CRM for Roofers · Made in Canada

Roofing CRM software built for contractor teams

Inspections, photo documentation, and same-day estimates — win the roof before a competitor calls back first. JobWorks365 schedules crews around the weather and keeps deposits and progress payments moving.

No credit card required · Free plan available · Cancel any time

What roofers tell us

The day-to-day headaches JobWorks365 was built to remove.

  • Losing roof jobs because the estimate takes two days to send.
  • No organized photo record from the inspection to back up the scope of work.
  • Crews rescheduled for weather with no clean way to notify the homeowner.
  • Chasing deposits and progress payments by phone and email.

Built around the roofing workflow

One app for leads, scheduling, quotes, invoices, payments, and client messaging.

Inspections with photo documentation

Attach inspection photos straight to the job so damage and scope are documented before the estimate goes out.

Same-day roofing estimates

Build a roofing estimate on-site with roofing estimating software, and send the contract for e-signature the same day.

Deposits & progress payments

Collect a deposit before materials are ordered, then bill progress payments as milestones are completed.

Crew scheduling around weather

Reschedule jobs on a mobile-first calendar when a storm rolls in, and notify the homeowner without a scramble of phone calls.

Homeowner messaging

Keep homeowner questions and updates tied to the job — not lost in personal texts.

Job photos & warranty history

Store before, during, and after photos plus warranty info per address for future service calls.

Everything a contractor team needs

No per-user pricing. No enterprise complexity. Just the tools roofers use every day.

  • Lead capture & follow-up
  • Share to JobWorks365 from your phone (iOS + Android)
  • Mobile-first job scheduling
  • Milestone assignments across the crew
  • Employee time off & working hours
  • Quotes & contracts with e-signature
  • Invoices & online payments
  • Client portal & messaging
  • Internal @mentions & private job notes
  • GPS time clock with geofences
  • Hourly wages, overtime & payroll ledger
  • Elite includes your first 5 users — extra workers are $1/month
  • Roles & per-job sharing (hide financials from field staff)
  • AI smart reminders
  • On-site sketchpad for notes
  • Customer history in one place

How roofers use JobWorks365 day to day

Turning an inspection into a documented estimate

Insurance adjusters and skeptical homeowners both want proof, not just a number. JobWorks365 lets you attach inspection photos straight to the job, so the scope of work in your roofing estimate is backed up by exactly what you found on the roof.

Send the estimate for e-signature the same day — before the homeowner has a chance to call three other roofers.

Managing crews and weather-driven reschedules

Roofing schedules move constantly around weather. When a job needs to shift, reschedule it on the mobile-first calendar and the crew sees the update instantly — no group chat needed to figure out where everyone's supposed to be tomorrow.

Deposits, progress payments, and getting paid on time

Break a re-roof or larger repair into milestones, collect a deposit before materials show up, and invoice progress payments as each milestone is completed, so cash flow doesn't stall waiting on one final cheque.

A photo and warranty record for every roof

Store before, during, and after photos plus warranty details on the job and the address, so if a homeowner calls back in three years about a leak, you already have the full history in front of you.

Try JobWorks365 free for 30 days

Built for Canadian roofers. Set up in under 2 minutes.

Related pages

FAQs for roofers

Is JobWorks365 a good CRM for small roofing companies?+

Yes. JobWorks365 is built for roofing teams of every size who want a roofing CRM for estimating, contracts, deposits, scheduling, and invoicing — with simple, transparent CAD pricing.

Can I document a roof inspection with photos?+

Yes. Attach inspection photos directly to the job so your estimate and scope of work are backed up by what you actually found.

Can I collect a deposit and progress payments online?+

Yes. Homeowners can pay deposits and progress payments through a secure online portal as milestones are completed.

How is JobWorks365 different from AccuLynx for roofers?+

AccuLynx is built for larger roofing operations. JobWorks365 focuses on small roofing crews who want the essentials — leads, estimates, contracts, scheduling, invoices, and a client portal — with simple CAD pricing.

Do I need to install an app?+

No. JobWorks365 runs in your browser and as a Progressive Web App on iOS and Android.

Looking for the full feature list? See the JobWorks365 homepage.