Estimates & proposals
Proposals that price themselves.
Build an estimate from a template, let your formulas work out the quantities from the roof's measurements, and send a polished proposal the homeowner can sign and pay a deposit on from their phone.
Good, better, best
Packages side by side, with optional add-ons.
Formula pricing
Quantities come from measurements, not guesswork.
Sign and pay
Accept, sign, and put down a deposit in one visit.
01
Templates do the heavy lifting
Set up your systems once. Every estimate starts from a template with your products, labor, and terms already in place.
- Estimate templates with packages and line items
- Product catalog with costs, units, and supplier part numbers
- Labor rates and shingle color options
- Terms from the template, the company default, or the single estimate
02
Quantities from measurements
Write a formula once, such as squares times waste, and it fills in quantities on every estimate for that job.
- A shared library of pricing formulas
- Uses the job's measurements: squares, pitch, ridges, eaves, and more
- Waste factors per formula
- Roof size pulled automatically when a job is created, where available
03
Packages and add-ons
Give homeowners a choice instead of a single number, and let them add upgrades themselves.
- Good / better / best packages on one estimate
- Add-ons such as gutters or ridge vent that apply to chosen packages
- Presentation decks you design once and pick per estimate
- Build and edit estimates from the mobile app at the kitchen table
04
Close it on the spot
The proposal goes out as a link. The homeowner reviews, signs, and pays from any device.
- Electronic acceptance and signature
- Card deposits through secure Stripe payment links
- Accepted estimates can trigger automations, like creating the next work order
Works hand in hand with
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We’re onboarding roofing and exterior contractors now. Tell us about your company and we’ll walk you through it.