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.