Project Management by Team · Researched comparison

Best Project Management Software for Roofers

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Key takeaways

  • Roofing specific tools such as JobNimbus, AccuLynx, and JobProgress follow the roofing job from lead to final invoice, while general tools need more setup to match that flow.
  • Three of the eight tools in this guide hide their prices behind a quote, so ask each vendor for a written quote at your exact user count before you compare totals.
  • General tools start much lower: Trello Standard costs $5 per user per month billed annually, and monday.com Basic and Smartsheet Pro each cost $9 per user per month billed annually.
  • A small crew can start on a free plan from Trello or monday.com, while a growing company with several crews usually needs the estimating, production, and job costing depth of a roofing platform.

Comparison

How these compare
ToolBest forPrice rangeFree plan
JobNimbusRoofing CRM and job tracking in one placequote onlyNo
AccuLynxInsurance restoration and multi-crew productionquote onlyNo
JobProgressHome improvement sales and production$79 per month (single user)Free trial (14 days)
BuildertrendResidential builders running many jobsquote onlyNo
ProcoreLarge contractors on complex commercial workquote onlyNo
monday.comVisual boards for small roofing teams$9 per user/month (billed annually)Yes
TrelloSimple kanban boards for small crews$5 per user/month (billed annually)Yes
SmartsheetSpreadsheet style schedules and budgets$9 per user/month (billed annually)Free trial (30 days)

How we choose

We reviewed the vendor pricing pages, product documentation, and feature pages for each tool in this guide, and we compared what each one offers a roofing company at the point of sale and on the job. We looked for roofing specific workflows such as lead tracking, estimating, production scheduling, and job costing, and we checked how each tool handles photos, documents, crew assignments, and customer communication. We also checked the entry cost, the free plan or trial, and the limits that shape the real monthly bill, such as seat minimums and user caps. We did not run live roofing projects in these tools, and we did not test them hands-on, so this guide reflects what the vendors publish and document, not our own use.

Our full method

The shortlist

★ Best overall

The best project management software for roofers

2

JobNimbus

Best for Roofing CRM and job tracking

Website: https://www.jobnimbus.com/

Best for: Roofing CRM and job tracking

Starting price: quote only

Free plan: No

Pros: Built for roofing workflows from lead to invoice; strong boards, automations, and photo handling

Cons: No published prices, so budgeting needs a sales quote; texting and payments cost extra

JobNimbus is a customer relationship and job management platform built for roofing contractors, and it covers the full path from first contact to final payment. Leads, estimates, contracts, production boards, invoices, and payments sit in one system, so an office team can follow a roof from the first call through the last check without moving records between apps. The board view maps well to how a roofing job moves, from inspection to estimate to scheduled work to completion, and the mobile app lets field staff update a job, add photos, and log notes from the roof.

The platform also includes automations that move jobs between stages and send reminders when a status changes. Owners can set up templates for estimates and contracts and track the pipeline by sales rep. Integrations with measurement services and accounting tools extend the system, and the Engage add-on handles texting with customers. For a roofing company that wants one home for sales and production, JobNimbus is a natural first look, even though the lack of published prices means the first step is a demo and a quote.

3

AccuLynx

Best for Insurance restoration and production

Website: https://www.acculynx.com/

Best for: Insurance restoration and production

Starting price: quote only

Free plan: No

Pros: Deep insurance claim tracking and job costing; supplier ordering built into the workflow

Cons: No published prices and no free trial, so evaluation needs a sales call; many features are extra-cost add-ons

AccuLynx is an all-in-one platform built for roofing and exterior contractors, and it is strongest for companies that handle insurance restoration work. The system tracks a claim from first notice of loss through inspection, estimate, supplement, and final payment, with job costing and profit forecasting tied to each project. Production tools cover labor management, work orders, and scheduling, while supplier ordering lets the office place material orders without leaving the job record. Aerial measurement ordering is built in, which saves time on takeoffs for steep or large roofs.

The Elite plan adds supplement tracking, a production calendar, multi-location support, and permit tracking, which suits larger companies with several crews or offices. There are no long-term contracts, but the price is only available through a custom quote, and add-ons such as texting, document signing, and the customer portal each carry their own cost. For a roofing company that lives on insurance work, AccuLynx is worth the demo, but get the full monthly total in writing first.

4

JobProgress

Best for Home improvement sales and production

Website: https://leaptodigital.com/

Best for: Home improvement sales and production

Starting price: $79 per month (single user)

Free plan: Free trial (14 days)

Pros: Clear lead to production workflow with estimating and signatures; published entry price of $79 per month

Cons: Entry plan is limited to a single user, so a team must move up; one-year contracts with automatic renewal

JobProgress is a customer relationship and job management tool for residential home improvement contractors, including roofers, and it is now sold under the Leap name as Leap CRM. The workflow runs from lead capture through estimating, proposals, digital signatures, production scheduling, and invoicing, which matches how a roofing sale turns into a scheduled job. Custom workflow stages let an office shape the pipeline around its own process, from inspection to material order to install day, and the scheduling tools keep crews, deliveries, and customer appointments in one view.

The published entry point is Leap CRM Essential at $79 per month for a single user, with a 14-day free trial, while the Team plan starts at $298 per month and covers the first user with $99 per month for each extra user. The legacy JobProgress plan is listed at $249 per month for up to three users plus $99 per month for each extra user, with a $500 one-time setup fee. All plans run on one-year contracts, so confirm the renewal terms and the cost of adding seats before signing.

5

Buildertrend

Best for Residential builders running many jobs

Website: https://buildertrend.com/

Best for: Residential builders running many jobs

Starting price: quote only

Free plan: No

Pros: Scheduling, daily logs, and client portal in one system; unlimited users on every plan

Cons: No published prices, so every quote depends on annual volume; entry plan lacks estimating tools

Buildertrend is a construction management platform for residential builders and remodelers, and it fits roofing companies that run many jobs at once and want clients kept in the loop. Scheduling, daily logs, to-do lists, documents, and messaging sit together, so the office, the crew, and the homeowner all see the same job status. The client portal lets homeowners follow progress, approve selections, and sign change orders, which cuts down on phone calls and keeps a clear record of decisions. Financial tools on higher plans add estimating, budgets, purchase orders, and change order tracking.

Every plan includes unlimited users and unlimited projects, which helps a roofing company that wants office staff, sales reps, and crew leads all in the system without counting seats. The trade is price: Buildertrend stopped publishing prices in early 2025 and now quotes each customer based on builder type and annual construction volume, with the last published tiers running from about $339 to about $1,099 per month. There is no free plan and no free trial, though some sources note a 30-day refund window.

6

Procore

Best for Large contractors on complex work

Website: https://www.procore.com/

Best for: Large contractors on complex work

Starting price: quote only

Free plan: No

Pros: Full drawings, RFI, submittal, and financial controls; unlimited users in every quote

Cons: Quote-only annual pricing tied to construction volume; far more depth than a small roofing crew needs

Procore is a construction management platform built for general contractors, specialty contractors, and owners running large and complex projects. The suite covers project management, quality and safety, financials, and preconstruction, with drawings, requests for information, submittals, budgets, commitments, and change events all connected. Unlimited users, storage, and support are included in the quote, so subcontractors, consultants, and clients can work in the platform at no extra seat cost. For a roofing company that works as a subcontractor on large commercial jobs, Procore is often the system the general contractor already uses, which makes coordination simpler.

The cost is the main barrier. Procore charges an upfront annual fee per product based on annual construction volume, and it publishes no figures, so a quote is the only way to get a number. Third-party reports put typical entry costs near $10,000 per year, with larger companies paying far more, and preconstruction and financial management are separate modules rather than part of one bundle. For most roofing companies with one to five crews, Procore is more platform than the work needs, but for a large commercial roofing contractor it is the standard to beat.

7

monday.com

Best for Visual boards for small roofing teams

Website: https://monday.com/

Best for: Visual boards for small roofing teams

Starting price: $9 per user/month (billed annually)

Free plan: Yes

Pros: Flexible boards, templates, and views that fit a roofing pipeline; free plan for up to two seats

Cons: Basic plan has no automations or integrations; three-seat minimum on every subscription plan

monday.com is a visual work management platform built around boards, and a roofing team can shape it into a pipeline that runs from lead to inspection to install. Templates cover project tracking, sales pipelines, and task lists, while views such as Kanban, timeline, calendar, and Gantt help the office see which jobs are scheduled, which are waiting on materials, and which crews are free. Files, updates, and comments live on each item, so the job record holds photos, contracts, and customer notes in one place. The mobile apps work well for crew leads who need to check the day's jobs and update status from the site.

The free plan covers up to two seats with three boards, which suits an owner testing the system before rolling it out. Basic starts at $9 per user per month billed annually, with a three-seat minimum, so the smallest subscription bill is $27 per month. Basic has no automation or integration allowance, and time tracking waits until the Pro plan at $19 per user per month, so a team that wants automatic reminders should look at Standard at $12 per user per month.

8

Trello

Best for Simple kanban boards for small crews

Website: https://trello.com/

Best for: Simple kanban boards for small crews

Starting price: $5 per user/month (billed annually)

Free plan: Yes

Pros: Lowest entry cost in this guide at $5 per user per month; free plan covers up to 10 collaborators

Cons: No native estimating, invoicing, or job costing; timeline and calendar views need Premium

Trello is a visual task tool built around boards, lists, and cards, and it is the simplest option in this guide. A roofing crew can set up a board with lists for leads, inspections, estimates, scheduled jobs, and completed work, then move each card across as the job advances. Cards hold checklists, due dates, attachments, assignees, and comments, so a job card can carry the address, the material list, the crew assignment, and photos from the inspection. The interface is light enough that a new crew member can learn it in an afternoon, and the mobile app keeps the board in hand on the roof.

The free plan covers up to 10 collaborators and 10 boards per workspace, with unlimited cards, which is enough for a small crew to run real jobs at no cost. Standard costs $5 per user per month billed annually and adds unlimited boards, custom fields, advanced checklists, and more automation runs. Premium at $10 per user per month adds calendar, timeline, table, and dashboard views. Trello has no estimating, invoicing, or job costing, so a roofing company will still need separate tools for money.

9

Smartsheet

Best for Spreadsheet style schedules and budgets

Website: https://www.smartsheet.com/

Best for: Spreadsheet style schedules and budgets

Starting price: $9 per user/month (billed annually)

Free plan: Free trial (30 days)

Pros: Grid, Gantt, and calendar views with formulas for budgets; 30-day trial with no card needed

Cons: No free plan for new signups; Pro plan caps at 10 members and 250 automation runs a month

Smartsheet is a work management platform that looks and feels like a spreadsheet, which suits roofing teams that already plan jobs in rows and columns. Grid view holds the job list with dates, costs, and crew assignments, while Gantt, calendar, and board views show the same data as a schedule. Formulas can total material costs, labor hours, and margins per job, and forms can collect inspection details or customer sign-off from the field. Automated update requests can chase a crew lead for a status update, and reports can roll up every open job into one dashboard for the owner.

Pro costs $9 per user per month billed annually and is limited to 10 members, with 250 automation runs a month and 20 GB of storage. Business costs $19 per user per month billed annually and removes the automation cap. There is no free plan for new signups, but a 30-day trial needs no card and gives full access to test the system. For a roofing company that thinks in spreadsheets and wants budgets and schedules in the same place, Smartsheet is a strong fit.

What to check before you buy

Start with the size of your team and the number of jobs you run each month, because the right tool changes as both numbers grow. A two-person crew can run on Trello or the monday.com free plan, while a company with three crews and an office team needs the estimating and production depth of JobNimbus, AccuLynx, or JobProgress. Ask each vendor for a written quote at your exact user count, including every add-on you will use, such as texting, document signing, payments, and measurement services. Check the contract length, the renewal terms, and what happens to your data if you cancel. Confirm that the mobile app works offline or with weak signal, since crews often work where coverage is thin. Check how photos, contracts, and change orders are stored, and whether the tool can export your job history.

Team sizeMonthly job volumeBest fitExpected starting cost
1 to 2 peopleUp to 4 jobsTrello free plan or monday.com free plan$0
3 to 5 people5 to 12 jobsTrello Standard or monday.com Basic$15 to $45 per month
6 to 15 people12 to 30 jobsJobProgress Team or Smartsheet Business$298 to $380 per month
16 or more people30 or more jobsJobNimbus or AccuLynx on a custom quoteQuote only, ask for a written total

FAQ

What is the best project management software for a small roofing company?

For a small roofing company, Trello or monday.com is often the best starting point, because both offer a free plan and a low entry cost. Trello Standard costs $5 per user per month billed annually, while monday.com Basic costs $9 per user per month billed annually. A company that wants roofing specific tools such as estimating and claim tracking should look at JobNimbus or JobProgress once the crew grows past five people.

Do roofers need roofing specific software or will a general tool work?

A general tool works well when the main need is a clear job board, task lists, and crew scheduling. Trello, monday.com, and Smartsheet all handle that job at a low cost. Roofing specific software earns its keep when the company needs estimating, supplier ordering, insurance claim tracking, and job costing in one system. The deciding factor is whether the office spends more time chasing job detail across apps than running jobs.

How much does roofing project management software cost per month?

Costs run from $0 on a free plan to a custom quote that can reach four figures a month. Trello Standard costs $5 per user per month billed annually, monday.com Basic and Smartsheet Pro each cost $9 per user per month billed annually, and JobProgress starts at $79 per month for a single user. JobNimbus, AccuLynx, Buildertrend, and Procore all require a custom quote, so ask each vendor for a written total at your user count.

Can roofing software track insurance claims and supplements?

Yes, roofing specific platforms track insurance claims as part of the job record. AccuLynx is the strongest here, with claim tracking from first notice of loss through final payment and supplement tracking on its Elite plan. JobNimbus also follows insurance jobs from lead to invoice with boards and automations. General tools such as Trello and monday.com can track a claim with custom fields and checklists, but they do not offer claim specific reports or supplement workflows.

What should a roofing crew check during a free trial?

A roofing crew should run two or three real jobs through the trial from lead to invoice, including photos, estimates, scheduling, and customer messages. Check that the mobile app works on site, that the board or schedule is clear at a glance, and that the office can see job costs without extra steps. Confirm the true monthly cost with add-ons, the contract length, and how the data exports if the trial ends without a purchase.

Sources we checked

  • https://www.jobnimbus.com/pricing
  • https://www.acculynx.com/pricing
  • https://leaptodigital.com/pricing/
  • https://buildertrend.com/pricing
  • https://www.procore.com/pricing
  • https://monday.com/pricing/
  • https://trello.com/pricing
  • https://www.smartsheet.com/pricing
How we score

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The best project management software for roofers#1 PICK