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Average Ratings 0 Ratings

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ease
features
design
support

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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

Enhance your quoting and measuring efficiency using the premier take-off tool available in the industry. Enjoy immediate roof assessments, automated high-definition measurements, and stunning proposal visuals. Ensure precise roof measurements across the United States with exceptional aerial imagery provided by Nearmaps. Our innovative A.I. assistant, Liz, is dedicated to guiding you through every step of the measurement process, from pitch recognition to distinguishing various line types. With Liz's support, you can eliminate concerns over inaccurate roofing estimates for good! Don’t keep your prospects waiting; deliver your proposals almost instantly. Just trace the outlines of your upcoming roofing project with an easy drag-and-click motion, allowing you to grasp the scope and costs of your project in real-time, all while boosting your efficiency and professionalism. This streamlined process not only saves you time but also enhances client satisfaction.

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

$99 per 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

Roofgraf

Founded

2014

Country

Canada

Website

www.roofgraf.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

Alternatives

Alternatives