Built to Work With Your Existing Roofing Stack
Seamless integrations with the tools you already use
+ Many More
Vendor invoices are parsed automatically as they arrive, matched to jobs, and flagged instantly if costs exceed your estimate — no spreadsheets, no manual entry, no end-of-month surprises.
Manual reconciliation means you never know your real margins until it's too late
Stop reconciling at end of month. Start knowing in real time.
Manual Invoice Reconciliation
Monthly
Reconciliation
Hours
Manual Entry
0%
Real-Time Visibility
Automated Job Costing
Real-time
Reconciliation
0
Manual Entry
100%
Margin Visibility
Vendor invoice arrives by email
Sits in the inbox until someone has time to process it
Vendor invoice arrives — auto-parsed instantly
AI reads the email, extracts line items, vendor, amount, and date automatically
Line items manually copied to spreadsheet
Admin re-types every line into the master spreadsheet — prone to errors
Invoice auto-logged to the master spreadsheet
Data flows directly in — date, time, vendor, and amount recorded with source email linked
Spreadsheet duplicated into MarketSharp manually
All data re-entered into the CRM by hand — double the work, double the errors
Costs matched to jobs automatically
Invoice matched against existing job records — flagged instantly if vendor or address doesn't match
Job costing done at end of month
Margins unknown for weeks — by the time you know, it's too late to do anything
MarketSharp updated automatically
Costs synced to the CRM without manual re-entry — job costing always current
Errors hard to catch and correct
A $3M lumber invoice from a typo looks the same as a real one until someone notices
Anomalies flagged automatically
Unusual amounts, unmatched vendors, and costs over estimate are flagged immediately for review
No QuickBooks sync
Accounting team works from a separate system — vendor costs and job margins never fully reconciled
QuickBooks synced automatically
Vendor costs pushed directly to QuickBooks — one source of truth for your full financial picture
Margins Unknown Until It's Too Late
Every Cost Tracked. Every Margin Protected.
Reconciliation
Monthly → real-time
Manual Entry
Hours → zero
Margin Visibility
Blind → complete
From vendor email to job costing — automatically
The moment a vendor invoice hits the inbox, the automation detects it and begins processing — no one needs to notice or action it first.
Vendor name, line items, amounts, and date are extracted automatically and logged to the master spreadsheet — with a link back to the original email for easy verification.
The invoice is cross-referenced against your active job list. If the vendor name or address doesn't match an existing job, it's flagged immediately — before it causes a problem.
If the running cost on a job exceeds the original estimate, an alert fires immediately. You know the moment a job starts going over — not at the end of the month.
Costs are pushed to both QuickBooks and MarketSharp automatically — giving your accounting team and operations team a single, always-accurate view of every job's true margin.
Real results for roofing contractors
Know exactly where every job stands financially the moment a vendor invoice arrives — not weeks later.
Invoices flow from email to spreadsheet to CRM to QuickBooks automatically. Enter once, sync everywhere.
Costs that exceed estimates are flagged instantly. Stop losing profit to overruns you didn't know about.
Mismatched vendors, wrong amounts, and unrecognized jobs are automatically flagged before they cause problems.
Seamless integrations with the tools you already use
"We were doing job costing at the end of every month and by then it was too late to do anything about it. Now we know the moment a job starts going over."
Owner
Mid-Sized Roofing Company
See exactly how this would work inside your roofing operation.
Free 30-minute consultation • No commitment required