Daybook
Roofing
Daybook runs a roofing company end to end: put in the squares and the layers to tear off, and the quote works out the bundles, the rolls, the loads and the roofer hours from your own prices; a completion and cleanup sheet — the magnet sweep, the gutters, the bin — rides on every install, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.
The rules the trade lives under
A shingle reroof, a flat or metal roof and a new build do not close without whether the magnet sweep was done and the nails picked up, whether the gutters were cleared, and whether the tear-off was hauled and the bin removed.
The storm damage report records the date of the storm, the damage — hail, wind, a fallen tree, ice damming — what it did, and the photographs, with a place for the claim number. Attached to the job when a claim is in play.
A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.
FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.
Daybook names these so you can see where it helps. It is not a compliance product: it does not inspect a roof, speak to an insurer or pull a permit. The sheets record what was found and what was done, the hazard assessment is yours to fill in, and your province has the last word.
Three things that go wrong
A reroof gets priced from the ground, the waste rounded and the bins guessed, and the number said on a Tuesday is the number you live with until the last bundle is up.
In Daybook Pick the job type, put in the squares and the layers to tear off, and the quote builder works out the bundles, the rolls, the loads and the roofer hours from your own prices — with the margin beside the price on every line.
The roof is done and it looks right. Then a tire finds a nail, the gutters are full of granules, and the bin is still on the lawn.
In Daybook The completion and cleanup sheet rides on every install: the magnet sweep, the gutters cleared, the tear-off hauled and the bin gone — and the job is not complete until it is answered.
After a hailstorm the phone rings all week, and the insurer wants a date nobody wrote down and photographs of every slope.
In Daybook The storm damage report keeps the date of the storm, the damage, what it did and the photographs, with a place for the claim number — on the job, where the office can find it.
The brief
A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.
The brief and the AssistantTexting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.
A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.
The gate code, pinned. Said once in an email, and now at the top of the job for the crew.
The deadline. What is time-sensitive, and by when.
What the customer asked for. Each request, with the message it came from.
What we owe, and the next step. One next step, and a button that starts it.
What the customer owes. So nobody chases the wrong person.
Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.
On top of everything Daybook does for every one of its 44 trades — the full list is here — roofing gets its own tools: a roof takeoff in the quote builder, a labelled roofing price list, three roofer’s sheets, and drafts, replies and job summaries that say squares, bundles, tear-off, underlayment, ice & water, drip edge, step flashing and pipe boots the way a roofer does.
The quote
Pick the job type — shingle reroof, repair or leak, flat or low-slope, metal, eaves, soffit and fascia, skylight, new construction — put in the squares and the layers to tear off, and the builder writes the lines: the tear-off and the loads to haul, the shingles by the bundle with the waste, the underlayment by the roll, the drip edge and the ridge cap, the flashing, the vents. No per-slope spreadsheet, and every number yours to change before it goes out.
The request
Every request lands on one board with its job type — a reroof, a leak, a flat roof, the eaves — and one button: Schedule visit. Walk the roof, count the squares, and build the quote on the job; when the customer approves it in their portal, the job is won and ready to schedule.
The paperwork
A roof inspection for the walk before you quote. A storm damage report for the claim. A completion and cleanup sheet for the end of the job. The inspection and the cleanup attach themselves to the right jobs, and the cleanup will not let an install close unfinished.
Safety on site
Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.
Getting paid
The invoice is raised off the quote the customer approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.
The crew
Field seats are free and unlimited on Crew and Company, so every roofer and labourer has the app: the day’s jobs, clock-in, the FLHA, the checklists, the photos — and the office sees it the moment it lands.
The economics
Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people on the roof alone.
| Workflow | Field-service platforms priced per user | Daybook |
|---|---|---|
| Currency | Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. | Canadian dollars. Every plan, every add-on, printed on the pricing page. |
| The crew | Typically an extra monthly fee for every field user past the plan’s cap. | Field seats free and unlimited on Crew and Company — every roofer and labourer gets the app. |
| Roofing tools | A generic quote form; the takeoff lives in a spreadsheet. | A roof takeoff in the quote builder, a labelled roofing price list, three roofer’s sheets, and a visualizer on Company. |
| Canadian tax and mileage | Usually an accounting add-on, or by hand. | GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you. |
| Your website | Usually a separate builder, or a designer. | A roofing site template on every plan, with a storm-damage page and a quote-request form that mints a real lead. |
Nothing here is a discount, and there is no setup fee.
Roofing runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.
Switching
There is no importer for another product’s export, and the page does not pretend there is. What there is gets a roofing company running in an afternoon.
Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.
The roofing price list is already labelled, from the roofer’s hour to a bundle of ridge cap and a load of tear-off. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.
The roofing template is already written for the work, with a storm-damage page — your photographs and your words go in, and the quote-request form drops leads straight into Daybook.
From what you measure. Put in the squares and the layers to tear off and the quote builder works out the tear-off hours and the loads to haul, the bundles with the waste and the hours to lay them, and the rolls of underlayment; ice & water goes by the length of the eaves and valleys, starter, drip edge and ridge cap by the foot, metal and membrane by the square foot. Every number is yours to change before the quote goes out.
A shingle reroof, a flat or metal roof and a new build carry the completion and cleanup sheet: whether the magnet sweep was done and the nails picked up, whether the gutters were cleared, and whether the tear-off was hauled and the bin removed. It is yours to edit.
It keeps the record a claim asks for: the storm damage report has the date of the storm, the damage, the description and the photographs, with a place for the claim number. Daybook does not speak to an insurer or file a claim.
Yes. Scan a supplier invoice and the price book updates; put your own shingle lines alongside the starter list; set your own labour rates and markups. The quote builder prices from your numbers, not ours.
Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.
Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.
Your own numbers beat any feature list — start the trial, count the squares and let the takeoff price it.
14-day free trial · No credit card · Bring your client list