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Description
RoofIT is a comprehensive CRM software specifically tailored for roofing businesses, enabling them to maintain organization, connectivity, and profitability by consolidating all aspects of their operations into a single, user-friendly platform that the entire team can easily adopt. This software streamlines job management, allowing users to oversee projects from initial lead through to final completion, featuring automated workflows that facilitate scheduling, task updates, and seamless communication between office personnel and field teams. With the capability to generate real-time reports, RoofIT provides insights into performance, revenue, and productivity through live data, enhancing both team collaboration and customer interactions by allowing for immediate sharing of updates, photos, and notes, thus preventing scattered messages and overlooked details. Furthermore, the software integrates built-in accounting features with QuickBooks Online to eliminate the need for duplicate entry of estimates, invoices, and expenses, while also offering supplier integrations that enable effortless ordering of materials from partners like ABC Supply and SRS Distribution, complete with live pricing and delivery tracking directly accessible within your job files. This makes RoofIT not just a tool, but a vital partner in optimizing your roofing business operations.
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
QuickBooks Online
Pricing Details
$349 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
RoofIT
Country
United States
Website
roofitsolutions.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