The roofing FSM that bends to your process, not another rigid tool you fight.
Fieldproxy molds to how you run storm chases, insurance claims, material orders, crew scheduling, and collections. Change a field, a rule, or a stage in plain English and it goes live the same day, no rebuild.
Fields added
Ladder-assist checkbox plus crew-size on the checklist
Photo step required
Drone shot before an inspection can close
Pushed to 3 inspectors
Live on open and future inspections
Live in
Built your way
Built for roofing crews
Lead capture to final payment: every piece a roofing company needs.
Insurance claim kits
Photos, measurements, scope and line items bundled into one claim packet per job, exported in the format your adjuster asks for.
Drone + aerial photos
Attach drone footage and measurements directly to jobs, auto-synced to the homeowner portal.
Storm lead capture
Landing pages, text-to-book, and instant inspector dispatch for post-storm lead waves.
Multi-option proposals
3-tab estimates with material upgrades, warranty levels, and financing, e-signed on the spot.
Material orders + delivery
Tie shingle orders, delivery windows, and job-site drop-off to the crew's schedule.
Crew scheduling
Lead installers, helpers, and sub-crews scheduled per job, with weather-aware rescheduling.
Property history
Every inspection, estimate, and install tied to the address, no more re-asking the homeowner.
Manufacturer warranties
Warranty registration raised at job close with serials, photos and installer details already filled, then tracked until the manufacturer confirms it.
Deductible + insurance billing
Split invoices between insurance and homeowner, collect the deductible with one SMS.
You see when they open the proposal
Every proposal carries a read beacon. When a homeowner opens the 3-tab estimate twice and goes quiet, the follow-up fires and your rep calls the warm one first.
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
Residential roofing
Storm chases, re-roofs, and insurance claims, one pipeline.
Commercial roofing
TPO, EPDM, and flat-roof service contracts with per-building asset history.
Restoration
Full claim packets, contents documentation, and carrier-ready reports.
Platform
A complete roofing platform
Everything from first inspection to final payment, ready out of the box.
Estimates & Quotes
Branded quotes out the door, e-signed on the spot, converted to jobs.
Mobile App
Full field toolkit with offline-first capture, photos, and e-signatures.
Customer Communications
Automated SMS, email, and WhatsApp, branded and 2-way.
Contracts & Invoices
Recurring billing, payment tracking, and QuickBooks/Xero sync.
Spare Parts & Inventory
Truck-level inventory, reorder points, POs, and supplier sync.
Reporting & Dashboards
Revenue, utilization, SLAs, and leaderboards, live, no spreadsheets.
Integrations
Plays nicely with the tools you already use
QuickBooks
Invoice + payment sync
Stripe
Card + ACH payments
Google Calendar
2-way crew calendars
Gmail
Homeowner email + threads
Quote read tracking
See when the homeowner opens it
Zapier
Anything else
Switching from another platform to run Roofing?
See how Fieldproxy stacks up against the platforms Roofing teams evaluate.
vs ServiceTitan
The enterprise residential service platform
Housecall Pro alternative
The home-service SaaS for solo operators and small teams
Compare with Jobber
Job management for home-service small businesses
Switch from Workiz
Field service software for on-demand trades
vs BuildOps
Commercial service contractor platform
FieldEdge alternative
Field service management for service contractors
Roofing resources from the Fieldproxy blog
Field-tested playbooks, benchmarks, and how-tos.
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AI agents
What the AI agents do on a roofing job
Storm work is a speed race and an evidence business. Agents cover the intake surge and the claim packet.
Voice Agent
Handles the post-storm call surge — every caller answered, qualified and booked for an inspection instead of hitting a full voicemail box.
Vision Agent
Reads drone and ground photos into measurements, damage findings and the scope lines the claim is built on.
Document Intelligence
Parses the carrier's scope or adjuster summary into line items you can compare against yours, and shows where they differ.