A single platform for scalable operations

By Roofing Business Partner. 

Roofing Business Partner recommends Zuper as the primary field operating system with HubSpot integration. 

Roofing contractors no longer need to juggle multiple disconnected apps to complete a single project. When sales teams, production crews and office staff each rely on separate systems, it can delay builds, data getting lost and owners struggling to trust the numbers in front of them. Roofing Business Partner (RBP) is tackling that challenge head-on by aligning roofing companies around a unified field operating system designed to streamline every step of the job cycle. 

To deliver that structure, RBP now recommends Zuper as the central field operations platform for contractors. For businesses under about $3 million in revenue, Zuper functions as a complete field OS on its own. As roofing companies scale into the $3-5 million range and beyond, RBP pairs Zuper with HubSpot Sales Hub and Marketing Hub to add CRM depth, lifecycle automation and full-funnel visibility. With each implementation tracked through Day-30 metrics and transparent reporting, the focus remains on measurable outcomes. 

Why now? The roofing market is large and still fragmented by tech. IBISWorld counts about 98,980 roofing contractor businesses active in 2024, which tells you how many slightly different ways there are to run the same job. Fragmentation is taxing. On top of that, the industry must attract an estimated 439,000 additional workers in 2025 to meet demand. Labor gaps magnify every sloppy handoff, and slow payments don’t help either. The 2024 Construction Payments Report pegs the national cost of slow payments at 280 billion dollars. That is cashflow friction you can feel. 

We kept a tight loop with Zuper for three years, reviewed releases and watched roofers pressure test the product. The new verticalized package, Zuper for Roofing, is field-ready. The workflows are coherent. The AI is practical. And it ships with a native HubSpot integration when you need enterprise CRM muscle. 

The point is simple: adoption beats feature lists. Adoption grows when the work feels familiar, the steps are named and the proof is visible. That is the lane RBP owns. 

The revenue‑stage fit rule 

We wanted to give owners a simple decision map that matches how roofers actually grow. 

We do this by matching platform scope to operating complexity. The bigger your company, the more complex the system, as you need more granularity in reporting and more effectiveness in marketing and sales management. 

General rules:  

• Under $3 million revenue: Zuper only. One login. One data model. Field OS first. 
• $3–5 million and up: Keep Zuper for ops and add HubSpot Sales and Marketing to scale pipelines, routing, attribution and lifecycle nurturing. Zuper’s native HubSpot integration keeps sales in HubSpot and operations in Zuper without double entry. 

That's the beauty of this decision. If you're small, just use Zuper. As you grow, get HubSpot and implement them properly. Zuper is invested in by HubSpot through their HubSpot Ventures investment portfolio, so HubSpot has an interest in making their product available to roofers with elegant integration.   

The journey to Zuper 

To find the right fit for our customers, we evaluated the market. We spent upwards of $50,000 developing our own internal configure price quote that could be built into HubSpot, and that was a pretty viable option. But we also looked at everything else that was out there on the market, and we had been watching Zuper for a long time. We would meet with them every year at the HubSpot conference and review the product. We saw what they had done, and there was a lot of innovation in the last twelve months, particularly because one of our clients actually switched to Zuper early. Because they were already well-set up on HubSpot and had all our operating frameworks, they were able to really guide Zuper in developing the product into something that ultimately Roofing Business Partner would see as plug-and-play. 

Further investigation was carried out. We demoed a lot of functionality. We got a chance to see the product roadmap. We met the team. We met the CEO and the CMO and went through a rigorous process of vetting the product. In the end, the decision was made that Roofing Business Partner would begin representing Zuper.   

How does Zuper work for roofing companies 

TLDR: it works great. It brings the feature sets required to deliver the most modern roofing business experience under one roof.  

I understand that you could be reading this from any position in a roofing company. You could be a production manager, a salesperson, an inside sales rep or an owner. To make life simple, we made a number of specific pages highlighting the specific benefits for each of those roles. 

• Zuper for inside sales
• Zuper for outside sales
• Zuper for production managers
• Zuper for site supervisors
• Zuper for roofing company owners

How does Zuper compare to my apps? 

That's a really good question, and we went through the same process of looking at all the other available tools on the market through the lens of each of the roles above and the different types of roofing companies that we work with. 

When we look at software, we tend to do a pretty extensive review. One of the first things we look at is the data model. Is it complex? We like to see contacts being separated from deals and deals being separated from tickets or jobs. We like to see the ability to separate a contact from a building because a contact owns a building or could live in a building, but a contact is not an actual building. So, we want to see the building be separate from the contact so we can change who owns the building later on. This is all because we think of a roofing company as being around for 100 years, and we want to make sure that we have good data as systems evolve and things change. So, the data model is the first place we look.  

Then, we look at the ability to customize each of those objects. We look at standard fields, custom fields and the different types of fields that are available. We like to see the ability to create enumerated properties, meaning a drop-down menu that has a set number of mutually exclusive, collectively exhaustive options so that we're not having a bunch of open text boxes that can't be reported on. 

We also look at how it handles numbers. Can we have numbers that are currencies, numbers that are just numbers, numbers that are percentages? That way, we can represent important numbers in a way that's human-readable. 

We also want to see how you interact with those different objects and how they interact with each other from an automation perspective. 

From there, we look at user interface and user experience. We want to see how you can display all of your data. 

• Can you see contacts as a list view? 
• How can you filter it? 
• How can you sort it? 
• Can you edit data points in line in the list, or do you have to click into that particular contact? 
• When you click into a contact, how many clicks do you have to make before you can get to the information that you need? 
• How quickly can you move from a contact to a deal or from a deal to the work orders? 

We want to optimize at all times for speed and efficiency when users are working inside the software. We also want to remove as many duplicate data entries as possible — can you sync certain information between objects? For example, if the installation date on a particular work order changes, can it sync with a piece of information on the deal? 

From there, we have to think about integration capabilities. We find out: 

• Do they have one-way syncs with certain software (data goes one way, it sends it there, but then it can't get anything back)? 
• Or does it have a two-way sync where it can send data to another app and then it can also have that app send data back (bi-directional syncs)? 
• Does this property update in this software and it automatically updates in the other software, and which one is the source of truth? 

Then we look at integration platform adoption — does it integrate with tools like Make, Zapier or n8n? 

Finally, we review the API documentations so that we can see how we're going to be able to automate and connect disparate systems so this doesn't become a silo. 

From there, we also explore the differences between the mobile app and the desktop app. The first thing we noticed is that Zuper has three apps in the Apple App Store, and it turns out they had two other apps that people used to use. They have improved the app and collapsed into one ultimate app, and that one is the one that people use today. But they still kept the other two live and serve the grandfathered users that are using the old ones. 

We want to see how that mobile app works, what functionality is in there and how easy it is to use. In some cases, we see mobile apps that try to do too much, and they become complicated. In other cases, we see mobile apps that are too simple, and we find customers complain that they can't do what they need to do in the mobile app. We found none of that problem with Zuper. Intuitive, easy to use, fast and equipped with capabilities that you need in the field.  

We looked at a lot of the other software available so that we had a comprehensive look at what was out there today, and we are very comfortable recommending Zuper as the best available option. 

What are your next steps? 

Do your Zuper fit assessment! 

To make it easy, we made a Zuper fit assessment quiz that allows you to answer 11 simple questions and have a clear picture as to which pathway you should take. This quiz will tell you if you should stay on the current platform that you're on, inquire for a more customized view, do a Zuper-only implementation or look at Zuper plus HubSpot as an ultimate roofing platform. 

Action steps 

1 - Do a Zuper Fit Assessment. Answer 11 questions and know for sure what path you should pursue for your roofing company. 

2 - Book a call! Confirm your situation and finalize a price for migration, implementation and onboarding. 

3 - Move into the future with confidence. Get started on your 30-day implementation and training plan to make sure you launch with confidence.  

The point is simple. We will prove it in 30 days, then compound it in 90. If you want a partner that ships outcomes and owns adoption, not just a tool or a plan, let us run the build and stay on the hook for the numbers. That is the RBP way. 

Original article and photo source: Roofing Business Partner