Effortlessly Manage Your Jobs from Start to Finish
Contact cards show your most recently active customers.
Edit a contact to add phone numbers, job locations, and custom CRM fields.
The contacts table presents a spreadsheet view of contact data, including sort and export to CSV.
Win more jobs with an intuitive CRM
Roof Chief enables even the busiest roofers to manage leads without any slipping through the cracks. From our mobile friendly interface, to automated follow ups, Roof Chief makes sure you turn more inquiries into wins.
- Capture leads directly on your website with our integrated lead form
- Mobile friendly for use in the field and office
- Automated reminders and follow ups
- Track from lead to proposal to project won
Enter estimate measurements manually or import from a measurement provider.
Quickly import measurements from EagleView reports.
Use built-in or custom formulas to calculate additional measurements.
Material & labor costs for the job are automatically calculated from your measurements and product catalog.
Easily visualize your profit and costs to optimize your sales price.
Maximize profit with our industry-leading estimating
The heart and soul of the Roof Chief platform. Build with countless hours of Roofer input to ensure Roof Chief has the most customizable, accurate, and detailed estimating tools available today. The result? More accurate estimates in less time.
- Exact measurements available from EagleView® and GAF® QuickMeasure
- Manage profit margin down to the square inch
- Account for materials, labor, tear off, permits, and any unique cost in your projects
- Instantly turn estimates into customer proposals
Build a proposal visually with as much or as little detail as you need.
Edit any text within the proposal building blocks.
Re-order and change text styles of proposal sections.
Receive signed proposals offline or online with secure e-signatures.
Quickly build professional, detailed proposals
Close your customers with interactive proposals. After your customer accepts, easily gather e-signatures and invoice all through one platform.
- Send customized, engaging proposals
- Start with multiple prebuild proposal templates
- Collect electronic signatures right in Roof Chief
- Track job lifecycles to get paid on time
Dashboard includes pre-defined, customizable reports.
Heads Up Summary of Current Activity
Compare performance of your lead funnels
Total sales performance across a customizable time period
Sales by service type across a customizable time period
Sales by salesperson type across a customizable time period
Compare salesperson performance across a customizable time period
Powerful reporting to grow your bottom line
Data and tracking are key. With Roof Chief we track everything, from lead funnel, sales team performance, and job pricing accuracy, giving you the ease to dive into any aspect of your business to easily identify what is working and how to improve your process today.
- Interactive and powerful performance dashboards
- Fast and customizable reporting
- Stay high level or deep dive into the details
- Automated summary emails sent to your team at any time