Still Running Your Roofing Business on QB

August 6th

2026

As roofing companies grow, many find themselves juggling multiple systems:

  • ✅ QuickBooks for accounting
  • ✅ Jobber for scheduling and dispatch
  • ✅ CRM for leads and sales
  • ✅ Excel for job costing and reporting

While this setup works initially, it often creates challenges that slow down operations and limit visibility.

  • ❌ Double entry between systems
  • ❌ Limited visibility into job profitability
  • ❌ Purchasing disconnected from project budgets
  • ❌ Manual reporting and spreadsheet headaches
  • ❌ Teams working from different sources of truth

This is where Acumatica Construction Edition can be a game changer. Instead of managing accounting, sales, operations, field service, and reporting across multiple applications, Acumatica brings everything together in a single construction-specific ERP platform.

Key Benefits for Roofing Contractors

🏠 Real-Time Job Costing

Track labor, materials, equipment, subcontractors, change orders, and committed costs by project. Know job profitability while work is still in progress, not after it is completed.

📈 Lead-to-Project Workflow

Convert opportunities into estimates, contracts, projects, billing, and warranty management without re-entering data.

📦 Material and Purchasing Control

Manage purchase orders, inventory, direct-to-jobsite deliveries, and project-specific material costs to help protect margins and reduce costly surprises.

🚚 Field Service and Dispatch

Schedule crews, manage repairs and warranty work, capture field time and expenses, and generate invoices directly from service orders.

📱 Mobile Access for Field Teams

Project managers and crews can submit daily reports, track time, access plans, upload photos, and stay connected from anywhere.

💰 ERP-Level Financial Management

Move beyond basic accounting with advanced project accounting, cash management, multi-entity support, dashboards, and real-time reporting.

📊 Executive Visibility

View job profitability, backlog, WIP, cash position, labor utilization, and sales pipeline from a single dashboard.

The Real Value

👉 The biggest value is not just adding features. It is replacing disconnected systems with a unified platform that connects sales, operations, field crews, project managers, and accounting.

For roofing contractors looking to scale, improve margins, and gain real-time visibility, Acumatica Construction Edition is worth a serious look.

Why Agile Consulting?

Agile Consulting helps growing construction and specialty trade contractors modernize operations through practical ERP solutions.

  • ✅ ERP Selection
  • ✅ Acumatica Implementation
  • ✅ Data Migration
  • ✅ Process Optimization
  • ✅ Reporting and Dashboards
  • ✅ Integration Services
  • ✅ User Training
  • ✅ Ongoing Support

Ready to Replace QuickBooks + Jobber?

📅 Schedule a Roofing ERP Assessment with Agile Consulting, Inc.

One Platform. Every Roof. Every Step.

🌐 www.agile-usa.com

aghazali@agile-usa.com