Roofing Contractor Software

More Signed Contracts, Fewer Missed Supplements

Storm season floods your inbox with leads while adjuster negotiations stall your cash flow. OptiServe AI ties aerial measurements, photo damage packages, and Xactimate supplement tracking into the same platform that schedules your crews and issues your draws.

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30-day free trial  |  No credit card required  |  Cancel anytime

38%
faster insurance supplement approval cycle
2.2×
more leads converted with digital presentations
$4.1M
average annual revenue tracked per account

From storm lead to final draw — every step covered

Insurance claims, aerial measurements, crew boards, and material orders all in OptiServe AI.

🛰️

Aerial Measurement Integration

Import EagleView or Hover reports directly into your estimate. Slopes, facets, and square footage populate automatically — no manual math.

📸

Insurance Damage Photo Packages

Build adjuster-ready photo packages with annotated images sorted by damage type. Send a professional PDF directly from the job record.

📋

Supplement Tracking

Log every Xactimate line item, supplement request, and adjuster response. Know the status of every open claim without digging through email.

🏗️

Crew Scheduling & Material Ordering

Schedule install crews, dumpster drops, and material deliveries on a single board. Sync material orders to your distributor account.

💰

Draw Requests & Progress Billing

Issue ACV and RCV draws tied to job milestones. Track deductibles, depreciation holds, and final payment releases per job.

📊

Storm Campaign Lead Management

Capture canvass leads, door-knock notes, and inspection appointments in one CRM. Score leads by damage severity and close rate by rep.

Priced for roofing operations of every size

No per-job or per-lead fees — one flat monthly rate.

Starter
$199/mo

For owner-operators and small residential crews replacing paper contracts.

  • Job pipeline & dashboard
  • Work orders & invoicing
  • Customer & property records
  • Online payment collection
  • Basic crew scheduling
  • AI assistant for lead inquiries
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Business
$799/mo

For established contractors running multiple crews and commercial divisions.

  • Everything in Professional
  • Supplement tracking & adjuster log
  • Draw request & progress billing
  • GPS timesheets & crew geofencing
  • Storm lead CRM & pipeline reports
  • Profit protection & margin alerts
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Enterprise
$999/mo

For multi-location roofing companies needing franchise tools and custom integrations.

  • Everything in Business
  • White-label contractor portal
  • Custom ERP & distributor integrations
  • Multi-location franchise management
  • Dedicated onboarding consultant
  • Priority SLA support
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All plans include a 30-day free trial. No credit card required.

Roofers closing more claims with less chaos

From hail alley to the Gulf Coast.

★★★★★

"Supplement tracking alone paid for the software. We used to lose track of outstanding requests and just write them off. Now I can see every open line item and my supplement recovery is up 29%."

K
Kyle V.
Owner, Vanguard Roofing Solutions — Oklahoma City, OK
★★★★★

"EagleView import is a game changer. My estimators were spending 45 minutes measuring every roof. Now it takes four minutes and the numbers go straight into the proposal."

M
Maria S.
Estimating Manager, Summit Shield Roofing — Denver, CO
★★★★★

"During last spring's hail season we processed 180 claims. The photo package feature kept our adjusters happy and our cycle time was two weeks faster than the year before."

D
Derek O.
Director of Operations, Oakridge Restoration Group — Kansas City, MO

Roofing contractor software questions

OptiServe AI currently imports EagleView and Hover reports in their standard PDF and JSON formats. The measurements populate your estimate template automatically.
You log each line item you intend to supplement, attach supporting photos or code references, and track the adjuster response. The platform keeps a timestamped history of every submission and response — useful if a claim goes to appraisal.
Yes. The storm lead CRM (Business plan) supports lead sources including canvass, referral, online, and insurance agent. You can score leads, assign reps, and report close rates by source.
Yes. The draw request module tracks ACV issued, depreciation held, deductible collected, and RCV released. Each payment posts to the job record so your books stay clean.
Yes. Subcontractors get a limited mobile login that lets them view their schedule, clock in via geofencing, and photograph completed work. They cannot see job pricing or financial details.
The Professional plan and above lets you store manufacturer warranty information (product, contractor, registration number, expiration) on each job. Reminders for inspection-based warranties are included in the Business plan.

Storm season rewards the most prepared contractor

Set up your lead board, aerial import, and crew schedule before the next front moves through.

30 days free  |  Setup in under 10 minutes  |  Cancel anytime