Constructelligence
Software by trade · roofing contractor

Roofing contractor software: what to run, what to track, and where jobs lose money

Roofing businesses are sales-led: the CRM, the measurement report and the estimate come first, and a lot of roofers know their close rate better than their margin per job. The margin question is about production — squares installed against crew hours, tear-off surprises, material waste — and it lives in the job cost, not the CRM.

Updated · 7 minute read

Key takeaways
  • Roofing CRMs track sales well; margin lives in job cost.
  • Measure cost per square — labor, material, disposal — on every job.
  • Log tear-off surprises and supplements the day they happen.
  • Review margin per job weekly, not only at the end of the season.

Where roofing contractor jobs make and lose money

Key terms: Cost code · Change order (CO) · Fade

A worked example

A 42-square re-roof sold at $36,500. Labor came to $9,800, material $13,900, and disposal and other costs $1,600:

Cost = $9,800 + $13,900 + $1,600$25,300
Cost per square = $25,300 ÷ 42$602
Gross margin30.7%

Track the same figures on every job and the crews, suppliers and roof types that erode margin become visible within weeks.

CalculatorCost per square
Sold at $36,500 · 42 squareslabor $9,800material $13,900margin $11,200 · 30.7%disposal $1,600Cost $25,300 ÷ 42 squares = $602 a square
The worked example’s re-roof. Track the same split on every job and the crews, suppliers and roof types that erode margin show up within weeks.

The roofing contractor software stack

Most contractors in this trade run four or five systems. The names below are common examples, not a ranking.

CRM & sales
AccuLynxJobNimbusRoofr
Measurement
EagleViewother aerial measurement reports
Estimating & production
The CRM's estimatingspreadsheets
Accounting
QuickBooksSage

The numbers worth tracking weekly

How to choose roofing contractor software

Five questions to ask any vendor before a trial — each is about whether the software fits how this trade actually makes money.

  1. Does the CRM's job carry through to job costing, or does accounting start over?
  2. Can crews record hours and squares installed per job?
  3. Are insurance supplements tracked from request to payment?
  4. Does it show margin per job, not just sales and close rate?
  5. Can material orders be compared with squares actually installed?

Then trial it on a finished job where you already know the answer. The construction tech stack guide covers how the pieces connect.

Where Constructelligence fits

Constructelligence sits on top of the accounting system you already run — Sage 300 CRE and QuickBooks Desktop are connected today, with Viewpoint, Sage Intacct and others in build — and forecasts every job weekly by cost code, so a job's margin eroding on labor or waste shows up in the week it starts. It reads read-only, installs on your own infrastructure and replaces none of the tools above. See it in the demo.

Software for other trades

Checklist
Roofing job margin in Excel, filled in with example rows — columns: Job, Squares, Contract, Labor, Material, Disposal, Supplement, Cost per square…
The roofing job margin as it opens in Excel: example rows in italics, calculated columns shaded.
Free template · Roofing job margin (Excel & CSV)An Excel workbook with drop-downs, validation and formulas built in — or the same columns as a CSV for Google Sheets and Numbers.
Download Excel (.xlsx)
What this template captures

Each roofing job's squares, contract, labor, material, disposal and supplements, with cost per square and margin calculated.

9 columns: 7 you fill in and 2 calculated by formula and filled down 200 rows, so nothing is worked out by hand. In the Excel version, 6 columns reject entries of the wrong type (a date column only takes dates, an amount column only numbers), the header row stays frozen with filters on it, and the workbook opens on an Instructions sheet that lists every column below.

Every column, and how it is captured
ColumnTypeWhat goes in it
JobTextJob number exactly as in your accounting system (e.g. J-1104), so rows join to job cost.
SquaresNumberEnter a number.
ContractAmount ($)Contract value including approved change orders.
LaborAmount ($)Enter the amount in dollars.
MaterialAmount ($)Enter the amount in dollars.
DisposalAmount ($)Enter the amount in dollars.
SupplementAmount ($)Enter the amount in dollars.
Cost per squareCalculatedCalculated: ([Labor] + [Material] + [Disposal]) ÷ [Squares]
Margin %CalculatedCalculated: ([Contract] + [Supplement] − [Labor] − [Material] − [Disposal]) ÷ ([Contract] + [Supplement]) × 100

See it on real-looking numbers

Constructelligence is a construction intelligence platform: it reads your ERP, project and field systems read-only and does this arithmetic every week, for every job. The demo runs it on a sample eight-job portfolio.

Try the demoJoin the private beta

Frequently asked questions

What software do roofing contractors use?

A roofing CRM for leads, estimates and production (such as AccuLynx, JobNimbus or Roofr), aerial measurement reports (such as EagleView), and accounting software such as QuickBooks for job costing.

How do roofing contractors calculate cost per square?

Add labor, material, disposal and equipment for the job and divide by the squares installed (one square is 100 square feet). Compare it with the estimate's cost per square for every job.

How can a roofing company improve job profitability?

Track crew hours and material per square on every job, record tear-off surprises and supplements, and review margin per job weekly rather than only at the end of the season.

What is a roofing square?

One hundred square feet of roof area. Roofers price, order material and measure crew productivity per square.

Can a roofing CRM do job costing?

Most roofing CRMs track estimates, production and some job costs; many contractors still need accounting software for labor, overhead and true margin per job.

CI
Written by the Constructelligence teamConstruction finance and software. Worked examples use the sample demo portfolio; formulas are standard practice. Reviewed September 2026.

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