Roofing & Exteriors

ServiceTitan gives roofing and exteriors contractors the tools to manage projects efficiently, from roof repairs and installations to siding and exterior improvements, all in one place.

Access our Exteriors Training Hub for live sessions and resources.

New to Roofing & Exteriors? Start here Jump to key workflows

Setup

To start your roofing and exteriors business, ensure you have the following items configured for your account. Powerful automation and real-time insights help you maximize efficiency, reduce manual work, and keep projects on track.

What you need to get started

Setup checklist

Set up business units

Create business units for each division, such as Sales, Installation, Service, and Maintenance, 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.

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 by organizing base products and their variants—color, size, or unit of measure—in one place.

Set up Dynamic Pricing

Adjust flat-rate service prices based on factors like after-hours jobs, add-ons, and discounts to optimize margins.

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.

Included with ServiceTitan

Roofing & Exteriors features are available to ServiceTitan customers. Contact your Customer Success Manager to confirm which features are active on your account.

Once setup is complete

Streamline scheduling, estimating, procurement, invoicing, and pricebook management—all in one place—and deliver exceptional service to every customer.

Roofing Glossary — Industry vs. ServiceTitan Terms

This page features articles tailored for roofing and exteriors using familiar industry terminology. The table below clarifies how common roofing terms map to ServiceTitan concepts.

Term	Roofing	ServiceTitan
Technician	Jobsite Supervisor, Crew Lead or Foreman; Subcontractor; Estimator	An employee who performs service and/or sells services or equipment.
Equipment	Items used to complete work (e.g., power ladder)	Items installed on a job that can be tracked per location. Consider using Equipment to track the age of roofs, sidings, or gutters for replacement opportunities or quick color tracking.
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.
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 (e.g., Roofing Sales, Roofing Install)	A division of the company, allowing for tracking and reporting (e.g., Sales, Install, Service, Maintenance).
Project	Production work.	A digital folder for all jobs, opportunities, purchase orders, timesheets, and invoices related to sold work. Tracked by status.
Lead	New opportunity for work	Three types of leads: Marketing Lead, Follow Up Leads, Tech-Generated Leads.