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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
Only software that offers an automated solution for takeoff and estimation for commercial roofing companies. The EDGE™, professional roofing estimating software, is robust and powerful yet simple enough to be used by most roofing contractors and professional estimators. It can be set up in a matter of days. The EDGE features include:
- All-in-one roofing software that includes cost-estimating and takeoff.
- Capability to measure standing seam metal roofing and tapered insulation
- Calculations for fastener lengths
- Customized pricing to ensure accurate roofing bids
Complex calculations for labor and materials costs in real-time
The EDGE roofing software was developed by roofing professionals. It is intuitive and includes extensive databases of roofing-specific products from manufacturers.
API Access
Has API
No
API Access
Has API
No
Integrations
EagleView
Yes
Field Materials
No
Followup CRM
No
Google Calendar
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Integrations
EagleView
No
Field Materials
Yes
Followup CRM
Yes
Google Calendar
No
Microsoft Outlook
No
QuickBooks Online
No
Pricing Details
$199 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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
Yes
Mac
Yes
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
No
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
Yes
Vendor Details
Company Name
Exterio
Founded
2013
Country
United States
Website
www.getexterio.com
Vendor Details
Company Name
Estimating Edge
Founded
1986
Country
United States
Website
www.estimatingedge.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
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
Yes
Calculators
No
Change Orders
Yes
Contract Management
No
Cost Database
Yes
Customer Management
No
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
No
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
Yes
What-if Analysis
Yes
Roofing
Aerial Measurement
No
Billing & Invoicing
No
Checklists & Inspections
Yes
Commercial / Industrial
Yes
Dispatch Management
No
Lead Management
No
Photo Capture
No
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Takeoff
3D View
No
Assembly Takeoff
Yes
Cross Section Creation
Yes
Electronic Plans
Yes
Elevation Checking
No
Error Checking
Yes
Site Balancing
No
Slope Routines
No
Subcontractor Management
Yes
