Roofr

Roofr features an ‘Instant Estimator’ that lets homeowners get a roof estimate based on a company's own pricing, just by answering a few questions. Businesses can customize offerings, pricing, timelines, and financing, then share the estimator across marketing channels. Captured details create ‘Job Cards’ automatically, helping teams qualify leads, prioritize follow-ups, and schedule appointments faster. Roofing companies end up responding quicker, which improves their odds of actually closing the lead.

Creating a customized quote runs through measurement data, material and labor calculations, profit margins, and waste percentages with Roofr’s ‘Proposals’ feature. Branding, annotated images, multiple pricing options, and reusable templates all fit into the same document. Teams can send signature-ready PDFs from mobile and capture e-signatures online, while real-time ABC Supply pricing keeps material quotes accurate. This cuts down on quoting effort while helping teams close deals faster.

The software’s ‘Material Orders’ takes a signed proposal and turns it into an order-ready material list, with quantities already calculated. Teams can review stock, edit items, set delivery dates, and submit orders directly from the field. Also, supplier integrations with ABC Supply, QXO, and SRS simplify the ordering process, while order history and payment records keep everyone informed. Manual work and supplier communication errors drop as a result, which helps crews avoid material-related delays.

Accepting credit card and ACH/EFT payments happens directly through the platform with ‘Roofr Payments.’ Teams can create invoices, send payment requests, collect deposits or partial payments, and track outstanding balances from the same place. A payments dashboard further shows transaction statuses and funding details, and automatic reconciliation matches deposits to transactions without manual checking. Roofing businesses end up with faster access to payments and clearer visibility into cash flow.

The ‘Calendar’ capability helps roofing teams schedule site visits, estimates, installations, and follow-ups, while keeping crew assignments and job updates in one place. Job cards connect directly to calendar events, and reminders keep both teams and homeowners informed. Google Calendar integration also syncs events and updates across platforms. This gives roofing businesses a shared schedule that cuts down on missed appointments and keeps crews coordinated.

The platform supports uploading PDFs, adding signature fields, and sending documents for signing within the job workflow itself. Contracts, inspection reports, and certificates stay linked to their respective jobs, and real-time tracking shows when a document's been sent, opened, and signed. This reduces manual follow-ups and keeps paperwork organized, without needing a separate signature subscription on the side.