Turn a measurement report into a branded, signable proposal in under 5 minutes.
To build a winning roofing proposal in Roof Manager: open the measurement report, click "Create Proposal", pick a template (residential asphalt, metal, flat commercial, or repair), set your per-square price, add upsells or good-better-best tiers, attach photos, and send for e-signature. Homeowners can read, ask questions, and sign from their phone — typical turnaround is under 5 minutes from inspection to signed contract.
The proposal is where the sale is won or lost. A clean, itemised, professionally branded document closes at 2–3× the rate of a hand-scribbled quote on the back of a business card. Roof Manager's proposal builder pulls measurements, materials, and pricing straight from the report so you can go from inspection to signature in one sitting.
Watch the full walkthrough — then follow the steps below.
In your dashboard, open the report for the job and click "Create Proposal". Measurements, pitch, and material quantities flow in automatically — no re-typing, no arithmetic errors.
Choose from residential asphalt, metal re-roof, flat commercial, or repair. Each template ships with pre-written scope-of-work language, warranty terms, and payment schedule your lawyer won't hate.
Enter your per-square price (or use your saved default). The builder multiplies by the squares from the report, adds tear-off and disposal line items, applies your waste factor, and shows the total with tax. Markup, overhead, and profit are editable.
Tick the boxes for ice & water shield extras, drip edge, ridge vents, skylight flashings, gutter cleaning. Or offer three side-by-side tiers — homeowners pick the middle option 60% of the time.
Drop in drone photos from the inspection, a copy of the measurement PDF, your insurance certificate, and Google reviews. A proposal with photos closes at almost 2× the rate of text-only.
Click "Send". The homeowner gets an email with a live proposal link — they can read, ask questions, and sign from their phone. You get a push notification the instant they open it and again when they sign.
When they sign, Roof Manager creates the job card in your pipeline, schedules the deposit invoice, and notifies your ops manager. You're done selling; you're now just building roofs.
Under 5 minutes for an experienced user. Measurements and material quantities flow in from the report automatically, and pricing multiplies against your saved presets.
Yes. Every proposal is sent as a live link with e-signature built in. Homeowners read, ask questions, and sign from any device. You get a push notification the moment they open it and again when they sign.
Yes. Add three side-by-side tiers in one click. Homeowners pick the middle option about 60% of the time — you increase average ticket without scaring anyone off.
Yes. Drag in drone photos, the measurement PDF, your insurance certificate, and Google reviews. Proposals with photos close at nearly 2× the rate of text-only proposals.
A job card is created in your Pipeline automatically, the deposit invoice is scheduled, and your ops manager is notified. No manual hand-off needed.
A great proposal isn't about length — it's about clarity, branding, and making it effortless to say yes. Roof Manager handles the rest.
Build a Proposal