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RooferPro

Name: RooferPro
Rating: 4.5 (2 reviews)

By RooferPro

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Highlights : About RooferPro

Price data / price books

Building product database

Cost database

Photo capture

Checklists & inspections

Aerial measurement

Calculators

Takeoff

Contact management

Client management

Customer history

Prospecting tools

Appointment management

To-do list

Document storage

Custom fields

QuickBooks integration

Customer database

Sales tracking

Contact history

Email templates

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.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

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.