AI TOOL PROFILE
Exterio (formerly Roof Chief) Roofing CRM and Estimating Software
- Construction
- CRM
- Roofing contractors
- Exterior remodeling companies
- Siding and gutter installers
- Small to medium-sized construction teams
Pricing
The Pro plan starts at $199 per month, with additional users costing $49 per month. Field-only users are included for free.
At a glance
- Best for
- Roofing contractors, Exterior remodeling companies, Siding and gutter installers, Small to medium-sized construction teams
- Key use cases
- Lead Engagement, Bid Preparation, On-Site Closing, Production Tracking, Payment Collection
- Integrations
- EagleView, GAF QuickMeasure, CompanyCam, QuickBooks Online, Google Calendar
- Official website
- Visit roof chief official website
How AI is used
Exterio, formerly known as Roof Chief, is a CRM and project management tool built for exterior contractors. It supports workflows for roofing, siding, windows, gutters, and deck projects, combining lead tracking with production management in one system.
The software is designed for contractors who need to manage lead intake and move toward signed contracts. It includes tools for automated communication and professional proposal generation that can be signed digitally on-site.
Buyers can manage project lifecycles, including material ordering, crew scheduling, and payment collection. The platform includes integrations with measurement services to support the estimating process.
Buyers should confirm if the user-based pricing for additional team members fits their budget and whether the integrated financing options align with their business needs.
Key Features
Lead and Contact Management
Tracks leads and projects through customizable pipeline stages with automated text and email follow-ups.
Estimating Tools
Provides a workspace to build detailed material and labor breakdowns or use quick-select options for quoting.
Digital Proposals
Creates customizable professional proposals that support eSignatures and down payment requests.
AI Property Insights
Provides estimated square footage, roof pitch, and aerial imagery via EagleView AI when an address is entered.
Job Management
Includes tools for scheduling, material ordering, and job site documentation with photo and video uploads.
Payments and Financing
Supports ACH, credit card processing, and integrated homeowner financing through Wisetack.
Customer Portal
Allows clients to log in to view project progress, scheduling, and invoices.
Use Cases
Lead Engagement
Using automated text and email sequences to keep prospective customers engaged from initial intake to contract.
Bid Preparation
Generating project estimates using imported measurement reports or manual inputs to calculate material and labor costs.
On-Site Closing
Using tablet-ready proposals and eSignatures to secure contracts and down payments while at the job site.
Production Tracking
Managing crew schedules and documenting job site progress through photos and notes for internal and client review.
Payment Collection
Sending digital invoices and offering financing options to help homeowners manage project costs.
Integrations
- EagleView
- GAF QuickMeasure
- CompanyCam
- QuickBooks Online
- Google Calendar
- Outlook Calendar
- Wisetack
FAQ
What is Exterio?
- Exterio (formerly Roof Chief) is a CRM and project management platform built for roofing and exterior contractors to manage leads, estimates, and production.
How much does Exterio cost?
- The Pro plan starts at $199 per month, with each additional user costing $49 per month. Field users are included at no extra cost.
Does Exterio support integrated payments?
- Yes, the platform supports credit card and ACH processing, as well as integrated homeowner financing through Wisetack.
Can Exterio handle different types of exterior work?
- Yes, it is designed to support roofing, siding, windows, gutters, decks, and maintenance projects.
Source category: Construction
Source subcategory: CRM
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