RoofSnap

Step 1: Measure the roof remotely using DIY tools.

Step 2: Generate an instant estimate with Good, Better, Best options.

Step 3: Present the estimate to the customer over the phone.

Step 4: Qualify the lead based on their budget and needs.

Step 5: Schedule an in-person appointment for qualified leads.

Step 1: Obtain accurate roof measurements.

Step 2: Use the detailed estimate builder to add line items for materials and labor.

Step 3: Apply markups and discounts as needed.

Step 4: Generate a professional-looking estimate PDF with company logo.

Step 5: Send the estimate to the customer via email.

Step 1: Create a new project for each customer.

Step 2: Add customer contact information and project details.

Step 3: Upload photos and documents related to the project.

Step 4: Track the progress of the project through different stages.

Step 5: Communicate with the customer directly from the project interface.

Step 1: Generate an invoice from the project.

Step 2: Send the invoice to the customer with a payment link.

Step 3: The customer pays securely online via credit card or ACH.

Step 4: The payment is automatically recorded in RoofSnap.

Step 5: Send payment reminders for overdue invoices.

Step 1: Use RoofSnap to measure the roof remotely using aerial imagery.

Step 2: Generate a detailed measurement report.

Step 3: Create an estimate based on the measurement report.

Step 4: Present the estimate to the customer virtually.

Step 5: Only visit the site for installation after the contract is signed.