Roof Chief Reviews

The entire program is very user friendly. If you have any computer skills at all, you can be trained in a matter of less than a day. I self-taught and it was simple enough that I could fumble through and figure it out with very minimal effort.

The only functions that I fell needs improvement is it only integrates with QuickBooks Mobile and needs to with all types of the QB Formats or at least contractor editions. Also there needs to be a search box on main page for any inquiries and it should auto save any changes to documents without having to remember this function and loose data. It would be nice to have someone available for customer service on East Coast time.

I like the measurement section at the start that allows for the many variations in size, slope, waste allowance, etc. I like that those measurements are carried forward into the materials, and finally into pricing. To do that manually would be very time consuming.

We are a small company. For me as an estimator, there is too much detail. Until 2 years ago I worked for a company where the owner had factored in all the costs. I had a price per square for class 2, 3 and 4 shingles, added in a waste allowance depending on slope, and the estimate was done. I didn't have to adjust my estimate for how much drip edge, ice and water, valleys, although I did have to track...

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I like how its integrated with google. not many positive things I'm afraid I do like how you can attach pictures

Slow loading We have too many records for it to handle it doesn't save sometimes not dependable creates duplicates without indicating it is a duplicate Hard to get help when there is a problem. Customer service definitely needs work the reporting sucks and isn't reliable

I like that what it provides you or reports to you, is as simple of a display of information can be. Every screen is not loaded with all the crazy "clickbait links" within a system. Your menu is across the top, the submenus just under that. The system flows pretty smooth front to back.

The one thing that I have learned from talking to all the different companies looking at the how they do it and what they can provide, I have noticed none of them provide you with written instructions. I understand that this system is customizable and can do do way more than what is was intended for, however, they way is was designed and how all the components come together is never explained anywhere,...

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When we requested that Roof Chief be customized for our application the designers of Roof Chief accommitdated us with the changes we needed. We really appreciated that.

Once a contract is created the pricing is fixed. There is not an easy way to edit the pricing without doing it manually or creating a new contract. The program is more usefull (intuitive) with roofing than it is with exteriors.

I like that you can upload attatchments under a contact, it keeps you from having to have so much saved on your desktop and keeps things organized. It also has had many improvements over the last few months that allow much more organization as well as ability for more people to receive updates/

The thing I like least is that in order to edit a recurring event you have to edit the master event not on the recurring event on a specific day. event.

We like everything from customer database to sending professional looking estimates, to online contract approval to ordering material and invoicing and closing out each job.

When Roof Chief is used for just roofing it is almost perfect, but when you use it for entire insurance claims that include metals, windows, siding, it becomes slightly less convenient.

This software has allow our multi-city company to consolidate our leads and customer, create and maintain professional estimate, order materials, and track our sales and profitability. I really appreciate the product and support. We made a wise choice going with Roof Chief

There are still some features that I would like to see implemented.

We had some great training as we started using Roof Chief, and we to took it really quick. But I think even without training, we could have picked up in it.

Unfortunately in our area, there are many spots where we do not have internet connection, so on site use does not work, but that is a real minor complaint.

I like how easy it is to link everything together from the appointment to ordering material

I wish you could send email reminders about appointments and project management

Very easy to use and not cumbersome. I like that I can see what materials to order per job.

2 things - 1) It would be great if RC integrated with QuickBooks 2) It would be great if there was an app

Hi Erin! Great news as we do integrate with QuickBooks. Please send us a message to help@roofchief.com and we'll be happy to walk you through the process.

Roof Chief is tailor made for roofing companies as opposed to most other CRM systems that try to be a 'one size fits all' solution.

The software lacks some integration features