Headr
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Roofing software that handles retail and insurance jobs the same day.

Every roof starts with an inspection, then splits. A retail job goes to an estimate and a deposit. An insurance job goes to the claim, the adjuster meeting, the scope, the supplement and the first check. Headr asks "Insurance job?" once and only shows the steps that roof needs.

Try it free for 14 daysSee what else it does

From $29 a month. Standard is $129 for up to 25 people with a login.

How a roofing job runs in Headr

These are the steps Headr sets up when you pick roofing at sign-up. Steps marked have to be finished before the job moves on. Steps that only apply sometimes show up when you answer a yes or no question.

Want it shorter? The simple version is 7 steps: Inspection, Estimate, Signed + deposit, Material delivered, Install booked, Installed, Final payment. Rename, reorder or add steps any time.

Roof replacement

Retail or insurance in one process: the insurance steps show up only on insurance jobs.

  1. Inspection
  2. Insurance job?Yes or no question
  3. Claim filedOnly if “Insurance job?” is yes
  4. Contingency signedOnly if “Insurance job?” is yes
  5. Adjuster meetingOnly if “Insurance job?” is yes
  6. Insurance scope receivedOnly if “Insurance job?” is yes
  7. Supplement approvedHas to be finished firstOnly if “Insurance job?” is yesApproval
  8. First insurance check collectedHas to be finished firstOnly if “Insurance job?” is yesPayment
  9. EstimateOnly if “Insurance job?” is no
  10. Signed + depositHas to be finished firstOnly if “Insurance job?” is noPayment
  11. Permit / HOA approvedHas to be finished firstApproval
  12. Material and dumpster deliveredParts
  13. Production bookedBooked visit
  14. Tear-off and install
  15. Final inspection and photo report
  16. Completion certificate to insuranceOnly if “Insurance job?” is yes
  17. Final paymentHas to be finished firstPayment
  18. Depreciation check collectedOnly if “Insurance job?” is yes
  19. Manufacturer warranty registered
  20. Review request
Repair call: 17 steps

Dispatch, diagnose, options, approval, repair or return visit, invoice, follow-up.

  1. Call in
  2. ScheduledBooked visit
  3. Confirmation sent
  4. On the way
  5. Arrived
  6. Diagnosis
  7. Options presented
  8. Customer approved the repair?Yes or no question
  9. Replacement estimate to salesOnly if “Customer approved the repair?” is no
  10. Parts needed for a return visit?Only if “Customer approved the repair?” is yesYes or no question
  11. Parts inOnly if “Parts needed for a return visit?” is yesParts
  12. Return visit bookedOnly if “Parts needed for a return visit?” is yesBooked visit
  13. Repair doneOnly if “Customer approved the repair?” is yes
  14. Tested and workingOnly if “Customer approved the repair?” is yes
  15. Invoice paidHas to be finished firstPayment
  16. Maintenance plan offered
  17. Review request sent

What roofing contractors get

Insurance jobs stay on track

Claim filed, adjuster meeting, scope received, supplement approved and the depreciation check each have their own step, so nothing sits in a pile on someone’s desk.

Production when material lands

Material and dumpster delivery is a step. When it’s in, the job shows up as ready to book.

Repairs and leaks too

Repair calls get their own simpler process: dispatched, diagnosed, approved, fixed, paid.

Plus everything else in Headr

One calendar for installs, service and sales. A sales pipeline with estimates. Warehouse stock and parts for each job. Your own forms, automations, team chat and texts to customers. It’s all included in Standard and Pro.

See all of Headr

The Headr process editor, where you arrange the steps a job goes through.

Questions from roofing contractors

Can Headr handle both retail and insurance roofs?

Yes. One question at the start of the job, "Insurance job?", decides which steps show up. Retail roofs skip the claim steps, and insurance roofs skip the retail estimate.

Can I track the supplement and the depreciation check?

Yes. Supplement approved is a step that has to be finished before the job moves on, and the depreciation check is its own step after the final payment.

Does it measure roofs from satellite images?

No. Headr runs the job, the schedule, the crews and the warehouse. Keep using the measurement service you already like.

How much does Headr cost?

Lite is $29 a month for up to 3 logins, with your trade’s ready-made steps and forms. Standard is $129 a month for up to 25 logins and includes everything. Pro is $179 a month for up to 50 logins, with 1 TB of storage, more AI help and faster support. Crew members you only put on the schedule are free on every plan.

Is there a free trial?

Yes. Try it free for 14 days with your own jobs and crew.

Other trades

Try it on your next roofing job.

Try it free for 14 days