For roofing contractors
Roofing CRM and software for contractors who sell and build
Ardovia is roofing software that combines a roofing CRM with estimating, contracts, crew scheduling, purchase orders, and job costing. Work every lead fast, price roofs the same way every time, and see what each job actually cost.
Marcus Bell
(512) 555-0142 · Austin, TX
Priya Shah
(469) 555-0188 · Dallas, TX
The Ramirez Family
(210) 555-0119 · San Antonio, TX
Dana Whitfield
(713) 555-0173 · Houston, TX
Kevin O'Neil
(512) 555-0207 · Round Rock, TX
Roofing CRM software tracks every roofing lead from first contact to signed contract; full roofing software extends that record through estimating, scheduling, material ordering, invoicing, job costing, and warranty.
Where Ardovia fits for a roofing company
Ardovia was built for residential construction companies that sell a project, sign a contract, and build it with crews and subcontractors. Retail roof replacements follow that pattern closely, which is why the platform fits roofing sales and production well.
It is worth being clear about what Ardovia does not do. It does not order aerial or satellite roof measurements, and it has no insurance-claim supplementing tools. You bring the measurements; Ardovia prices, sells, schedules, and tracks the job.
If your business runs mostly on retail replacements, repairs, and add-on work like gutters, Ardovia covers the full path from lead to warranty. If you run heavy storm and insurance work, plan to keep those claim tools alongside it.
Step by step
A roofing job in Ardovia, start to finish
Each job stays on one record, so sales, production, and the office see the same information.
- 1
Capture and route the lead
Leads come in from website forms, a rep's booking page, forwarded lead-provider emails, or manual entry. ZIP-code routing assigns each lead to the right branch, and forbidden ZIP codes can mark out-of-area leads automatically.
- 2
Inspect and follow up
Reps book the inspection, log calls and visits, and attach photos. Follow-up badges show which leads are overdue for contact.
- 3
Estimate and propose
Enter roof squares, pitch, and the extras you measured. Your pricing template calculates shingles, underlayment, flashing, ridge, labor, and tear-off, and the customer picks a product line from a selection.
- 4
Sign the contract
The contract adds the deposit and payment draws. It goes out for e-signature through SignNow, and signing creates the job automatically.
- 5
Order materials and schedule crews
Send purchase orders to your supplier and install crew. Schedule tear-off and install, permits, and the final inspection, and assign day-to-day work on the Dispatch board.
- 6
Handle change orders
Rotten decking or added ventilation becomes a priced change order. It can require the homeowner's signature and updates the project total.
- 7
Invoice and collect
Draw invoices are created as drafts when the job is created. Open and email them as work is completed, and record payments as they arrive.
- 8
Close out and warranty
Complete a final checklist with photos and signatures. Coverage tiers record your workmanship warranty, and tracked products can hold manufacturer warranty details.
A roofing CRM built for speed to lead
In roofing, the first company to call back often gets the inspection. Ardovia's lead management is built to keep response times short and visible.
Your organization sets a follow-up cadence for up to six contact attempts. Each lead shows a badge that turns red when it is overdue, and the list filters to overdue leads in one click. Time to first contact is recorded automatically and feeds reporting.
A sales rotation orders reps by who received a lead least recently, so assignments stay fair. Duplicate detection folds repeat inquiries into the existing lead and resets it to New, so the team sees that the homeowner reached out again.
- Lead forms for your website, with spam protection and conversion tracking scripts.
- Booking pages where homeowners pick an open inspection time from a rep's real calendar.
- Email parsing that turns forwarded lead-provider emails into leads.
- API and Zapier access for creating leads from other tools.
Leads by source
Last 30 days · 117 leads
Roofing estimating software that uses your pricing
Ardovia's pricing tool turns your roofing price sheet into a template. Inputs like squares, pitch, layers to tear off, and linear feet of drip edge feed formulas that calculate quantities and labor.
Quantities can round up to whole units, so a proposal prices full bundles and rolls. Catalog prices can vary by location, which helps when branches buy from different suppliers.
Selections let the homeowner choose between product lines or colors, each tied to its own price. Your minimum net margin is enforced on every proposal, and anything below it can require manager approval.
Architectural Shingle Re-Roof
Template · live pricing
Re-Roof · 32 squares
Tear-off & disposal — 32 sq
Labor
Synthetic underlayment & ice/water shield
Materials
Architectural shingles — 32 sq
Materials
Ridge vent, drip edge & flashing
Materials
Seamless gutters
Pass-through
Proposals and contracts that close at the kitchen table
Proposals are generated from the template's document layout, so every rep presents the same scope and terms. Reps email the proposal PDF from Ardovia, and proposal history records each send.
When the homeowner is ready, the contract view adds the deposit, draw schedule, and signature lines. It is sent for e-signature through SignNow, and Ardovia tracks reminders and status until it is signed.
Scheduling crews when the weather won't cooperate
Roofing schedules change constantly. Ardovia gives you two layers to manage that: a construction schedule for each job and a calendar for appointments.
Schedule templates link steps like permit, material delivery, tear-off, install, gutters, and final inspection. When you move an item, every downstream step that hasn't started moves with it, following your working calendar. A schedule can also be put on hold and resumed.
Tasks for crews land on the Dispatch board, where a dispatcher drags work onto days and assigns it. Calendar events can sync with Outlook through Microsoft 365, and the calendar warns about double-booked appointments.
Construction schedule
On trackMaterial orders, crews, and subcontractors
Purchase orders go to suppliers and install crews by email with a secure link. The vendor can acknowledge, accept, request a change, or reject, and you see the response on the PO.
The PO review step can add a site contact to the memo, such as the job's supervisor, so the delivery driver knows who to call. Sales tax is calculated from the location's tax rate.
Vendor records track General Liability and Workers' Comp certificates with expiration dates. That matters when you rely on subcontracted crews.
Harper Residence
Charlotte, NC
Collins Home
Concord, NC
Meyer Residence
Matthews, NC
Patel Duplex
Gastonia, NC
Owens Residence
Huntersville, NC
Job costing for every roof
A roof that sells well can still lose money on extra decking, a second dumpster, or a return trip. Ardovia's estimates vs. actuals view shows that by category.
Each job's budget comes from the pricing template. Open purchase orders count as committed, and bills and receipts count as actual spend. The variance tells you which categories ran over.
Field crews can record progress, deliveries, and weather in daily logs, with photos attached. Those logs stay on the job for anyone who needs the history later.
Project Profitability
Warranty work and reviews
Leak callbacks need a fast, documented response. Warranty claims move through statuses from New to Closed, with contact logs and calendar appointments for the repair visit. Homeowners can file a claim through a public form, and Ardovia tries to match it to their job.
Google reviews can sync into Ardovia through Google Business Profile, so you can see how each salesperson and supervisor is reviewed.
Bell Residence
Okafor Estate
Ramirez Backyard
Nguyen Residence
Whitfield Project
Ardovia features roofing contractors use
Lead management
Roofing CRM with routing, rotation, duplicates, and follow-up badges.
Learn moreOnline booking
Homeowners book inspections from a rep's real availability.
Learn morePricing tool
Price roofs from squares, pitch, and extras.
Learn moreProposals & contracts
Branded proposals with deposit, draws, and e-signature.
Learn moreConstruction scheduling
Dependent steps that re-flow when dates move.
Learn morePurchase orders
Supplier and crew POs with an acceptance link.
Learn moreTerritory management
ZIP-code territories and automatic lead routing.
Learn moreWarranty
Claims, coverage tiers, and repair appointments.
Learn moreFrequently asked questions
What is a roofing CRM?
A roofing CRM is software that tracks roofing leads and customers from first contact through the sale. Ardovia's CRM covers lead capture, routing, assignment, follow-up tracking, and proposals, then carries the same record into scheduling, purchasing, and invoicing.
Does Ardovia include aerial roof measurements?
No. Ardovia does not order aerial or satellite roof reports. You enter the measurements you already have, such as squares and pitch, and your pricing template calculates the materials, labor, and price.
Can Ardovia handle insurance roofing claims?
Ardovia has no insurance-claim or supplementing tools. You can keep photos, files, notes, and change orders on the job, but adjuster workflows should be managed in a tool built for them.
How does Ardovia work as roofing estimating software?
You build a pricing template with inputs like squares, pitch, and tear-off layers, plus formulas that calculate quantities and labor from your catalog. Reps fill in the measurements, the customer picks options, and the proposal is priced the same way every time.
Can I reschedule roofing crews when weather changes?
Yes. Moving an item on a job's construction schedule re-flows the downstream steps that haven't started, following your working calendar. Day-to-day tasks can be dragged to a new day on the Dispatch board.
Does Ardovia track manufacturer warranties?
Yes. Catalog items can be marked Track for Warranty, which adds each installed unit to the job's Warranty tab with its warranty length, dates, and photos. Your own workmanship warranty is recorded as coverage tiers on the job.
Can roofing leads come in automatically from other tools?
Yes. Leads can arrive from Ardovia's hosted lead forms, booking pages, email parsing, and the Ardovia API, including through Zapier. A Meta Lead Ads integration is listed as coming soon.
Is there a free trial of Ardovia?
Yes. Ardovia offers a 14-day free trial with no credit card required. You can also book a demo to walk through your roofing workflow.
Keep exploring
Remodelers
Software for remodeling and exterior contractors.
Home builders
Project management for home builders.
Lead management
How Ardovia captures, routes, and tracks leads.
Ardovia vs. JobTread
How the two platforms compare.
Construction proposal template
What a strong proposal includes.
Plans & pricing
Compare plans and start a free trial.
Work every roofing lead and job in one place
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