RooferPro

On-demand business management software for roofing companies

About RooferPro

RooferPro is an on-demand roofing solution with tools for estimating, bid building, contact management, sales, product catalog management, price management, scheduling, and marketing. The RooferPro software can be customized for each roofing business to provide personalized end-to-end customer lifecycle management.

With the aim of helping roofing businesses to close more sales and deliver professional bids to their customers, RooferPro provides features to track, manage, and market to every client throughout each step of the sales cycle. The contact management tools facilitate access to client information and documents, prospecting details, job notes, client history, to-do lists, opportunities, and more, and all communication with a specific client can be tracked through the contact tab. RooferPro integrates with QuickBooks in order to autofill pre-defined fields on contact forms including name, company, address, phone number, website, email, and more. Contacts and prospects can be assigned to company sales reps for personal tracking and communication throughout the conversion process.

In order to aid sales reps in managing their day-to-day tasks RooferPro facilitates the tracking of tasks and activities, scheduling of meetings, creation of estimates, assignment of jobs, creation of templates, and more. Users can see what their fellow sales team members are working on at any time, and assign tasks as needed based on availability or skills. The shared calendar provides a space for users to input individual or team meetings and activities, and view their colleagues' agenda.

Key benefits of RooferPro

  • Create estimates for jobs using the RoofMeasure tool which allows users to create custom roof plans using aerial satellite technology. The RoofMeasure tool allows users to define measurements, materials, slopes and more, in order to estimate costs.

  • Schedule meetings, tasks, activities, and more using the calendar tool. Filter calendar views by day, week, or month, and select a team member or view the entire team schedule.

  • Create promotional content and send to clients or prospects in order bring in more leads. Emails can be sent to customers based on time or event triggers such as pre-appointment, welcome, job finish, referral, and more.

  • Choose from a range of pre-built templates for documents and emails to save time on regular communications. All templates can be edited and customized using the HTML editor.

  • Integrate RooferPro with business websites to manage web pages and embed a sign-up form to gather new leads and auto fill their data into the RooferPro database.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, Australia

    Supported Languages

    English

    Images

    Create estimates using the RoofMeasure satellite imaging technology
    Track tasks and activities for individuals and entire teams
    View logs and reports of completed activities and bids
    Use the calendar tool to view upcoming tasks or personal appointments
    Receive reminder alerts for upcoming appointments or meetings
    View 6 more
    RooferPro video
    RooferPro screenshot: Create estimates using the RoofMeasure satellite imaging technology RooferPro screenshot: Track tasks and activities for individuals and entire teams RooferPro screenshot: View logs and reports of completed activities and bids RooferPro screenshot: Use the calendar tool to view upcoming tasks or personal appointments RooferPro screenshot: Receive reminder alerts for upcoming appointments or meetings

    Features

    Total features of RooferPro: 45

    • Activity Tracking
    • Appointment Management
    • Calendar Management
    • Change Order Management
    • Client Management
    • Contact History
    • Contact Management
    • Content Management
    • Custom Fields
    • Customer Database
    • Customer Experience Management
    • Customer History
    • Customizable Templates
    • Document Storage
    • Email Marketing Management
    • Email Templates
    • Employee Management
    • Employee Self Service
    • Estimating
    • Filtered Views
    • Forecasting
    • Geographic Maps
    • Geolocation
    • Inspection Management
    • Lifecycle Management
    • Meeting Management
    • Opportunity Management
    • Permission Management
    • Price Management
    • Product Catalog
    • Project Budgeting
    • Project Estimating
    • Project Notes
    • Prospecting Tools
    • QuickBooks Integration
    • Real Time Notifications
    • Request Routing
    • Role-Based Permissions
    • Sales Tracking
    • Summary Reports
    • Supplier Management
    • Task Scheduling
    • To-Do List
    • Website Integration
    • Website Management

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    Reviews

    Overall rating

    5 /5
    (1)
    Value for Money
    5/5
    Features
    5/5
    Ease of Use
    5/5
    Customer Support
    5/5

    Already have RooferPro?

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    Showing 1 review
    Scott L.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    We have used RooferPro for several years

    Reviewed on 07/05/2018

    Pros

    Pros:
    We have been using RooferPro Estimation Software for over eight years. RooferPro lets us make more appointments each week, keep track of our customers and close more sales. Our salesmen like it because it is easy to use, and they save time by producing great bids in minutes after measuring a roof. The customer can see pictures the estimator just took of problem areas and they can sign the agreement on an iPad. We particularly like the RoofMeasure feature so we can now do our own satellite reports. RoofMeasure lets us measure it in our office in minutes the same day, saving time when we walk their roof to confirm their measure. (We always hand measure their roof when we do make the trip to confirm the report and close the sale.) We are glad to say our RoofMeasure estimates are spot on, and best of all, there is no extra cost.

    Cons

    RooferPro is a cloud-based system, so all info is shared instantly automatically. Some competing software systems require you to install on each laptop. You use their software offline, but they require a licensure fee on each individual device, and the information has to be uploaded to share, so that is a trade-off. RooferPro charges one flat rate for all our users and users can access our account from any device on-line: laptops, iPads, and even smart phones. We often do the estimate inside the customer's home in a few minutes. When we are in rural areas, many homeowners have a Wi-Fi router they will allow us to access. If they do not have a router, we use the hotspot feature on our cell phone. In most areas we can get decent cellular signal strength to function quickly. Since the vast majority of our customers are in cities, this is an infrequent requirement. In rare cases, we get our virtual paperwork in order, print it out and do things "old school" with paper and pen!

    RooferPro FAQs

    Below are some frequently asked questions for RooferPro.

    RooferPro offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    Contact RooferPro for pricing information. Setup price is discounted for certified OC, GAF, CertainTeed contractors.

    RooferPro offers the following features:

    • Activity tracking
    • Aerial measurement
    • Appointment management
    • Building product database
    • Calculators
    • Calendar management
    • Change order management
    • Checklists & inspections
    • Client management
    • Contact history
    • Contact management
    • Content management
    • Cost database
    • Custom fields
    • Custom pricing options
    • Customer database
    • Customer experience management
    • Customer history
    • Customizable templates
    • Document storage
    • Email marketing
    • Email templates
    • Employee management
    • Employee self service
    • Estimating
    • Event triggered email
    • Forecasting
    • Geographic maps
    • Geolocation
    • Group calendars
    • Inspection management
    • Meeting management
    • Opportunity management
    • Permission management
    • Photo capture
    • Price data / price books
    • Price management
    • Product catalog
    • Project budgeting
    • Project estimating
    • Project notes
    • Prospecting tools
    • QuickBooks integration
    • Real time notifications
    • Request routing
    • Role-based permissions
    • Sales tracking
    • Summary reports
    • Supplier management
    • Takeoff
    • Task scheduling
    • To-do list
    • Website integration
    • Website management

    RooferPro has the following typical customers:

    Small Business, Mid Size Business

    RooferPro supports the following languages:

    English

    We do not have any information about what devices RooferPro supports

    RooferPro integrates with the following applications:

    QuickBooks Online Advanced

    RooferPro offers the following support options:

    Phone Support, Online Support

    Related categories

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