--- title: "Best practice playbook: Maximize roofing" slug: "best-practice-playbook-maximize-roofing" updated: 2026-10-16T02:43:56Z published: 2026-10-16T02:43:56Z canonical: "help.servicetitan.com/best-practice-playbook-maximize-roofing" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Best practice playbook: Maximize roofing ## 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](/v1/docs/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)](/roofing/docs/set-up-spec-based-estimate-templates), [Proposal Builder](/v1/docs/build-sell-estimates-in-servicetitan-mobile) & [Measurement Integrations](/v1/docs/roofing-and-exteriors-home) - **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](/roofing/docs/inventory-and-purchase-orders-home) - **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](/v1/docs/roofing-and-exteriors-home#setup) & [Dynamic Pricing](/roofing/docs/dynamic-pricing-overview) - **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](/roofing/docs/custom-report-template-guides-home) - **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](/roofing/docs/use-the-weekly-dispatch-board), [Crew Scheduling](/v1/docs/use-crew-scheduling-2) & [Adaptive Capacity Planning](/v1/docs/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](/roofing/docs/project-management-home) - **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](/roofing/docs/marketing-pro-v2-home): Keep your calendar full with targeted campaigns that bring in consistent roofing leads. - [Dispatch Pro](/roofing/docs/dispatch-pro-home): Assign the right roofer to the right job automatically to reduce drive time and boost efficiency. - [Pricebook Pro](/roofing/docs/pricebook-pro-home): Maintain an accurate, dynamic roofing pricebook that simplifies estimates and improves margins. - [Fleet Pro](/v1/docs/fleet-pro): Monitor and manage your roofing vehicles in real time for improved safety and productivity. - [Scheduling Pro](/v1/docs/scheduling-pro): Fill your schedule faster with smart booking tools and optimized time slot recommendations. - [Sales Pro](/roofing/docs/field-pro-home): 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](/roofing/docs/contact-center-pro-home): Centralize customer calls, texts, and chats to ensure every roofing inquiry gets answered quickly. ## Want to learn more? - See [Roofing and Exteriors](/v1/docs/roofing-and-exteriors-home) Tracking of parts, materials, and equipment across warehouse locations and technician trucks. **What it does:** Reduces material costs and job delays by giving managers real-time visibility into stock levels and enabling reorder automation. **Also called:** Parts management, Stock tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Used to retrieve up-to-date costs from the supplier. Only triggered when the purchase order is created. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan’s real-time engine that tracks available technician time based on shifts, skills, zones, business units, and capacity rules. **What it does:** Manages booking availability so CSRs only book jobs when technicians truly have capacity, cutting over-booking and missed appointments. **Where to find it:** Settings › Adaptive Capacity. **Also called:** Live booking availability, Real-time capacity **Tags:** Scheduling Pro, AI-Powered [Learn more →](https://help.servicetitan.com/docs/adaptive-capacity-overview-learn-how-it-works) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end. **What it does:** Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project. **Also called:** Milestone billing, Staged invoicing **Tags:** Roofing / Exteriors [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) AI-powered dispatching product that analyzes job requirements, technician skills, drive time, and capacity to optimize job assignments. **What it does:** Maximizes technician utilization and on-time arrivals by algorithmically routing and assigning jobs — reducing the cognitive load on dispatchers. **Also called:** AI dispatch, Smart dispatch **Tags:** Dispatch Pro, ServiceTitan Max, AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's fleet management add-on providing GPS tracking, driver behavior monitoring, AI cameras, and vehicle maintenance alerts. **What it does:** Gives operations managers real-time visibility into every vehicle, reducing fuel costs, improving safety, and lowering insurance premiums. **Also called:** GPS fleet tracking, Telematics **Tags:** Fleet Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's advanced scheduling add-on that adds smart capacity management, technician skill matching, and zone-based booking rules. **What it does:** Ensures the right technician is booked for the right job at the right time, maximizing daily revenue and reducing travel waste. **Also called:** Advanced scheduling, Smart scheduling **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's enterprise-grade call center product, adding advanced queue management, live coaching, and AI features to Phones Pro. **What it does:** Enables multi-agent contact center operations with real-time supervision, analytics, and AI-assisted call handling at scale. **Also called:** CCP, Advanced Phones Pro **Tags:** Contact Center Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** CCP