AI for roofing quotes, photos, and invoices

A roofing company lives on photos, a price before anyone climbs, and a change order when the wood is worse than the quote. Doing Work stores that job. ChatGPT, Claude, or Grok drafts the paperwork after you connect https://doingwork.work/mcp. Quote or invoice lines the assistant drafted stay unsent until a person whose role may send them sends them. The owner can always send quotes, invoices and visit recaps. Office can send them for any job, a lead for jobs on their crew, and field for jobs assigned to them, until the owner turns that send off.

From the driveway photos to a number

The assistant should look at the photos before it uploads them and say what they show: missing tabs, soft decking if you can already see it, measurements it can read. You can attach the ones the customer should see to the quote. Your copy keeps the time and place. Theirs does not.

Repair and replace belong on one quote as options, with an optional line for ridge vent or a gutter apron if you want them choosing it. You set the prices, from the price book or from the last signed quote like it. A deposit can be paid on the quote page. The invoice, later, can carry a deposit too, and the balance is a pay link into your Stripe account. In Idaho, quotes over $2,000 show a state disclosure the customer acknowledges while signing. That screen is Idaho's.

Tear-off day

When the deck is bad, do not rewrite the whole quote in a text message. Draft a change order with the squares or the sheets you are adding. Discount lines can take work off, and a change order can total below zero if you are crediting them. The owner or office sends it. Materials you buy, including underlayment, hit job cost when you receive the purchase order, not when you first type it. A dumpster is an expense, disposal category, with the receipt photo. The worker types the amount. Doing Work does not read the receipt for you.

A crew of three is a saved crew or three people who all have to be free. The visit brief the morning of tear-off includes notes, photo summaries, and open tasks. A checklist can require photos and a magnet sweep before the visit can be marked done. An assistant cannot override that. The owner can, on a hosted page, with a reason.

Tell it

  • "File these hail photos on the new lead and draft a repair option and a replace option. Do not send."
  • "The deck is worse. Draft a change order for the extra sheets I just counted. Hold it."
  • "Receive the underlayment on the purchase order so it hits job cost."
  • "What is the margin on this roof, including the dumpster expense and approved hours?"

Your assistant can sync the invoice and the payment to QuickBooks on your schedule. Doing Work has no QuickBooks connection of its own. Sync with QuickBooks. Connect the assistant at quickstart. The overview is /ai/.

Price

The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription. Pricing. Roofing shops get compared with Jobber, Housecall Pro, and ServiceTitan.

Questions owners ask

Roofers ask about photos, the change order, and whether a permit module exists. It does not.

Can an AI assistant write a roofing quote from the photos and wait to send it?

Yes. The assistant files the photos, writes what it sees, including measurements it can read, and drafts the quote from your prices. Quote or invoice lines the assistant drafted stay unsent until a person whose role may send them sends them. The owner can always send quotes, invoices and visit recaps. Office can send them for any job, a lead for jobs on their crew, and field for jobs assigned to them, until the owner turns that send off. The customer signs on a link. The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription.

What if the deck is rotten after we tear off?

Write a change order. The assistant can draft the added lines, or a credit. The owner or office sends it. The customer signs the change on a hosted page. You can then invoice it.

Do you track the permit?

No. You can tag a photo permit, and you can record the fee you paid as an expense in the permit category. Doing Work does not file the permit or tell you the city's status.

How does a storm lead get a first reply?

If you turn lead replies on, one first reply goes within a minute: a text only in the cases your docs allow (the customer agreed, and your number is approved, with extra limits for Angi, HomeAdvisor, and Modernize). Thumbtack, Networx, Google, and Yelp leads get email. After hours you can offer the first open time or hold the lead until morning.

Can I see if the job made money after the dumpster and the labor?

Yes, if you are allowed to see costs. Job cost puts labor from clocked time, materials at cost, expenses, and the Doing Work fee against the contract, the invoices, and what you collected. Labor time is not payroll.