The Best Roofing CRM Features for a Smoother, More Profitable Business
Explore the features that power smarter roofing and exterior businesses — from automated workflows and real-time job tracking to streamlined estimates and high-converting proposals. Exterio (formerly Roof Chief) gives you the tools to manage every job with precision and less effort.
READY FOR THE FIELD
Mobile App
Keep the business running directly from your phone, perfect for those days when the job site or truck is your office.
Job Site Documentation
Keep your team and crews aligned by taking photos, videos, and notes, all within the Exterio software.
Win Jobs on the Spot
Create and deliver a job-winning proposal in minutes, allowing you to win customers on the spot before they consider other options.
Dashboards & Reports
On vacation but still want to stay in the loop? Check sales, track jobs in progress, and monitor team goals, all while enjoying time with your family.
A CRM BUILT FOR ROOFERS AND EXTERIOR CONTRACTORS
Contact Management
Effortlessly track leads, contacts, and jobs in one place. Streamline communication, manage tasks, and ensure nothing slips through the cracks.
Automation
Automated text and email follow-ups keep your leads engaged and ensure they don’t slip through the cracks. All messages and timing are customized to your business.
Lead Intake
Drive online leads by embedding a customizable Exterio lead form, automatically adding each submission to your lead database.
Customer Portal
Automatically generate personalized client portals where customers can stay updated on their project at any time, with access to scheduling, photos, proposals, and contracts.
Custom Stages
Create custom stages and statuses to manage every step, from new lead to paid invoice, tailored to how your business operates.
Task Management
Automated reminders and custom job views ensure leads and jobs progress smoothly across your entire team.
DETAILED AND QUICK ESTIMATING
EagleView & GAF Integration
Order and import EagleView and GAF QuickMeasure reports directly through Exterio to save time. Once received, Exterio automatically fills in report details and pre-populates sections, creating detailed estimates in seconds.
Custom Measurements
Measured the job yourself? Quickly input all measurements into our templated sections to generate area and pitch calculations for the project.
Material & Labor Costs
Instantly calculate material and labor costs with your custom product catalogs and pricing sheets.
Consistent Profit
Once expenses are calculated, set your profit margin target to know exactly how much profit you'll make on each job before sending the proposal.
Property Insights
Powered by EagleView® AI data, get estimated square footage, roof pitch, and aerial imagery the moment you enter an address in Exterio — no site visits, no waiting on reports.
CUSTOMIZED PROPOSALS
Fully Customizable
Whether using our fully customizable templates or a pre-existing proposal, every proposal can be built and tailored in our proposal editor to match your exact preferences.
Pre-Filled for Speed
Automatically pre-fill all job-related information, from contact details and materials to measurements and pricing, saving you time and helping you win the job.
Tablet and Mobile Ready
With our full-featured tablet and mobile capabilities, you can create and deliver a job-winning proposal in minutes, even when your office is the truck.
eSignature
Win customers on the spot by allowing them to sign proposals or contracts on-site with tablet and mobile-friendly eSign capabilities—no more waiting while they shop around.
Receive Down Payment Upon Signing
Request payment from the homeowner for your required down payment instantly after eSignature so you don't need to hunt down checks again.
JOB ORGANIZATION
Material Ordering
Once final measurements are recorded, seamlessly transfer all generated material quantities and specifications directly to your preferred supplier with the click of a button.
Job Management
Custom stages and statuses help you focus on the most important tasks for the day. Custom notifications and tasks ensure every job keeps moving forward.
Calendar Management
Organize your day and your team's schedule with our calendar that syncs directly with Google or Outlook Calendar.
Job Close Out
Once all expenses are calculated, set your profit margin target to know exactly how much profit you'll make on each job before sending out the proposal.
INVOICING AND PAYMENTS
CC and ACH Processing
Win more jobs by offering payment options that help you get paid faster. Exterio provides credit card processing, ACH/Bank Deposit, and financing, all through a simple and customer-friendly portal.
Invoicing
Create quick and easy invoices directly from job estimates and send them to customers to review and select their preferred payment method.
QuickBooks Integration
Keep all systems aligned by connecting Exterio with your QuickBooks Online account. Invoices and payment statuses sync directly with QuickBooks.
Embedded Financing
Offer easy financing with Wisetack — including 0% APR options that help homeowners say “yes” faster and help you win bigger jobs.
1% ($50 Cap)
ACH / Bank Transfer Fee
Ready to see what Exterio can do for you?
Schedule a customized demo to see why hundreds of small to midsized roofers trust Exterio every day to run their business!