Software for roofers from stripped roof to watertight
The roof area from a template, a quote by the square metre and linear metre, the deposit before the tiles are ordered, the asbestos paperwork, a site diary with wind and rain and the photos for the insurer all stay on one job. Below we follow one re-roof in Sheffield from the first call to the final payment.
Illustration. The real screen with demo data is coming soon.
One job
How roofing software works: 10 steps from survey to paid invoice
Dan Hartley runs Hartley Roofing Ltd in Sheffield with three roofers and an apprentice. Sarah and Mark Thompson own a 1970s semi in Hillsborough that still has its original asbestos cement slates, and they want a new roof in concrete interlocking tiles. This is how the job runs through Bidmio.
1
Monday 8:00 · Enquiry
The customer rings, and everything about them is in one place
After a wet night water is dripping through the Thompsons' bedroom ceiling, and Mark rings Dan. Dan adds the couple with their phone number, email and the address of the house and creates the job straight under them. If they ring again in six months, every quote, invoice and payment is on the same card.
Homeowners and businesses on the same kind of card
Phone, email and the house address typed in once
Every job, quote and invoice under one name
SoloProfessional
Illustration. The real screen with demo data is coming soon.
2
Tuesday 10:00 · Survey
Survey, measure from the ground and set the milestones
Dan photographs the slates, the chimney and the loft. On the Quantity takeoff tab he picks Roof from a template, shape Hip, and types the house size of 12 × 9 metres, a 0.5 m eave overhang and a 35° pitch. Bidmio works out the true roof area from the pitch, 152 m², and the lengths of the eaves, ridge and hips. He splits the job into milestones: scaffold and edge protection up, old covering stripped, membrane and battens, new tiles, flashings and handover.
Roof area from the pitch, not the footprint
Roof edges in linear metres
Photos and dated milestones on the job
SoloProfessional
Illustration. The real screen with demo data is coming soon.
3
Wednesday evening · Quote
A quote for the new roof in square metres, metres and hours
Dan picks the roofing system Concrete interlocking tile and taps Draft quote. The draft has scaffolding with edge protection at £1,950 for four weeks, stripping and disposing of the asbestos cement slates at 152 m² × £22, breathable membrane at 152 m² × £7, battens and counter battens at 152 m² × £9 and concrete tiles supplied and laid at 152 m² × £35. The ridge is 21 linear metres at £32, lead flashing to the chimney £650, and replacing rotten rafters is 16 hours at £45. The quote comes to £18,105.60 including 20 % VAT. Loft insulation is an optional line.
A draft quote from the roof model and your price list
Optional lines the customer can add or leave out
The quote as a PDF with your firm's details
SoloProfessional
Illustration. The real screen with demo data is coming soon.
4
Friday 9:00 · Acceptance
The customer answers the quote from a link
Sarah opens the link from the email on her phone and goes through the tiles, the scaffolding and the asbestos line. She can accept, decline, ask for a change or send a question. When the couple choose slate grey tiles instead of terracotta, Dan sends a new version, and the accepted quote stays on the job with its date. Because the price was agreed at their home, Dan still gives them the 14-day cancellation notice himself.
Accept, decline or ask for changes
The customer never sees your buying prices
The accepted quote moves the job on
SoloProfessional
Illustration. The real screen with demo data is coming soon.
5
A week later · Deposit
A deposit invoice before the tiles are ordered
Tiles for 152 m², rolls of membrane, battens and four weeks of scaffold hire add up fast. So Dan raises a deposit invoice for £4,000 plus VAT from the job and only orders the tiles from the merchant once the money has arrived. Until he taps Send, the draft can still be changed. The PDF shows his bank details, so Mark pays by bank transfer.
Deposit, stage and final invoices
Payments matched to the invoice when they arrive
Nothing reaches the customer until you send it
SoloProfessional
Illustration. The real screen with demo data is coming soon.
6
Before the start · Asbestos
The asbestos cement slates come off, and the paperwork stays on the job
Slates from the 1970s very likely contain asbestos. Dan adds tasks due before the start: check whether the work has to be notified to HSE, copies of the roofers' asbestos training and a booking with a site that accepts asbestos waste. The notification receipt, the waste consignment note and photos of the wrapped slates are saved as files on the job.
Tasks due before work starts
Receipts and consignment notes as files on the job
Photos of the sheeting and the wrapping
SoloProfessional
Illustration. The real screen with demo data is coming soon.
7
Every day 15:00 · Site diary
A site diary from the roof with the wind, the rain and what you found
The roofer writes up the day from his phone: membrane laid on the south slope, two rotten rafter feet at the eaves replaced, three men, 21 hours, gusts of 11 m/s and showers from 1 pm, roof sheeted over. He photographs the rafters before they come out, so the customer can see why the hours were spent. The Tiling task has the Weather check switched on, so Dan got the wind warning the day before.
Numbered diary with the date, the crew and the hours
Wind, rain and sheeting on every entry
A weather warning 72 and 24 hours before the task
SoloProfessional
Illustration. The real screen with demo data is coming soon.
8
Thursday, delivery · Materials
Pallets of tiles, membrane and battens on the right job
From the roof model Dan taps Draft purchase orders and gets one draft order per supplier: tiles and ridge tiles by the full pallet, membrane by the full roll and battens by the bundle. Once delivered, the goods are issued from stock to the job in Hillsborough. Dan can see what is already on the drive and what still has to go out, and the buying price lands in the job's costs.
Draft purchase orders, one per supplier
Stock issued to a particular job
Buying price in the job's costs
Professional
Illustration. The real screen with demo data is coming soon.
9
After handover · Invoice
The final invoice from the job, with your bank details
Once the roof is watertight and the scaffolding is down, Bidmio builds the final invoice from the quote lines and the 16 hours on the rafters, and the £4,000 deposit already paid comes off. Dan checks it and sends it. The PDF shows his sort code, account number and due date, and the payment is matched to the invoice when it arrives.
Lines from the quote and the hours
The paid deposit comes off the final invoice
Bank statement matching
SoloProfessional
Illustration. The real screen with demo data is coming soon.
10
After the storm · Storm damage
Storm damage becomes its own job with a photo report for the insurer
In winter a storm strips 30 tiles from another customer's roof in Crookes. Dan opens an emergency job, the roofer sheets the roof and photographs it before and after the repair, and the hours and materials go in on the spot. The Storm damage photo report has the date of damage, the cause, the damaged area, the insurer and the claim number, and the customer gets it as a PDF with the invoice.
Emergency job opened from the phone
Storm damage photo report as a PDF
Hours and materials ready to invoice the same day
SoloProfessional
Illustration. The real screen with demo data is coming soon.
Where the money goes
The roof is watertight. The hours lost to rain are gone.
A roofing firm rarely loses money on the tiles themselves. It loses it on what turns up along the way: rotten rafters under the old slates, the day the wind stopped work, scaffolding that stayed up an extra week, or a storm repair where the photos for the insurer are spread across three phones.
Today
Roof measurements on a scrap of paper, the quote in a spreadsheet
Tiles and battens worked out by eye
Photos from the roof on the lads' own phones
Scaffold hire nobody keeps an eye on
Storm call-outs that never get invoiced
With Bidmio
Roof take-off from a template with edges in linear metres
A materials list with pallets and rolls from the model
Photos, paperwork and the site diary on the job
Scaffolding as its own line with weekly hire
Storm call-outs as jobs with photos and hours
Free checks · 2 minutes
Check your business as a roofer
Run your own numbers: what to charge per hour, whether your quote makes money, what an employee costs and what your van costs per hour.
Five tiles refixed in Crookes, a tarpaulin over a hole in Walkley, a loose chimney flashing. After a stormy night there are lots of small jobs, and they are easy to forget. Here every finished one that has not been invoiced yet sits in one list.
app.bidmio.com
In detail
Running a roofing firm: what to price, record and watch out for
Above you followed one roof in Sheffield. Here is the rest of a normal week for a roofing firm: pricing, take-offs, payments, asbestos, working at height, weather, materials, storm damage and inspections, and where Bidmio helps.
How to price roofing work: m², linear metres, scaffolding and hours
A roof is priced in several units. Tiles, membrane and battens go by the square metre, ridges, hips, valleys and eaves by the linear metre, flashings around chimneys and roof windows by the item, and anything that only shows once the old covering is off by the hour. Scaffolding is a line of its own, and it is often the one that runs away.
Money disappears where a roof is more complicated than its square metres suggest. A dormer, two roof windows and a chimney in the middle of the slope take far more hours than a plain gable, and cutting at hips and valleys means more waste. So it pays to keep separate lines in your price list for dormers, flashings and cutting, and an hourly rate for whatever cannot be measured beforehand.
In Bidmio you set up the lines once in your own price list with the unit, buying price, selling price and VAT. On the next quote you pick them and change the quantity. Optional lines, such as loft insulation or new guttering, show up separately and the customer decides whether to include them.
Tiles, membrane and battens in m²
Ridges, hips and valleys in linear metres
Scaffolding with weekly hire as its own line
An hourly rate for rafters and anything unmeasurable
Measured from the ground: slopes, edges and a materials list from one model
The Quantity takeoff tab on the job holds the building model, and the roof has its own panel there. You pick the shape, such as gable, hip, half-hip, mono-pitch, pyramid, mansard, L-shaped or flat, and type the length and width of the building, the eave and verge overhangs and the pitch. Bidmio draws the roof planes and works out the true roof area from the pitch, not just the footprint, along with the lengths of the eaves, ridge, hips, valleys and verges. Chimneys, roof windows, dormers and penetrations go on the plane they sit on, and their area comes off the covering.
If you have a drawing as a PDF, on the Developer plan you can trace the roof planes straight onto it with their pitch and edge types. Every save is a new revision and the calculation belongs to exactly that revision, so any quote can be traced back to the measurements it came from.
Then you choose a roofing system: concrete tile, clay tile, bitumen shingle, profiled metal sheet, standing seam or EPDM on a flat roof. The materials list shows the tiles or sheets, ridge and verge pieces, battens, counter battens, membrane, ventilation strips and valley trough, with the formula behind every figure and how many pallets, rolls or packs to order. For metal sheets you get a cutting list with the sheet lengths for each plane. If a plane sits below the pitch the system allows, you see it at once, and the calculation cannot become a quote until the pitch or the system is changed; on a low pitch Bidmio recommends a higher-class underlay.
Draft quote turns the calculation into a draft quote with the norm items and your firm's prices, and Draft purchase orders gives you one draft order per supplier. Nothing is sent: you check the prices and send them yourself. The roofing systems in Bidmio are sample data, not a manufacturer's tables, so check the quantities against your supplier's figures.
Eight roof shapes from a template, or planes traced on a PDF drawing (Developer)
True roof area from the pitch and edges in linear metres
Materials list with the formula and whole pallets, rolls and packs
Cutting list for metal roofs
Draft quote and draft purchase orders, one per supplier
Quotes, contracts and what you find under the old roof
On a roof you only know the state of the rafters and battens once the old covering is off. So keep replacing rotten timber as an hourly line next to the fixed price, and say so clearly in the quote, so the household knows the rule in advance.
A fixed price and hours can sit in one quote and end up on one invoice. The fixed lines stay put while the hourly line for the rafters grows with what the roofers record. Photos of the rot from the site diary explain the hours better than a long email.
When a contract with a homeowner is agreed at their home, the Consumer Contracts Regulations usually give them 14 days to cancel, and you give them the notice yourself. Emergency repairs they asked you to start straight away are treated differently. The contract terms themselves are yours to write; Bidmio keeps the quotes, their versions and the customer's answer with the date.
Deposits and stage payments
A whole roof needs tiles, membrane, battens and scaffolding before the first tile goes on, and that is a lot of money up front for a small firm. So most split the payment: a deposit before ordering, a stage payment once the old roof is off and the balance at handover.
The deposit and the stage invoices are raised from the job. When the money comes in, the payment is matched to the right invoice, and on the final invoice Bidmio offers to deduct what the household has already paid. Nobody is billed twice.
If you work as a subcontractor for a builder, the VAT domestic reverse charge for construction services and CIS deductions stay with your accountant or bookkeeping software; Bidmio does not run them.
Asbestos in old cement slates and sheets
Asbestos cement slates and corrugated sheets are still on many houses, garages and outbuildings built before the 2000s. Most work on asbestos cement is non-licensed, but some jobs must be notified to HSE before they start, the people doing it need the right asbestos training and protection, and the waste is hazardous: it is wrapped and taken to a site that may accept it, with a consignment note.
You follow the rules themselves from HSE's guidance; Bidmio does not decide whether a material contains asbestos and does not submit notifications. What it does is keep the paperwork together: tasks due before the start, the notification receipt, copies of training certificates, waste consignment notes and photos of the sheeting and wrapping sit on the right job.
That pays off when the customer, an insurer or an inspector later asks how the slates were handled. The answer is not a folder in the office but the job, with dates and photos.
Working at height and hot works
Roofing is one of the trades with the most serious accidents. The Work at Height Regulations call for protection against falls, usually scaffolding with edge protection at the eaves or other collective measures, and the scaffold has to be inspected and safe before anyone goes up. Torch-on felt means trained people, a fire watch after the work and extinguishers to hand.
On the Professional plan the health and safety module keeps training with expiry dates, PPE issue and the accident book, so you can see who has valid working at height training and when it runs out. Safety checks before the start can be tasks on the job, ticked off with a name and a date. Risk assessments and method statements can be stored as files on the job.
Weather, the site diary and planning
Wind and rain run roofing work. In strong wind it is dangerous to handle sheets and membrane, and an open roof in the rain means water damage inside. The site diary is where it says when the roof was open, how it was sheeted and why work stopped one afternoon.
The diary is written from a phone up on the scaffold: what went on, how many were up there, the hours, the gusts, the showers and whether the roof was sheeted over. Whatever turns up under the old covering is photographed before it is replaced. The site diary belongs to the job from the Solo plan up, and it can be approved and printed.
Set a task on the job to Roofing (wind, rain and frost) under Weather check, and Bidmio checks the forecast for the site 72 and 24 hours before it starts. If the forecast breaks a limit for wind, rain or frost, you get a notification and the task shows a Weather warning. You then note the measure planned, such as sheeting and extra edge protection, or move the task and say why. The job needs a location on the map.
When the weather turns, you move tasks in the calendar. On the Professional plan you share the crews between roofs, everyone sees on their phone where to start the next morning, and storm call-outs slot in between the big jobs.
Crew and hours for every day
Wind, rain and sheeting
Photos of rot and damage before replacement
Changes from the quote and who agreed them
Weather check 72 and 24 hours before a roofing task
Materials: tiles, membrane, battens and waste
Tiles, membrane, battens, counter battens, ridge tiles, lead and fixings are the biggest cost on a roofing job after wages. At the quote you work out the quantity per square metre and add an allowance for cutting at hips, dormers and valleys. Up on the roof you find out whether the sums held.
Spare tiles from a new roof often end up on a storm repair two days later, and nobody writes it down. Returnable pallets stay behind the garage. On the Professional plan each item has a minimum level, goods are booked in from the delivery note, issued to a particular job or moved between addresses, and the buying price goes with them, so the roof's figures stay right as the job runs.
Invoices from the roofing merchant can also go straight onto the job as a cost, without going through stock.
Storm damage and insurance claims
After a storm the phone rings all day. Tiles are off, flashings are hanging loose and there is water in the loft. The first job is to make the roof watertight; the second is the evidence the customer's insurer wants to see before it pays: photos before and after, what was done and what it cost.
In Bidmio every call-out becomes its own small job. The roofer photographs the damage before sheeting it and again after the repair, and records hours and materials on the spot. The invoice can go the same day, and the photos sit on the job, so the customer or the loss adjuster gets them together.
For the claim itself you make a photo report of the type Storm damage. Under Damage for the insurer you fill in the date of damage, the cause (storm, hail, snow load, lightning or fallen tree), the damaged area in m² and the damaged length in metres, the insurer, the claim number and the weather that day. Photos with notes go with it, and the report becomes a PDF for the customer or the loss adjuster.
Bidmio is not connected to insurers' claims systems and does not judge what the policy covers. But when the loss adjuster rings three weeks later, you find the job with its photos and diary in seconds.
Handover, callbacks and annual inspections
Typical callbacks on roofing work are leaks at flashings, a slipped tile after the winter and damp in the underlay. Not all of them are the roofer's fault: condensation can come from a loft without ventilation, and a leaking gutter fitted by someone else can wet the eaves. Under the Consumer Rights Act a homeowner can ask you to put right work that was not done with reasonable care and skill.
With the old job to hand, half the answer is ready: the site diary shows which day the slope and the flashing were done, and the photos show how it looked. The callback becomes a new job with a visit and a repair as tasks, and the first invoice is left alone.
For surveys, handovers and inspections, Quality Control comes with four checklists: Roof survey before the quote, covering access, the covering, battens, rafters and suspected asbestos among other points, Roof handover together with the customer, Annual inspection of a pitched roof and Annual inspection of a flat roof. Each point can carry a photo and a note, and the checklist can be signed on the spot.
Add the annual inspection as a dated task on the roof job, and it comes up by itself when it is due, with the checklist filled in on the roof. Re-roofing can also need Building Regulations approval; your building control route or competent person scheme decides, and Bidmio keeps the certificates on the job.
Getting started in a week
Day one: your company details, logo and bank account, then your standard roofing lines in the price list, from scaffolding and stripping to ridges and flashings. Customers come in from a spreadsheet or one by one as they ring.
The rest of the week: measure one roof from a template, send one real quote and let the customer answer from the link, give one roofer access to the Work zone for hours, photos and the diary, and end Friday with a deposit and a look at what the roof has cost so far.
What else roofers get in Bidmio
A spoken work report records the whole day in one go. In the Work zone, or from the job's options menu, you record up to three minutes: which job, who worked how long, what was done and what material went in. If you would rather not talk, type it. Bidmio turns it into hours, material from the van, from the price list or as a one-off item, and a site diary note. You check every line, and nothing reaches the job until you tap Save to project. Whoever may create invoices then gets a draft partial invoice with exactly those hours and that material; nothing is issued or sent. It needs AI switched on and uses AI credits.
Scaffold towers, access platforms and torches with QR labels and service dates (Developer)
Health and safety: training expiry, accident book, PPE (Professional)
Mileage log (Professional)
Company website and enquiry forms (all plans)
Spoken work report: hours, material and a diary note from one recording, then an invoice draft
What Bidmio does not do for roofers
Bidmio is software for jobs, people, materials and money. Some things it deliberately does not do, and it is fair to say so up front.
Bidmio is not a UK accounting package. It does not file VAT returns with HMRC, it is not Making Tax Digital software and it does not replace Xero, QuickBooks or Sage for your books. It does not run the Construction Industry Scheme either.
No roof measuring from aerial photos or drones
No manufacturer's tables: the roofing systems are sample data to check against your supplier
No structural calculation of the roof
No asbestos notifications and no decision on whether a material contains asbestos
No link to insurers' claims systems
No HMRC filing, MTD or CIS
Typical jobs
Software for the work roofers actually do
From five tiles after a storm to a new roof on a family home.
Re-roof on a house
Scaffolding, stripping, membrane, battens and new tiles, invoiced in stages by milestone.
Flat roofs
Felt, single ply or EPDM in m², upstands and trims in linear metres. Hot works training in the health and safety module.
Storm damage
Emergency call-outs with photos before and after and a photo report for the insurer, hours and materials recorded on site.
Asbestos cement removal
Old cement slates and sheets taken off with the notification, training records and consignment notes on the job.
Roof windows and dormers
Flashings and cutting as their own lines, so the extra hours around the windows are in the price.
Metal roofs
Standing seam or profiled sheet with a cutting list of sheet lengths for every roof plane.
Switching
What you can put away
Customers, jobs and price lists can usually come with you; stock levels and old history do not move by themselves. We help you move over on a call.
Plans in euros, your invoices in poundsBidmio plans are priced and billed in euros, so your card or bank converts the monthly amount to pounds. Everything your roofing firm sends to customers, quotes and invoices included, is in pounds with UK VAT.
Your accountant keeps the booksInvite your accountant as an external user and remove the access in one click. They see the invoices, receipts and bank matches, or you send a CSV export. Bidmio does not file with HMRC.
From your own price list: tiles, membrane and battens per m², ridge per linear metre, flashings per item, scaffolding as one line and rotten timber by the hour. Loft insulation can be an optional line. The customer gets a link and accepts, declines or asks for a change.
Can Bidmio work out the roof area and materials?+
Yes, from the measurements you type in, or from roof planes traced on a PDF drawing. On the Quantity takeoff tab you pick the roof shape, size, overhangs and pitch, and Bidmio works out the true roof area and the edges. With a roofing system you get the materials list with pallets and rolls, and from it a draft quote or draft purchase orders. The roofing systems are sample data, not a manufacturer's tables.
Can I keep a site diary in Bidmio?+
Yes, from the Solo plan up. Every day gets an entry with the work, the crew, the hours, the wind and the rain, and photos from the roof can be attached. The diary can be approved and printed.
Does Bidmio warn me about wind before we tile?+
Yes. You set the Weather check on the task to roofing, and Bidmio checks the forecast for the site 72 and 24 hours ahead. If wind, rain or frost breaks a limit, you get a notification and note the measure or a new date.
Can I send a deposit invoice before the tiles are ordered?+
Yes. Raise a deposit invoice from the job and send it once you have checked it. On the final invoice Bidmio offers to deduct what has been paid.
How do I put together the evidence for a storm damage claim?+
Every call-out is its own job. The roofer takes photos before and after and records hours and materials on the spot. The Storm damage photo report has the date, cause, damaged area and length, insurer and claim number, and becomes a PDF. Bidmio does not judge what the policy covers.
How do customers pay the invoice?+
By bank transfer: the PDF shows your sort code, account number and due date. Payments from your bank statement are then matched to the invoices.
Can I keep track of working at height training?+
Yes, on the Professional plan. The health and safety module keeps training, PPE and the accident book for each employee and reminds you before something runs out.
Can I try Bidmio before I create an account?+
Yes, the demo opens without signing up. If you want to try it on your own roofs, the first 14 days are free.