Roofing CRM products: measure, estimate, sign, get paid, build
AerialReports CRM covers six parts of a roofing job: aerial measurements, estimates, proposals with e-signature, payments, production, and the lead pipeline. All six share one contact, one property and one job record, so a number entered once appears everywhere it is needed.
Aerial measurements from the company that has produced them since 2014
Enter an address and get a same-day report that our team reviews before delivery. Ordering happens inside the job, and the result feeds the estimate.
Order from the job card
- Same-day turnaround, human-QC'd before delivery
- Tiered plan pricing — 10–30% off retail by plan
- Roof and wall (siding/exterior) reports
Formats for your estimating workflow
- Xactimate-formatted export that you review and import
- Symbility XML export, built in
- Xactimate Estimate Request for a native Xactimate file prepared by our team
Feeds the estimate
- Line items fill in from the measurement
- 3D roof viewer for homeowner-facing proposals
- No retyping squares from a PDF into a spreadsheet
Estimates with line items grouped by trade and margin per section
Pricing structure
- Roofing, siding, gutters, windows — grouped by trade
- Waste factor and margin control per section
- Custom price book plus pre-built templates
Insurance claim figures
- RCV, ACV, deductible, and depreciation tracked per claim
- Supplement requests and approvals tracked to the dollar
- Approved change orders flow straight into the job total
Exports and templates
- Xactimate-formatted and Symbility XML export from the same estimate
- Good/Better/Best proposal built from the same estimate
- Company Library keeps pricing consistent across reps
Interactive proposals the homeowner can compare and sign online
Branded proposal
- Good/Better/Best tiers homeowners compare side by side
- Your logo and colors, plus a 3D roof view
- Attach measurement reports, photos, and warranties
Built-in e-signature
- Signing happens on the same page, no separate e-sign app
- Deposit collection linked to the signed proposal
- Reminder sequences by email and SMS until signed
From signature to job
- A signed proposal auto-creates the job record
- The exact signed scope becomes the production checklist
- Full audit trail — timestamp, IP, and signed document on file
Invoices, card and ACH payments, and accounts receivable on the job
Card payments run 3.2% + $0.29 and ACH 1% (max $50) through Square. Invoices, receivables aging and QuickBooks sync (customers, invoices, payments) work from the same job record.
Production: crews, materials, permits and job costing
Crews and scheduling
- Calendar and Gantt views for crew scheduling
- Crew app for any phone: check-ins, photos, checklists
- Geotagged photo hub, grouped by category
Materials
- Material calculator ties quantities to the measurement
- ABC Supply ordering is live; QXO ordering is in development
- Purchase orders you can send to any supplier
Permits and job costing
- Permit tracker and inspection checklists
- Job costing and profit per job
- Warranty tracking tied to the completed job
Pipeline: every lead, contact and property in one record
A visual pipeline board, two-way SMS and email, and automations such as follow-up texts and overdue-invoice reminders. Everything above hangs off this record.
Try all six on a 14-day trial
Start a free trial and run your own leads and jobs through measurement, estimate, proposal, payment, production and pipeline. The plan builder shows your price before you commit.