--- title: Features | Exterio (Formerly Roof Chief) Roofing CRM & Estimating Software description: Explore Exterio (formerly Roof Chief), a roofing CRM and estimating platform built to help contractors streamline operations, build estimates faster, manage jobs, and get paid — all in one system. --- [Skip to content](https://www.getexterio.com/features#main-content) [![Exterio-CRM](https://www.getexterio.com/hs-fs/hubfs/Exterio%20-%20Website%20Banner.png?width=1000&height=350&name=Exterio%20-%20Website%20Banner.png)Homepage](https://www.getexterio.com?hsLang=en) - Features - [Powerful Features](https://www.getexterio.com/features) - [Integrations](https://www.getexterio.com/integrations?hsLang=en) - [Pricing](https://www.getexterio.com/pricing?hsLang=en) - Resources - [Resource Hub](https://www.getexterio.com/resources?hsLang=en) - [Referral Program](https://www.getexterio.com/referrals?hsLang=en) - [Newsroom](https://www.getexterio.com/newsroom?hsLang=en) - [Help Center](https://www.getexterio.com/help?hsLang=en) - [Free Trial](https://www.getexterio.com/exterio-crm-free-trial-request?hsLang=en) - [Sign In](https://www.getexterio.com/exterio-roof-chief-log-in?hsLang=en) [Schedule a demo](https://meetings.hubspot.com/alan-parris/exterio-website-demo-request) - Features - [Powerful Features](https://www.getexterio.com/features) - [Integrations](https://www.getexterio.com/integrations?hsLang=en) - [Pricing](https://www.getexterio.com/pricing?hsLang=en) - Resources - [Resource Hub](https://www.getexterio.com/resources?hsLang=en) - [Referral Program](https://www.getexterio.com/referrals?hsLang=en) - [Newsroom](https://www.getexterio.com/newsroom?hsLang=en) - [Help Center](https://www.getexterio.com/help?hsLang=en) - [Free Trial](https://www.getexterio.com/exterio-crm-free-trial-request?hsLang=en) - [Sign In](https://www.getexterio.com/exterio-roof-chief-log-in?hsLang=en) [Schedule a demo](https://meetings.hubspot.com/alan-parris/exterio-website-demo-request) # 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. [Schedule a demo](https://meetings.hubspot.com/alan-parris/exterio-website-demo-request) ![Feature Page - Overall Hero - Exterio PNG-1](https://www.getexterio.com/hs-fs/hubfs/Feature%20Page%20-%20Overall%20Hero%20-%20Exterio%20PNG-1.png?width=1800&height=1800&name=Feature%20Page%20-%20Overall%20Hero%20-%20Exterio%20PNG-1.png "Feature Page - Overall Hero - Exterio PNG-1") ## 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. ![Feature Page - Mobile Image-2](https://www.getexterio.com/hubfs/Feature%20Page%20-%20Mobile%20Image-2.png "Feature Page - Mobile Image-2") ![CRM-Management Feature Image](https://www.getexterio.com/hubfs/CRM-Management%20Feature%20Image.png "CRM-Management Feature Image") ## 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. ![Estimating Feature Image v2-1](https://www.getexterio.com/hubfs/Estimating%20Feature%20Image%20v2-1.png "Estimating Feature Image v2-1") ![Proposal Feature Image](https://www.getexterio.com/hubfs/Proposal%20Feature%20Image.png "Proposal Feature Image") ## 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. ![Calendar Feature Image](https://www.getexterio.com/hubfs/Calendar%20Feature%20Image.png "Calendar Feature Image") ![Payment Feature Image-1](https://www.getexterio.com/hubfs/Payment%20Feature%20Image-1.png "Payment Feature Image-1") ## 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. ## 3.2% + 30 cents #### Credit and Digital Wallet Fee #### ![Cards](https://www.getexterio.com/hubfs/Card%20Strip.png) ### 1% ($50 Cap) #### ACH / Bank Transfer Fee  #### ![Cards](https://www.getexterio.com/hubfs/Space%20Block.png) ### 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! [Schedule a demo](https://meetings.hubspot.com/alan-parris/exterio-website-demo-request) [![Exterio - Website White](https://www.getexterio.com/hs-fs/hubfs/Exterio%20-%20Website%20White.png?width=200&height=70&name=Exterio%20-%20Website%20White.png "Exterio - Website White")](https://www.getexterio.com?hsLang=en) [mailto:hello@getexterio.com](mailto:hello@getexterio.com) - [Features](https://www.getexterio.com/features) - [Integrations](https://www.getexterio.com/integrations?hsLang=en) - [Pricing](https://www.getexterio.com/pricing?hsLang=en) - [Resources](https://www.getexterio.com/resources?hsLang=en) - [Request a demo](https://meetings.hubspot.com/alan-parris/exterio-website-demo-request) - [Free Trial](https://www.getexterio.com/exterio-crm-free-trial-request?hsLang=en) - [Sign In](https://www.getexterio.com/exterio-roof-chief-log-in?hsLang=en) **CONTACT US** Exterio 110 N Wacker Dr. Suite 2500 Chicago, IL 60606 (888) 842-2082 hello@getexterio.com --- [Privacy Policy](https://app.myexterio.com/privacy) · [Terms of Service](https://app.myexterio.com/terms)· © 2026 Exterio, a product of Roof Chief Inc. All rights reserved.