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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Put away your old measuring tools and notebooks for good, as our innovative mobile measurement technology will effortlessly compute and document measurements using only the camera on your iPhone or iPad. You can forget about Excel and toss those calculators aside, because our mobile application handles all the calculations with just a few taps. Presenting a bid in person during your initial visit to the client's home makes it significantly harder for them to decline your offer, so don't let someone else swoop in first! Our specialized measurement and proposal app for exterior contractors enables professionals like you to secure 40% more contracts. Just as fashion evolves over the years, so do styles in home siding, windows, and doors, which bodes well for your business's future if you're in the exterior remodeling field. To capitalize on this trend, it’s crucial for you and your team to stay informed about the latest styles and ensure your skills remain sharp and relevant. By doing so, you will not only enhance your expertise but also provide your clients with the best possible service and design options available.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

Integrations

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

Pricing Details

$199 per month
Free Trial
Free Version

Pricing Details

$50.00/month
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

Exterio

Founded

2013

Country

United States

Website

www.getexterio.com

Vendor Details

Company Name

GO Figure

Country

United States

Website

gofigure.build/

Product Features

Roofing

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

Product Features

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Alternatives

Alternatives