Help Center

Get up and running fast

We're here to help. Guides, tutorials, and support for every feature.

Getting started

Set up in 10 minutes

Four steps to running your business on RoofingOS.

1

Create your account

Sign up in 30 seconds. No credit card required. Your 14-day trial starts immediately with full access to every feature.

2

Enter your first address

Type in any address. Satellite measures the roof -- square footage, pitch, facets. Your first estimate generated in under 60 seconds.

3

Import your contacts

Upload a CSV or add leads manually. Existing customers, active leads, and past jobs -- all in one place.

4

Invite your team

Add office staff, sales reps, and crew leads. Each gets role-appropriate access. Crew members get free access via mobile link.

Watch

Video walkthrough

See RoofingOS in action.

Full platform walkthrough coming soon.

Guides

Feature guides

In-depth guides for every major feature.

Lead Management

Capture, nurture, and convert leads from every source.

Estimates & Quotes

Satellite measurements, Good/Better/Best, e-signatures.

Scheduling & Dispatch

Calendar, crew assignment, weather, GPS tracking.

Insurance Claims

16-step pipeline, supplements, two-check tracking.

Invoicing & Payments

Auto-invoicing, Stripe, ACH, payment reminders.

AI & Automation

Voice calls, follow-ups, smart scheduling, Oracle research.

Support

Contact support

Need help? We're here.

Live Chat

Chat with our support team in real time. Available Monday-Friday, 8am-6pm CST.

Email Support

Send us a message at support@roofingos.com. We respond within 4 hours during business hours.

Phone Support

Call us directly. Available for Team and Enterprise plan customers.

Still have questions?

Our team is ready to help you get started.