Roofing Marketing Estimates

Roofing Marketing Estimates gives roofing professionals one simple workspace to manage customers from the first enquiry through the final invoice and payment. CAPTURE AND ORGANIZE LEADS See your newest enquiries at a glance, contact customers by phone, SMS, or email, and track every opportunity through clear pipeline statuses. Search, sort, and filter your complete lead directory whenever you need to find a customer or project. CREATE PROFESSIONAL ESTIMATES Start with an existing lead or enter customer details manually. Build detailed roofing estimates with materials, roof systems, scope, quantities, labour, delivery, disposal, taxes, discounts, timelines, warranties, deposits, and terms. Save revisions, approve estimates, and convert approved work into an invoice. DELIVER BRANDED PDF DOCUMENTS Add your business information and logo once, then generate polished estimate and invoice PDFs for every customer. Preview the document, customize the email subject and message, and send the PDF directly from the app. When a sent document changes, clearly send it as an updated estimate or invoice. CREATE INVOICES AND TRACK PAYMENTS Create an invoice from an approved estimate, an existing lead, or a blank form. Set due dates, payment schedules, accepted payment methods, late-payment terms, and an optional online payment link. Record payments and monitor outstanding balances from your dashboard. KEEP EVERY JOB MOVING Link estimates and invoices to the correct customer, keep notes with each lead, and follow the full history of the relationship in one place. Status updates help you see which leads are new, contacted, estimated, invoiced, closed, lost, or finished. Roofing Marketing Estimates is designed for roofing contractors who want a fast, organized, and professional way to manage leads, quotes, invoices, PDFs, and customer communication. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/