From roof inspection to signed contract in one faster workflow

Roofing-first structure Start with assemblies built for shingles, underlayment, flashing, ventilation, tear-off, disposal, ridge components, and common add-ons instead of forcing generic contractor templates to fit roofing jobs.

Controlled pricing at scale Standardize supplier price books, crew labor rates, waste factors, permit and haul-off rules, margin floors, and regional overrides so every branch follows the same pricing logic.

Team accountability built in Assign quote ownership, route manager approvals, control access by role, and keep internal notes private while customer-facing documents stay polished and consistent.

No-reentry job conversion Once a quote is approved, move it into contracts, deposits, scheduling, and change-order workflows with the job context already attached.

Implementation playbook Follow a guided launch plan covering admin setup, pricing configuration, team roles, approval routing, proposal branding, and contract handoff steps.

Roofing onboarding templates Start with ready-made intake forms, task lists, proposal formats, customer messages, and dashboard presets designed for roofing companies.

Branch and rep setup guidance Configure branches, pricing ownership, rep permissions, approval managers, and field capture requirements before your team starts quoting live jobs.

Success milestones you can track Measure rollout progress through first quote drafted, first approved proposal sent, first signed contract created, and first change order processed.

1. Capture complete roof details Collect photos, measurements, slope and complexity notes, customer requests, insurance context, and material preferences from the phone while the visit is still fresh.

2. Draft and review the estimate Generate organized line items, labor assumptions, material bundles, waste calculations, and proposal content, then review confidence flags and missing-input alerts before approval.

3. Send, approve, and convert Deliver a branded proposal, route internal approvals, request deposits, and convert accepted quotes into contracts without rebuilding the job file.

4. Manage revisions and change orders Track scope updates, pricing changes, signatures, and job documentation in one timeline so office and field teams stay aligned.

Less time per quote Reduce manual write-up time by turning field notes, photos, and measurements into a structured draft your estimator can review instead of rebuilding from scratch.

Fewer missed line items Use required capture steps, standard roofing assemblies, and controlled price rules to reduce omissions that lead to underpriced jobs or follow-up confusion.

Stronger margin protection Keep waste factors, labor assumptions, permit allowances, and margin floors consistent across reps so pricing stays disciplined even during busy seasons.

Faster path to signed work Move from proposal to contract, deposit, and scheduling with fewer handoff delays so your team can close and start jobs sooner.

CRM and lead platforms Keep homeowner records, opportunity status, and sales activity aligned from first lead through signed roofing job.

Contracts and e-sign tools Turn approved proposals into customer-ready contracts with project details, pricing, and scope already in place.

Scheduling, invoicing, and payments Trigger next steps such as deposit collection, production scheduling, and invoice preparation after customer approval.

Manager reporting and dashboards Review quote turnaround, approval speed, accepted work, branch performance, estimator consistency, and quoted-versus-actual trends.