What is the best roofing software for a small business?

Look for one place that handles quotes, calls, scheduling and payments, so nothing lives on paper or in a text thread. OptimizeIt does all of that for roofing contractors and adds Opti, an AI workforce that writes estimates, answers calls and replies to leads. You can try it free before you pay anything.

Can OptimizeIt write roofing estimates from photos?

Yes. Add photos, plans or a walkthrough video, or describe the roof. Opti builds an itemized estimate from your rates that you can adjust and send.

How does OptimizeIt handle roofing leads?

New leads from your website, forms and email land in Leads. Lead Desk can draft a reply for you to approve, so every homeowner hears back quickly.

Can I switch from Jobber or Housecall Pro?

Yes. Book a free setup and our team helps you bring over your customers and price list, connect payments and turn on the tools you need. Your crews can keep working while you switch.

How much does roofing software cost?

Every OptimizeIt plan and what it includes is listed on the pricing page. You start with a free trial and choose a plan only when you're ready.

For roofing contractors

Roofing software with an AI workforce

Be the first bid in the driveway.

Opti turns roof photos into a priced estimate, replies to every storm lead and tracks each project to the final payment.

Start free

14-day free trial. No credit card required to start.

60-day satisfaction money-back guarantee starts after your first successful subscription payment.

OptimizeIt on a phone: the dashboard a roofing owner starts from

What slows roofing contractors down. Fixed.

The fastest estimate wins the job.

AI estimates

Send photos or a walkthrough video. Opti builds the priced roofing estimate.

Storm leads pile up unanswered.

Lead Desk

Lead Desk drafts a reply to every new lead for you to approve.

Big jobs mean many payments.

Projects

Projects track deposits, change orders and invoices in one place.

The real software. Not a mockup.

Screens from a sample business running on OptimizeIt.

OptimizeIt dashboard with job shortcuts and the Opti takeoff panel

Everything your roofing business runs on. One login.

AI estimates

Talk, add photos, upload plans or record a walkthrough. Opti writes the priced estimate from your rates.

AI Voice Agent

Answers your business line 24/7, books the job and sends you the details.

Lead Desk

Every new lead in one place, with a reply drafted for you to approve.

Scheduling & crews

Dispatch calendar, route planner, live crew tracking and a crew app.

Invoices & payments

Card payments, deposits, signatures and tips, paid to your own account.

Website intake form

Customers send photos on your website and get a price from your rates.

See why roofing pros are switching.

FeatureOptimizeItJobber /
Housecall Pro

AI intake form that prices from photos

AI built into every estimate

Opti 3D design studio

AI job diagnostic tools

AI answers & books calls 24/7Plan / add-on

Scheduling & route planningAvailable

Payments, invoices & reviewsAvailable

Set up for your tradeCheck trade

Features vary by plan and add-on. Jobber features · Housecall Pro features

Roofing software questions

Give Opti your next roofing job.

Estimates
Calls
Scheduling
Payments

Start free

14-day free trial. No credit card required to start.

60-day satisfaction money-back guarantee starts after your first successful subscription payment.