Roofr

By audience

Business Development

• Embed the Instant Estimator on marketing websites and ads to capture and qualify residential leads instantly.
• Track lead-source performance, conversion rates, and pipeline value across sales reps.
• Send branded digital proposals with good/better/best pricing options that homeowners can sign from mobile.

Construction Management

• Manage roofing job pipeline from lead capture through invoice and payment in a single kanban board.
• Automate job-stage transitions, task assignments, and homeowner communications with trigger-based rules.
• Order materials directly from signed proposals with real-time pricing via ABC Supply and SRS integrations.
• Track estimated vs. actual job costs to monitor margins across active jobs.
• Issue work orders to crew and subcontractors with scope, materials, and crew payment details documented.

By phase

Pre-Construction

• Convert aerial measurement reports into digital proposals in minutes, including material pricing and e-signature.
• Integrate with CompanyCam to sync site photos into proposals before presenting to the homeowner.
• Set automated appointment reminders and post-proposal follow-ups via SMS and email.

Construction

• Dispatch work orders to crew with scope, materials, and delivery address pulled from the signed proposal.
• Track job progress on the kanban board; assign per-stage tasks with due dates and assignees.
• Order roofing materials to job-site address directly from the CRM in three clicks.

Closeout & Operations

• Create invoices from signed proposals in seconds with accurate line-item pricing.
• Collect credit card and ACH payments online; track outstanding balances from a unified dashboard.
• Export contacts, invoices, and payment data to QuickBooks Online (Scale plan) for bookkeeping.