Survey-to-complete board
Track every roofing job from survey through to completion on one board.
You need an operating system that works well for your business, welcome to Quotelyfy!
Job Tracking Software for Roofers
Track roofing jobs from survey to completion on one board. Run safety checklists, collect site photos and sign-off, keep customers updated live, and get paid online.
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For you. For free!
Create and save your invoice. Free!
Build a real quote or invoice right here, configure it the way you want it, and save the PDF. No account needed — it is the same editor our customers use every day.
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What you get
What you get with Quotelyfy
Photos and sign-off
Collect before-and-after photos and sign-off through secure requests.
Confidence from below
Customers follow progress on work they cannot climb up to see.
Jobs
How Quotelyfy helps
Roofing jobs depend on weather, crews and materials lining up — and customers are nervous about work they cannot see happening above their heads. Keeping it all coordinated while reassuring customers is a daily battle.
Quotelyfy puts every job on a board with your stages — survey, scheduled, materials, in progress, complete. Run a safety checklist per job, collect before-and-after photos and sign-off through document requests, and record the work done. You choose which stages the customer sees.
The customer follows the job on a live tracking link, so they can see progress on work they cannot climb up to check. When it is done, send a payment link or link to an invoice, and request a rating. Your crews stay coordinated and your customers stay confident.
What to Look for When Choosing a Platform
If you are comparing invoicing tools, the flashiest demo is not always the one that protects you from rework and calculation mistakes. These are the capabilities worth checking for — and the ones Quotelyfy keeps at the centre of your workflow.
Quote-to-invoice in one flow
When a customer approves your quote, you should not have to rebuild the same job from scratch. Look for a platform that turns an accepted quote into a ready-to-send invoice instantly — with customer details, line items, and pricing carried forward without copy-paste.
Totals you can trust
Discounts and line-item totals should update themselves as you work, so you are not fixing spreadsheet errors before every document goes out.
Documents that look like your business
Quotelyfy puts your company logo, business name, and contact details straight onto quotes and invoices, with clean PDF output you can send or download. Customers see a professional document from the start — without you rebuilding the same formatting in a spreadsheet or word processor every time.
The payoff
What to expect after 4 weeks of using Quotelyfy
Faster workflow
Quoting, invoicing and follow-up happen in one flow instead of being scattered across apps, chats and spreadsheets.
Organised
Every customer, document and job sits in one place — nothing slips through the cracks or gets forgotten.
Happier customers
Faster replies and a business that runs smoothly online — pay links, live tracking and reminders keep every job moving.
14-day trial included
Quick answers
Questions, answered
Questions roofers ask about tracking jobs.
Can I track jobs from survey to completion?
Yes. Customisable board stages let you model survey, scheduled, materials, in progress and complete.
Can I collect before-and-after photos and sign-off?
Yes. You can request documents and photos from customers, or share documentation for review and signing, and requests can be PIN protected.
Can customers see progress on work they cannot check?
Yes. The live tracking page shows the current stage and last update, so customers stay confident about work up on the roof.
Can I run a safety checklist?
Yes. Each job supports a checklist and a work-done panel so safety steps are tracked and recorded.
How do I get paid?
Send a payment link or link the job to an invoice, and request a rating once complete.
Keep exploring
Related pages & guides
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