Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
RooferForms offers a streamlined roofing document workflow tailored for independent contractors and small roofing teams. This platform enables users to convert organized project information into polished roofing proposals, contract drafts, change orders, scopes of work, estimates, and comprehensive insurance documentation packets. Contractors benefit from roofing-specific templates, allowing them to modify project scope, materials, pricing, payment terms, warranties, exclusions, and timelines, with the ability to download documents that are ready for clients. A free, web-based contract builder is accessible without the need for account creation. Additionally, users can opt for the Pro Scope & Contract Pack, which is available for a one-time fee of $29 and includes editable DOCX and PDF templates. While RooferForms emphasizes document creation, it does not provide complete CRM, dispatch, accounting, or project management solutions. It is important to note that the templates and guidance offered are intended for general business applications and do not constitute legal or insurance advice. Users can create and customize their documents efficiently, ensuring a professional presentation for their roofing projects.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
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
$0 free; $29 one-time
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
RooferForms
Founded
2026
Country
China
Website
getrooferforms.com
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
Roofing
Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management