Roofing Contractors
Connect your roofing CRM, measurement reports, Xactimate scopes, supplier orders, and accounting so every insurance and retail job closes out with a real margin. Cass & York builds custom AI-assisted document processing and software integrations that match approved supplements, supplier orders and claim payments, with human review for uncertain records.
Residential and commercial roofing contractors running several crews or several locations, including storm restoration companies and operators that have grown through acquisition.
Show Us Your Workflow[01] Where systems separate
Where roofing jobs lose track of the money.
- 01Insurance jobs are paid in stages, and the ACV check, deductible, recoverable depreciation, and supplements are tracked in different places
- 02Checks made out jointly to the homeowner and mortgage company sit with lenders while the job shows as collected
- 03Supplements get approved in Xactimate, but the contract value in the CRM never gets updated
- 04Material orders, delivery tickets, and returns from the supplier rarely match what was charged to the job
- 05Sales rep commissions are calculated before final job cost is known, then corrected by hand
- 06Storm season brings new branches, crews, and canvassing teams faster than reporting can keep up
[02] The software in place
The systems roofing contractors usually run.
Roofing companies tend to run a CRM for sales and production plus outside tools for measurements, insurance scopes, and materials. The gaps sit in the handoffs between them.
Roofing CRM and production
AccuLynx
Leads, production, and supplement tracking at many residential and insurance roofing companies. We connect its jobs to the accounting, payment, and payroll data that decide final margin.
Roofing CRM
JobNimbus
Common at growing roofing companies, and often still running at a branch a larger operator acquired.
Measurement reports
EagleView and Hover
Roof measurements that drive the estimate and the material order. We tie ordered squares back to measured squares on each job.
Insurance estimating
Xactimate
The scope and pricing language carriers and adjusters work in. A supplement approved here changes what the job is worth everywhere else.
Roofing supply
ABC Supply and SRS Distribution
Orders, deliveries, and returns that need to land on the right job before it closes.
Accounting
QuickBooks and Sage Intacct
Where deposits, material bills, crew pay, and commissions land, usually without the claim detail behind them.
[03] Questions worth answering
Numbers roofing owners ask for that no single system can answer.
- 01Insurance receivables by stage
- ACV received, deductible owed, depreciation held by the carrier, supplements pending, and checks waiting on mortgage endorsement, by job and by rep.
- 02Supplement recovery
- Original scope against final approved scope on each claim, by rep and carrier, so you know where supplements are worth the effort.
- 03Gross margin per square
- Revenue, materials net of returns, crew pay, and disposal per square installed, compared across crews and locations.
- 04Ordered versus measured materials
- Squares and accessories ordered from the supplier against the measurement report and what was actually installed.
- 05Commission on final numbers
- Rep commissions recalculated when supplements, returns, or late bills change the job's final margin.
[04] What we build
Keep your roofing CRM. Build the money tracking around it.
We start with the job close out or receivables report that takes your office the longest each week, then build the connections that keep it accurate.
01
Insurance claim receivables tracking by stage
Dashboards & Reporting →02
Supplement tracking from Xactimate to contract value
Dashboards & Reporting →03
Supplier order and return reconciliation
Systems Integration →04
Job close out and margin reporting
Dashboards & Reporting →05
Commission calculations on final job cost
Workflow Automation →06
Quoting and pricing tools for commercial bids
Custom Internal Software →07
AI-assisted processing of Xactimate scopes, supplier invoices and insurance paperwork, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
Money stuck between the carrier and the lender
A storm restoration company finishes roofs faster than depreciation and endorsed checks come in. We show every completed job by what's still owed and who holds it, so the office chases the right party first.
Commissions that keep changing
Reps are paid when a job closes, then a supplement is approved and a return is credited. We recalculate commission on final job cost and show every adjustment before payroll runs.
Commercial quotes in one system
We built a quoting and pricing platform for Horizon Roofing, a commercial roofing contractor, that carries estimating inputs through pricing logic and approvals to a generated PDF quote. Commercial bids that live in spreadsheets are a common place to start.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull leads, jobs, and supplements from the roofing CRM, along with measurement reports, Xactimate scopes, supplier orders, and payments, bills, and payroll from accounting.
02Unify
Match claims, addresses, and jobs across systems, agree on how insurance revenue and job cost are counted, and flag jobs whose payments or materials don't reconcile.
03Build
Deliver the receivables tracker, close out report, or commission calculation your team asked for, with every number traceable to the claim, order, or invoice.
[08] Questions
Roofing Contractors: common questions
Do we need to replace AccuLynx or JobNimbus?
No. We work with the roofing CRM you already run and build reporting and focused tools around it.
Can you combine reporting across roofing branches or companies we've acquired?
Yes. We map each branch's jobs, materials, and accounts to shared definitions so margin per square and receivables can be compared and rolled up, whatever CRM each one runs.
How do we track recoverable depreciation and mortgage checks on insurance roofing jobs?
We track each payment stage per claim from your CRM, accounting, and deposit records. Jobs with depreciation or an endorsed check still outstanding show up on one list.
Can approved Xactimate supplements update our job numbers?
Yes. We bring approved supplement amounts into job reporting so contract value, margin, and commissions reflect them. The connection depends on how your team exports and stores Xactimate scopes.
Do you work with commercial roofing contractors?
Yes. Commercial roofing adds bid quoting, manufacturer warranty paperwork, and progress billing, and we connect those to the same reporting as your residential work.
Can AI automate Xactimate scopes, supplier invoices and insurance paperwork for roofing contractors?
Yes. Cass & York can build a workflow that extracts structured details from Xactimate scopes, supplier invoices and insurance paperwork, matches them to records in AccuLynx and JobNimbus and accounting, and flags missing or ambiguous information for staff review. The integration can match approved supplements, supplier orders and claim payments without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →