Billing Software for Roofing

Roofing Billing Software

Project deposits + milestone billing + warranty service — roofing billing covers all three project phases with saved cards + ACH for big invoices.

Start Free TrialSee full Roofing CRM7 days free · No credit card
Smarfle CRM - Roofing Dashboard
Open Estimates

14

Active Job Sites

7

Completed This Month

23

Revenue This Month

$94,200

Recent Jobs

Patricia Horne

Full Roof Replacement

In Progress

Carl Nguyen

Storm Damage Repair

Scheduled

Sandra Kowalski

Shingle Overlay

Completed

Where roofing billing breaks down

The day-to-day 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.

How Smarfle handles roofing billing

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Recurring billing on auto-pilot

Set up monthly, quarterly, or annual service plans. Customer signs up once, Smarfle bills the same card every cycle, no manual invoicing required.

Save card on file

Stripe Customer + saved payment method per client. After their first payment, future charges run off-session — no link to click, no card to re-enter.

Auto-charge saved cards

Daily cron auto-charges saved cards for recurring invoices. Owner gets confirmation email when payment lands; client gets a receipt. Failed cards trigger an email asking the client to update.

Stripe Connect (your account, not ours)

Money goes straight to your bank via Stripe Connect Express. We charge 0.5% platform fee on top of Stripe's 2.9% + 30¢. ACH for invoices over $1k drops to 0.8% (cap $5).

Automated overdue reminders

Smarfle auto-marks invoices overdue past due date and sends email reminders to the client. Workflow automation can fire SMS reminders too.

Learn more: Recurring billing on auto-pilot · Save card on file · Auto-charge saved cards
Top feature for roofing

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Project deposits + milestone billing + warranty service — roofing billing covers all three project phases with saved cards + ACH for big invoices.

Storm Lead TrackingDigital EstimatesCrew SchedulingPayment Collection

Other tools roofing owners need

Smarfle is one CRM that ships billing software alongside everything else you run.

Roofing CRM

The full CRM with everything else.

See it all

Roofing Scheduling Software

Built into the same roofing CRM.

Explore

Roofing Dispatch Software

Built into the same roofing CRM.

Explore

Roofing Invoicing Software

Built into the same roofing CRM.

Explore

Plans that grow with your roofing business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Roofing Billing Software CRM questions

Create a service in Smarfle marked 'recurring' with an interval (weekly/monthly/quarterly/annually). When a client signs up via the portal or you generate the first invoice, Smarfle creates a Stripe Subscription on your connected Stripe account. Stripe bills the saved card automatically every cycle. Each successful charge auto-creates a paid invoice in your CRM.
Money goes straight to your Stripe account, not ours. We use Stripe Connect Express — Stripe holds the funds, transfers to your bank on your payout schedule. Smarfle never touches the money. You see the deposit in your bank within 2 business days (Standard payout) or instant (Stripe Instant Payout, fee applies).
Stripe automatically retries failed cards 3-4 times over a week. If all retries fail, Smarfle marks the subscription Past Due and emails the client a Stripe-hosted update-card link. Owner gets a notification too. The recurring invoice stays unpaid until the client fixes the card.
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.

Ready to run your roofing business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

Start Your Free Trial

7 days free · No credit card · Cancel anytime