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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Installation firms across the United States have discovered a solution to their order management difficulties through Cilio CiO field service software. These companies sought to reduce paperwork, enhance scheduling tools, streamline mobile order management, and simplify the process of capturing purchase orders from retail partners, and we have successfully met those needs. Cilio CiO is designed to assist installers in managing a diverse range of projects, whether the job originates from Lowe’s, Home Depot, another home improvement retailer, or directly from customers, covering everything from plumbing and roofing to doors, windows, flooring, and much more. With CiO, all your job-related information is consolidated in a single location, encompassing job notes, documentation, photographs, measurements, and work schedules. Cilio CiO uniquely enables the importation and automatic population of your customized business forms. Additionally, our software provides user-friendly scheduling features with drag-and-drop functionality, comprehensive calendar views, mobile signing and sending options, and seamless integration with QuickBooks along with portals from Home Depot and Lowe’s. This holistic approach not only streamlines operations but also enhances communication and efficiency across all aspects of the installation process.

Description

RoofLink serves as a comprehensive CRM solution specifically designed for roofing industry professionals, equipping them with an extensive array of tools to enhance and automate multiple facets of their business operations. Among its standout features is a built-in roof measuring tool that accurately captures dimensions for gutters, ridge vents, and fencing, which aids in formulating detailed project estimates while also allowing for immediate profit margin assessments. The platform boasts complete inspection functionalities, which help maintain organized records of roofing projects through job photo management and the ability to create polished PDF reports that are ideal for insurance claims. Additionally, the product library is efficiently managed with a pre-loaded supplier database, making it easy to generate estimates, work orders, and material requests straight from the roof measurement tool. RoofLink further enhances sales efforts with its canvassing and lead generation features, permitting teams to allocate and visualize sales territories, strategically avoid overlaps, and incorporate real-time weather and radar information into their planning. This integration of tools not only improves efficiency but also ensures that roofing professionals can respond swiftly to market demands and customer needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
CompanyCam
ContractorHUB
EagleView
HOVER
Measure Square
Stripe
SumoQuote
Zapier

Integrations

QuickBooks Online
CompanyCam
ContractorHUB
EagleView
HOVER
Measure Square
Stripe
SumoQuote
Zapier

Pricing Details

$100 per month
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cilio Technologies

Founded

2002

Country

United States

Website

www.ciliocio.com

Vendor Details

Company Name

RoofLink

Founded

2019

Country

United States

Website

rooflink.com

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

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