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Keep roofing estimates, photos, and job records together.

Create roofing estimates, collect approvals, track job details, and send invoices.

Best for

Roofing

Roofing teams that rely on photos, clear estimates, customer approvals, job notes, and billing records.

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From the roofing estimate to photos on the job file

  1. 1

    Build the roofing estimate

    Create a clear quote with line items, tax, and notes before you tear off a shingle.

  2. 2

    Send it for approval

    Email an approval link and collect a signature when you need one. The homeowner does not need an account.

  3. 3

    Turn accepted work into a job

    Convert the estimate and pick the time. Accepting the quote does not put the crew on the calendar.

  4. 4

    Keep photos on the job, then invoice

    Store tear-off and completion photos on the same file. Send the invoice when the work is done.

Example: A reroof quote the homeowner can approve

The office sends James Thompson a roofing estimate. He approves without an account. They convert it to a job, keep photos on the file, and invoice when the roof is finished.

Send a roofing estimate for approval

Create a clear estimate, send an approval link, and collect a signature when you need one. Accepted estimates can convert into scheduled work.

Photos and notes stay with the job file

Store photos, documents, and job notes on the roofing job so the office and the field are looking at the same file. Track invoices and payments on that record.

How True Blue Service helps

Send estimate approval links

Store photos and job notes

Track invoices and payments

Questions roofing owners ask before they switch

Does accepting the estimate schedule the crew?
No. You convert the accepted estimate and pick the visit time.
Does the homeowner need an account to approve?
No. The approval link opens a login-free page.
Do photos stay on the roofing job?
Yes. Photos, documents, and notes live on the same job file for office and field.
Is this DocuSign or another e-sign product?
No. Collect a signature on the estimate when you need one, then keep working in True Blue Service.

See the quote, the field app, and the bill

Want to see it with your workflow?

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