Early Access

Estimates

Streamline your sales process with Contract Builder to send and track custom contract packages: This is an improvement to the existing contract workflow that replaces Proposal Builder. What this means for you:

• A sales rep builds a contract using two different estimate templates and sends it to a couple—one signs on a tablet, the other by email.

• A roofing job includes attachments like inspection photos. These are added to the contract package.

• A rep tracks when a homeowner has signed, then signs as the company rep to complete the process.