FieldTech Zoho Roof Estimating Software
Make life easy for your team. Create totally custom quotes with this mobile roof estimating software, optimized for your business.
As someone who works in roofing, you know just how important providing an estimate to your customers can be. And, you probably also know how difficult providing that quote can be without the right software. After all, you’re not just selling parts in a store. You’re selling your labor, your inventory, and a totally custom job–every single time.
You might use a spreadsheet to put your quotes together–and that’s no good, especially if someone accidentally deletes important data… You might provide your prospects paper estimates to sign, which means you need to keep track of another physical document. Its possible you lose some business by waiting precious hours for estimates to be approved.
The bottom line is this: your quoting process can set the tone for the rest of the interaction between you and your customer. Thus, a slow estimating process is like leaving money on the table.
It used to be that quoting was a slow part of any custom roofing business. But, it doesn’t have to be that way any longer. Your quoting procedures shouldn’t have to bottleneck your entire operation. We created the FieldTech roof estimating software for Zoho for that very reason. And now, you can use this special field service and construction software to help improve your lot.
Imagine your team members able to create totally custom quotes involving labor and materials from right in the field. It’s all possible. Your team can assemble custom quotes, email them, add photos of work sites, collect signatures, and get them approved by higher-ups–all electronically, and all securely in the cloud.
FieldTech roof estimate app includes these features:
- Mobile quoting, so your technicians can deliver quotes while on the future job site itself.
- A quote configurator, so you can offer totally custom quotes depending on the type of work needed, items needed for the job, and the kind of labor needed too.
- E-signature collection, so customers can approve your roofing estimates immediately. The system writes signature data directly back to any other connected apps.
- Electronic approval by management, so you don’t need to track any more physical documents and risk losing or damaging them.
Integrates with other business software for a seamless business experience
- Zoho CRM – Roofing quotes created in FieldTech can sync back to Zoho CRM to be viewed by anyone with proper access.
- Zoho Creator ERP – Zoho’s own platform-as-a-service, home to the FieldTech suite of apps. You can sync estimates created inside the quoting tool with other FieldTech apps (or other Zoho Creator apps) as needed.
- QuickBooks Desktop or Online – You may sync quotes from the roof estimating software with QuickBooks as Estimates, so your staff who use QuickBooks can see them easily.
How the roof estimating software works in context
For this estimating software, the only difficulty is in programming the tool with your own business logic before you use it. (The actual quoting process is much easier.) Once on a job site, you or your technicians can simply open the FieldTech app from your mobile device of choice, then input the information necessary to create a quote. That info can include the inventory needed to do the job, as well as the amount and type of labor needed. Once your customer accepts your quote, you can formalize it by collecting a digital signature on it.
This signed quote can then be sent to a manager for approval, if needed. For certain job types (roof installation or repair, or insulation work, for example), you may even want to attach a “before” photo to the quote in order to document the state of the site you’ll be working on before the work takes place.
Do you need customer-facing roof estimate app instead of (or in addition to) a technician-facing program?
Not a problem! If your customers can tell you their needs without someone physically visiting their location, you may want them to fill out a form to deliver a quote to them–and a work order to you. (Think about how a car manufacturer handles quoting. You can browse all sorts of models on their website, choose options, and compare pricing.) This is called a quote configurator, and the FieldTech roof estimate app can do this, too. Just ask us about it, and we’ll show you an example.
The FieldTech roof estimating software is part of a family of business apps
System integration is critical if you plan to get ahead of not only your own schedule, but that of your competitors. While providing a proper estimate to your clients is key to doing business, it’s only part of the puzzle. That’s why we created the FieldTech ERP family of apps: to help manage not just the quoting aspect of your roofing business, but your entire business process–from quoting to sales commission payout.
FieldTech ERP includes these apps, perfect for most any roofing business:
- Roof Estimating Software, for delivering custom quotes to your customers or prospects.
- Roofing Job Dispatch Software, for scheduling technicians or crews to perform work.
- Roofing Work Order Management, which gives job instructions and allows for time-logging against specific tasks in a job.
- Equipment Tracking, for managing the company assets that travel with your employees to each job they do–such as tools, trucks, and the like.
- Invoice and Expense Tracking, for managing payments and bills related to projects.
- Job Costing, which calculates your overall costs for any job based on the labor and materials consumed.
- Sales Commission Calculator, which calculates sliding scale or top-line commissions and allows for invoice creation and sales rep commission statements.
Software this important should be easy to start with.
This one’s no exception. Contact us for a free consultation and demo.
We know as well as anyone that finding a software solution to work not just for your quoting procedures but for your entire roofing business is a serious task. We’d like to be there with you every step of the way to ensure this roofing software works correctly for you. Use the form at the bottom of this page for a free consultation and demo.