If you're doing $5M+ a year, you’ve probably noticed that invoicing gets complicated fast. Especially when jobs stretch over months, payments come in batches, and insurance checks don’t match the original scope.
Most roofing companies are stuck duct-taping together field service software, QuickBooks, and their CRM—and hoping it all lines up.
It doesn’t.
That’s why we built DepositFix: a flexible invoicing and payments layer that fits your actual workflow, syncs cleanly with your CRM (HubSpot or otherwise), and handles all the messy stuff the other systems can’t.
We can't show negative line items for depreciation.
Our CRM says the balance is $5k, but accounting says it's $11k.
We’re manually logging offline checks and wires.
Partial payments come in, and no one’s sure what’s been paid or what’s still due.
Our team doesn't trust the data in the system, so collections don’t happen on time.
These aren’t just annoyances.
They create cash flow gaps, compliance issues, and lost revenue.
Customers can pay part of the invoice online, or you can log offline checks and wires. Balances update instantly—no more spreadsheet hacks.
Scope changes? Insurance adjustments? Upsells? Update the invoice mid-project. We track the full history, sync it to your CRM, and keep QuickBooks clean.
Depreciation, credits, retainage—no workarounds. True negative line items, fully compatible with your accounting system.
Get balance due, days overdue, and payment history—all synced to your CRM so collections teams always have the facts.
Whether you’re on HubSpot or another CRM, we sync invoices, payments, and activities. QuickBooks remains your financial source of truth—we bridge the gap.
Collect a deposit online, log a paper check for the deductible, then invoice the remainder post-inspection.
Adjust scope mid-project without restarting the invoice.
Track and collect on final invoices with a real-time aging dashboard.
Offer credit card and ACH payment options—with fee passthrough where legal.
Initiate charges with stored payment methods (with client permission).
DepositFix is purpose-built for:
We set you up with a real merchant account so you can:
If you’re a roofing company tired of workaround hell, let’s talk.
We’ll show you:
How your invoicing flow would actually work
How we sync your CRM with real AR data
How we eliminate credit memo headaches
What modern payments look like—built for your model
