Agility and Roofing/Siding

Every Part of Your Roofing & Siding Business at Your Fingertips.

Agility accounting and inventory management software: made for the lumber and building materials industry.

The benefits

Fully Integrated Inventory and Accounting Software

Sales Order Management

Become your customers’ most trusted partner by consistently meeting your promised dates.

Inventory and Production

Keep the right products and the right quantities in stock at the right time.

Accounting and Administration

Improve your cash flow and reporting accuracy with real-time financial data.

the features

Integrate your core business processes with one end-to-end system

Pricing Maintenance

Set up and easily maintain pricing records based on margins or multipliers.

Special Pricing

Create specific pricing by customer, customer group, or job. Apply automatically to quotes or manually as part of a matrix.

Discreet Quotes

Print quotes with total sums, instead of itemized lists, so competitors can’t see your pricing strategy.


Customizable POS, barcode scanner, credit card processing, payment wizard, and suggested items make retail transactions as easy as possible.


Perform quick price checks with this digital notepad. Create the order with one click or save notes in case the customer calls back.

Cost Allocation

Calculate margins at every stage, from freight shipping through production to distribution, even for costs that shift from week-to-week and job-to-job.

Customizable Viewers

See real-time data about outstanding orders, past-due accounts, stock levels, dispatch schedules, and more.

Vendor Interfaces

Interfaces with suppliers Ellison, Andersen, Marvin, and configurators like Millwork Development cut order-entry time in half.

Mobile POD

Send customers real-time delivery updates, captured signatures, and delivery confirmation photos from a mobile device.

Mobile Warehouse Tools

Complete full physicals or cycle counts, receive deliveries, and manage inventory from a mobile device.


our customers

View All Roofing & Siding Customers

agility for you

Take Control

Something for everyone

Solutions that help your team work together

Run your business better.

Agility streamlines processes, cuts waste, and reduces errors. Your team can focus on higher-value activities, like engaging your customers, solving problems, and delivering better service, instead of getting stuck on “busywork”.

Agility’s reporting features give you accurate information now – not at month-end. Sophisticated business intelligence shows where you’re making money and where you’re not. And when you’re ready to expand, Agility lets you scale up with ease.

From orders all the way to accounting, integrating your whole business with Agility brings operational efficiency that goes straight to the bottom line.

Protect your margins automatically

Purchasers using Agility find the magic balance between having enough stock and not tying money up in products that aren’t selling. Let’s get rid of guessing on quantities, or working through clumsy spreadsheets. Suggested purchasing formulas are configured for your business to optimize both shelf space and cash flow.

Like buyers, managers who know exactly what’s in their warehouse save money and time, both for themselves and their customers. Agility is all about using warehouse space efficiently. Know the optimal times for picking and staging, stock levels at every branch. See how long items have been sitting on shelves so you can move them. When it comes to cycle counting, our hand-held apps eliminate time and mistakes over walking the aisles with a pen and an eraser.

Proactive service has never been this easy.

Imagine a seamless customer communication experience. With every branch holding customer order history, the people you serve  experience the same service level, no matter who they do business with or where. 

Strong sales are based on strong analytics, and Agility’s robust reporting features show where you’re profitable with both customers and products, so your sales team can maximize margins.

Know your costs at all times

Designed by accountants and for them, Agility tracks every penny and connects all transactions and data in real time. You can transfer money electronically with ease, send email statements and digital invoicing, and free your team from the hassle of a paper-based system.

Systems Management

System managers turn into superheroes with Agility. Accounting, inventory, sales, purchasing and financials now unify into one system that updates in real time. You can automate reporting and customize permissions to empower your team to solve hard problems fast.

Additional Resources

agility partners

We are dedicated to delivering the most complete business solution for you. That’s why we work with the best businesses tech companies in the industry.

View all partners

Ready to Talk?

We’re ready to listen. Get in touch to tell us more about your needs in lumber and building materials inventory and order management. We’d love to learn how we can help.

Get in Touch

Let's Talk


*All fields are required.