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ShieldBook

ShieldBook for roofing

Inspect, document, decide. Then three days on the roof.

Roofing jobs are won on the inspection and run over several days. ShieldBook keeps the photos with the job, presents repair and replacement side by side, takes the deposit before materials, and treats each day on the roof as its own trip under one sale.

01A roofing job in ShieldBook

Summit Roofing Co.: leak inspection after storm.

One job from the first call to what comes next, on the screens it happens on. Summit Roofing Co. and everyone in it are invented for this page; the screens are ShieldBook's.

Choose a step of the Roofing job

Step 01 of 6

After the storm

David saw the truck on his street the week before. After Tuesday's storm there's a stain on the bedroom ceiling, and the office books an inspection.

In ShieldBook
  • Marketing source on every inquiry
  • Visits with arrival windows and outcomes

Step 02 of 6

The inspection

Jordan photographs the chimney flashing, the lifted shingles, the stain and the attic decking. Every photo stays with the job.

In ShieldBook
  • Job photos
  • Jobs and job summaries

Step 03 of 6

The findings

Lifted shingles on the north slope and failed flashing at the chimney. A temporary seal now, and a clear recommendation for later.

In ShieldBook
  • Jobs and job summaries

Step 04 of 6

Repair or replace

A flashing repair, a north-slope re-roof, or a full replacement, side by side with what each includes.

In ShieldBook
  • Estimates with options
  • Present mode

Step 05 of 6

The deposit

David approves the re-roof. The office marks it sold and records the deposit before materials are ordered.

In ShieldBook
  • Approval and signature
  • Deposits

Step 06 of 6

Crew days

Each day on the roof is its own trip, linked under the same sale, so the office sees day two of three on the morning board.

In ShieldBook
  • Jobs and job summaries
  • Office work queues

In development On the roadmapEverything else is built and working today.

02Built for roofing

What matters in roofing.

Photos that make the case

A homeowner can't see their own roof. The photos from the inspection are the estimate's best argument, and they stay with the job for the crew, the office and the insurance conversation.

  • Photos taken or chosen on the job
  • A summary in plain words: concern, cause, correction, recommendation
  • Repair and replacement as complete options
  • Each day its own trip

    Multi-day work runs as linked jobs under one sale, each with its own visit and outcome.

  • Deposits before materials

    Recorded when the work is sold and credited on the invoice when it's billed.

  • Storm weeks(In development)

    Every inspection on one calendar with crew lanes, for the weeks after a storm.

See ShieldBook on your roofing work.

Tell us about the jobs you run most. We'll walk through them in ShieldBook, step by step.

Request a demo

ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.