Everything you need to run your roofing business

From AI-powered measurements to automated workflows, explore every tool built to help you close more deals and grow faster.

AI-Powered Technology

AI Satellite
Measurements

Enter an address. Our AI pulls satellite imagery, maps every slope and edge of the roof, and gives you exact square footage, pitch, and materials — in under 30 seconds. No ladder. No tape measure. No guessing.

  • Automatic roof detection from any US address
  • Every facet measured individually with pixel-perfect accuracy
  • Ridges, hips, valleys, and rakes classified automatically
  • Pitch estimation and waste factor calculated instantly
app.roofyx.com/measurements/editor
Ridge Hip Valley 845 sqft 620 sqft

Total Area

2,450 sqft

Facets

4 detected

Avg Pitch

6/12

Materials

28 squares

Sales Pipeline

New Lead 3

J. Smith

123 Oak St

$8,500

S. Davis

456 Pine Ave

$12,200

R. Patel

789 Elm Blvd

$6,800
Inspection 2

M. Garcia

321 Maple Dr

$15,000

T. Brown

654 Cedar Ln

$9,300
Closed 2

L. Chen

987 Birch Way

$22,500

A. Wilson

147 Spruce Ct

$11,700
Sales Management

CRM &
Pipeline

Visual Kanban boards, contact management, lead scoring, and deal tracking. Everything you need to manage your sales process from first call to signed contract.

  • Drag-and-drop Kanban board with custom stages
  • Contact profiles with tags, notes, and history
  • Lead source tracking and attribution
  • Pipeline value and conversion reporting
Close Deals Faster

Proposals &
Estimates

Create professional, branded estimates with line items, discounts, and tax calculations. Send for e-signature and track when customers view and sign.

  • Professional PDF generation with your branding
  • Line items, quantities, discounts, and tax
  • Built-in e-signature for instant approvals
  • Track views, opens, and signature status

Estimate #1042

March 15, 2026

Pending Signature
Architectural Shingles (30-yr)$4,250.00
Underlayment & Ice Shield$1,180.00
Ridge Cap & Ventilation$680.00
Labor (28 squares)$5,600.00
Tear-off & Disposal$1,400.00
Subtotal$13,110.00
Tax (8.25%)$1,081.58
Total$14,191.58

March 2026

Week Month
9 AM
Inspection - 123 Oak St
J. Rodriguez • Clear skies
11 AM
Follow-up Call - M. Garcia
S. Patel • Phone
1 PM
Install - 456 Pine Ave
Crew Alpha • Partly cloudy
3 PM
Estimate Review - T. Brown
Video call
Rain forecast for Thursday - consider rescheduling outdoor jobs
Scheduling

Smart
Calendar

A calendar built for roofing. See weather forecasts inline, assign multiple team members, detect scheduling conflicts, and sync with Google Calendar.

  • Weather integration with rain alerts
  • Multi-assignee events and crew scheduling
  • Conflict detection and availability view
  • Week, month, and agenda views
Workflow Automation

Automations
that work for you

Set up trigger-based workflows that handle repetitive tasks automatically. Send follow-up emails, update job statuses, notify team members, and more.

  • Trigger + Condition + Action workflow builder
  • Auto-send emails and SMS on status changes
  • Assign tasks and update pipelines automatically
  • Execution logs for full visibility

Automation: New Lead Follow-up

When: New contact created

Source = Website Form

Wait: 5 minutes

Delay before action

Send: Welcome Email

Template: "Thanks for your inquiry"

Update: Move to "Contacted" stage

Pipeline: Sales

Damage Assessment Report

Hail Impact
Shingle Crack
Damage TypeHail
SeverityHigh
Affected Area65% of roof
Insurance ClaimSubmitted
Insurance Claims

Damage
Assessments

Document storm and hail damage on-site with photo evidence, severity ratings, and generate professional reports for insurance adjusters.

  • Photo documentation with annotations
  • Severity tracking (low, medium, high, critical)
  • Insurance-ready PDF reports
  • Claims status tracking and follow-ups
Team Management

Team &
Crews

Manage your entire team with role-based permissions. Create crews, assign them to jobs, and track who's working where in real-time.

  • 5 permission levels: Owner to Field Worker
  • Create named crews and assign to jobs
  • Track availability and workload
  • Activity logging and audit trail

Team Members

JR

Jake Rodriguez

Owner

Admin
SP

Sarah Patel

Sales Manager

Manager
MC

Mike Chen

Crew Lead - Alpha

Crew Lead
TG

Tony Garcia

Field Worker

Field

Export Center

PDF

Measurement Report

White-label with your branding

CSV

Measurement Data

Spreadsheet-compatible format

ESX

Industry Standard

Compatible with EagleView & Xactimate

Data & Reports

Reports &
Exports

Generate white-label PDF reports with your branding, export data as CSV for analysis, or use ESX format for compatibility with industry tools.

  • White-label PDF with custom logo and colors
  • CSV export for spreadsheets and analysis
  • ESX format for EagleView and Xactimate
  • JSON via API for custom integrations
Localization

Multi-Language
Support

Serve diverse teams and customers with full platform localization. Every button, label, and notification is available in English, Spanish, and French.

  • Full UI in English, Spanish, and French
  • Per-user language preferences
  • Localized email templates and notifications
🇺🇸 English Active

"Good morning, welcome back to your dashboard."

🇪🇸 Español

"Buenos días, bienvenido de nuevo a su panel."

🇫🇷 Français

"Bonjour, bienvenue sur votre tableau de bord."

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