduling & Growth

Optsy automates work orders, inventory, and contract-driven tasks end-to-end. Win more roofing customers, without working harder, by automating tasks to improve customer service and streamline business admin.

Book your free demo today and watch Optsy Roofing Software turn admin time into growth time so you can scale crews, not paperwork. Faster estimates and proactive status alerts translate into five-star service.

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Roofing Software for Superior Service & Savings

Roofing is, unfortunately, one of industries with a high number of Better Business Bureau complaints. But this presents you with an opportunity to noticeably rise above your competitors by providing excellent customer service.

Everything from issuing rapid estimates to efficient scheduling and notifying customers when roofers are en route to showing up with the right tools and supplies to only asking for customer details once, it all contributes to providing excellent customer service that can easily make the difference between a happy customer who tells all their friends about your awesome service, and an unhappy customer who makes a formal complaint about your business.

Now, it might seem like a lot of work to do all of that, and it is if you’re doing it manually, but if you have a single piece of roofing software that can do it all, as well as handle your accounting and reporting needs, it’s actually really easy.

That’s what Optsy field service management software does. We designed it specifically for businesses just like yours, so you can easily, and mostly automatically, provide superb customer service and differentiate your business from your mediocre competitors. Plus, if you’re already paying for accounting, roofing CRM and roofing estimating tools, you’ll likely even save money by combining several subscriptions into one.

Our roofing software is a suite of tools that together simplify and streamline all your business management and admin tasks. One clear benefit is improved customer service, but it’ll also free up lots of your time and put more of your business on autopilot. That’ll free you up to grow your business or confidently distribute some responsibilities so you can give your knees a rest!

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All-in-One Roofing Software for Job Management

Track every roofing job from first quote to final invoice inside a single dashboard that combines client history, required tools, work orders and live job status, so nothing slips through the cracks.

Optsy Roofing Software eliminates double data entry your team enters customer details once, and the data flows automatically into quotes, invoices and even optimized driving routes.

Result: faster paperwork, fewer errors and extra hours to grow your roofing business instead of shuffling spreadsheets

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Get Your Free Roofing Software Demo – Automate Estimates & Scheduling

See how Optsy all-in-one roofing CRM and field-service software streamlines dispatch, estimates, inventory tracking and QuickBooks-ready invoicing. Book a 15-minute, no-obligation demo and start closing more roofing jobs today.

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How Optsy roofing software can benefit your business

Our software is full to the brim with all the features you need to efficiently manage your roofing business.

What is Optsy Roofing Software and how is it different from other solutions?

Optsy Roofing Software is a true all-in one field service platform that automates every step of your roofing business from work orders and inventory to scheduling, dispatch, mobile estimates, and QuickBooks ready invoicing all within a single dashboard. Unlike multiple app setups, Optsy replaces separate CRM, estimating, and accounting tools so you only pay one subscription and never re-enter data.

Can Optsy Roofing Software handle estimates, invoicing, and integrate with QuickBooks?

Yes. Optsy includes estimating tools that let your techs generate quotes, accept card payments, and instantly create invoices. All financial data syncs two-way with QuickBooks, so your office team never needs to import or export spreadsheets again.

How customizable is Optsy Roofing Software?

Optsy lets you enable or disable any feature and tailor the interface, user permissions, and workflow settings to match your exact processes. This flexibility means the software fits your business—rather than forcing you to adapt to generic tools.

Roofing estimating software

Optsy’s suite of tools includes estimating and billing software. With it, staff can issue estimates and invoices, view payments and billing history, and even take credit card payments with Optsy Payments powered by Fidelity. You can create customized reports from that data and if you use Quickbooks, you can connect our software with your existing Quickbooks account. The invoices created will be automatically connected with the relevant customer profiles, work orders and quotes and you’ll be able to quickly and easily see who’s paid what and whether there are any overdue invoices.

Roofing management software

You can record all your staff details in the software and they can track their time and work tasks there too. No more manual timesheets and you can even see how productive each staff member is. Best of all, you can customize the user rights and credentials for each staff member so they only have access to the parts of the tool that you want them to access. Similarly, you can customize the purchasing rights of each staff member, so you have the right staff making the right purchases.

Roofing CRM software

With Optsy’s roofing CRM, any of your staff can enter and access details about your clients including contact and payment details, communication and order history, reminders, and notes. And each other part of our software can access that information too. So, your staff enter the client details once, and they can then be used in quotes, invoices and work orders, and they can even be used to select the best route to the client’s premises.

Just think how much time it’ll save when you no longer have to enter client details into several different programs. Plus, clients will see how much more professional you are than the alternative roofing contractors, when they realize they never have to give you the same information or answer the same questions multiple times.

Mobile-ready software for security companies and alarm businesses

Regardless of whether your staff have Apple or Android phones or tablets, they’ll be able to install Optsy and sync data in real time. And if they’re heading into an area without mobile reception, they’ll be able to record data in the system ‘offline’ and it’ll automatically sync once they’re back in range. So Optsy has you covered no matter how you’re set up or where you are.

Custom reporting

Worried Jimmy’s been slacking off? Think Cho might be ready for a raise? Optsy’s fully customizable reporting tools will tell you how productive your team is whenever you need to know. Want to check your cashflow? There’s a report for that. Trying to figure out who your best customers are, so you can see if they’ll refer other customers to you? You can create a report for that too.

Basically, if you want to know something about your business, as long as you’ve put the data in the system, our alarm and security company software will be able to generate the report you need. We’ll even help you set up custom report templates, so accessing the business insights that will help you grow is super easy.

Tasks and reminders

Everyone can create and assign tasks and set reminders, so no one ever drops the ball and forgets to do something. No cranky customers or lost revenue because someone on your team forgot about a job or left a tool behind, and no late payment fees because someone overlooked a bill.

Inventory Management

Our software offers real-time inventory tracking, so your staff won’t ever turn up to a job without the parts they need to install and your customers won’t ever get grumpy that their jobs need to be rescheduled due to an unexpected lack of parts.

Equipment tracking

Our software will help you keep track of your equipment and its maintenance schedules, so you always know where everything is and when it needs a service.

SLA tools

When it comes to ongoing alarm and security clients and customers, a service-level agreement (SLA) is vital. For example, if you offer nightly security checks of customer premises, you’ll want an SLA that lays out the immense value you deliver while protecting your business from scope creep and unfair litigation in the event there’s ever a security incident.

With our software you can create and manage SLAs and other contracts. It’ll even automatically schedule tasks and issue invoices based on the contracts you have in place. With Optsy, you’ll spend far less time serving those valuable, ongoing customers while offering them a smoother, more reliable service. That’s a win for everyone.

So, if you want to grow your business, Optsy’s roofing software is an all-in-one suite of tools that’ll save you time, reduce errors, increase your productivity, improve staff and customer satisfaction, and save you money.

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Field service software’s for additional industries

HVAC

Refrigeration

Alarm Security

Plumbing

Computer Service

Electrical

Roofing

Locksmith

Feedback From Field Service Management Customers

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Advance your business future ahead

Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.