ServiceTitan gives roofing and exteriors contractors the tools to manage projects efficiently, from roof repairs and installations to siding and exterior improvements. With a platform designed for your trade, you can streamline scheduling, estimating, procurement, invoicing, and pricebook management—all in one place. Powerful automation and real-time insights help you maximize efficiency, reduce manual work, and keep projects on track. Explore best practices and key features built to support your business and help you deliver exceptional service.
Access our Exteriors Training Hub for live sessions and resources: ServiceTitan Training - Exteriors
Setup
What you need to get started
To start your roofing and exteriors business, ensure you have the following items configured for your account:
Set up business units: Create business units for each division, such as Sales, Installation, Service, and Maintenance if applicable, to streamline workflows and reporting.
Review job types: Create relevant job types such as Estimate, Shingle Install, Flat Install, Warranty, and Maintenance that reflect your work. Choose job types that are easy to understand and use.
Set up custom forms: Customize forms such as Work Scope, Safety, and others to fit your business needs.
Bulk import and export: Import your existing services and materials to your Pricebook.
Customize roofing Pricebook Pro: Download Roofing Pricebook Pro, set up vendors, and customize items to fit your needs.
Add supplier catalog material variations: Manage roofing materials efficiently by organizing base products and their variants—color, size, or unit of measure—in one place, allowing your team to customize them during estimating and invoicing.
Set up Dynamic Pricing: Adjust flat-rate service prices based on factors like after-hours jobs, add-ons, and discounts to optimize margins for roofing projects.
Turn on supplier integrations:
SRS Distribution (private preview) - Fill out the interest form to request access.
Use deposit workflow: Set up your account to collect deposits.
Automate refunds: Make managing cancellations easy.
Features for Roofing
Spec-Based Estimate Templates: Use the Spec-Based Estimate Template to save hours of manual work, avoid costly mistakes, and close deals faster. By linking form data to your Pricebook, you'll generate accurate, professional estimates in minutes.
Measurement Integrations: Plan jobs faster and with more accuracy using trusted measurement tools to streamline the process. Choose one of the integrations that best fits your business needs:
Create Measurements with GAF QuickMeasure
Create Measurements with EagleView
Create Measurements with Hover
Supplier Integrations: Streamline your procurement process by connecting suppliers directly to ServiceTitan—reduce manual entry, improve accuracy, and keep projects moving.
Roofing Glossary
This page features some articles tailored for roofing and exteriors, using familiar industry terminology. Other included general articles for multiple trades may use some unfamiliar terms; the table below clarifies these.
Term | Roofing | ServiceTitan |
|---|---|---|
Technician |
| An employee who performs service and/or sells services or equipment. |
Equipment | Items used to complete work (ie. power ladder) | Items installed on a job that can be tracked per location. Equipment age and recommended replacement timeframe are automatically tracked in ServiceTitan.
|
Job | Work that is already sold/signed by a customer. | A site visit where work may be sold or completed. Each job will always have a corresponding invoice but it can be 0$ if needed(i.e., a sales visit). |
Appointment | Each time an employee visits the job site other than for installation. | A single job site visit as part of a job. Multiple appointments for one job are common, especially in multi-day installs. |
Opportunity | When an estimate is provided to the homeowner and not signed right away. | A collection of estimates (or a proposal), managed in the Follow Up module. |
Business Unit | A department within a larger division. (i.e. Roofing Sales, Roofing Install or Location A Sales, Location B Sales) | A division of the company, allowing for tracking and reporting. (i.e., Sales, Install, Service, Maintenance) |
Project | Production work. | A digital folder for all of the jobs, opportunities, purchase orders, timesheets, and invoices related to sold work. They are tracked by status. |
Lead | New opportunity for work | There are three types of leads in ServiceTitan:
|
For more, see Acculynx to ServiceTitan glossary.
Additional ServiceTitan terms can be found and defined here.
Key Workflows
Sales & Estimating
Streamline scheduling, generate accurate estimates, and manage your daily roofing workflows efficiently to win more jobs.
Lead Generation & Marketing: Attract potential customers and build a strong pipeline
Set up phone integration: Connect your phone system to centralize call tracking, improve response times, and link calls to marketing sources.
Add or edit tracking numbers: Create unique numbers for each marketing campaign to track call performance and know exactly where your leads are coming from.
Dashboard heat map: Visualize job volume and revenue by ZIP code to identify high-performing areas and focus your marketing where it matters most.
Marketing Scorecards: Track key marketing metrics like cost per lead and booking rate to measure performance and adjust campaigns for better results.
Scheduling Salesperson: Assign and manage appointments for accurate in-home assessments.
Schedule a sales visit: Streamline the booking process for sales jobs for rooing anf exteriors project.
Manage technicians on appointments: Optimize job scheduling and technician management by assigning, unassigning, and reassigning technicians through the Job Record or Dispatch Board.
Create Spec based Estimates from the office: Automate accurate estimates and material calculations process by creating Spec based Estimates from office.
Estimating & Winning Jobs: Generate fast, accurate estimates and close deals efficiently.
To order measurements:
For GAF Measurement Integration: Order and view measurements
For EagleView: Order and view measurements
Create Spec Based Estimates from ServiceTitan Mobile: Seamlessly create Spec based estimates directly from the mobile app.
Follow up on opportunities: Provide a streamlined process for managing unsold estimates and converting them into revenue-generating opportunities through efficient follow-ups and job bookings.
Production
Streamline roofing operations with tools for material procurement, crew scheduling, capacity planning, and project management.
Procuring Materials: Order materials seamlessly through supplier integrations.
Available supplier catalog content integrations: Streamline procurement and inventory management for the roofing industry thorough ServiceTitan's available Supplier Integrations.
Full Procurement Integration: Utilize procurement integration to streamline Pricebook management and provide real-time product information.
Scheduling Crews: Optimize labor scheduling for efficient job execution.
Teams Management overview: Optimize your Dispatch Board with Teams Management to improve team organization, efficiency, and performance.
Manage and view technician teams: Organize your technicians into teams on the Dispatch Board using Teams Management, enhancing team performance and workflow.
Use the Weekly Dispatch Board: Manage technician schedules and job appointments using ServiceTitan's Weekly Dispatch Board, enabling streamlined dispatch workflows and better long-term planning.
Adjustable Capacity Planning (ACP) overview: Optimize job bookings by providing real-time technician availability data and allowing for manual adjustments based on capacity needs.
Reschedule multiple appointments at once with Mass Reschedule: Efficiently reschedule appointments for individual technicians, teams, or an entire day's schedule, helping them adapt quickly to changing conditions such as weather disruptions.
Managing Projects: Track progress, timelines, and job costs in one place.
Manage projects: Efficiently manage projects by organizing jobs, tracking progress, and using features like document management and business unit assignments to streamline workflows.
Use tasks in Production Queue: Track and manage production workflows by organizing tasks across each stage of a job—from review and scheduling to execution and closeout—ensuring visibility, accountability, and consistent project delivery.
Project Portfolio: Manage and track projects by providing a high-level overview with essential information, including budgets, invoices, payments, and more
Create and edit custom dashboards: Create customized dashboards helping you easily track and visualize key business metrics in real-time.
End-to-end guide to project management: Set up and manage project management, following the progress, comparing costs, and billing according to project milestones.
Business Operations
Payments & Invoicing: Simplify billing, deposits, and progress payments.
Collect a payment: Collect payments, manage deposits, and apply customer credit to invoices using ServiceTitan's Payment Collections and Deposit Workflow features.
Create a progress invoice based on Application for Payment: Utilize progress billing to invoice for work and materials during a project, ensuring accurate invoicing and seamless tracking through Applications for Payment and Continuation Sheets.
Back-Office Management: Streamline administrative tasks to improve profitability.
Create and use project types: Utilize project types to customize and streamline project records, improving efficiency and making it easier to track project progress and requirements.
Use project labels: Organize and track expenses, enhancing visibility and accuracy in budgeting and billing processes by using project labels.
Use change orders to reflect cost adjustments: Manage cost adjustments within ServiceTitan to modify project budgets and reflect changes in material costs or project scope.
Replenish items using transfers: Streamline your roofing inventory management by efficiently replenishing stock items to trucks or other warehouses using ServiceTitan's replenishment transfer feature.
Roofing Best Practices
We have written articles specifically for the roofing industry, on how other companies are using ServiceTitan features to drive efficiency and deliver value for their team. More articles are underway!