Custom Roof Proposals
Loved by +1000's
4.8
Proposals That Earn Trust & Get Signed
Win more jobs with high-converting, professional proposals built for roofers. RoofPilot gives you fully branded, customizable proposals with built-in e-signatures and real-time tracking—so you know exactly when customers open, view, and sign.
Core Features
Proposals That Help You Close
From polished templates to real-time engagement tracking, every feature is designed to move homeowners from interested to signed.
Start with proven proposal templates designed specifically for roofing projects. Add your logo, colors, and photos. Include warranty details, financing options, and testimonials. Every proposal looks polished and professional—even if design isn't your thing.
Key Features:
- 10+ professional roofing templates
- Custom branding
- Drag-and-drop photo galleries
- Pre-written sections
- Warranty & financing templates
Pre-Built Templates & Custom Branding
Give customers choices without creating three separate proposals. Show bronze, silver, and gold packages side-by-side. Studies show customers spend 30% more when offered tiered options. Upsell without being pushy.
Key Features:
- Up to 3 pricing tiers per proposal
- Highlight "recommended" option
- Compare features side-by-side
- Optional add-ons and upgrades
- Automatic price calculations
Good-Better-Best Pricing Options
Know the moment your proposal is opened, which pages they focus on, and how long they stay. Get real-time alerts while they’re reviewing—so you can follow up at the perfect time, stay ahead of the competition, and close with confidence.
Key Features:
- Real-time open notifications
- Page-by-page engagement tracking
- Time spent on each section
- Device and location data
- Multiple view tracking
Follow Up at the Perfect Moment
Create proposals directly from your estimates—no re-entering data. Customer details, measurements, and pricing flow automatically from Measurements to Estimates to Proposal. Once the proposal is signed, you can instantly generate a work order, ensuring a seamless transition from sale to production without missing a step.
Key Features:
- One-click from estimate to proposal
- Customer data auto-filled
- Proposal templates from estimates
- Auto-schedule on acceptance
- Payment processing integrated
Connected From Start to Finish
More Features
More Than Just Proposals
Proposals are one piece of the puzzle. Here's everything else that works together to help you close and complete jobs.
Keep your entire operation organized with a central hub for every active project. Monitor progress, manage details, and move jobs forward without the back-and-forth.
Document every job with photos organized automatically by property and date. Build a visual record that protects your business and showcases your work.
Get accurate roof measurements from satellite imagery in minutes. Receive detailed reports with pitch, area, and material quantities ready for estimating.
Create professional, branded proposals with photos, measurements, and pricing. Customers can review, compare options, and e-sign from any device.
Order materials directly from suppliers without leaving the platform. Track delivery status and ensure everything arrives on-site when your crew needs it.
Work Orders
Generate work orders automatically from customer signed proposals. Crews get complete job details, material lists, and instructions in one place.
Assign tasks to your team and track completion in real time. Keep everyone involved accountable and ensure nothing slips through the cracks.
Send professional invoices and collect payments instantly via card or ACH. Get paid faster with automated reminders and online payment links.
Schedule sales appointments, inspections, and assign crews to jobs. Keep everyone aligned with real-time updates if a schedule happens to change.
Reviews
Trusted By Roofing Professionals
Discover why roofing pros choose RoofPilot for streamlined ops and proven results. Users see big efficiency gains like faster closures and less waste, with tools built for real roofing challenges. Join the community transforming their businesses today.
Saving 10+ Hours a Month With AI Automation
"I was spending 15+ hours a week on estimates and proposals. Now it's 3 hours. RoofPilot gave me my weekends back while growing my business. Best roofing company software decision I've made."
Tools Providing Safer Workflows Serious Efficiency
"The measurement tool alone is worth it. We reduced material waste from 18% to 7%. That's thousands of dollars per month back in our pocket. Plus, no more dangerous roof climbs for measurements."
42% More Jobs in Six Months RoofPilot's Winning Edge
"RoofPilot helped us secure 42% more jobs within the first six months. The follow-up system paid back the software expense by a factor of ten. I'm frustrated we stuck with our previous roofing tool for so long."
Integrations
Frequently Asked Questions
Questions about creating and sending proposals with RoofPilot? Here are answers to the most common questions from roofing professionals.
Can I customize proposals with my company branding?
Yes. You can add your logo, company colors, and contact information to every proposal. Templates are full customizable, so your proposals look professional and consistent with your brand.
Can I offer multiple options in one proposal?
Yes. RoofPilot lets you present good, better, and best options in a single proposal. Homeowners can compare options side-by-side and select the one that fits their budget, which often leads to higher-value sales.
How do customers sign proposals?
Proposals include built-in e-signature capability. Customers can review and sign on any device, whether they're on a phone, tablet, or computer. No printing, scanning, or mailing required.
Can I track when a customer views my proposal?
Yes. RoofPilot notifies you when a customer opens your proposal and how long they spend viewing it. This helps you time your follow-ups and understand which proposals need attention.
Can I include photos and measurements in proposals?
Yes. You can attach job photos, measurement reports, and material breakdowns directly in the proposal. This gives homeowners all the information they need to make a decision without requesting additional documents.
How do proposals connect to other RoofPilot features?
Proposals pull data from your estimates and measurements automatically. Once a proposal is signed, it can generate invoices, work orders, and material orders without re-entering any information.
Can I send proposals from my phone?
Yes. You can create, customize, and send proposals from the RoofPilot mobile app. This lets you close deals on-site while the homeowner is still engaged.
What happens after a customer signs?
Once signed, the proposal status updates automatically in your CRM. You can then generate work orders for your crew, create material orders, and schedule the job, all from the same record.
