Overview
Roofing businesses handle a wide range of responsibilities—from managing projects and creating estimates to coordinating materials and staying connected with customers. This playbook highlights how ServiceTitan helps roofing contractors strengthen these capabilities by streamlining operations, boosting transparency, and supporting business growth.
Who uses this feature
Administrators, managers, and dispatchers
Primarily benefits Residential Service and Replacement business types
Streamline roof inspections and field communication
Pain Point: Disconnected field tools and lack of standard processes lead to inconsistent inspections and poor documentation.
Solution: Field Mobile App
Standardize inspections: Use mobile forms with checklists to ensure thorough and consistent evaluations.
Capture job details instantly: Attach annotated photos and notes directly to job records.
Communicate in real time: Use built-in tools to send quick updates to customers, improving satisfaction and reducing callbacks.
Deliver faster, more accurate and better-looking estimates
Pain Point: Manually collecting measurements and creating estimates is time-consuming and error-prone.
Solution: Spec Based Estimate Templates (SBET), Proposal Builder & Measurement Integrations
Use SBET for fast estimates: Generate reliable estimates within seconds using ServiceTitan's Smart Estimate Builder.
Enable Measurement Integration: Automate entry of roof square footage, pitch, and slope data directly into ServiceTitan.
Present packaged proposals: Use preloaded templates and auto-filled data to present polished estimates with less effort.
Control inventory and material availability in real time
Pain Point: Delays and shortages occur when materials are unavailable or poorly tracked.
Solution: Inventory Management with Replenishment Automation
Track items live: Use barcode scanning to check availability of shingles, sealants, and underlayment in real time.
Automate restocking: Set thresholds to reorder materials automatically before you run out.
Prevent job delays: Ensure crews always have the right materials on hand for scheduled work.
Improve job costing with dynamic pricing
Pain Point: Inaccurate pricing reduces profit margins.
Solution: Supplier Integrations with Real-Time Pricing & Dynamic Pricing
Get current pricing instantly: Tap into supplier catalogs with real-time updates.
Use dynamic pricing: Create rules for material markups, overhead and profit margins with percent-based surcharges.
Enhance profitability: Align costs, estimates, and margins without manual updates.
Make data-driven decisions with custom reporting
Pain Point: Without accurate reports, roofing contractors can't track performance or make informed decisions.
Solution: ServiceTitan Reporting Tools
Use pre-built reports: Track revenue, job completion, close rates, and material usage with scheduled reporting.
Customize insights: Work with your Customer Success Manager (CSM) to tailor reporting dashboards to your business needs.
Optimize scheduling and capacity planning
Pain Point: Inefficient scheduling can leave your sales team underbooked or overcommitted.
Solution: Weekly Dispatch Board, Crew Scheduling & Adaptive Capacity Planning
Use first-available time slot scheduling: Minimize delays by auto-scheduling salespeople in open time blocks.
Plan with precision: Set weekly shifts and leverage adaptive capacity planning to match demand and crew availability.
Reduce downtime: Maximize utilization of field workers and job coverage.
Manage multi-phase roofing projects efficiently
Pain Point: Roofing jobs often span multiple stages-from inspection to installation, project tracking and billing difficulty.
Solution: Project management
Manage project job effectively: Use project-level tracking to organize and monitor multi-stage roofing jobs.
Bill based on progress: Enable progress billing to invoice customers by completed phases instead of individual jobs.
Boost transparency: Give customers a clear view of what they're paying for and when-helping build trust and reduce disputes.
Elevate your experience with pro products
Take your operations to the next level with ServiceTitan Pro Products. Whether you're looking to automate dispatching, enhance reporting, or supercharge your sales process, Pro modules are designed to deliver advanced capabilities that drive efficiency, visibility, and growth across your roofing business. Talk to your Customer Success Manager to explore which Pro Products are right for you.
Marketing Pro: Keep your calendar full with targeted campaigns that bring in consistent roofing leads.
Dispatch Pro: Assign the right roofer to the right job automatically to reduce drive time and boost efficiency.
Pricebook Pro: Maintain an accurate, dynamic roofing pricebook that simplifies estimates and improves margins.
Fleet Pro: Monitor and manage your roofing vehicles in real time for improved safety and productivity.
Scheduling Pro: Fill your schedule faster with smart booking tools and optimized time slot recommendations.
Sales Pro: Equip your team with tools and insights to simplify training and save time. Sales Pro offers real recordings from top performers in the team, reducing the need for ride-alongs and making coaching more efficient.
Contact Center Pro: Centralize customer calls, texts, and chats to ensure every roofing inquiry gets answered quickly.