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Average Ratings 0 Ratings

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ease
features
design
support

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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 

Screenshots View All

Screenshots View All

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 

Alternatives

Alternatives