From Click to Close
The Click-to-Close OS for Roofing & Claims
Everything to run a roofing & claims business — leads, measurements, 3D, estimates, production, and payments — in one platform. Transparent pricing — core tools included where they belong; usage-heavy services are clearly labeled.
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Plans & Features
All prices in USD / month
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Solo
$89/user/mo
1 user · $89/mo total · +$70/seat
10% off aerial reports
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★ Most Popular
Pro ★
$67/user/mo
3 users · $200/mo total · +$65/seat
20% off aerial reports
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Pro (annual)
$55/user/mo
3 users · $166/mo billed annually · save 17%
20% off aerial reports
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Scale
$60/user/mo
10 users · $599/mo total · +$60/seat
30% off aerial reports
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Enterprise
$50/user/mo
20 users · $999/mo total · +$55/seat
30% off aerial reports · Talk-to-Sales for custom
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| Core CRM Contacts · Leads · Pipeline · Jobs · Tasks | |||||
| Scheduling | |||||
| Estimates & Proposals | |||||
| E-Signature Pro & up | — | ||||
| Invoicing | |||||
| Mobile Crew App | |||||
| Client Portal | |||||
| Documents | |||||
| Two-way SMS Pro & up | — | — | |||
| EN / ES / FR | |||||
| AI Lead Scoring | — | ||||
| Automation Builder | — | ||||
| Custom Reports | — | ||||
| QuickBooks Sync | — | ||||
| Supplier Integrations | — | ||||
| Track Hub | — | ||||
| Commissions | — | ||||
| 3D Quantum Viewer | — | — | |||
| Instant Estimator | — | — | |||
| Site Builder | — | — | |||
| Advanced AI proposals · photo tagging · assistant | — | — | |||
| Claims & Supplement Engine | — | — | |||
| Multi-Location | — | — | — | — | |
| SSO | — | — | — | — | |
| API & Webhooks INTEGRATION READY | — | — | — | — | |
| White-Label | — | — | — | — | |
| Measurement Report Discount off retail report price |
10% off | 20% off | 20% off | 30% off | 30% off |
Pay only for what you use
Measurement Report 10–30% off retail
ESX / Symbility export $10
3D report $20
Card 3.2% + $0.29
ACH 1% cap $50
Always included
Mobile App
Estimates
Client Portal
Email
Storage
EN / ES / FR
Updates
Support
If others charge for it, we include it.
In development
Pro+: Conversation inbox · Missed-call text-back
Scale+: Email/SMS campaigns · Social media planner
Enterprise: AI Receptionist · Voice-to-Estimate · Call recording & summaries
These features are in active development. Timeline and pricing subject to change.
Prices in USD. Annual billing saves 17%.
AerialReports CRM · From Click to Close