Call (218) 590-5611
Call (218) 590-5611
Software plus hands-on financial operations
Your CRM can tell you what one roof made, if every cost gets entered right. It can't tell you whether the company is on plan this week. TradeBooks tracks overhead, margin, leads, and revenue against the plan you set, every week, so you stop finding out at year end.
Built by a contractor, for contractors
Built by a contractor, for contractors
Managed or self-managed plans
No contracts, cancel anytime
Roofing profitability software shows a roofing contractor whether the business is making money, not just whether a single job did. TradeBooks works alongside your existing accounting workflow, most often QuickBooks, and reports overhead percentage, gross margin by job, cost per lead, and plan vs. actual each week. On managed plans, the TradeBooks team keeps entries current, generally within 48 hours.
Overhead is everything you pay that isn't tied to one job: office, trucks, insurance, estimators. Bid with the wrong overhead percentage and every roof you sell comes up short.
After a storm the pipeline fills fast, but payroll and materials come due weeks before the checks clear. Without tracking lead-to-sale lag, a record month can turn into a cash crunch.
Overhead is everything you pay that isn't tied to one job: office, trucks, insurance, estimators. Bid with the wrong overhead percentage and every roof you sell comes up short.
TradeBooks doesn’t replace AccuLynx, JobNimbus, or your accounting program. It sits on top of your accounting workflow and turns it into a weekly operating rhythm: plan, collect, compare, correct, repeat.
Job costing tells you what one roof made. TradeBooks tells you whether the company is going to make money this year, because it’s more than software. It helps you set the company plan, keeps the financial inputs current, keeps day-to-day operations organized, flags what’s missing, and shows you how the company is performing right now. You get clarity without adding a finance hire.
On managed plans, once you’re onboarded, the TradeBooks team keeps expense and bill entry, accruals (costs you owe but haven’t paid yet), submitted receipts, and transaction allocation current, generally within 48 hours of receiving the information. Your office supplies a few daily inputs, and the team handles the rest. That may let you cut back some of what you pay an outside bookkeeper.
On a self-managed plan, you get the same platform and reporting, and your team completes the required inputs.
What it costs to keep the doors open, as a share of revenue.
What’s left of each job after materials, labor, and subs, before overhead.
What you spent on marketing, divided by the leads it brought in.
Which lead sources actually turn into paid roofs.
Where you said you’d be this week, and where you are.
Software plus hands-on financial operations
TradeBooks starts with what roofing job costing software should track: approved margin when the job is signed, actual margin at closeout, and what’s still sitting in receivables. Some CRMs can produce those reports too, but only when every cost and input gets entered correctly. TradeBooks pairs the software with the operating process and, on managed plans, the team that keeps that information current. That’s how it delivers dependable costing on every completed roof, as long as the required information comes in.
From there, every closed roof rolls up into the company view, so a job that comes in under margin shows you what it did to the month, not just the job.
That’s also how you price roofing jobs for profit. Start with your real overhead percentage, add the gross margin the business needs, and bid from there. Stop bidding off last year’s gut number. Once your roofing job costing feeds your overhead and plan, every bid is built on what the company actually costs to run.
TradeBooks is roofing financial management software that plans your year, tracks every week against it, and shows you where you're off before it costs you. Four tools do the work inside the TradeBooks platform.
Set an overhead budget by category, then see actual spending against it every week. You catch overhead creep in the month it starts, not at tax time.
Build the year around your real season, slow months and storm spikes included. The forecast accounts for lead-to-sale lag, and sales goals by rep show who's on pace.
Track cost per lead and revenue per lead for paid and organic sources side by side. Put the next marketing dollar behind the sources that sign roofs, and cut the ones that only fill the inbox.
See weekly, monthly, and year-to-date views of the whole business against the plan. One screen shows whether the company is ahead, behind, or on track, and which number moved it.
TradeBooks fits roofing companies at every stage, from a first-year contractor running on spreadsheets to an established company doing millions a year. Newer companies have the least to switch over, so they’re often up and running fastest.
See It In Action
A TradeBooks demo is a 30-minute walkthrough of the platform, built around the numbers your roofing company is missing right now. You'll see the weekly dashboard, how job margin and overhead roll up into the company view, and exactly what your office would enter each day. If it's a fit, you choose how it runs: on a managed plan, the TradeBooks team keeps the entries current, and on a self-managed plan, your team completes the inputs.
Pricing is published, so you'll know the cost before you ever get on the call. Look over TradeBooks pricing, then weigh it against what one underpriced roof costs you.
Most roofing companies run a gross margin of roughly 20% to 40% and keep somewhere around 5% to 12% as net profit after overhead. Gross margin is what's left of the job after materials, labor, and subs. Net is what's left after overhead too. A strong gross margin with weak net usually means overhead is eating the difference.
It depends on your size and setup, so the only overhead percentage worth bidding on is your own. Add up everything you pay that isn't tied to one job, then divide by annual revenue. If you bid at 15% overhead and actually run 20%, every roof you sell comes up five points short.
Yes, TradeBooks works alongside QuickBooks, the most common accounting program its clients use, as part of your existing accounting workflow. Your books stay where they are, and your accountant keeps working the way they do now. On managed plans, the TradeBooks team enters transactions for you. On self-managed plans, your office handles the entry and TradeBooks turns it into weekly reports.
Plan on a week or more for onboarding, depending on your company, the state of your records, and how quickly the required information comes in. After that, managed plans keep your entries current, generally within 48 hours of your team submitting the information, so your weekly reports show the week you're in, not last quarter.
No, TradeBooks works for contractors across the trades, including HVAC, plumbing, remodeling, electrical, and tile. Roofing is the best fit right now, since storm-driven lead spikes and seasonal swings make company-level numbers matter even more. See who TradeBooks is built for across every trade.
Book a Roofing Demo
A TradeBooks demo shows you how to see overhead percentage, job margin, lead cost, and plan vs. actual every week instead of once a year. You'll leave the call knowing whether TradeBooks fits your roofing company, with no pressure to decide on the spot.
The numbers are framed the way a roofing owner thinks about a job, because TradeBooks was built by a contractor. Flying blind is optional.