Billing Software for Roofing owners

Roofing Billing Software

Roofing billing handles big project deposits + milestone invoicing + warranty service all from the same client record. Smarfle's ACH for $15K+ deposits + project milestone tracking + saved card for balance keep cashflow tight across multi-week installs.

7 days free · No credit card · Built in Florida

Smarfle CRM. Roofing Recurring Billing
Next 30 days

$8,420

Active subscriptions

47

Upcoming auto-charges

Acme Office Park

Monthly maintenance

$485

in 3 days

Riverside Apartments

Quarterly service

$1,200

in 12 days

Downtown Plaza

Monthly recurring

$320

in 18 days

West End Hotel

Bi-weekly contract

$680

in 5 days
Auto-charge enabled · Stripe Connect0.5% platform fee

Real Smarfle UI · Live data from your roofing CRM

Why generic billing software fails roofing owners

Generic billing tools weren’t built for roofing. Smarfle was.

Generic billing software

What everyone else gives you

  • Check-by-mail deposits = 5-7 day delay before install
  • Manual milestone tracking on spreadsheet
  • Warranty work cost not tracked against project margin
  • No saved card for milestone auto-charge

Smarfle for Roofing

Built for your actual workflow

  • ACH via Pay Now lands next business day at 0.8% capped at $5
  • Each milestone is a separate invoice tagged to project
  • Warranty WOs tag to parent project. Reports show project-level profit
  • Card saves at deposit. Each milestone charges with one click
Step-by-step

How roofing billing works in Smarfle

From the first touch to the closed loop. No missing pieces.

  1. 1

    Customer signs up for roof install

    Big project needs 30-50% deposit. Office generates deposit invoice with Pay Now link.

  2. 2

    Customer pays deposit via ACH

    Pay Now supports card + ACH. ACH best for $15K+ deposits (0.8% capped at $5). Lands next business day.

  3. 3

    Milestone invoices throughout install

    Each milestone (tear-off / dry-in / final) is a separate invoice tagged to project.

  4. 4

    Balance auto-charges saved card

    Final balance on completion charges saved card with one click.

  5. 5

    Warranty service tracked to project

    Year-1 warranty visit tagged to parent project. Reports show project-level profit including warranty labor.

Where roofing billing breaks down

The friction every roofing owner recognizes.

Big project deposit collection slow

$15K install deposit by check = 5-7 days. ACH via Pay Now link = next-day, 0.8% fee capped at $5.

Milestone billing not tracked

Without milestone invoicing, you bill 100% at completion = cashflow gap. Milestone invoices keep money flowing.

Warranty service eats time + margin

Year-1 warranty visit costs you. Track time + materials so project-level profit stays accurate.

The math for roofing owners

Cut AR by 80% on recurring revenue

Auto-charge saved cards for recurring service contracts. Failed payments auto-retry + email customer. The chasing-payments task disappears.

<24h

AR cycle (recurring)

70%+

Failed payments recovered

5-8h/wk

Hours saved chasing

Based on typical roofing operations. Your numbers may vary.

Roofing Billing Software CRM questions

ACH via Pay Now link. 0.8% capped at $5 per transaction. For a $15K deposit that's $5 vs $440 in card fees. Lands next-day.
Yes. Each milestone is a separate invoice tagged to the project. Customer's saved card auto-charges each milestone with one click.
Tag warranty WOs to the parent project. Reports show project-level profit including warranty labor.
Generate invoice with insurance carrier as billing party. Track insurance deductible as a separate line item the customer pays directly.

Try Roofing Billing Software free

7 days to test the full platform with your real roofing workflow. No credit card.

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