Overview

Roofing Pro Systems is a CRM & Business Management System built for roofing contractors to manage sales and operations from leads-to-invoicing. With our system, you have: Sales: - Full CRM & Pipeline Management. (Lead Capture Forms, Sales Cycle Segmentation, Visual Sales Board, & More) - Sales Dialer & Phone System. - Email Broadcaster, Drip Campaign Manager, & Communication Platform. ( Email, SMS Text, and Voice Broadcaster) - Sales Metric Reporting & Leaderboard. (Great for creating internal competition among sales team) - Generate Custom Proposals and Manage Existing Proposals. - Aerial Measurement Tool. (Estimate square footage, number of squares, feet, and more) - Produce, Digitally Sign, and Manage Contracts. - Financing Application Manager & Online Document Retrieval. Service: - Create & Manage Work Orders. - Assign & Schedule employees, crews, and projects installation dates. - Visual Service Board - Auto-Dispatching based off availability, vicinity, and territories. - Employee GPS Monitoring via LiveMap. - Track Permits and Project Tasks. Billing: - Create & Send Invoices. - Accept Payment via Stripe using credit card or e-check. - Load Products and Create Bundles to simplify proposals. Record Keeping: - Keep details of job-related income and expenses. - Receipt Capturing. - Books & Ledgers. - Client Work History. - Client Warranty Records. - Assets, Vehicles, Facility, & Inventory Management. - Service Maintenance records & Mileage capturing. - Library of Custom Report ranging from (Lead sources, cost, profit & loss, and just about anything else you want) Employee Management: - Punch Clock & Hour Tracking - Payroll Reporting - Commission Tool - Vacation, Sick Days, & Personal Leave Management - Training Platform - Intra-company troubleshooting database & support library. Work-Flow Automation: - Create automation of tasks, communications, and processes. (Saves time, money, and stress of manual work)