FSM software for roofing contractors
From the first inspection photo to the final supplement, FSM Flow keeps every roof, gutter, siding and window job on one board with the adjuster paperwork attached. Crews see the scope, the office sees the margin, and the homeowner sees proof of work.
- 14-day free trial
- No credit card required
- Set up in minutes
Inspection report sent
42 photos · hail damage marked · claim scope drafted
At a glance
Roofing software is field service management software configured for roofing and exterior contractors: inspections with photo reports, storm and insurance restoration jobs that run through adjuster meetings and supplements, retail reroofs sold with options, repairs and leak calls, and gutter, siding, window and skylight work that follows a measure-order-install pattern. It schedules crews around material deliveries, prices work by squares and line items, and keeps the documentation that insurers and homeowners expect.
FSM Flow covers that whole pipeline. Sales reps run inspection and measure visits from an offline-first mobile app, attach aerial measurement reports and photos to the site, and send option quotes before leaving the driveway. Production schedules crews and multi-day jobs on a drag-and-drop board, with materials tracked from order to roof. The office generates invoices from completed work, bills deposits and balances on insurance jobs, and keeps claim numbers, deductibles and supplement status on the customer record.
The result is a contractor that can absorb a hail-storm surge without losing leads, prove workmanship to an increasingly wary homeowner, and know the real margin on every reroof, repair and gutter run instead of finding out at year end.
$31.4B
US roofing contractor revenue (2025)
Source: NRCA
>80%
Share of US roofing volume that is reroofing rather than new construction (2025)
Source: NRCA
31,562
Roofing contractor establishments in the US (2024)
Source: US Bureau of Labor Statistics, QCEW
5,914
OSHA fall-protection (1926.501) citations in FY2025, the most-cited standard for the 15th year
Source: OSHA
Job types
Each job type carries its own duration, crew size, checklist and pricing method, so production and the AI scheduler know what a job involves before it reaches the board.
Roof inspection & photo report
Slope-by-slope photos, hail and wind marks, and a PDF report sent to the homeowner the same day.
Storm / insurance restoration reroof
Claim number, adjuster meeting, scope, deductible and supplements tracked on the job from first call to final.
Retail reroof (asphalt, metal, tile)
Good-better-best quotes by squares and shingle line, deposit on acceptance, crew and delivery scheduled.
Roof repair & leak call
Same-week dispatch with the roof’s history, past photos and the original install crew on record.
Emergency tarp & dry-in
Priority flag after a storm, time-and-materials pricing and photos that support the later claim.
Gutter install, cleaning & guards
Linear-foot pricing, downspout counts and guard options quoted on site; cleans set as recurring visits.
Siding repair & replacement
Measure visit, material order with lead time, install crew and punch-list walk-through as linked jobs.
Window & door replacement
Measure appointment, order confirmation and install day, with RRP records for pre-1978 homes.
Skylight install & replacement
Flashing kits and curb sizes recorded on the equipment; leak history visible to the next crew.
Commercial flat roof (TPO, EPDM)
Repairs and recurring maintenance plans per building across multi-site property owners.
Supplement & adjuster meeting
Scheduled as its own visit, with the supplement items, photos and carrier correspondence attached.
Workmanship warranty & callback
Leak callbacks within the warranty period tracked separately and linked to the original install.
Where time gets lost
Reroofing is more than 80% of the industry’s volume and most of it arrives after weather. These are the problems that follow a storm, and what FSM Flow does about each.
A hail storm brings 200 leads in a week and half of them go cold.
Every inquiry becomes a work order with a priority and a sales rep in one step. Inspection visits are scheduled by zone on the drag-and-drop board, and a workflow nudges the rep when a quote has had no response for three days.
See how it worksClaim paperwork lives in texts, email threads and a truck’s glovebox.
Claim number, carrier, adjuster contact, deductible, approved scope and every supplement are fields and attachments on the customer’s job. Document intelligence reads the adjuster’s estimate PDF so line items don’t have to be retyped.
See how it worksCrews show up before the shingles do.
Material orders are attached to the install job with expected delivery dates, and the job holds on the board until the delivery is confirmed. Multi-day installs block the crew across the week with weather days built in.
See how it worksEvery sales rep quotes differently and margin is a surprise.
Quotes are built from one price book with options, waste factors and terms templates, so the office sees consistent line items. Parts and labour recorded against the job show actual margin per reroof, repair and gutter run.
See how it worksHomeowners have been warned about storm chasers.
Reported contractor fraud rose 38% between 2023 and 2025 (NICB). FSM Flow gives homeowners dated photo reports, named technicians, licence numbers on every quote and a complete record of what was done, which is how legitimate roofers separate themselves.
See how it worksFall-protection records are nowhere when OSHA asks.
Job-site safety checklists, anchor and harness checks, and toolbox-talk sign-offs are completed on the mobile app and stored on the job with timestamps, so the paperwork exists before the inspector does.
See how it works
Built for roofing contractors
One platform for sales, production, the office and the AI that connects them.
Quotes with options & site surveys
Inspection and measure visits become good-better-best quotes on the tablet, with expiry, follow-up and conversion to a job.
- Price book by squares, linear feet and line items
- Aerial measurement reports and photos attached
- Deposit and balance invoices on acceptance
Crew & production scheduling
Drag-and-drop day, week and month views for multi-day installs, repair calls and inspections, with AI matching for the right crew.
- Multi-day jobs with weather buffers
- Material-delivery holds on install jobs
- Unassigned pool for storm-surge leads
Photo documentation & document intelligence
Hundreds of photos per roof, organised by job and slope, plus AI that reads adjuster estimates and supplier invoices.
- Before, during and after photos on the work order
- PDF inspection reports for the homeowner
- Adjuster estimate line items extracted automatically
Customer, site & claim records
Each property keeps its roof, gutter and window history alongside the carrier, claim number and deductible for insurance jobs.
- Multi-site records for property owners and managers
- Workmanship warranty dates per install
- Full audit trail of who changed what
Materials & job costing
Track shingles, underlayment, flashing and gutter coil from order to roof, and see the actual cost on every job.
- Material orders linked to install jobs
- Low-stock alerts on repair consumables
- Actual versus quoted cost per job
AI assistant & workflows
Ask “which insurance jobs are waiting on a supplement?” or automate the follow-up sequence after every inspection.
- Natural-language questions on live data
- Workflow triggers on quote expiry and job status
- AI-drafted job summaries for homeowners and adjusters
A day with FSM Flow
How a 30-person residential roofing contractor handles a surge of inspections, three reroofs and an adjuster meeting on the same day.
- 6:30 am
Three crews are confirmed with deliveries
The install jobs show shingle deliveries confirmed for yesterday afternoon. Crew leads open the mobile app, see the scope, colour, waste factor and site photos, and mark en route.
- 7:45 am
Storm leads become inspection visits
Overnight inquiries sit in the unassigned pool. The dispatcher drags them onto reps by zone; AI suggests the rep already working that street.
- 9:30 am
Inspection to report on the driveway
A rep photographs hail bruising slope by slope, attaches the aerial measurement report and sends a PDF inspection report to the homeowner before leaving.
- 11:00 am
Adjuster meeting with the file open
The adjuster visit is its own job. The rep walks the roof with the photos, logs the agreed scope and uploads the adjuster’s estimate; document intelligence extracts the line items.
- 1:30 pm
Safety and progress logged from the roof
Crews complete the fall-protection checklist, photograph decking repairs and record extra sheets of OSB as a change on the job, so the supplement starts with evidence.
- 4:15 pm
Invoices and supplements go out
A finished reroof closes and the balance invoice is generated. The office sends the supplement package for the OSB and flashing with photos attached.
- 5:30 pm
Tomorrow’s board is built
The AI assistant answers “which quotes over $15,000 have had no response in three days?” and the sales manager assigns follow-up calls.
Compliance & records
FSM Flow stores the evidence against the job, the property and the crew, so OSHA questions, warranty claims and insurer requests are a report away.
OSHA fall protection (29 CFR 1926.501)
Fall protection is required at 6 ft; the residential provision 1926.501(b)(13) alone drew 5,276 citations in FY2025. Site safety checklists and harness checks are recorded per job and per crew member.
EPA Lead RRP for window and siding work
Paid work disturbing paint in pre-1978 housing needs a certified firm and renovator, the Renovate Right pamphlet acknowledgment and records kept for three years. Window replacement is never exempt.
Insurance claim documentation
Claim number, carrier, approved scope, RCV and ACV amounts, deductible and each supplement stored on the job with dated photos.
Manufacturer warranty registration
Shingle line, underlayment and accessory details recorded per install so system warranties and certified-contractor programme claims are filed correctly.
Permits and inspections
Permit numbers, decking and final inspection outcomes attached to reroof jobs, with reminders when an inspection is still open.
Licensing and proof of legitimacy
Contractor licence numbers, insurance certificates and named technicians on every quote and report, which matters as reported contractor fraud rose 38% between 2023 and 2025 (NICB).
Numbers worth watching
Every one of these is a dashboard widget in FSM Flow, or a question you can ask the AI assistant.
Inspection-to-contract close rate
Tracks each rep’s conversion from inspection visit to signed reroof, and how quickly follow-ups happen after a quote goes out.
Gross margin by job type
Actual material and labour against quoted price per reroof, repair and gutter run.
Retail reroof 35–42% · storm 40–50% · repairs 50–65% (The Roofing Brief, 2026)Supplement capture
Approved supplement value as a share of initial claim scope; shows whether crews document decking, flashing and code items.
Days from contract to install
Driven by material lead times and crew capacity; long gaps are where cancellations happen.
Leak callback rate
Callbacks within the workmanship warranty period are tagged automatically and attributed to the original crew.
Days to invoice
Should be zero on completion: balance invoices are generated when the install job closes.
What is roofing software?
Does FSM Flow handle insurance restoration as well as retail roofing?
Can I attach aerial measurement reports and adjuster estimates?
How does FSM Flow schedule crews and material deliveries?
Does the mobile app work on a roof with no signal?
How much does FSM Flow cost for a roofing company?
Can I import customers and jobs from AccuLynx, JobNimbus or spreadsheets?
Keep exploring
Related industries
All industriesSolutions by job type
All solutionsReady to run your roofing business on FSM Flow?
Start your 14-day free trial today. No credit card required. Or book a demo and we’ll walk through your storm-season pipeline together.
14-day free trial · No credit card required · Cancel anytime