Claim balances and roof plans
Roofing billing software
Roofing billing software for money that arrives in pieces. Each claim's deductible and carrier payments sit on the homeowner's statement until the last check clears, yearly roof maintenance plans renew without a call, and commercial roofs are inspected twice a year with each visit billed when it closes.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
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Claims paid in pieces
A storm claim usually means a deductible, a first carrier check and a final check after depreciation is released. Bill each as its own invoice, and the homeowner's statement shows what is still waiting.
InvoicingDepreciation checks followed up
Set a due date on the final invoice. If the homeowner sits on the released depreciation check, reminders go out after that date without your project manager making the call.
PaymentsRoof maintenance plans
Homeowners can buy a yearly inspection and gutter cleaning plan online; it renews by card, and the inspection itself carries no extra charge.
Recurring plansCommercial inspections twice a year
Flat roofs on warehouses and offices are reminded every six months for their spring and fall inspections, and each inspection is invoiced at the building's rate once the crew lead closes it.
Recurring jobsReceivables by age
Claim jobs stay open for months. The payments page shows how much sits in each age bucket, so a check that never came is noticed.
ReportsRoofing billing software at a glance
What it does
- Deductible and carrier invoicesOne statement per homeowner
- Reminders on late final paymentsAfter the due date
- Yearly roof maintenance plansRenewed by card
- Commercial inspection contractsInvoiced on completion
What it doesn't do
- Supplement tracking with carriersNote it on the project
- Mortgage company check endorsementHandle with the bank
- Partial payments on one invoiceSplit into invoices
- Xactimate syncEnter the claim lines
Smarfle vs Jobber for roofers
| Smarfle | Jobber | |
|---|---|---|
| Entry plan | Solo $19, 1 user | Core $49, 1 user |
| Mid plan | Starter $99, 5 users | Connect $139, 1 user |
| Payment links and auto-charge saved cards | Yes | Yes |
| Unlimited users on one plan | No | No |
| Answers your phone without a paid add-on | Yes | No |
Roofing billing pricing
Claim invoices, reminders and maintenance plans are on every plan; large card payments include Stripe's 2.9% and Smarfle's 0.5%.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What roofers ask about claim balances
Is there billing software for roofing contractors?
How do I track a claim that pays in stages?
Can one invoice record two partial payments?
Can I chase a held depreciation check?
Can homeowners buy a roof maintenance plan?
Can commercial inspections bill automatically?
Does it handle mortgage company checks?
Can I see claim money still outstanding?
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14 days with every feature on your real roofing work. No credit card.