Experience the Future of Roofing with ServiceTitan

ServiceTitan’s Vision of Roofing

What’s ServiceTitan’s vision for building out and designing field management software features specifically for the roofing industry? 

“It's to be the absolute best by delivering immense value to our customers with as little burden as possible on their staff,” says Andrew Zackoff, Head of Residential Exteriors at ServiceTitan.

“Software is meant to amplify your abilities, reduce friction, and give you time back to spend on activities that deliver value to your customer, instead of administrative work that’s just frankly annoying and not that much fun,” he adds.

To do that, ServiceTitan follows a simple playbook that focuses on:

• Partnering with the best contractors

• Partnering with the best vendors

• Leveraging the best Research & Development talent

• Driving improved business outcomes

Partnering with the best contractors means knowing how successful companies in the roofing industry operate today. Luckily, ServiceTitan knows a few of those.

“Now, the task at hand is to learn anything and everything we possibly can from you and your peers and get you in front of the product as early and as often as possible to make sure we're building what you need,” Zackoff says. 

Partnering with the best vendors means reaching out to those vendors used most often by those best contractors. 

“And your seal of approval for a limited few was loud and clear,” Zackoff says. “We’re building the strongest ecosystem, starting with distributors and measurement providers, to make it so you can see added value with reduced effort.”

Leveraging the best R&D talent refers to ServiceTitan’s roofing software, which until now has operated without full roofing-feature functionality.

“We need to build the right products all the way as quickly as possible without breaking anything else. It can't be 90% of the way there with an excuse not to adopt it. We need to build all the way to the highest level so you can see value right away,” he adds. 

Driving improved business outcomes means delivering a huge return on investment for roofing companies.

“If you can get more jobs, build great estimates more easily, convert at a higher clip, get the materials, perform the work, and do it all with as little administrative burden as possible, that’s how we drive business outcomes for you and your families,” Zackoff says.

With ServiceTitan’s roofing software, roofers can now run their entire business end-to-end in one platform.

“Starting at the top of the funnel with lead generation and marketing campaigns all the way through to payment, invoicing, and other back-office operations, our goal is to support everything you need to excel on a daily basis,” Zackoff explains.

The most recent product updates for roofing software focus on the most important parts of the process, including:

• Estimating and winning jobs

• Procuring materials

• Managing projects through to completion

The upgrades make it easy to get good measurements, run them against your own predefined rules, and quickly create professional roofing estimates. That way, your field techs spend less time on administrative work and more time closing roofing deals with your customers.

“Once the job is sold, we'll automatically know what to order from the distributor, so the measurements feed into the estimate, the estimate is connected to the materials, the materials are connected to the distributor, and you'll be able to submit an electronic purchase order directly through ServiceTitan,” Zackoff says.

Managing larger roofing projects will become significantly easier, he adds, with greater visibility, automation, and communication to run your business.

Roofing Sales Toolkit

To streamline the process of getting good measurements, applying them to estimates, and procuring the right materials, ServiceTitan now offers a Roofing Sales Toolkit. 

Sue Drummond, who worked many years in the roofing industry, leads this enhanced roofing software initiative as ServiceTitan’s Solutions Delivery Manager & Roofing Industry Advisor. 

“I’m really excited to get this kicked off and launched today,” Drummond says. “So, what does this toolkit entail and how does it work?”

With features especially designed to help roofing businesses, the Roofing Sales Toolkit is a four-week program that focuses on estimating and winning jobs. One or two of your team members commit to spending four hours per week in two group training sessions, where they learn about the features in a group setting, then meet one-on-one twice a week with a member of Drummond’s team to turn on the settings in your ServiceTitan account.

The toolkit sessions, available at no additional cost to core ServiceTitan users, are designed to increase your speed and accuracy while utilizing the new features.

“We've already seen a huge amount of success with customers who have been using this through our testing phases,” Drummond says. “It's taking them less time to complete an estimate. And then of the estimates they're completing, they're winning more jobs. Then of the jobs they're winning, the size and scale of the project in regards to upgrades is increasing. 

“So, saving time, winning more jobs, and your average ticket price going up,” she adds. “They're also reporting that because of these efficiencies, their sales team has more time. Some of them are choosing to use that time to complete more estimates to get more leads, more appointments in a day while others are spending more time with the customer face-to-face. 

“They're saying it's less time in the truck building the estimate and more time at the table building the relationship,” Drummond says.

The Roofing Sales Toolkit offers four specific features for roofers:

• Spec-based estimate templates

• Product integrations with roofing suppliers

• Integrations with third-party measurement tools

• Proposal Builder

Spec-based estimate templates

Spec-based estimate templates allow roofers to collect measurements from the roof, whether through a third-party measurement integration or by manually measuring and entering values into a form, then ServiceTitan takes those values, makes calculations, and determines the quantity of materials needed.

“As an example, you can enter the number of squares of the roof and then we have a calculation set up in the background that will determine the shingle profile you're using, how many bundles per square it consists of, and it will spit out the number of bundles required,” Drummond explains.

The standard template is based on offering good-better-best options, but you can also customize and create your own templates based on the standard template as a starting point.

“When your sales team is out on the road, they’re able to enter these measurements into a form, click submit, and immediately get three options, or four or five, whatever you choose, right at their fingertips in a good-better-best format so they can present these options to your customers,” she says.

Integrations with roofing suppliers

ServiceTitan’s integrations with roofing suppliers add to the ease, efficiency, and accuracy of the process. The product catalogs of SRS Distribution, ABC Supply Co., and Beacon Building Products are now directly linked for ServiceTitan roofing software users.

“What does that mean for you? When we're building those estimate templates and selecting the materials that align on your good-better-best template, you're able to select those items directly from the supplier of your choice. This means you'll get real-time pricing,” Drummond says.

It also means once a job is won and the project is converted to sold, the materials list that was included in your estimate becomes your procurement list of materials, complete with all of your product catalog numbers. It’s ready to go, and you simply click a button to send to your supplier. 

Bonus: You can order materials and run your business all from one platform.

“We are setting up, through the integration, an ability for you to order the materials directly through to the order desk without having to even email,” Drummond explains. “You can still email, but without having to email your order will go directly into their system.”

Integrations with third-party measurement tools

As of now, the Roofing Sales Toolkit offers integration with GAF QuickMeasure, which allows users to order roofing measurement reports directly inside ServiceTitan, with reports automatically tied to the account and job you’re ordering them for.

“If you're collecting the linear feet of rake from one of these measurement providers, we'll map that to the rake form field in the measurement form that your salespeople are filling out, so when they open the form that information is already auto-populated for them,” Drummond says.

Toolkit users also gain access to a private preview of ServiceTitan’s integration with EagleView. Later this summer, an integration with Hover will be available.

Proposal Builder

Using your own design skills and ServiceTitan templates, the Proposal Builder helps users create a professional proposal that pulls the estimates you created using spec-based estimating into a customer-facing, professional presentation that can be emailed to your customer for review and signing.

“You can use our tools easily to drag and drop, to add images, to add documents. If you want to include a brochure from the shingle provider, the manufacturer, you can add that. If you want to include your certificate of insurance or reference letter, these are all pieces of the proposal that we help you build into a template,” Drummond says. 

“When your sales team is out on the road, they’ll just click a button for this template to pull the estimates, and produce for the customers the same consistent, branded appearance that you've decided is best for your business to win jobs,” she adds.

With the official launch of the Roofing Sales Toolkit, ServiceTitan plans to kick off its four-week training sessions in April. Again, the sessions are free, but you must submit a form.

>>Interested in signing up for the Roofing Sales Toolkit? Submit this form.

Upcoming ServiceTitan Features for Roofing

As Drummond demonstrated the current roadmap for estimating and winning jobs as well as procuring materials, the next ServiceTitan expert discusses what’s coming this year for project and workflow management.

Tamar Rosati, Vice President of Product Management at ServiceTitan, leads all residential product teams, including driving the heavy investment into roofing and exteriors. The following are specific investments happening in 2025 for ServiceTitan’s roofing customers.

Internal and external communication

Reliable communication tools are critical as you collaborate internally and with your vendors, customers, and potentially insurance adjusters, as you're moving jobs through their life cycle, Rosati says.

To make its internal and email external communication more robust, ServiceTitan enhanced two communication features. They’ll be available for early access this summer.

“One, we have internal messaging capability using app mentions,” Rosati explains. “We're making this even more seamless and easy to use so you can view your messaging threads in an organized way. You can quickly tag new users and add them into the conversation. 

“From an email perspective, you'll be able to email back and forth natively within ServiceTitan, so you don't have to leave ServiceTitan to respond or initiate an email, and you can move seamlessly between your external email application,” she adds. “And ServiceTitan will also have the ability to CC and BCC.”

Workflow templates

To help roofers manage and scale their core business processes, the new workflow templates introduce task management and workflow automation to improve efficiency.

The workflow templates help you define your desired workflows, Rosati says. You decide the sequence of tasks for a given process, the due dates, task checklists, and task assignees, then the system uses those pre-built templates to know how you want the process to run.

“Then it can automatically assign the right task to the right person at the right time based on how you've defined you want the job or the process to flow,” Rosati says. “This will keep individuals accountable for completing their tasks on time. It'll help you identify where jobs are getting stuck or where tasks are getting stuck, so no one has to go in and manually move the job to the next stage or the next task, that just happens automatically.”

Insurance sales queue

The concept of workflow management will primarily be applied to production and insurance sales. 

On the production side, Rosati says users can automate the progression of a job through the production stage in different variations. This will streamline operations, reduce cycle times, and allow companies to recognize revenue faster.

“The production team will be able to work from what we're calling the production queue, which is where you can track progress of your jobs that are in production through the key stages and prioritize and complete the tasks that need to get done,” she says.

The same concept will be applied to the insurance sales queue, where sales teams will use the same automated processes to close more insurance opportunities. With these features available on mobile and desktop, your field and office teams communicate seamlessly to ensure nothing falls through the cracks.

>>Watch the webinar on-demand for additional roofing resources