Reconnecting…
This usually takes a few seconds.
Reconnecting…
This usually takes a few seconds.
Every part of the job, in one place.
From the first call to the last check: leads, canvassing, measurements, estimates, insurance claims, scheduling, job costing and billing, built for roofing, siding, window & door and gutter companies.
Every lead lands in one inbox.
From your website, an email you forward, or a call you log. The rep gets a text, and someone decides: book it or junk it.
- A form you paste onto your website
- An intake address to forward inquiries to
- A text to the rep with a link to the lead
- Book a visit or mark it junk, so nothing sits in between
- Where every lead came from, recorded for the reports
Knock the street. Book the visits.
After a storm, your canvassers log every door as they go, on a phone's browser or the app. The interested ones become leads, and the ready ones are booked before you leave the porch.
- Log a door in a few taps, with the address filled in from where you're standing
- Book the visit on the spot, on a salesperson's calendar, seeing who's free
- Interested doors go straight to Leads for the office to book
- A map of every door: who knocked it, how it went, and which to go back to
- A Canvasser login that sees only their own doors, never prices or customers
Your roof, not a PDF of it
Upload the measurement report and ExteriorPro draws the roof: every facet, ridge, valley and eave, with the lengths that price the job. Spin it in 3D, and tap off the garage the homeowner isn't redoing. This one is a real report.
Tap any section to take it out of the job. The totals follow.
- Eave 884 ft
- Rake 272 ft
- Ridge 452 ft
- Hip 55 ft
- Valley 272 ft
- Step flash 69 ft
- Wall flash 208 ft
Good, better, best, signed at the table.
Build the options from your packages and the measurements, show all three in person, and the homeowner signs the one they pick.
- Three options priced from your packages
- Signed with a finger on your tablet, or from a link later
- The homeowner sees the scope and one price, never your line items
- Change orders re-sign a sold job and keep a running total
- An odd job? Pick items straight from your price book
Your prices, and the recipes that use them.
A package is how you build a roof: it turns the measurements into quantities, with waste and coverage worked in, and prices them from your book.
- Upload your supplier's spreadsheet, CSV or Excel
- It works out which column is which, and spots items you already have
- Cost and price kept per location
- Packages do the arithmetic, so every rep quotes the same job the same way
Insurance claims, without the spreadsheet.
The claim lives on the job, and the job says what it's waiting on: the adjuster, the first check, or the depreciation once the work is done.
- Carrier, claim number, adjuster and deductible on the job
- ACV worked out from the RCV and depreciation
- Two payments, with the work in between, from the carrier and the homeowner
- A claims list sorted by what each claim is waiting on
- Overhead and profit on insurance estimates
One calendar for the visits and the installs.
Book the inspection on the rep's calendar, then the install on the crew's. The work order goes with it, and the crew opens it on their phone.
- Week and month views, by location
- Crews and subcontractors on the work order
- The crew's jobs on their phone, with photos going on the job
- Warranty and to-do work on a map, so the nearest gets done
Know what a job made.
The accepted estimate sets the budget, and the purchase orders you raise fill in the actuals, so you see the margin while the job is still running.
- Purchase orders to suppliers and subcontractors
- Budget from the estimate the homeowner signed
- Actual costs against it, from the purchase orders
- Crews never see your margins
Invoices the homeowner can open.
Bill the deposit when it's sold and the balance when it's done. The homeowner opens each invoice from a link, with no login, and you record what comes in.
- Deposits and progress invoices against the signed estimate
- Sent as a link, so there's nothing to download
- Checks, cards and transfers recorded against each one
- Numbered in sequence and never reused
See what's working.
Revenue and close rate over any range, where your work actually comes from, and how long each step takes, so you know which leads to pay for.
- Revenue booked and close rate, with spam never counted against you
- Close rate and revenue by lead source
- How long each step takes, from lead to paid
- The funnel, stage by stage
Everyone on one account, each seeing their part.
Unlimited users on either price. Roles decide what someone can do, and the location they're assigned to decides whose work they see.
- Roles that stack: Owner, Admin, Finance, Sales, Office, Production, Crew
- Each location sees its own work; leave someone unassigned to see it all
- Invite people by email
- Your logo and brand color on proposals and invoices
Also included
- Properties
- Every job site, with the work you've done there.
- Contacts
- One record per person, residential or commercial.
- Photos and documents
- On the job they belong to.
- Subcontractors and vendors
- Trades, coverage, and whether their insurance is current.
- A link for the homeowner
- Their job's status, signed proposal and invoices, with no login.
- Help on every page
- Search the guides from any screen, or ask a person.
- Your data
- Owners can download everything as spreadsheets, any time.
- All four trades
- Roofing, siding, windows & doors and gutters, in one price.
See it on one of your own jobs.
Free for 30 days. No credit card, nothing to install.