Roofing contractor software: estimates, contracts and invoices by text
Text Click the roof you're quoting. It drafts the estimate with your line items, sends the contract for e-sign, and invoices the balance when the roof is done. Nothing goes out without your yes.
EstimatesContracts with e-signInvoicesLeads
A roof job, start to finish
Estimate, contract, invoice. You text, Click does the office work, you say yes.
Roof estimate for Raj Gill in Milton: tear-off and disposal, underlayment, new shingles, flashing and vents.
Drafted with your line items. Want to look it over before it goes to Raj?
EstimateDraft by Click
Roofing · Milton
Tear-off and disposal
Underlayment
Shingles
Flashing and vents
Send to Raj
01
Estimate
Say the job the way you'd say it to your office. Click drafts it with your line items.
Raj said yes. Contract with a deposit, the rest when the roof is done.
Contract ready with that payment schedule. Send it for e-sign?
yes
Contract Signed
Roofing · Raj Gill
Code checkedCertificate
02
Contract and e-sign
Click writes your payment schedule into the contract. The client signs on their phone with a texted code.
The Gill roof is done. Send the balance invoice?
yes
Sent. Raj can pay by card on the invoice.
Money
DepositRoofing · MiltonPaid
BalanceSent todaySent
ReceiptEmailed to clientFiled
03
Invoice and payment
Each payment goes out when the work gets there. The client pays by card on the invoice.
What else Click does for roof jobs
When the start date movesWeather pushes the job? Tell Click and it drafts the note to your client for your yes.
Warranty on recordAt handover the warranty is saved with the job, and claims come in through Click.
Text, call or web appRun it from your phone. The web app is there when you want to look things over.
Nothing goes out without your yesAnything sent to a client, and anything that spends money, waits for you.
Questions
Does Click price the job?
No. Prices are yours. Click drafts from your line items, and on your site it never quotes a lead a price.
Which languages?
Any language you text in. Click answers in the same one, and your documents come out in it too.
What does it cost?
A setup fee, then a small share of the payments your clients make through Clickpad. No subscription.
