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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

ShingleSuite enhances a contractor's website by integrating a branded roofing estimator that allows homeowners to enter their contact information, specify their address, and pinpoint their roof location. Before any measurements are taken, contractors receive the lead, ensuring timely follow-up. The system utilizes available aerial roof data and measurement validations to ascertain roof area, pitch, and provide a detailed roof drawing. When sufficient data is gathered, homeowners can assess estimated price ranges for the contractor's shingle options, which take into account configured costs for materials, labor, waste, tear-off, disposal, accessibility, and minimum job requirements. In cases where the data does not support a pricing estimate, the system can also capture inspection requests, as final quotes necessitate an inspection. Contractors can monitor leads through a user-friendly dashboard and are promptly alerted via email notifications. Additionally, the platform showcases solar potential when applicable data is present, making it a valuable tool for U.S. roofing contractors catering to the needs of homeowners. This comprehensive approach helps streamline the roofing estimation process while improving communication between contractors and potential clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

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

$150/month
Pro costs $150 per month as a flat subscription, with no setup fee.
Free Trial No 
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 No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Exterio

Founded

2013

Country

United States

Website

www.getexterio.com

Vendor Details

Company Name

Mississippi River Marketing LLC

Country

United States

Website

shinglesuite.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 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 

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No Alternatives