Estimating and quoting in roofing requires measuring sites, researching material costs, and manually assembling quotes into branded documents. Manual quote creation consumes 90+ minutes per job and introduces pricing errors, delays, and poor visibility into quote status.
Automation captures site data once, calculates pricing automatically from live supplier costs, generates branded PDFs instantly, and tracks quote status in real time. Estimators spend per quote instead of 90, and can prepare three times as many quotes weekly.
The full workflow, from trigger to completion.
Estimator enters measurements, material type, and customer details into a mobile form or web intake. The data is captured once and stored centrally.
The automation platform queries the supplier price list and retrieves the latest costs for shingles, underlayment, flashing, and labour rates.
The automation calculates total material cost, labour hours, overhead, and applies the company margin. The final price is generated automatically.
The automation creates a branded PDF quote document using the customer name, address, measurements, material list, and calculated price. The PDF is stored and ready to send.
The quote PDF is automatically emailed to the customer with a personalized cover message. The email is logged and timestamped.
Quote details (customer, amount, date sent, job address) are automatically recorded. A deal record is created and linked to the contact.
A follow-up task is automatically scheduled for 4 days after the quote is sent. If no response is received, a reminder email is triggered.
The estimator receives a notification confirming the quote has been sent, with a link deal for tracking customer engagement.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.