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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 Core CRM Pro?

Utilizing the strengths of FileMaker's Workplace Innovation Platform, we created Core CRM Pro to manage essential aspects of your business activities. This innovative solution allows for seamless integration with QuickBooks, eliminating the hassle of duplicating the entry of contacts, vendors, and invoices while simplifying your workflows. The versatile CRM provides the convenience of accessing your FileMaker data from an iPad or a web browser, enabling you to easily update contacts, create notes, and issue invoices with great efficiency. By adopting Core CRM Pro, you’re not merely overseeing your data; you are also significantly boosting productivity and driving improvements in your overall business performance. Embrace this powerful tool to transform how you operate and achieve your business goals.

Media

Media

Integrations Supported

QuickBooks Online
Claris FileMaker

Integrations Supported

QuickBooks Online
Claris FileMaker

API Availability

Has API

API Availability

Has API

Pricing Information

$349 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Productive Computing

Date Founded

1996

Company Location

United States

Company Website

www.productivecomputing.com/products/core-crm-pro-filemaker-crm/

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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