Features and Benefits
Why Choose RoofOps?
RoofOps Provides All the Tools You Need to Run Your Roofing Company
...for a fraction of what our competitors charge
Estimates
Build estimates using the accessory database or by creating custom accessories. Set parameters such as squares, roof details, insurance, margins, etc.
Customer Database
The integrated CRM allows you to maintain a customer database with historical information on communications, estimates, and projects.
Proposals
Quickly create customer readable proposals using accessory specific templates. Proposals are then sent for manager approval and delivered to the customer.
Inspections
Inspection reports are created on your mobile device and then instantly published to your RoofOps account. Inspections include photos with detailed descriptions for the customer.
Invoices
Create invoices within projects and email them to the customer. Payments can also be recorded and tracked using the AR module.
Project Management
Upgrade proposals to projects and track the progress all the way to completion with project updates.
Contracts
Automatically generate contracts with your terms and conditions on a single form that can be emailed and accept digital signatures.
Live Dashboard
A dashboard view for each user account constantly updates with estimates and projects as they pass through the business workflow.
Google Maps Integration
Google Maps integration gives a visual representation of the roof being services and verifies the physical location.
Cost Tracking
Real-time cost tracking in the project management module allows monitoring of the actual job expenses in relation to the estimated costs.
Accessories Database
Create a master database of accessories to be used in all new estimates. The database contains pricing, measurement units, sales tax info, and descriptions.
Integrated Email
Email customers directly from the RoofOps interface and attach proposals, inspection reports, and invoices.
Specialized User Accounts
Multiple user accounts choices allow you to assign only the specific access and privileges that are required for each user's unique job responsibilities.
Reminder Notifications
Create reminder notifications for yourself or your co-workers providing information on upcoming tasks.
Communication Logging
Log and track all communications with customers for improved customer relationship management and historical record keeping.
Custom Accessories
Create custom accessories in estimates and projects when specific job needs are not populated in the accessory database.
Photo Uploads
Upload unlimited job site photos through inspection reports and project updates to share with customers or browse in the RoofOps interface.
Document Uploads
Attach unlimited documents to inspection reports and projects when additional 3rd party information is needed for a job.
Sales Reports
Track sales performance at a company or rep level to determine areas of success and opportunities for improvement.
Optional Proposal Items
Mark items in your proposals as optional so that the customer can see pricing differences and choices within a single proposal.
PDF Exports
Numerous PDF export options are available for estimates, inspection reports, materials lists, proposals, and invoices.
Stay connected to the office everywhere you go...
RoofOps is Cloud-based Software
No more storing or keeping track of paper estimates, invoices, or records. All customer and job data is stored on secure RoofOps servers and accessible from anywhere you go, 24 hours a day, 7 days a week.
Tablet & Mobile Optimized
Anyone with an internet connection and a RoofOps account can upload inspection reports, build estimates, and even obtain customer signatures from anywhere, freeing up your employees to spend more time on-site with customers, and less time stuck behind a desk.
User Accounts For Each Position in Your Company
RoofOps user accounts provide access to the specific tools needed for each position.
This approach minimizes interface clutter and provides a clean and easy to use interface.
User-Friendly Design
Unlike most of our competition, RoofOps is designed by roofing contractors for roofing contractors. With its simple, easy-to-use interface, you and your employees can be up and running on RoofOps in one business day.
* Time consuming training – NOT REQUIRED
Intuitive Customer Management
Your customers are your business, and RoofOps makes it easy to stay in touch with them. Access contact data, document communications, set reminders for follow up, and monitor estimates and projects for specific clients instantly.
Real-Time Job Tracking
From inspection to final payment, RoofOps allows you to stay updated the progress of each job, including cost estimates, materials usage, percentage of job completion, and even profit margin and commission figures.
Advanced Sales & Job Reporting
Our software helps you set and achieve your financial goals, with the ability to track revenue for ongoing and completed jobs and estimates, monitor sales performance for each representative, and forecast sales for the fiscal year based on current performance.
