Product Tour
Use Cases
- In-home sales presentations with iPad-based proposals
- Roofing estimate-to-contract workflow
- Remote e-signature for contracts
- Homeowner financing at point of sale
- Production management and crew scheduling
- Job costing and profit/loss analysis
Pricing
Single-user CRM with lead management, scheduling, digital estimates, and basic workflows
Multi-user CRM with full production management, invoicing, Leap Pay, portals, and integrations; $99/user/month for additional seats
In-home sales app for 6 users with advanced estimating, measurement integrations, financing, and Good/Better/Best proposals
Unlimited offices, unlimited signatures and payment captures, dedicated account management
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Standard |
| Proposals & Quotes | Yes | Advanced |
| E-Signature | Yes | Advanced |
| Financing Options | Yes | Advanced |
| Scheduling | Yes | Standard |
| Dispatch | Partial | Basic |
| Estimating | Yes | Advanced |
| Invoicing | Yes | Standard |
| Payment Processing | Yes | Standard |
| Job Costing | Yes | Standard |
| QuickBooks Sync | Yes | Standard |
| Pricebook | Yes | Advanced |
| Flat Rate Pricing | Yes | Standard |
| Customer Portal | Yes | Standard |
| Photo Documentation | Partial | Basic |
| Reporting Dashboard | Yes | Standard |
| Zapier Integration | Yes | Standard |
| API Access | Partial | Basic |
| Time Tracking | — | Basic |
| GPS Tracking | No | Basic |
Strengths
- Purpose-built for in-home residential sales with offline mode
- Good/Better/Best tiered proposal pricing with margin protection
- 12 financing lenders via universal credit application
- Deep measurement integrations (EagleView, Hover, QuickMeasure)
- 35+ partner integrations included at no extra cost
- Named on Inc. 5000 five consecutive years including No. 21 ranking
Best Fit
Mid-size roofing and home improvement contractors with active in-home sales teams needing digital proposals, e-signature, and financing at the kitchen table
Alternatives to Consider
ServiceTitan
All-in-one field service management platform built for residential and commercial trades.
Jobber
Field service management software designed for small to mid-size home service businesses.
JobNimbus
JobNimbus is a cloud-based CRM and project management platform purpose-built for residential exterior contractors, with the strongest concentration in roofing, siding, gutters, and remodeling. Founded in 2013 in Lehi, Utah, it serves 8,000+ contractor businesses with tools spanning lead tracking, estimating, proposals, scheduling, invoicing, payments, and marketing automation. JobNimbus acquired SumoQuote (quoting) and Roofer Marketers (digital marketing agency) in 2023, and raised a $330M growth investment from Sumeru Equity Partners in November 2024. It is widely regarded as the leading CRM for roofing sales-focused contractors.