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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CapOut is an innovative platform that utilizes AI technology specifically designed for roofing and restoration contractors. When a scope PDF is provided by an insurance adjuster, CapOut meticulously analyzes each line item, transforming it into a structured ESX file that can be seamlessly uploaded into Xactimate. It calculates potential profits by trade, utilizing the actual material prices and labor costs of the contractor, and produces ready-to-use material and labor orders categorized by trade, all from just one PDF upload. For professional users, there is the option to implement personalized pricing and labor cost strategies, ensuring that the profit overview accurately represents their specific cost framework rather than relying on generalized industry standards. Additionally, CapOut features an AI Claim Assistant that aids contractors in pinpointing line items that may be disputed and identifying any gaps in the scope. Developed by an experienced contractor who managed insurance restoration projects for over 15 years, CapOut emphasizes the importance of the transition from scope to production as a vital workflow rather than a mere afterthought, ensuring efficiency and reliability in the process. This attention to detail enhances the overall effectiveness of managing restoration projects in a competitive market.

Description

Exterio is a comprehensive platform for roofing CRM and project management aimed at enhancing communication among exterior contractors, expediting job estimates, managing leads effectively, and securing more projects in areas such as roofing, siding, windows, gutters, decks, maintenance, and various other exterior endeavors. Previously known as Roof Chief, Exterio stands out as an AI-driven CRM that boosts sales efficiency while maintaining smooth operational and production processes. By leveraging smart automations, it allows contractors to accelerate their workflows, improve follow-ups through integrated communication tools, and deliver a polished purchasing experience via digital sales proposals, all within an intuitive platform capable of handling the entire business operation. Every interaction, including leads, calls, texts, emails, and projects, is centralized from the initial contact through to the signed agreement, featuring automated text and email sequences, reminders, custom workflows, assignment of tasks, pipeline monitoring, contact management, customer portals, and a complete communication log associated with each project. This holistic approach not only enhances productivity but also contributes to a more organized and efficient way of managing exterior contracting jobs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

EagleView No 
Google Calendar No 
HubSpot CRM Yes 
Microsoft Outlook No 
QuickBooks Accountants Yes 
QuickBooks Online No 
Salesforce Yes 
Xactimate Yes 
Zapier Yes 

Integrations

EagleView Yes 
Google Calendar Yes 
HubSpot CRM No 
Microsoft Outlook Yes 
QuickBooks Accountants No 
QuickBooks Online Yes 
Salesforce No 
Xactimate No 
Zapier No 

Pricing Details

250
Pay As You Go - $0 / mo
Free Trial Yes 
Free Version No 

Pricing Details

$199 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CapOut

Founded

2022

Country

United States

Website

capout.ai/

Vendor Details

Company Name

Exterio

Founded

2013

Country

United States

Website

www.getexterio.com

Product Features

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

Product Features

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

Alternatives

Alternatives

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