Roofr Product Suite | Best Software for Roofing Businesses
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Products built with the feedback from real roofing businesses, and designed by our team of experts to offer you the most powerful and easy-to-use tools on the market.
Capture qualified leads Measure roofs from home Custom digital contracts Order materials accurately Send work orders Create invoices in a click Capture payments securely Streamline it all
INSTANT ESTIMATOR
Instant homeowner estimates that let you quote & qualify fast
Capture qualified leads
Offer your leads a free instant roof estimate in exchange for their contact info. You get qualified leads, they get a roof estimate.
Include your pricing
Quotes are created using your own pricing and include price ranges so leads get a ballpark figure, with no commitment.
Share quotes & book a calls
Offer your leads custom links to share their quotes, and include meeting links so they can book time to discuss a roof replacement.
measurement reports
Roof measurement reports delivered in as little as 2 hours
Premium roof measurements
Includes all the info you need like pitch, direction, length, area, structures summary, and diagram.
Material estimates*
Includes a materials estimate for 0%, 10%, recommended, and 15% waste. Included on Essentials and Scale, or $5 add-on on Starter.
Delivered in 2 hours*
Trust you'll get the measurements you need faster than it would take to hand measure. Delivered in 2 hours on Scale, 2 hours on Essentials, 6 hours on Starter with Measure+ add-on, or 24 hours on the free Starter plan.
Proposals
Stunning, fully customizable proposals that close deals 10x faster
Create custom proposals
Create a fully customizable proposal with your pricing, business info, and more.
Offer good, better, best options
Offer multi-option proposals to provide your leads with options that they can digitally select.
Collect e-signatures in seconds
Send off in a click to collect e-signatures and track every time a lead views your proposal.
Integrated material pricing with ABC Supply
Connect Roofr to your ABC Supply account for real-time material pricing updates before you send out a proposal.
material ordering
Order materials from your suppliers to a job site in only 3 clicks
Create material orders fast from proposals
Create material orders online with quantities pulled directly from your Roofr Proposal so you never order too much or too little.
Submit orders to your supplier instantly
Submit an order in seconds to your preferred supplier with your agreed pricing. They’ll get your request instantly and get to work.
Get materials delivered directly to your job site
Never worry about sending materials to the wrong location again. Order directly to the address pulled from your job details on Roofr.
Work Orders
Document your scope, materials, and crew payment
Clearly outline your scope
Outline important job details like materials, job address, customer info, and photos for your team or subcontractors so everyone is on the same page.
Keep your crew on track
Erase customer disputes and keep the team on track with detailed instructions and customer requests so there’s no chance of missed work or miscommunications.
Send work orders in a click
Create and send work orders by email directly from Roofr and track what work is being ordered and when. You’ll get peace of mind and a clear record of requests.
invoicing
Create detailed invoices fast with pricing pulled from your proposals
Create invoices from proposals
Create invoices from proposals so you never collect the wrong amount again.
Send in a click to customers
Send invoices digitally to your customers in a click so there’s no surprises once the job is done.
Collect deposits
Collect deposits for jobs so you can cover your costs, and never fall behind on your expenses.
payments
Request and collect payments digitally from anywhere, anytime
Process payments instantly
Process your payments directly in the Roofr platform for easy collection.
Track payment statuses
View all balances and their statuses so you never suffer from an overdue payment again.
Competitive fees and pricing
2.8% + 30¢ transaction fee for Mastercard, Visa, and Discover cards, and a 0.5% for processing with a cap of $40 transaction maximum on ACH/EFT.
Tackle all areas of your business with Roofr CRM
Job management Automations Collaboration Performance tracking Email & SMS Calendar PDF Signer
Job board\ \ Easily manage the jobs in your pipeline. Track job progress, follow up on leads, and keep your whole team on the same page.\ \ \ \ Dynamic kanban board\ \ \ \ Job status updates\ \ \ \ Filter and saved views\ \ \ \ User permissions Job stages\ \ Stay organized and up to date on all the jobs in your pipeline. Job stages make it easy to know what’s on track and what needs attention.\ \ \ \ Customizable stages\ \ \ \ Drag and drop status update\ \ \ \ Automate tasks by stage\ \ \ \ Real-time revenue tracking Job cards\ \ Organize, order, manage, and track every part of your job in one place — so nothing ever slips through the cracks.\ \ \ \ Upload files and documents\ \ \ \ Assign tasks and reminders\ \ \ \ Track job activity\ \ \ \ Collaborate with your team
Job stage automations\ \ Automate actions on your jobs based on status changes. Move jobs through your pipeline faster without the effort.\ \ \ \ Custom automations\ \ \ \ Templated automations\ \ \ \ Time based triggers\ \ \ \ Action based triggers Task automations\ \ Automatically assign tasks for each step of your process so you know the work that needs to get done, gets done.\ \ \ \ Standardize your processes\ \ \ \ Assign tasks to job stages\ \ \ \ Assign tasks to team members\ \ \ \ Forget manual reminders Communication automations\ \ Automated emails and texts for better follow-up with customers. Confirm appointments, get paid faster, and get your time back.\ \ \ \ Email and text templates\ \ \ \ Personalization tokens\ \ \ \ Appointment reminders\ \ \ \ Payment request & follow-up
Job assignment & user permissions\ \ Assign the right tasks to the right person at the right time to cut through the noise and keep your team on track.\ \ \ \ Manager-only settings\ \ \ \ Assign job relevant tasks\ \ \ \ Track and filter by assignee\ \ \ \ Protect sensitive info Notes & tagging\ \ Capture important notes, send internal messages, and collaborate with your team directly on the job card.\ \ \ \ Live internal messages\ \ \ \ Tag any team members\ \ \ \ Quickly find relevant notes\ \ \ \ View messages anywhere Job task reminders & activity cards\ \ Send reminders so your team never misses a task or loses a hot lead. Plus, real-time job activity keeps you updated at every step.\ \ \ \ Upcoming task reminders\ \ \ \ Overdue task reminders\ \ \ \ Detailed activity log\ \ \ \ Digital task checklist
Lead performance\ \ Track your top performing lead sources to know what’s working well and where to focus your effort.\ \ \ \ View total sales reps value\ \ \ \ Track conversion rates\ \ \ \ Find best marketing channels Sales performance\ \ Understand why you’re losing out on jobs and how much it’s costing you. Get the insights to improve your strategy and boost revenue.\ \ \ \ Discover $ on jobs won\ \ \ \ Jobs won vs lost values\ \ \ \ Lost jobs value and reasons\ \ \ \ Total jobs lost and reasons Business insights\ \ View all your most important business metrics at a glance so you can understand if you’re on pace to meet targets, top performing months, and more.\ \ \ \ View total earnings\ \ \ \ Track monthly revenue\ \ \ \ Discover earnings of your average job
Email\ \ Get better visibility on homeowner communications across your team and ensure your customers are getting a consistent experience.\ \ \ \ Create custom templates\ \ \ \ Choose existing templates\ \ \ \ Send proposals and invoices\ \ \ \ Send one-off emails Text\ \ Ensure homeowners are getting professional and consistent updates every step of the way, no matter who they’re speaking with.\ \ \ \ Company phone number\ \ \ \ Text templates\ \ \ \ Attach digital proposals\ \ \ \ Invoicing follow-ups Automated comms\ \ Trust that homeowners are receiving proper and professional follow-up by automating your company’s outreach.\ \ \ \ Consistent messaging\ \ \ \ Automation templates\ \ \ \ Automatically personalized\ \ \ \ Perfectly timed messages
Calendar View\ \ Manage job events in the Roofr calendar. Get an at-a-glance view of your daily, weekly, and monthly schedules without switching tools.\ \ \ \ Daily, weekly, monthly views\ \ \ \ Organize events by type\ \ \ \ Filter events by team\ \ \ \ Google Calendar integration Connected job details\ \ Calendar events and job details are linked for better job visibility. Ensure you and your team always know what needs to happen next, and when.\ \ \ \ Create events from a job\ \ \ \ View job-related events on the job card\ \ \ \ Manage work from the calendar Event automations\ \ Eliminate time-consuming manual follow-ups by automating homeowner reminders and updates.\ \ \ \ Use events to trigger messages\ \ \ \ Automate appointment reminders\ \ \ \ Notify teams
Signable documents\ \ Upload documents, add signature fields, and save templates for quick sending.\ \ \ \ Upload and save PDFs\ \ \ \ Add e-signature fields\ \ \ \ Reuse templates anytime\ \ \ \ Send documents and receive e-signatures Connected job details\ \ Keep contracts, checklists, and signed forms organized and easy to find inside the job card.\ \ \ \ Streamline job workflows\ \ \ \ Assign documents to jobs\ \ \ \ Keep all files centralized Signature status tracking\ \ Stay updated on every document in real time. Monitor when documents are sent, opened, and signed.\ \ \ \ Live status tracking\ \ \ \ Attach to jobs\ \ \ \ Centralized document view
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Features you can get excited about
Sales
Instant Estimator →
Instant homeowner estimates with your pricing that empowers you to quote and qualify fast.
Measurements →
Roof measurement reports from $13, delivered in as little as 2 hours on paid plans.
Proposals →
Stunning, fully customizable digital proposals you can create and send off for e-signatures in minutes.
PDF Signer
Turn any PDF into a signable document that can be sent, signed and tracked in Roof so your paperwork never gets forgotten.
Production & ordering
Material Ordering
Convert signed proposals into material orders with a click, and send to your supplier directly from Roofr.
BETA
Work Orders
Keep peace of mind knowing that the scope, materials, and crew payment is clear and documented.
Calendar & Scheduling
Simplify appointment scheduling and automates homeowner communications while keeping your team connected.
BETA
Job Costing
Track material, labor, and overhead costs in one place to understand your profit margins and ensure every job stays on budget.
Payments
Invoicing →
Create invoices from proposals in seconds with pricing you can trust to always be accurate.
Payments →
Request and collect payments from your customers online, and process them securely right in your Roofr dashboard.
Financing
Offer your customers direct financing options through our GoodLeap partners, without worrying about getting paid.
Quickbooks integration
Job tracking & job management
Job Board
View every job in your pipeline at once, and track their progress with ease.
Job Stages
Fully customize your view to streamline operations. Discover bottlenecks and track opportunities.
Job Cards
Organize, order, manage, and track every part of your job in one place — so nothing ever slips through the cracks.
CRM Home
An aggregated view of upcoming tasks and job data, so you can quickly prioritize work and stay on track.
Automations
Stage Automations
Automate your job stages so they move through your job board when actions are taken by your customers or team.
Task Automations
Create tasks that will automatically be added to your job card when jobs reach a certain stage.
Communication Automations
Send email and SMS texts to your customers when you need to update them. They’ll appreciate your transparency.
Communication
BETA
Send emails to your customers directly from your Roofr job cards. They’ll get the info they need instantly, and you’ll have one less thing to do.
BETA
Texting
Do your customers respond faster to texts? Send SMS texts directly to your customers to let them know what’s happening with their roof. Available for $49 / month on subscription plans.
Automation
Enjoy endless opportunities to automate your process in Roofr, like automatically sending an email follow-up when a proposal hasn’t been signed.
Collaboration
Job Assignment & User Permissions
Stay in control of the things with user permissions, and ensure your sales teams gets equal opportunities with job assignments.
Notes & Tagging
Enjoy live team interactions with job card notes, messages, and tagging. Your team will have the visibility they need to get the job done right.
Task Reminders & Notifications
Get reminders about tasks that your team has to complete. Never forget about work that’s left unfinished.
Performance metrics
Team Performance
Discover which of your sales reps bring in the best leads so you can track who, where, and what is bringing in the most revenue.
Workflow Performance
Get a birds eye view of your business operations, including lead performance, win rate, revenue insights, and more.
Business Insights
Get real-time data on what’s in your pipeline to stay on top of where jobs are stuck, so you can make instant impact.
OUR GUARANTEE
Why we’re better than the other guys
Free, unlimited software training for your team
On a paid plan? Unlike the other guys, we don’t charge training fees. That’s right. You and your team can enjoy free, unlimited training so you can master the Roofr platform, and make it work for you.
Access your data forever, even if you leave
Your data is yours, and so you should be able to access it. Whether you’re using Roofr or choose to move on, you’ll have free access to download your data forever.
One platform to replace them all, that anyone can use
Tired of having a ton of features you never use, and still having to jump between different software? We designed Roofr to be simple and include everything you need (and nothing you don’t).
Integrations your team will love
CompanyCam
Connect to your CompanyCam account to pull job images right into your Roofr Proposals. Your completed measurement reports and signed proposals will also be sent right to your corresponding CompanyCam job.
Zapier
Connect Roofr to your other software using Zapier. Send job details, customer info, proposals, measurements, invoices, and more to QuickBooks or anywhere you need them.
Starter
Essentials
Scale
CompanyCam
Zapier
QuickBooks
ABC Supply
Our implementation team is unmatched (and won’t cost you $2k in training fees)
Get free, unlimited training sessions for your whole team
Connect with a human in less than 1 minute, and get unlimited training sessions so you have the confidence you need to run your operations smoothly on Roofr.
Fast answers, and custom solutions to all your questions
Our team is trained in-depth on the Roofr platform, and are ready with unique ideas and solutions to all your questions and pain points.
Pre-built templates, catalogs, and much more
Our team will build your catalog and proposal templates so you can start creating proposals and ordering materials at the drop of a hat.
A roofing software built for you
Finally, one simple and easy-to-use platform that lets you run your roofing business seamlessly.
We're Roofr: The all-in-one software for roofers - YouTube
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Why our customers love Roofr
“Thalha is excellent at his role, and Roofr implementation was painless with his help! After 3 virtual sessions, my implementation is complete thanks to his expertise. I know I'll have additional questions in the future, but it will be a breeze with Thalha as a resource.”
Ward Metcalfe
Roofng Done Wright
“I joked that Meredith would be my new best friend by the end of this implementation, and it’s true! She’s been awesome to work with. CRM transitions are daunting, but Meredith and entire Roofr account setup team have been amazing! Makes us excited for what’s ahead.”
Dena Elie
Bluefox Roofing & Renovations
“From the start of our onboarding, our integration specialist, Nicole, made the experience exceptional. She took the time to understand our business, tailoring Roofr to fit our processes. Together, we built out a CRM that now allows us to take a roof report and, within minutes, create multiple proposal options with materials seamlessly built in—making production efficient and stress-free.”
Melissa Rogers
C2C Roofing & Restoration
“Working with Nicole was an amazing experience. She was patient, problem-solving oriented, and anticipated questions we might have. The implementation process was a relieving experience and Nicole's ability to meet with us, even on short notice, was very valuable to our team. This experience was educational and stress-reducing. It has helped us organize our system and sell and complete more jobs effectively. Thank you guys!”
Joshua Horner
Cambria Exteriors
“Nicole, our senior implementation specialist, set up a wonderful proposal template for each manufacturer, integrated our catalog, and walked us through each feature on Zoom calls. She's an absolute tech wizard.”
Jason Taylor
Complete Roofing
“Roofr has completely transformed the way we manage proposals—streamlined, intuitive, and genuinely built to grow with our business. It’s more than a tool. It’s a partner in our success.”
Nick De Prez
Patriot Roofing
“I've implemented a lot of software in my career, so I know that support from the software company is often the difference between a great or a mediocre software solution. Jessica has been amazing since we first signed on: coordinating a lot of the implementation heavy lifting, and always being super available and knowledgeable via email or video calls.”
Mark Schmidt, COO
Mr. Roofing, Inc.
“The implementation team at Roofr worked hard to make sure my business was up and running on their platform quickly. It was a very thorough process which resulted in a CRM set up exactly for my business's needs.”
Gabe Ante
Roof Now
Last year, Roofr pretty much doubled our production from the year before and we didn't really do anything different except use Roofr’s Proposal tool. The feedback we were getting was amazing. We were noticing deals closing overnight.
Joseph Andrews
Mastercraft Roofing
With payments, we can be at the point where the plywood is getting put on the roof when we're getting a sign change order, and we're getting paid for it. That's amazing.
Amanda Veinott
Maven Roofing & Exteriors
We truly enjoy using [the Roofr] platform. It is so easy to use, economical, fast and very reliable. Keep up the good work there. We are hooked! It saves us so much time, and as you know time is money.
Greenhead Construction LLC
Greenhead Construction LLC
If you're not using Roofr, you are missing out! Their new CRM is by far the best investment I've made and now 3 proposals in a row I've won with the best looking presentation! Their new invoicing tool has already made my life so much more enjoyable.
Jason Shumway
Bradford Xteriors
[Automating small tasks] definitely helps us keep things organized, streamlines our process, and allows everybody to see where jobs are at so that we can work more efficiently and execute our own personal tasks.
Matthew Watson
Watchman Roofing
The way that the Roofr CRM collects sales data is amazing. I don’t need thousands of unnecessary bells and whistles in my software. Roofr gives you everything you actually need, and it's simple to use.
Juan Rodriguez
Salus Exteriors
Roofr's customer service and accuracy… we use their tools daily. It's saved us 10's of thousand of dollars. We are huge fans of the product.
Ben Morrow
ROOF TIGER
I have been using Roofr Services for the past two years, and my team and I are very satisfied, impeccable turnaround timing, user friendly website, great support team to back it all up and the best of all the price is a fraction of what I was paying before with much more accurate and detailed info.
Bees Construction
Bees Construction
I had to measure 42 roofs in 18 hours, I knew I couldn't do it by hand and meet the deadline. Roofr was able to help me measure them all using Roofr Reports, with time to spare. They helped me each step of the way. I've never experienced that level of service before. If I could rate them higher than 5 stars, I would.
Justin Phillips
Landmark Roofing
I saw what a I saw from other companies and how they were operating - and just thought I would streamline it from the start. With me moving to Roofr solely - I can focus on 1 app, instead of trying to manage 3 apps.
Chase Caldwell
Homemasters
Ward Metcalfe
Roofng Done Wright
Dena Elie
Bluefox Roofing & Renovations
Melissa Rogers
C2C Roofing & Restoration
Joshua Horner
Cambria Exteriors
Jason Taylor
Complete Roofing
Nick De Prez
Patriot Roofing
Mark Schmidt, COO
Mr. Roofing, Inc.
Gabe Ante
Roof Now
Joseph Andrews
Mastercraft Roofing
Amanda Veinott
Maven Roofing & Exteriors
Greenhead Construction LLC
Greenhead Construction LLC
Jason Shumway
Bradford Xteriors
Matthew Watson
Watchman Roofing
Juan Rodriguez
Salus Exteriors
Roofr's customer service and accuracy… we use their tools daily. It's saved us 10's of thousand of dollars. We are huge fans of the product.
Ben Morrow
ROOF TIGER
Bees Construction
Bees Construction
Justin Phillips
Landmark Roofing
Chase Caldwell
Homemasters