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About

Exterio is a roofing CRM and project management platform built to help exterior contractors communicate better, estimate jobs faster, manage leads, and win more work across roofing, siding, windows, gutters, decks, maintenance, and other exterior projects. Formerly Roof Chief, Exterio is an AI-native CRM designed to improve sales performance without sacrificing operations or production. It helps contractors move faster with intelligent automations, follow up better with integrated communications, and present a more professional buying experience with digital sales proposals, all on a clean platform that can run the entire business. Every lead, call, text, email, and project stays in one place from first contact to signed contract, with automated text and email sequences, reminders, workflows, ownership assignment, pipeline tracking, contact management, customer portals, and complete communication history tied to each job.

About

RooferForms is a lightweight roofing document workflow for independent contractors and small roofing teams. It helps users turn structured project details into professional roofing proposals, contract drafts, change orders, scopes of work, estimates, and insurance documentation packets. Contractors can use roofing-specific templates, edit project scope, materials, price, payment terms, warranties, exclusions, and schedules, then download client-ready documents. A free browser-based contract builder is available with no account required. The optional Pro Scope & Contract Pack is a $29 one-time purchase with editable DOCX and PDF templates. RooferForms focuses on document creation rather than full CRM, dispatch, accounting, or project-management functionality. Templates and guidance are for general business use and are not legal or insurance advice.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Exterior remodeling contractors who need one CRM to manage leads, estimates, proposals, job tracking, communication, payments, and field operations

Audience

Independent roofing contractors, small roofing companies, roof repair and replacement teams, roofing subcontractors, and general contractors that need roofing proposals, contract drafts, change orders, estimates, and reusable project-document templates.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$199 per month
Free Version
Free Trial

Pricing

$0 free; $29 one-time
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Exterio
Founded: 2013
United States
www.getexterio.com

Company Information

RooferForms
Founded: 2026
China
getrooferforms.com

Alternatives

Alternatives

Acculynx

Acculynx

Exact Logix
Jobba

Jobba

Jobba Trade Technologies

Categories

Categories

Integrations

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

Integrations

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online
Claim Exterio and update features and information
Claim Exterio and update features and information
Claim RooferForms and update features and information
Claim RooferForms and update features and information