If you're a roofing contractor using QuickBooks just to send invoices, accept payments, and keep basic books, you're not alone—and you're also probably doing the same work twice. CompanySync combines estimating, invoicing, payments, and accounting in one platform.
Auto-generate invoices from approved estimates, accept Stripe payments (card + ACH), track expenses and job costs, reconcile your bank account faster, and spend less time chasing past-due balances.
Start Free TrialMost roofers touch 3–4 tools from estimate to paid: a CRM, a PDF estimate builder, QuickBooks, and a payment processor. That creates delays, duplicate data entry, and mistakes that cost real money.
CompanySync replaces the "patchwork" workflow by putting your core financial workflow in one place:
If what you really need is roofing invoicing software with accounting included, CompanySync is built for that exact flow.
Stop copying line items from a signed estimate. When a homeowner approves an estimate, the invoice is auto-generated with the same line items—reducing copy/paste errors and missed charges so your team moves faster with less admin work. Especially useful after wind and hail events when you need an estimate-to-invoice flow that keeps up.
Payments shouldn't require extra phone calls or 'Where do I pay?' confusion. Accept credit cards, ACH transfers, and digital wallets, send a payment link by SMS and email, and collect funds fast (Stripe payouts typically land in about 2 business days). If you want Stripe invoicing for contractors or ACH payments on invoices, this removes the friction that slows cash flow.
Roofing projects rarely follow a single-payment schedule. Support deposits up front, progress payments when needed, and final payment on completion—with clear visibility into what's paid vs. pending. Fewer disputes, fewer missed balances, and cleaner records for every job.
Overdue invoices quietly kill roofing cash flow—especially when your team is focused on production and the office is juggling storms, suppliers, and scheduling. CompanySync automates polite follow-up so you don't have to.
If you're looking for automated payment reminders for invoices, this is one of the fastest ways to reduce overdue accounts without adding headcount.
QuickBooks is powerful—but for many roofing companies, it becomes another place to maintain and troubleshoot. CompanySync makes reconciliation easier by helping you connect your business bank account, match incoming deposits to invoices, and reduce end-of-month "mystery transactions."
If you're searching for bank reconciliation software for contractors, the goal is simple: close your books with less manual cleanup.
Knowing revenue isn't the same as knowing profit. CompanySync helps you track real margin by tying expenses to the job. Use it as contractor expense tracking software to log:
Then view job costing so you can see the true margin on each project—especially useful when prices fluctuate and change orders happen.
If you want job costing software for roofing contractors, this is the workflow you want: job-level income + job-level costs in one view.
You shouldn't need an accounting degree to understand your numbers. CompanySync includes reporting that's practical for operators:
P&L
Monthly profit & loss overview
Per Job
Job-level performance visibility
Tax-Ready
Cleaner records for tax time
Important note: CompanySync helps you organize your financial data, but it's not a substitute for professional tax advice.
If your main goals are to invoice faster, collect payments easier, and keep your books clean without extra subscriptions, switching away from QuickBooks can be the simplest move you make this year. CompanySync is designed for contractors who want:
CompanySync is built to replace the parts of QuickBooks most roofers rely on daily: invoicing, payments, expense tracking, and core accounting workflows—without needing a separate accounting subscription.
Yes. With Stripe integration, you can accept credit cards, ACH transfers, and supported digital wallets directly inside the invoice.
When a customer approves an estimate, CompanySync auto-generates the invoice using the same line items—so your office doesn't have to re-enter data.
Yes. You can track deposits and partial payments so you always know what's paid, what's pending, and what's overdue.
CompanySync can automatically send polite reminders at set intervals (commonly 3, 7, and 14 days past due) so you don't have to chase payments manually.
Yes. You can assign expenses to jobs and view job-level performance so you can understand your real margins—not just top-line revenue.
Most teams switch fastest by starting with new invoices and payments in CompanySync, then moving categories and workflows over time. If you share what you currently use (QuickBooks Online? Desktop? spreadsheets?), we can outline a simple 7–14 day migration plan.
Create estimates faster and keep pricing consistent. Approved estimates auto-convert to invoices.
Learn moreWhen invoices are paid, commission calculations trigger automatically—no manual spreadsheets.
Learn moreRevenue and profit insights connected directly to invoice data so you can plan ahead.
Learn moreAuto-generate invoices, accept Stripe payments, automate reminders, track job costs, and reconcile faster—in every plan.
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