Invoicing Software for Roofing

Roofing Invoicing Software

Multi-day install + milestone invoicing + warranty service — roofing invoicing covers all phases. Big invoices encourage ACH for low fees.

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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 invoicing breaks down

The day-to-day friction every roofing owner recognizes.

✕

Material + labor disputes on big invoices

Customer thinks materials were high. Without separate line items + clear breakdown, dispute drags.

✕

Deposit credits forgotten on final invoice

Customer paid $7K deposit, final doesn't show credit = panic call. Smarfle auto-credits.

✕

Warranty service work unclear on invoices

Year-1 warranty visit billed as $0 — customer confused. Clear 'covered' description fixes it.

How Smarfle handles roofing invoicing

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

One-click invoice from work order

Mark a job complete and Smarfle pre-fills the invoice with the service, billable hours, parts used, and any expenses logged. You review, hit Send, customer gets it in 30 seconds.

Email + SMS + PDF send

Invoice goes to the client via email (with PDF attached + a Pay Now link) and optionally SMS. Owner sees Sent / Viewed / Paid status updates as the client interacts.

Embedded payment link

Every invoice ships with a Stripe-hosted Pay Now button. Client clicks, enters card or bank, payment lands in your account. CRM auto-marks the invoice paid, sends a receipt.

Aging report (0-30 / 30-60 / 60+)

See exactly which clients owe what, how long it's been overdue, total outstanding. Filter by client, sort by amount or age. Bulk-send reminders from the same screen.

Per-org invoice prefix + branded PDF

Invoices read 'RATHLY-00007' instead of generic 'INV-00007'. PDFs include your logo, address, payment terms, and notes. Numbers are sequential — no duplicates.

Learn more: One-click invoice from work order · Email + SMS + PDF send · Embedded payment link
Top feature for roofing

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

Multi-day install + milestone invoicing + warranty service — roofing invoicing covers all phases. Big invoices encourage ACH for low fees.

Storm Lead TrackingDigital EstimatesCrew SchedulingPayment Collection

Other tools roofing owners need

Smarfle is one CRM that ships invoicing 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 Billing 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)
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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)
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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)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Roofing Invoicing Software CRM questions

Yes. Every invoice generates a branded PDF on the fly (jsPDF — no external service). Includes your company logo, address, the line items, totals, payment terms, and notes. Owner can download from the invoice page; clients get it as an email attachment when you Send.
Yes. Every sent invoice has a Pay Now button that opens a Stripe-hosted checkout (card + ACH for invoices over $1k). When they pay, your CRM invoice auto-flips to Paid + a receipt fires to the client + a confirmation lands in your inbox + in-app.
Smarfle's daily cron auto-flips Sent invoices to Overdue past their due date. The Aging Report breaks outstanding balances into 0-30 / 30-60 / 60+ day buckets. Workflow automation can auto-email or auto-SMS overdue reminders on a schedule (e.g. Day 5, Day 14, Day 30 escalating tone).
Yes. Separate line items for shingles, underlayment, flashing, labor. Customer sees exactly what they're paying for.
Smarfle credits previous deposit invoices for the same project. Customer sees deposit + remaining balance clearly.
Pay Now link supports both card + ACH. ACH is 0.8% capped at $5 — for $15K final invoice, that's $5 vs $440 in card fees. Customer often picks ACH for the savings.

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.

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