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What is RoofIT?

RoofIT is an all-in-one CRM solution designed specifically for roofing companies, helping them stay organized, connected, and profitable by bringing together every facet of their operations into an intuitive platform that the entire team can easily navigate. This innovative software enhances job management, enabling users to track projects from the initial lead to final completion, and incorporates automated workflows to aid in scheduling, task management, and smooth communication between office staff and field teams. Offering the ability to produce real-time reports, RoofIT supplies valuable insights into performance, revenue, and productivity through live data, which enhances both team collaboration and customer interactions by allowing immediate sharing of updates, photos, and notes, thereby reducing the risk of scattered communications and overlooked details. In addition, the software features integrated accounting capabilities with QuickBooks Online, which helps eliminate the hassle of duplicate entry for estimates, invoices, and expenses, while also providing supplier integrations that facilitate easy ordering of materials from partners such as ABC Supply and SRS Distribution, with direct access to live pricing and delivery tracking within job files. RoofIT not only acts as a software tool but also serves as an essential ally in refining and improving the operational efficiency of your roofing business. Ultimately, it empowers teams to work more effectively together, leading to better outcomes for both the business and its customers.

What is CapOut?

CapOut is a groundbreaking platform that harnesses advanced AI technology tailored for roofing and restoration contractors. Upon receiving a scope PDF from an insurance adjuster, CapOut carefully examines each line item and converts it into a well-organized ESX file that can easily be uploaded into Xactimate. It assesses potential profits by trade, factoring in the contractor's actual material prices and labor expenses, and generates comprehensive material and labor orders sorted by trade, all from a single PDF upload. For professional users, CapOut offers the flexibility to implement customized pricing and labor cost strategies, ensuring that the profit analysis reflects their unique cost structure rather than relying on broad industry norms. Furthermore, CapOut includes an AI Claim Assistant, which supports contractors in identifying potentially disputed line items and revealing any omissions in the scope. Created by a seasoned contractor with over 15 years of experience in managing insurance restoration projects, CapOut prioritizes the transition from scope to production as a key workflow component, rather than viewing it as an afterthought, thereby promoting efficiency and dependability in the process. This meticulous approach not only streamlines project management but also significantly boosts the effectiveness of handling restoration projects in a highly competitive landscape. By integrating such innovative features, CapOut positions itself as an essential tool for contractors seeking to optimize their operations.

Media

Media

Integrations Supported

HubSpot CRM
QuickBooks Accountants
QuickBooks Online
Salesforce
Xactimate
Zapier

Integrations Supported

HubSpot CRM
QuickBooks Accountants
QuickBooks Online
Salesforce
Xactimate
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$349 per month
Free Trial Offered?
Free Version

Pricing Information

250
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RoofIT

Company Location

United States

Company Website

roofitsolutions.com

Company Facts

Organization Name

CapOut

Date Founded

2022

Company Location

United States

Company Website

capout.ai/

Categories and Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Categories and Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

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