Roofing Estimate Software That Closes More Jobs
Build detailed roofing proposals with material calculations, photos, and financing options. Get homeowner approval with e-signature before you leave the kitchen table.
Everything You Need for Roofing Estimates
Material Calculations
Calculate squares, bundles, underlayment, flashing, and ridge cap from roof measurements. Accurate material quantities every time.
Photo Documentation
Include inspection photos of storm damage, missing shingles, rotted decking. Visual evidence justifies the scope to homeowners and insurers.
Good-Better-Best
Present shingle tiers: 3-tab vs. architectural vs. designer. Let homeowners choose their price point and upgrade naturally.
Financing Options
Offer payment plans right in the estimate. Reduce sticker shock on $8,000-$20,000 roof replacements. Close more deals.
E-Signature
Homeowners approve estimates electronically at the kitchen table. No waiting days for signed contracts to come back.
Win Rate Tracking
See which estimates convert. Track close rates by shingle type, price point, and sales rep. Optimize your presentations.
Frequently Asked Questions
How do roofers create estimates on-site with Business Genie?
After the roof inspection, you build the estimate on your tablet while sitting with the homeowner. Select the roof size (or enter measurements), choose shingle type, add underlayment, flashing, ridge vent, and labor. The system calculates material quantities and totals automatically. Add the inspection photos showing damage areas—this builds trust and justifies the scope. Present multiple options (3-tab, architectural, designer) so the homeowner can choose their budget. Email or present the estimate on-screen for e-signature approval before you leave.
Does Business Genie calculate roofing material quantities automatically?
Yes. When you enter the roof dimensions (squares), Business Genie calculates the quantities needed: shingle bundles per square, rolls of underlayment, linear feet of drip edge, ridge cap bundles, and fasteners. You can adjust waste factors for complex roof lines (more cuts = more waste). The system also tracks your standard material packages—you might have a "standard install" package and a "premium install" package with different underlayment and warranty levels. This ensures accurate material orders and consistent pricing.
How does financing help roofing contractors close more jobs?
A new roof is a major expense—$8,000 to $20,000+ for most homeowners. Many qualified buyers hesitate because they don't have that cash available. Offering financing changes "I can't afford it right now" to "$150/month." Business Genie integrates with financing partners so you can present payment options right in the estimate. Homeowners can apply and get approved in minutes, often while you're still at the kitchen table. You get paid in full at job completion; the homeowner pays over time. Roofing contractors report 25-40% higher close rates when offering financing.
Can Business Genie track which roofing estimates get approved?
Yes. The dashboard shows your estimate conversion rate—overall and by job type (storm damage, re-roofs, new construction), shingle tier, price range, and sales rep. You can see which shingle brands and price points close best. If you have multiple salespeople, you can compare their close rates and average ticket sizes. You can also see how long estimates sit before approval—helping you optimize follow-up timing. Many roofing companies find their close rate jumps 20-30% just from better follow-up on pending estimates.
Related Resources
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