Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
EagleView
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Integrations
EagleView
No
Google Calendar
No
Microsoft Outlook
No
QuickBooks Online
No
Pricing Details
$199 per month
Free Trial
Yes
Free Version
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
No
Billing & Invoicing
No
Checklists & Inspections
No
Commercial / Industrial
No
Dispatch Management
No
Lead Management
No
Photo Capture
No
Quotes / Estimates
No
Scheduling
No
Work Order Management
No
Product Features
Roofing
Aerial Measurement
Yes
Billing & Invoicing
Yes
Checklists & Inspections
Yes
Commercial / Industrial
No
Dispatch Management
No
Lead Management
Yes
Photo Capture
Yes
Quotes / Estimates
Yes
Scheduling
No
Work Order Management
No