Field Notes / Roofing operations
For one public benchmark, Roofr’s Scale plan is $3,588 for a year on annual billing. Pay monthly for those same twelve months and it’s $4,188. That covers the subscription. Getting your open estimates, production schedule and books working in it is a separate budget question.
Compare two quotesGive both vendors the same roofing shop to price.
Say you run one branch with two people in the office, three estimators, a production manager and two crew leads. That’s eight people. The estimator needs to build and send a proposal from the driveway. The crew lead may only need tomorrow’s work order and a place to upload photos. Ask each vendor what access each person needs and whether it’s included.
Get the plan, seats and renewal terms in writing. Ask what a measurement report costs, how texting is billed and what happens if you add a second branch. Use the same expected job volume in both quotes. At 30 paid reports a month, a $5 difference per report adds up to $1,800 a year. That’s an illustration you can replace with your own volume.
JobNimbus
JobNimbus quotes by plan, users and add-ons. It says setup and onboarding carry no required fee. It also sells hands-on professional services. Ask who will actually move your open jobs and configure your boards, and get any paid work itemized. JobNimbus pricing ↗
AccuLynx
AccuLynx quotes its Pro and Elite plans individually. Its comparison puts multi-location setup and the custom workflow manager in Elite. If you run one branch today, ask for today’s price and a second quote showing what changes when branch two opens. AccuLynx plan comparison ↗
Vendor pages checked November 10, 2026. Use your written quotes for the worksheet.
Put one open estimate through the rollout.
Pick a homeowner who already has your estimate and expects a call on Friday. Ask both vendors to show where the estimate, photos, assigned rep and Friday follow-up will land. When the homeowner signs, can production see the exact scope and color selection the rep sold? That’s how I’d test the sales-to-production handoff before paying to move the rest of the pipeline.
Then pick a completed roof with a change order. Have the bookkeeper show how the job and invoice match in QuickBooks, and where the team will reconcile labor and material costs. A checkbox that says “QuickBooks integration” still leaves somebody responsible for testing that job.
Price the work each side agreed to do. Put outside migration, configuration and paid training on the quote. Count your staff’s cleanup, testing and training hours separately. If six people attend a two-hour training, that’s twelve staff hours before anyone fixes a customer record.
For context, Full Throttle’s published range for a CRM setup or focused rebuild is $5,000 to $15,000. That can cover a working pipeline, active lead imports, estimate follow-up, standard reporting and rep training. A shop that can handle setup itself may need little outside help. See implementation costs by scope ↗
Owner worksheet · USD
Put both quotes on one page.
Use two full 12-month periods. Enter the whole year’s software and seat charges, including discounts. For a flat monthly quote, multiply by 12. If a promotion ends midyear, add the actual payments. Use the same tax treatment for both vendors.
Your cost comparison
| Cost incl. team time | Quote A | Quote B |
|---|---|---|
| Year one | Pending | Pending |
| Year two | Pending | Pending |
| Two-year total | Pending | Pending |
What belongs in each row?
- Software and seats
- The full price of access for the team that year. Carry the written renewal rate into year two.
- Add-ons and usage
- Only charges outside the software line. Include paid reports, texting, connectors and ongoing support you expect to buy.
- One-time outside costs
- Enter paid setup, migration, external training and any overlap with your old system in the year incurred. Enter zero in year two unless you expect more work.
- Staff hours and loaded hourly cost
- Add up everyone’s rollout and training hours. Use an hourly cost that includes payroll burden. For mixed roles, divide their combined labor cost by their combined hours. Include refresher training if you expect it in year two.
Which quote would you sign?
In the worksheet’s fictional example, A costs $250 a month plus $600 a year in extras. It takes $3,000 in outside help to launch. B bundles those extras, includes setup and costs $450 a month in year one, then $500 a month at renewal. The shop budgets 40 rollout hours for A and 50 for B, at $40 an hour. It allows eight refresher hours for either system the following year.
B costs $800 less in year one. A costs $1,600 less over two years. A also takes $6,600 in outside spend in the first year against B’s $5,400. The staff hours matter to the rollout, even if everyone is already on payroll.
I’d take the worksheet back to both reps with one last question: “Who’s responsible for getting our open estimates into the system with the right owner and next call date?” If one quote includes that work and the other leaves it to your office manager, put her hours on the sheet before you sign.
