The Roofing Operating System Podcast: America’s Top-Rated Podcast for Roofing Software & Scalable Growth

#39 - Top 10 Roofing Software Tools You NEED in 2025

Jun 27, 2025
Dive into the must-have roofing software tools for 2025! Discover how QuickBooks Online kickstarts your financial management, while Retail AI transforms sales with smart automation. Learn about CompanyCam for job site documentation and Canva for stunning proposals. Plus, don't miss out on chat automation features of n8n and the incredible capabilities of JobTread as the ultimate operating system. This discussion is packed with insights that promise to streamline operations and boost profitability for roofing pros!
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ADVICE

QuickBooks Online Integration

  • Use QuickBooks Online for seamless integration with most CRMs in roofing to keep financials accurate.
  • This saves time and makes accounting easier though it's not perfect, it's the top integration choice.
ADVICE

Cal.com for Scheduling

  • Use Cal.com for easy appointment scheduling with direct Google Calendar integration.
  • It cuts scheduling back and forth and integrates well into websites for a smooth user experience.
ANECDOTE

Retail AI Sales Rep "Bella"

  • Tried six AI calling systems and Retail AI stood out for automating lead calls effectively.
  • Retail AI, aka Bella, acts as a smart sales rep that books appointments directly from CRM leads.
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