RoofMetric: Roofing CRM

Elite Software Systems

About this app

RoofMetric is the field tool for roofing contractors. Measure a roof from aerial imagery without setting foot on a ladder, build the estimate on the driveway, and send a branded PDF before you leave.

MEASURE WITHOUT A LADDER
- Pull up any property and trace the roof from aerial imagery
- Get squares, ridge, hip, valley, eave and rake footage, plus pitch and facet counts
- Measurements save to the job, so there are no repeat trips and no guesswork

BUILD AND SEND ESTIMATES
- Line-item estimates that pull quantities straight from your measurements
- Save templates for your common jobs and reuse them in seconds
- Generate clean, branded PDF estimates with your logo, photos, and signature block
- Send for e-signature and get the signed copy back on the job
- Create material order worksheets to send to any supplier

FRONT DESK: YOUR BUSINESS LINE
- A real business phone number for your company, separate from your cell
- A shared call log your whole team can see, and texting from a number that is not your cell
- Turn on the AI receptionist and she answers when you cannot. She knows your services, your hours and your service area, books estimates straight onto your calendar, takes a message when the caller needs a person, and emails you the recording and a summary
- Both sides are told the call is recorded, and recording can be switched off

RUN THE BUSINESS
- Full customer database with jobs, photos, documents, and notes
- Visual pipeline: move jobs from Lead through Estimate Sent, Approved, In Progress, and Paid
- Tasks, reminders, and a built-in calendar
- Photo reports, contracts, and e-signature
- Invoice your customers and let them pay online
- Track job expenses and see profit per job

TAX CENTRAL
- Track business expenses by job and by Schedule C category
- Scan a receipt with your camera and let it fill in the details
- Collect a W-9 from every subcontractor you pay and keep it on file, encrypted, shown only as the last four digits
- See your Schedule C category totals in one place at year end

WORK AS A TEAM
- Your data syncs securely across all your devices and crew
- Invite crews and office staff to share customers, templates, and documents
- Everything backed up automatically

A RoofMetric account is required to use the app. Accounts are set up at https://roof-metric.com.

Aerial measurements are a professional estimating aid. Verify critical dimensions on site before ordering material.