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What is Solo?

Dynamic proposals, paired with a comprehensive document management system and next-day turnarounds for CAD and engineering, significantly enrich the sales process, leading to improved deal closure rates and enhanced overall efficiency. Our solar and roofing software facilitates effortless access to your proposals, allowing for rapid customization regardless of location. With capabilities that include tailored company branding and integrated financing options directly within the proposals, our software effectively optimizes operations for greater deal closure and efficiency. Are your proposals sufficiently catering to the needs of your sales staff? In an era where quick responses are paramount, consumers anticipate real-time adjustments. The Solo solar proposal software empowers you to implement live changes through our dynamic and interactive features. By prioritizing speed and accuracy, your sales team can request and receive a proposal in just a few minutes while engaging directly with the customer in their home. Furthermore, our dedicated design team works alongside you to create a professional proposal template that aligns with your unique branding and sales goals, ensuring your presentations resonate with potential clients. This extensive level of customization not only elevates the professionalism of your proposals but also significantly enhances the chances of achieving successful sales outcomes, ultimately driving growth for your business. Embracing these innovations positions you to stay ahead in a competitive market.

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.

Media

Media

Integrations Supported

Docusign
Enerflo
Mosaic
Nearmap
Podium
QuickBooks Online
SPOTIO
SalesRabbit
SmartCallz

Integrations Supported

Docusign
Enerflo
Mosaic
Nearmap
Podium
QuickBooks Online
SPOTIO
SalesRabbit
SmartCallz

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$349 per month
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

Solo

Date Founded

2018

Company Location

United States

Company Website

gosolo.io

Company Facts

Organization Name

RoofIT

Company Location

United States

Company Website

roofitsolutions.com

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Roofing

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

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / 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

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