There are a growing number of ways artificial intelligence (AI) is being applied in the roofing industry, but with this rise comes a lot of hype that might leave you wondering what — or who — these tools could replace.
It’s important to recognize that AI systems are unlikely to replace staff or fundamentally change your business any time soon.
AI can be applied in practical ways to assist your team and optimize specific business functions, much like how software has already enabled roofing businesses to transition from pen and paper to more efficient digital systems and processes.
In this article, we’ll highlight how AI technology is currently being applied in the roofing industry.
We’ll also explore AI tools and features in our roofing contractor software, ServiceTitan, that enhance efficiency and profitability for businesses.
We'll cover:
Current AI Applications in the Roofing Industry
Damage Detection
There are products that use AI to help roofers identify roof damage, such as impacts from hail or wind, or missing shingles. The claim and theory of these tools is that they reduce the need for manual inspections.
However, while these tools may be helpful for remote monitoring or preparing for a site visit, they can’t and shouldn’t replace in-person, manual inspections.
Automated Drone Flight
For roofing companies that use drones as part of their roof inspection processes, AI can automate drone flights, helping to improve speed and efficiency.
Roof Measurements and Estimates
AI tools offer roofers the ability to measure and generate estimates remotely. However, as we discussed in our article on how to price and estimate a roofing job, even when using advanced measurement tools, always visit the site. Many companies make the mistake of relying solely on satellite images, missing factors like poor ventilation or hidden damage that aren’t visible from above.
Roof Design and Visualizations
AI-powered visualization tools allow roofing sales staff to show homeowners realistic simulations of roofing materials and styles on their homes. These tools are increasingly available through manufacturers but are also available through popular roofing software platforms.
Sales and Marketing
AI-powered tools help roofing contractors generate leads, manage sales pipelines, and automate follow-ups.
Customer Service
AI offers 24/7 customer support via chatbots or voice agents. Our TI Chat Assistant, discussed below, is an example of this.
Project Management
AI supports project management tasks, including scheduling, progress tracking, and workflow automation. ServiceTitan provides extensive automation and project management functionality for roofers, also touched on below.
Data Analysis and Insights
AI can analyze data from roofing projects to identify trends, provide actionable insights, and help roofers make more informed decisions.
In the rest of this post, we’ll discuss how ServiceTitan helps roofing professionals increase efficiency and profitability in their businesses.
ServiceTitan AI Features for Improving Operational Efficiency
Since ServiceTitan was founded in 2012, we knew that AI would eventually become an integral part of the tools we offer to our customers. The only question was when we could harness these advancements to make a significant impact. In recent years, technological progress in AI has allowed us to turn that vision into reality.
The following are some of our first-generation AI features that roofing businesses are benefiting from.
Invoice Summary Generator
Titan Intelligence—ServiceTitan’s AI tailored for the trades—can now generate invoice summaries in seconds based on prompts and your original invoice and job summaries.
Instead of a staff member spending five or 10 minutes cross-referencing the estimate or job summary and writing this invoice summary manually, they can generate this automatically with the click of a button. They have the option to make edits if needed, and their invoice is ready to send.
Invoice Email Generator
Once an invoice is finalized and ready to send to the customer, Titan Intelligence can also generate personalized and engaging invoice emails for you with a single click.
Just like with invoice summaries, you can define a simple prompt in your settings that gets applied to your invoice emails, such as:
Generate a professional and polite invoice email. Thank them for choosing our services, and provide contact information like business unit email and phone number at the end.
Then, from the invoice screen, you can have your email generated and sent with a few clicks. One click to initiate the email, one to generate the email text with TI, and one click to send. If you need to make any additions or customizations to the email, you can easily do so before hitting send.
TI Chat Assistant
A base subscription with ServiceTitan offers plenty of optimizations to efficiently schedule appointments for roofing jobs. However, our upgrade product Scheduling Pro now offers TI Chat Assistant.
With TI Chat Assistant, virtual agents trained on your own call recordings can handle most of the common cases your call center handles today—from understanding your customer's intent and collecting contact information to booking jobs and answering customers’ questions. Your agents can easily monitor all the interactions and step in when flagged or they determine necessary.
GPS Enabled Timesheets
We’ve written previously about the ways ServiceTitan solves common challenges with time tracking and timesheets, such as sales staff forgetting to fill out their time cards, filling them out inaccurately, or office staff needing to hound salespeople to fill them out and submit them for payroll.
With Fleet Pro, roofing shops can streamline this process even more with GPS-enabled timesheets powered by TI. Fleet Pro’s proprietary Automated GPS Timesheets Integration intelligently updates technician timesheets according to GPS data in real-time, saving you time and protecting you from excess wages or wage theft claims.
Reputation Review Response Generator
Our Marketing Pro product, which allows you to manage various key marketing functions right from within ServiceTitan, now offers an online review response generator powered by TI.
Not only can your staff track and respond to your online reviews across a variety of platforms from a single place, but TI will suggest tailored responses to reviews in just one click — addressing the customer’s feedback while matching the voice and tone of your brand — helping you keep your online reputation strong in a fraction of the time it takes to craft a unique response for every review.
ServiceTitan AI Features for Increasing Revenue
Ads Optimizer
Optimizing your Google Ads is essential, but it’s a technical, time-consuming process. Our TI-powered Ads Optimizer tool takes work out of this process, helping lower your cost per lead while increasing the quantity and quality of those leads.
Specifically, Ads Optimizer leverages audience and revenue data in ServiceTitan and automatically feeds it into Google Ads and other connected ad platforms. By enriching data used by these ad platforms, Ads Optimizer trains Google to target based on revenue, not just calls or form fills.
Optimizer also looks at a company’s capacity and notifies the person managing that Google Ads account when the job board gets too full or isn’t full enough. Users can set thresholds so they don’t waste money on jobs they can’t fulfill or, if you don’t have enough jobs on the board, you will know when to increase ad spend.
Second Chance Leads
Second Chance Leads — offered through Contact Center Pro — automatically reviews a significant portion of your calls classified as unbooked, “not a lead,” and excused, and flags only the ones we believe have a high likelihood of being saved with a quick follow-up call back to your customer. After a CSR ends a phone call, this feature uses Titan Intelligence to review the call recording and creates a Second Chance Lead for you to review and act on.
Our goal is to ensure that all the Second Chance Leads we send you are actual leads and have a strong possibility of being saved. At present, our data suggests that users are recapturing 37% of unconverted calls and turning them into booked jobs.
Additional Ways ServiceTitan Helps Roofing Contractors Run & Grow Their Business
Speed Up Roof Measurement, Estimating & Material Orders
Spec-Based Estimates
ServiceTitan spec-based estimates offer a streamlined approach to estimate generation. This feature leverages pre-built templates and forms to automatically calculate material costs and quantities, resulting in accurate and efficient estimates for your customers.
Here's a breakdown of how Spec-Based Estimates work and their advantages:
Forms and templates: The process begins with creating a form tailored to your specific service, like reroofing. This form, accessible on both desktop and ServiceTitan Mobile, is used to gather crucial job details and measurements. This information is then fed into a Spec-Based Template, which links form fields with Pricebook items and applies predefined calculations. The template also allows you to offer different service tiers (Good, Better, Best) based on a single form submission.
Automated calculations: The magic lies in the Excel file integrated with the template. This file houses the rules and calculations that determine material quantities and costs based on the form inputs. For instance, if a customer needs 20 squares of roofing, the template automatically calculates the required shingles, underlayment, and other associated materials, ensuring precise estimates.
Efficiency and accuracy: Spec-based estimates streamline the estimating process, saving you valuable time and minimizing errors. Instead of manually calculating roofing materials and costs, the system does it for you, freeing up your team to focus on customer interactions and other essential tasks. This automation not only speeds up the process but also eliminates the risk of human error, leading to accurate and consistent pricing.
Mobile accessibility: The convenience of creating and presenting Spec-Based Estimates extends to ServiceTitan Mobile. This allows field staff to gather measurements on-site, complete the form, and generate estimates instantly, providing a seamless experience for both your team and your customers.
Roofing Supplier Integrations
We offer integrations with roofing suppliers such as SRS Distribution, which auto-updates your pricebook with the most current pricing, product images, and descriptions.
Integrate with Popular Roofing Measurement Apps
ServiceTitan now integrates with popular roofing apps like EagleView and GAF QuickMeasure. These integrations allow roofers to manage the entire job workflow, from the initial call to final estimates and material orders, offering a seamless experience between the business’s CRM and estimating/measurement tools.
The #1 newsletter for the trades.
Centralize Customer & Job Data (and Access It Anywhere)
ServiceTitan offers a customer relationship management (CRM) system to record, store, and access your job and customer data, beginning when a potential roofing customer calls in.
Our call booking functionality provides CSRs and office staff with the name and contact information of the incoming caller and prompts them to fill out a series of form fields that ensure they collect all of the necessary information to kick off a potential roofing job.
From the booking page, they can view the availability of their sales team, assign a team member to the job, and schedule a visit if the business or homeowner agrees to have someone come out.
At that point, a customer page is automatically created in which their contact information and job details can be stored as the job progresses. This data can be shared and accessed from the office via our desktop application or remotely from a job site through our user-friendly field mobile app (discussed below).
Users also have the option to create a roofing project page in which financials can be tracked, appointments can be made, material orders can be placed, and other aspects of project management can be carried out.
Empower Estimators with a User-Friendly Mobile App
ServiceTitan’s mobile app, compatible with both Android and iOS operating systems, offers an intuitive user experience that sales teams love, beginning with the home screen dashboard where field staff can quickly and easily see the meetings or jobs they have scheduled for that day:
Each job card can be tapped to pull up a dedicated page with further details about that job, as shown here:
Teams can also access the essential tools they need throughout the lifecycle of a job.
Via the left sidebar, they can view and utilize:
Customer History: Easily view customer details, photos, and videos from the job site, relevant customer docs, and more.
Job Forms: Teams can access customizable forms that require e-signatures such as roofing inspection checklists, report forms, and more.
Estimates: Present good better best proposals via our mobile app estimate presentation.
Invoices: Roofers can quickly generate and send invoices to customers in various ways. ServiceTitan AI features, including our invoice summary generator and invoice email generator, further automate this process.
Closeout: Once they complete a job, production managers can accept payments on the spot from customers via check or credit card.
Offer Modern and Impressive Customer Experiences
ServiceTitan offers a variety of features that help roofing businesses communicate professionalism and trustworthiness with their customers.
For example, our dispatching functionality includes text message notifications and Uber-style GPS tracking that keep customers up-to-date about when sales reps, field supervisors, or crews are scheduled to arrive.
During the sales process, salespeople can offer financing that can get approved quickly, improving customer experiences while helping to close more sales.
Gain More Visibility and Access to Real-Time Business Data
One of the big challenges for roofing contractors is getting timely and accurate financial data to track their cash flow and the overall health and performance of their business.
This is one area where ServiceTitan roofing software can deliver immense value. With ServiceTitan reporting, roofing contractors get a complete real-time view of their most important business KPIs, including:
Sales numbers
Revenue trends
Booking and conversion rates
And much more
Users can customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers being reported in their financial data and roll up multiple locations into single reports, making ServiceTitan a particularly powerful platform for enterprise roofing businesses.
Understand the True ROI of Marketing Efforts to Optimize Your Campaigns
One of the most important aspects of effectively marketing a roofing business is measuring the ROI of your various channels and campaigns to know which campaigns are performing well.
ServiceTitan makes this data easily accessible to roofing companies, eliminating the struggle to understand ROI. Specifically, ServiceTitan offers campaign-tracking telephone numbers and real-time ROI reporting for all of your marketing campaigns.
For each of your campaigns, you can track the number of calls they brought in, the jobs your reps booked from these calls, and the actual sales results of those jobs. You can also calculate the ROI on your roofing advertising campaigns as ServiceTitan identifies how much revenue you make from each ad and breaks it down into cost per lead.
By measuring the marketing ROI of each campaign, ServiceTitan helps roofing companies:
Know how much revenue each roofing marketing campaign generates.
Track how well staff convert new leads into jobs and sales.
Focus marketing dollars on the campaigns that actually make money.
Stop wasting money on ads — and platforms — that don’t perform.
Tools That Optimize, Not Replace
AI in the roofing industry isn’t about replacing your team—it’s about empowering them. Tools like the features we’ve discussed throughout this post help optimize workflows, improve efficiency, and drive revenue, enabling your business to work smarter, not harder.
By embracing these innovations, roofing contractors can deliver better results, enhance customer satisfaction, and position themselves for lasting success.
Want to see how ServiceTitan’s roofing software can give you the tools you need to streamline operations and grow your business? Schedule a call for a free product tour.
ServiceTitan Software
ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.
