Roofing software

Inspection through roof closeout.

Bring the inspection request, property details, estimate, customer decision, scheduled work and invoice into one dedicated operating environment.

OrdexisOne gives your roofing business the tools to structure its estimating method, present the scope clearly and keep the office and field team working from the customer's chosen project.

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The roof project scope at 47 Elm Court: two measured slopes, the pitch the estimate is written from, and the record the job runs on.A roofing project scope for 47 Elm Court drawn flat at one scale: the roof in plan holds a rear slope of 84 square metres and a front slope of 96 square metres off a 16 metre ridge, made of a 16.0 by 5.25 metre rear plane and a 16.0 by 6.0 metre front plane, totalling 180 square metres of slope, with the chimney marked. The pitch is measured in elevation as a 4.2 metre rise over a 6.0 metre run, which is the 35 degree pitch the estimate is written from. The project record carries the inspection request received on 8 March 2027 reporting two slipped ridge tiles, the on-site measurement of 180 square metres at 35 degrees, estimate E-311 issued with two options, option 01 accepted by the customer, work scheduled for 22 and 23 April 2027 and the invoice raised on completion. Areas, pitch and dates are illustrative recorded service values and no amount is stated.ROOFING / THE PROJECT SCOPEThe roof is measured before the work is scoped.47 ELM COURT · INSPECTION REQUEST 8 MAR 2027 · PITCH MEASURED ON SITE · ESTIMATE E-311THE ROOF IN PLAN · ONE SCALEREAR SLOPE84 m2RIDGE 16.0 mFRONT SLOPE96 m2CHIMNEY16.0 mFront 16.0 x 6.0 m = 96 m2 · rear 16.0 x 5.25 m = 84 m2 · 180 m2 of slope in totalTHE PITCH, MEASURED IN ELEVATIONRISE 4.2 m35 degRUN 6.0 mA 4.2 m rise over a 6.0 m run is the 35 deg pitch the estimate is written fromTHE PROJECT RECORDInspection request received8 Mar 2027Reported at the requestTwo slipped ridge tilesMeasured on site180 m2 · 35 degEstimate issuedE-311 · 2 optionsCustomer decisionOption 01 acceptedScheduled work22-23 Apr 2027INVOICE RAISED AFTER THE WORKOn completionThe same roof carries the request, the measurement, the chosen option and theinvoice, so the office and the field team work from one project.Measured, then scopedSlope areas and pitch are recorded before the estimateScoped, then chosenTwo options were issued and option 01 was acceptedROOFING / PROJECT SCOPEThe roof is measured first.THE ROOF180 m2 of slopefront 96 · rear 84MEASURED PITCH · 35 deg4.2 m rise over 6.0 m runRECORDEDRequest 8 Mar · E-311 · option 01 acceptedWork 22-23 Apr · invoice after the workMeasured, then scopedAreas and pitch before the estimateScoped, then chosenTwo options, one acceptedIllustrative roofing project · areas, pitch and dates are recorded service values · no amount is stated
Start with the roof and the request

Give the inspection a useful starting point.

A repair request, a replacement inquiry and a planned property assessment need different information. Configure service questions around the work your company offers, keeping the customer, address and requested outcome together.

Explore quote visits

Qualify the property

Check service coverage and the serving location. Collect the customer's description of the issue, access restrictions and the conditions relevant to the requested service through your configured forms and questions.

Arrange the assessment

Schedule and assign the quote visit with the customer and property context available. Customers can view supported quote-visit status and scheduling information, while the office manages the appointment.

Keep the inspection scope with the estimate

Record the measurements, scope notes and supported attachments used to prepare the quote. The business supplies the assessed roof details and estimating assumptions that the calculation depends on.

The calculation behind the proposal

Build the estimate from your roofing method.

Keep quantities, material costs, labor and price rules explicit. Calculator Builder and rate matrices support reusable estimating structures for complex manual quotes, so the team can apply an agreed method to each property's assessed scope.

The roofing estimate components for 47 Elm Court: the assessed roof, the take-off it produces and what the estimate carries.A roofing estimate take-off for 47 Elm Court drawn flat at one scale: the assessed roof holds a rear slope of 84 square metres and a front slope of 96 square metres, 180 square metres in total, with the batten runs shown at 400 millimetre centres across both slopes. The component take-off derives every quantity from that measurement: breathable membrane at 198 square metres including a ten per cent lap, 450 metres of 25 by 50 millimetre batten at 400 millimetre centres, 54 ridge tiles at 0.30 metres each over the 16 metre ridge, and nine boxes of fixings at one per 20 square metres. The estimate carries the assessed scope, the four component lines, two days of labour with two operatives, the access assessed on site and the rate basis configured by the business, so the quantities are fixed before pricing. Areas, quantities and rates are illustrative recorded service values and no amount is printed.ROOFING / THE ESTIMATE COMPONENTSThe estimate is built from measured quantities.47 ELM COURT · ESTIMATE E-311 · ASSESSED 180 m2 AT 35 deg · METHOD APPLIED TO THE ASSESSED SCOPETHE ASSESSED ROOF IN PLAN · ONE SCALEREAR SLOPE · 84 m2FRONT SLOPE · 96 m216.0 m180 m2 assessed · batten runs shown at 400 mm centres across both slopesTHE COMPONENT TAKE-OFFBreathable membrane180 m2 plus 10% lap198 m2Battens 25 x 50 mm at 400 mm centres180 m2 divided by 0.40 m450 mRidge tiles at 0.30 m per tile16.0 m ridge, rounded up54 tilesFixingsone box per 20 m29 boxesEvery quantity is derived from the assessed 180 m2 and the 16.0 m ridge, so the take-offcan be checked against the measurement rather than trusted.WHAT THE ESTIMATE CARRIESAssessed scope180 m2 · 35 degComponents from the take-off4 linesLabour for the method2 days · 2 operativesAccess and scaffoldAs assessed on siteRate basisYour configured ratesMATERIAL QUANTITIES FIXED BEFORE PRICINGFixedThe team applies the agreed method to this property, so the samequantities are reached by anyone using the estimate.Rates, waste factors and rounding belong to the business andare configured in the calculator, which is why no amountappears here.Quantities before pricesEvery line is derived from the measured roofA method the team repeatsThe same rules reach the same take-offIllustrative estimate take-off · areas, quantities and rates are recorded service values · no amount is printedROOFING / ESTIMATEBuilt from quantities.ASSESSED ROOF180 m2 at 35 degCOMPONENT TAKE-OFF198 m2 membrane450 m of batten54 ridge tiles9 boxes of fixingsQuantities are fixed before pricingRates are configured by the businessQuantities before pricesDerived from the measured roofA method the team repeatsSame rules, same take-offIllustrative take-off · quantities are recorded service values · no amount is printed
Measurements and project components
Organize the parts of the proposed work in the estimator template. Use the measurements and quantity logic appropriate to your method, with the component scope visible to the person preparing the quote.
Materials and labor requirements
Maintain material definitions, units and costs for reuse in structured estimate components. Combine the required materials and labor with your configured price logic to explain what the proposed work includes.
Rates managed across the team
Maintain reusable rate structures separately from an individual customer quote. Apply the configured rates to the estimating workflow so a roofing estimate follows the business's current method.
Explore calculators and rate matrices Explore material definitions
A proposal the customer can decide on

Show the choices and retain the decision.

Present an assessed repair, a replacement scope or alternative project specifications as the options your business has prepared. The quote packet keeps the scope and commercial details together for the customer's review.

Explain each proposed scope

Build manual quotes and option packets with line-item breakdowns, notes, relevant measurement attachments and the quoted price. Include timing, terms and expiry so the customer can assess the offer you have issued.

PDF output and the customer quote experience make the proposal available for review. Customers can accept or decline the issued option, with their response recorded for the office.

Explore customer options

Follow approval into the work

The office reviews the selected option and arranges the appropriate scheduling, order or invoice steps. Keep the chosen scope available when assigning the job, rather than treating approval as the end of the estimating process.

For eligible catalog services sold through checkout, configured terms and agreements can be required as part of the purchase, including supported typed or drawn signatures. Define those requirements for the offer being sold.

Explore configured agreements
Turn the selected scope into assigned work

Plan the visits that deliver the project.

Use appointments and staff assignment for the work required at the property. Arrange an inspection, production visits or follow-up work with the relevant customer and service context, and review the schedule in day, week, month or staff views.

As the plan changes, the office can edit or reassign appointments. Configured weather thresholds and service-confidence information can identify work needing attention, with scheduling changes managed by the operation.

Explore scheduling and dispatch
The roofing field work at 47 Elm Court: two days split across the measured slopes with the crew, the access and the weather threshold that can move them.A roofing field-work plan for 47 Elm Court drawn flat at one scale, splitting the accepted option 01 across two days: the front slope of 96 square metres is stripped and re-covered on Tuesday 22 April and the rear slope of 84 square metres on Wednesday 23 April, which is the 180 square metres assessed for the estimate. The property drawing marks the roof areas worked with the scaffold and edge protection assessed on site and the 16 metre face dimensioned. The dispatch record carries the assigned crew Alex Rivera U-037 and vehicle V-12, a two-day window with 7 hours 30 on site each day, the access as assessed, the sequence as stop 1 of 3 that day and a configured wind threshold of 15 metres per second held at monitor state, so a threshold breach moves the appointment while the customer, property and scope stay attached. Areas, times and thresholds are illustrative recorded service values and no amount is stated.ROOFING / THE FIELD WORKThe two days are set against the roof that was measured.47 ELM COURT · ESTIMATE E-311 OPTION 01 · WORK 22-23 APR 2027 · ASSIGNED ALEX RIVERA U-037 · VEHICLE V-12THE WORK SPLIT ACROSS THE TWO DAYSTUE 22Strip and re-cover the front slope96 m2one dayWED 23Strip and re-cover the rear slope84 m2one dayTOTAL WORKED180 m2THE PROPERTY AND THE ACCESSROOF AREAS WORKED180 m2SCAFFOLD AS ASSESSED · EDGE PROTECTION TO ALL WORKING FACESface 16.0 mTHE DISPATCH RECORDAssigned crewAlex Rivera U-037VehicleV-12Window22-23 Apr · 2 daysOn site each day07 h 30Access as assessedScaffold · edge protectionSequence that dayStop 1 of 3WEATHER THRESHOLD · WIND15 m/s · monitorAbove the configured wind threshold the office moves theappointment, and the change is recorded against the jobwith the customer and the service still attached.Day, week and staff views read the same appointment, andreassigning it keeps the property and the scope intact.Scheduled against the measurementEach slope is worked to the area assessedMovable by the officeA threshold breach moves the day, not the scopeIllustrative scheduled work · areas, times and thresholds are recorded service values · no amount is statedROOFING / FIELD WORKTwo days against the measured roof.TUE 22 · front slope96 m2 · one dayWED 23 · rear slope84 m2 · one day180 m2 worked in totalASSIGNEDAlex Rivera U-037 · V-12On site 07 h 30 each dayScaffold and edge protection as assessedWind threshold 15 m/s · monitorThe office moves the day, not the scopeScheduled to the measurementEach slope worked to its assessed areaMovable by the officeA breach moves the day, not the scopeIllustrative scheduled work · no amount is stated

Keep the field team connected to the property

Staff use the branded PWA to review assigned stops, customer and property details, service context and recorded instructions. Route information and visit records remain available alongside the work being performed.

Record time and issues where the work happens

Capture drive, on-site and hold time and submit field reports for hazards, incidents or other issues. The office can use the recorded activity when discussing additional work or arranging follow-up with the customer.

Supported location-assisted arrival and departure depend on the device, permissions and operating configuration.

Explore field operations

Maintain the assets supporting production

Manage vehicle and equipment records, distance or runtime, fuel and oil costs, maintenance rules and work orders. Eligible route usage can contribute to the asset history used to plan upkeep.

Explore equipment management
A project with a financial history

Keep charges, payments and work in view.

Connect the customer, property, order and invoice so the office can explain the billed work. Invoice line items, PDFs, payment history and status preserve the commercial record after the production visits.

Manage the invoice process

Use the supported order and manual-invoice workflows for the approved work. Configure applicable invoice timing and policies, and review automation settings, simulations and scheduler outcomes where enabled.

Customers can view the invoice and configured payment options through their branded account, with a payment history available to both customer and office.

Explore invoice operations

Automatically reconcile supported e-transfers

When all configured security checks match, the system reads supported transfer notifications and reconciles the payment automatically. Only a security mismatch requires office review, retaining the notification, invoice and reconciliation context.

Explore automatic reconciliation

Review the recorded operating performance

Compare customer, service, staff and route activity using recorded travel, on-site and hold time alongside revenue and cost information. Financial Tracking adds invoice and payment status, with coverage indicators to identify incomplete operating records.

Explore operating reports
The recorded roofing history at 47 Elm Court: time and areas per day, the invoice and payment on the job, and the coverage check.A recorded operating history for the roofing work at 47 Elm Court: Tuesday 22 April covered the front slope of 96 square metres with 25 minutes of travel, 7 hours 30 on site and no hold time, and Wednesday 23 April covered the rear slope of 84 square metres with the same travel and on-site time and 15 minutes of hold, giving 15 hours on site across the 180 square metres worked. The property record carries the measured roof at 180 square metres and 35 degrees, the two days worked, the invoice attached to the job and issued on completion, and the payment recorded against it and reconciled on the security checks. The coverage check reads six of six: travel, on-site and hold time recorded, assessed areas attached, invoice attached and payment matched. Revenue and cost are reviewed as recorded buckets rather than amounts, and no amount is printed.ROOFING / THE RECORDED HISTORYThe finished job is recorded well enough to review.47 ELM COURT · WORK 22-23 APR 2027 · ESTIMATE E-311 OPTION 01 · RECORD HELD WITH THE PROPERTYRECORDED TIME ON THE JOBTRAVELON SITEHOLDTUE 22Front slope · 96 m20 h 257 h 300 h 00WED 23Rear slope · 84 m20 h 257 h 300 h 15TOTAL RECORDED15 h 00180 m2 worked across two days · travel 0 h 50 and hold 0 h 15 recorded with the on-site timeTHE PROPERTY RECORDMEASURED ROOF180 m2 at 35 degWORK RECORDEDTwo days · 15 h on siteINVOICE ATTACHED TO THE JOBIssued on completionPAYMENT RECORDED AGAINST ITReconciled on the security checksTHE COVERAGE CHECKTravel time recordedRecordedOn-site time recordedRecordedHold time recordedRecordedAssessed areas attached to the jobAttachedInvoice attached to the jobAttachedPayment matched to the invoiceMatchedCOVERAGE6 of 6Revenue and cost are reviewed as recorded buckets against thejob, not as amounts printed on the record, and the coverageline is what identifies an incomplete operating record.The same history answers the next question about the propertywithout the office rebuilding it from memory.Recorded, so it can be reviewedTime, areas, invoice and payment on one historyCoverage is statedSix of six records present, nothing incompleteIllustrative recorded history · times, areas and statuses are recorded service values · no amount is printedROOFING / RECORDED HISTORYThe job is recorded to review.TUE 22 · front slope 96 m27 h 30 on site · 0 h 25 travelWED 23 · rear slope 84 m27 h 30 on site · 0 h 15 hold15 h 00 on site recordedRECORDS PRESENTTravel · on-site · holdAreas · invoice · paymentCoverage 6 of 6No amount is printed on the recordRecorded, so it can be reviewedTime, areas, invoice and paymentCoverage is statedSix of six records presentIllustrative recorded history · no amount is printed
The relationship after the project

Keep the property history available for the next conversation.

Give the customer a branded account with service records, upcoming appointments, quote visits, invoices, payments and support. A question about the project can stay with its service history through a support conversation.

When further work is needed, the quote or catalog process can use the existing customer relationship. Branded email templates support service and account communication with the relevant customer information.

Explore the customer portal

Your roofing business. Your operating environment.

Use your domain, brand and catalog across the storefront, customer account and staff experience. Set staff roles and departments for appropriate access. Multi-location businesses can share selected branding, pricing and operating settings from a parent while managing appropriate local rules and service territories.

Explore multi-location control
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Select the plan and configured capabilities for your operation. Estimator results depend on your templates, quantities and rates. Agreements, service conditions and reconciliation depend on enabled capabilities; payment, mapping and email services require their relevant connections.