Launching Fall 2026. Join the waitlist
Ritmas

Roofing Field Service Management

Close More Re-Roofs with Options and Financing

Back every estimate with job-site photos, dispatch crews through multi-day installs and collect payment at completion.

Roofing Operations

Deliver Every Roof
from Estimate to Final Payment

Roofing estimate with aerial measurements, annotated photos, shingle options and financing
Back every estimate with measurements and job-site photos

Present priced roofing options and secure approval on the property.

  • Attach aerial measurements, pitch details and annotated roof photos to each estimate
  • Present good, better, best shingle options with a monthly payment on each
  • Start financing in one tap and collect e-signature approval and deposit from the estimate link

Customer Experience

Convert Roof Inspections into Signed Contracts

Online Inspection and Estimate Requests

Homeowners request inspections and estimates online, attaching photos of damage and roof age. Each request reaches the sales team with the address, property history and details attached.

Customer Portal for Proposals and Progress

Customers review proposals, approve options, track install progress and pay milestones in one portal. Before and after photos and invoices are available as each phase completes.

Communications and AI Assistant

Two-way texts, emails and calls operate from a dedicated business number, with the AI Assistant answering storm-season call surges and booking inspections. Every conversation logs to the account timeline.

Reviews, Referrals and Warranty Reminders

Review requests send at job completion, referral prompts follow positive feedback and warranty reminders reach customers before coverage milestones. Triggers follow configurable timing and respect customer opt-outs.

Sales and Scale

Consistent Roofing Operations
from Lead to Branch

  • Leads move from inspection to estimate to signed contract with the source, roof size and next action recorded on each. Sales reps see their own pipeline, and managers see conversion across the team.

  • Price books, contract templates and supplier accounts apply across offices, while temporary storm offices operate their own crews and territories. Crew and office margins appear in one comparison view.

  • Role-based permissions define who can create estimates, apply discounts and view commissions. Price book edits, discount approvals and status changes are recorded in the audit trail.

  • A guided import brings in customers, open jobs and price book items. QuickBooks Online and Desktop sync keep the ledger aligned, and supplier accounts and aerial measurement providers connect to every estimate.

Lead pipeline from inspection to signed contract with conversion across the sales team

Built Around Roofing Operations

Large replacement tickets, material costs and insurance claims shape every roofing job.
Ritmas connects estimating, ordering and billing in a single system to manage all three.

$11.5k

average asphalt roof replacement

50%

of job cost is materials

$31B

residential roof insurance claims in 2024

Production and Compliance

From Tear-Off
to Final Payment

Permits, subcontractor crews, commissions, insurance payments and safety documentation connect to the job record.

Permit status with mid-roof and final inspection dates on an install timeline

Permit and Inspection Scheduling

Permit status and inspection dates attach to each replacement, with mid-roof and final inspections scheduled against the install timeline. Job status updates at each stage, giving the office a current view of open permits.

Subcontractor crews with insurance certificate expiry and payouts by squares installed

Subcontractor Crews and Payouts

Subcontractor crews carry insurance certificates with expiry tracking and receive assignments like employee crews. Payouts calculate from completed phases and squares installed.

Earned and pending sales commissions calculated from collected payments

Commission on Collected Revenue

Commission plans calculate from payments actually collected, including supplements and depreciation releases that arrive after install. Reps and managers see earned and pending commissions per job.

Insurance job with claim details and ACV, supplement and depreciation payment stages

Insurance Jobs and Staged Payments

Claim number, adjuster details and scope attach to insurance jobs, with ACV payments, supplements and depreciation releases tracked as separate stages. Open balances show what is owed at each stage.

Fall protection checklists, crew sign-offs and state contract disclosures

Safety Forms and Contract Compliance

Fall protection checklists and crew sign-offs attach to each install, and state-specific contract language and disclosures attach to each agreement. Completed forms with signatures are stored on the job record.

Coordinate Roofing Estimates, Crews and Payments on One Platform

Book a demo to see how Ritmas handles photo-backed estimates, multi-day crew scheduling and payment collection at completion.