Estimates That Close.
Built in Minutes.
Full Configure, Price, Quote for roofing. Build estimates with packages, upgrades, and materials — then generate professional PDF proposals and get e-signatures. Your materials ordering list is ready before you leave the driveway.
The Problem
Sloppy Estimates Lose Deals.
Homeowners judge your company by your estimate. Hand-written numbers on a clipboard don't inspire confidence. Spreadsheet estimates take 45+ minutes and still have errors. Meanwhile, the roofer who shows up with a polished proposal and upgrade options wins the job.
Unprofessional Proposals
Handwritten or basic spreadsheet estimates undercut your credibility. Homeowners expect polished, branded documents.
Margin Leakage
Without profit controls, reps discount too much or miss material costs. Margins erode on every job.
Material Errors
Manual material calculations lead to over-ordering or emergency runs to the supplier. Both cost you money.
How It Works
Package. Price. Propose. Sign.
Select a Package
Choose from pre-configured roof packages — shingle, metal, tile, flat. Each package includes base materials, labor rates, and default specifications.
Configure Upgrades
Apply upgrade options — synthetic underlayment, ice & water shield, premium shingles, ridge vent. Each upgrade auto-calculates material quantities and pricing.
Review & Adjust
See line items, materials lists, profit margins, and total pricing. Adjust quantities, add custom items, or apply profit-level overrides as needed.
Send & Sign
Generate a branded PDF proposal. Send it to the homeowner for e-signature. Track when they open, view, and sign — all from the CRM.
CPQ Capabilities
The Most Powerful Roofing Estimate Builder.
Roof Packages
Pre-configured packages with base materials, labor, and defaults. Create unlimited packages for different roof types and price tiers.
Upgrade Groups & Options
Organize upgrades into groups (ventilation, underlayment, accessories). Each option has its own materials, pricing, and quantity rules.
Materials Ordering List
Automatically generate a complete materials list from the estimate. Quantities calculated from roof measurements. Ready to send to suppliers.
Profit Level Controls
Set profit margins by tier — good, better, best. Override at the user level for experienced reps. Protect margins while giving flexibility.
Sketch Overlays
Annotate property photos with roof sketches directly in the browser. Draw measurements, mark damage areas, and include visuals in proposals.
Comparison Views
Present multiple estimate options side-by-side. Let homeowners compare good/better/best packages with clear pricing differences.
Full Feature List
Everything the Estimate Builder Does
Stop Losing Leads.
Start Closing More.
Every missed call is a lost roof. RoofIQ's AI Call Agent ensures you never miss another lead — while the rest of the platform helps you close them.