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Replace disconnected CRM, measurement, estimating, proposal, invoicing, payment tracking, and customer communication tools with one connected workflow.
Includes 2 users
$1,990.00 billed yearly
Core CRM, estimates, proposals, and invoicing.
Included with this plan
Includes 5 users
$3,490.00 billed yearly
Advanced finance workflows and stronger automation.
Included with this plan
Includes 10 users
$5,990.00 billed yearly
Operational scale controls and premium reliability tooling.
Included with this plan
Available catalog add-ons
Advanced Reporting
$39.00 per month
$468.00 billed yearly
QuickBooks Add-on
$49.00 per month
$588.00 billed yearly
Compare the practical tools your team uses to win work, deliver the job, collect payment, and keep the homeowner informed.
Keep contacts, properties, leads, and job history connected.
Trace roof planes on satellite imagery and retain the geometry with the job.
Turn reviewed measurements into material quantities and consistent pricing.
Build itemized estimates with labor, material, margin, and tax context.
Prepare homeowner-ready proposals, share them, and capture approvals.
Create and send invoices without re-entering the approved job scope.
See recorded payments, remaining balances, due dates, and invoice status.
Surface overdue invoices and revenue that needs follow-up.
Give customers one place for proposals, approvals, updates, photos, and invoice status.
Keep customer conversations and job context in the same workspace.
Coordinate office and field teams without mixing messages into customer threads.
Capture site updates and supporting evidence against the right customer and job.
Preserve decisions, follow-ups, and source context for the team.
Assign work, due dates, and follow-ups across the operation.
Keep supplier records and purchasing context organized.
Review a durable history of important workspace changes.
Move approved accounting data through a controlled QuickBooks workflow.
Give leaders deeper operational and financial reporting views.
Route support requests to the service queue, ordered by plan tier.
| Workflow & capability | Starter $165.83/mo $1,990.00 yearly | Growth $290.83/mo $3,490.00 yearly | Scale $499.17/mo $5,990.00 yearly |
|---|---|---|---|
Roofing CRM & customer records Keep contacts, properties, leads, and job history connected. | |||
In-house roof measurement Trace roof planes on satellite imagery and retain the geometry with the job. | |||
Material takeoffs & price books Turn reviewed measurements into material quantities and consistent pricing. | |||
Estimates & job costing Build itemized estimates with labor, material, margin, and tax context. | |||
Proposals, PDFs & e-signatures Prepare homeowner-ready proposals, share them, and capture approvals. | |||
Professional invoicing Create and send invoices without re-entering the approved job scope. | |||
Payment & balance tracking See recorded payments, remaining balances, due dates, and invoice status. | |||
Collections visibility Surface overdue invoices and revenue that needs follow-up. | |||
Homeowner portal Give customers one place for proposals, approvals, updates, photos, and invoice status. | |||
Unified customer inbox Keep customer conversations and job context in the same workspace. | |||
Internal team chat Coordinate office and field teams without mixing messages into customer threads. | |||
Field work capture Capture site updates and supporting evidence against the right customer and job. | |||
Internal notes Preserve decisions, follow-ups, and source context for the team. | |||
Task management Assign work, due dates, and follow-ups across the operation. | |||
Supplier management Keep supplier records and purchasing context organized. | |||
Audit history Review a durable history of important workspace changes. | |||
QuickBooks Online connection Move approved accounting data through a controlled QuickBooks workflow. | |||
Advanced reporting Give leaders deeper operational and financial reporting views. | |||
Priority support Route support requests to the service queue, ordered by plan tier. |
Confirm current commercial terms before purchase.
Account setup and checkout must show the current eligibility, renewal, cancellation, refund, tax, fee, and payment-method terms before you commit.
