Roofing Workflow

Select a Lead Intake contact, generate the roofing quote, and prepare the closer and contractor handoff from one place.

Contact & Distance

Select the contact, confirm the address, then type miles to reveal the price per square.

Draft

Contact

Miles

Roof System

Default select is always 1 Story

1 Story

Only use when using home's sqft. 2 Story

Choose the complexity level that best matches the roof.

Simple Standard Complex

Home / Roof's square footage

sq ft

Choose the tear-off difficulty for the second roofing layer.

Easy Medium Hard

Enter gutter linear feet for the installer add-on.

linear ft

Review the pricing, commission, and files before generating the quote.

Base Price $0

Installer Price $0

Aros Buffer $0

Files / Photos File 1 File 2 File 3

No files uploaded yet.

Commission Amount

Homeowner Final Price $0

Generate Quote creates the Drive folder, saves the proposal PDF there, and opens the quote in a new tab.

View Rough Draft

No quote generated.

No folder created.

Closer Handoff

Not sent yet.