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Roofing

The Back Office Your Roofing Company Is Missing

Storm work, insurance jobs, and retail re-roofs all have different economics. We track them separately so you know exactly where your money is going.

Storm Season Made You Busy. It Didn't Make You Profitable.

Roofing is a feast-or-famine business. A good storm season floods you with insurance restoration work. Retail re-roofs fill the gaps. Commercial maintenance contracts provide some baseline. But the financial picture across all three is murky at best. Most roofing companies can tell you how much revenue they did last year. Very few can tell you which job types actually made money.

Insurance restoration work looks profitable on paper, but supplements drag out collections for months. Retail re-roofs are simpler but margin-sensitive to material costs. Commercial work is steady but competitive. Without separating these streams and tracking costs at the job level, you're flying blind on which parts of your business are worth growing.

Crew productivity adds another layer. A crew that knocks out a 30-square tear-off and re-roof in a day has fundamentally different economics than a crew that takes two days on the same scope. Labor is your biggest variable cost, and most roofing financials don't connect labor hours to specific jobs.

We build the back office that gives you job-level visibility across all your revenue streams, tracks crew productivity by job, and forecasts cash flow around the unpredictable timing of insurance payments.

Deliverables

What Your Back Office Looks Like with Jobcard

Monthly Financial Reporting

P&L, balance sheet, and cash flow delivered through our automated monthly close. Not a QBO printout. A narrative that explains what happened, why, and what to do next.

Job-Level Profitability

Every job tracked with actual costs: materials, direct labor, subs, equipment. You see which jobs made money and which didn't.

Cash Flow Forecasting

A rolling forecast that accounts for your seasonal patterns and actual receivables. 90 days of visibility, updated monthly.

Benchmarking

Your margins, overhead, and productivity benchmarked against other Roofing contractors in your revenue range.

Overhead Rate Analysis

Your true overhead rate calculated and updated quarterly. The number that should drive every bid.

WIP Schedule

Open jobs tracked with costs-to-date, estimated costs to complete, and projected margin. No surprises at closeout.

AR/AP Management

Aging reports with follow-up flags. Know who owes you, how long, and exactly where your cash is tied up.

CPA-Ready Books

Clean financials delivered to your CPA monthly. We coordinate directly so nothing falls through the cracks.

Roofing

Built for How Roofing Companies Actually Work

Insurance Restoration vs. Retail

Insurance jobs involve supplements, deductibles, and collection timelines that can stretch 60-90+ days. Retail re-roofs are simpler but live or die on bid accuracy. We separate these in your financials and build your cash flow forecast around the actual collection patterns of each.

Crew Productivity and Labor Costs

Your biggest variable cost is labor, and it swings wildly by crew, job complexity, and weather. We allocate labor costs to specific jobs so you can see crew-level productivity and identify where labor overruns are eating your margins.

Material Price Volatility

Shingle and material costs move with the market and spike after major storms. If your bids are based on last quarter's pricing and materials jumped 15%, you're already underwater. We track material costs at the job level and flag when your actual material spend diverges from your bid assumptions.

Weather-Driven Cash Flow

You can't roof in the rain, and you can't predict when the next storm hits. We build cash flow forecasts that account for seasonal slowdowns and the lumpy payment patterns of insurance work, so you're not caught short during a dry stretch.

Process

From Chaos to Clarity in 30 Days

01

Assessment

Take our free assessment. Five minutes. We score your back office across 5 dimensions and benchmark you against other Roofing contractors.

02

Onboarding

We connect to your QuickBooks, map your chart of accounts, and set up Roofing-specific reporting. Onboarding takes 2-3 weeks.

03

Monthly Close

Every month, we process transactions, allocate costs to jobs, reconcile accounts, and deliver your complete financial package through our automated monthly close.

04

Insights

A monthly report you can read in 5 minutes: where your money went, which jobs performed, cash outlook for the next 90 days, and what to do about it.

Benchmarking

Every Roofing contractor on Jobcard gets benchmarked against others in the same trade and revenue band. You'll see where your gross margins rank, whether your overhead rate is competitive, and which metrics are pulling you ahead or holding you back.

See where you rank
FAQ

Common questions

Find Out Where Your Roofing Business Stands

Free assessment. Five minutes. Benchmarked against roofing contractors in your revenue range.

Take the Free Assessment
Get Your Free Back Office Assessment