Invoice the deposit, the progress draw, and the final payment — all from your phone.
To send a roofing invoice in Roof Manager: open the job, choose the invoice type (deposit, progress, or final), add any change-order line items, toggle the payment methods (Square card or e-transfer), and tap "Send". Customers get a branded email with a one-click payment link. You get notified the moment payment lands and the job card updates automatically.
Most roofing companies lose 2–5% of revenue to invoices that never get sent, get sent late, or get sent without the right payment link. Roof Manager ties invoicing directly to the job card so the only thing between you and getting paid is tapping "Send".
From the pipeline, open the job you want to invoice. If the job came from a signed proposal, the contract total and payment schedule are already on the card.
Deposit (typically 10–30% at signing), progress (e.g. at tear-off), or final (at completion). Pick the one you're sending — the amounts are pre-filled from the proposal's payment schedule but stay editable.
For change-orders or out-of-scope work, click "Add Line". Each line gets a description, quantity, and unit price. Tax is auto-calculated based on the job's province/state.
Roof Manager supports Square card payments and direct e-transfer. Toggle which methods the customer sees. We recommend leaving both on — 18% of homeowners pick e-transfer and 12% prefer credit card for the points.
Click "Send Invoice". The customer gets a branded email with a one-click payment link. You can also send via SMS from the same screen.
The invoice card shows "Sent → Viewed → Paid". You get a notification the moment payment lands, and the job card updates automatically so your books stay in sync. Overdue invoices trigger polite reminder emails on day 7, 14, and 30 unless you turn them off.
Square card payments and direct e-transfer. About 18% of homeowners pick e-transfer and 12% prefer credit card — leaving both on maximises conversion.
Yes. Every job supports a three-stage payment schedule: deposit (10–30% at signing), progress (e.g. at tear-off), and final (at completion). Amounts pre-fill from the signed proposal.
Yes. Polite reminder emails go out automatically on day 7, 14, and 30 after the due date. You can turn automated reminders off per invoice or globally.
Yes. Every invoice can be sent by email, SMS, or both — with the same one-click payment link.
Tax is auto-calculated based on the job's province or state. You can override it per line item for tax-exempt or mixed-rate jobs.
Faster invoicing = faster cash flow. Cash flow is the oxygen of a growing roofing company — don't let paper-thin margins suffocate because of slow paperwork.
Send an Invoice