Roofing proposal software with Good, Better, and Best
Build it from your price book and the roof measurement. Homeowners get a page and a PDF, and your team sees the margin.
The problem
-
A price built in a spreadsheet
is easy to send wrong.
-
One option
lets the homeowner shop you against the next roofer.
-
Your team needs the margin.
The homeowner should see the price and the work, nothing else.
How it works
-
01
Set your price book
Add your items, tiers, and add-ons.
-
02
Start from Good, Better, and Best
Use the template and mark one option Most popular.
-
03
Pull in what the roof needs
Required items are added from the roof measurement, such as steep pitch, two-story, a permit, a dumpster, and ice and water shield. Add-ons show as included or optional.
-
04
Send it, then the contract
The homeowner gets a proposal page and a branded PDF. When they accept, send the contract for e-signature. Your team sees the margin. The homeowner does not.
What you get
- Your price book: items, tiers, and add-ons
- A Good, Better, Best template
- Mark one option Most popular
- Required items from the measurement, such as steep pitch, two-story, permit, dumpster, and ice and water shield
- Add-ons shown as included or optional
- Margin per option for your team, with an under-minimum warning
- Homeowners never see cost or margin
- A homeowner proposal page and a branded PDF
- Send the contract for e-signature when they accept
Common questions
Can I send Good, Better, and Best?
Yes. Use that template and mark one option Most popular.
Where do the line items come from?
From your price book. Required items are added from the roof measurement, such as steep pitch, two-story, a permit, a dumpster, and ice and water shield.
Can the homeowner see my margin?
No. Margin per option is for your team, with a warning when an option is under the minimum. Homeowners never see cost or margin.
What does the homeowner receive?
A proposal page and a branded PDF.
What happens when they accept?
You send the contract for e-signature.
How do add-ons show?
As included or optional.
See Pitchvana on your own roof.
First month free. Then $99/mo for 3 months, then $149/mo, locked for as long as you stay.