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Go to Settings and fill in your company name, logo, service area zip codes, and contact info. This branding appears on all estimates, contracts, and your customer portal.
Navigate to My Jobs and click 'Add Job.' Enter the customer name, address, phone, email, job type, and budget. The lead will appear in your pipeline automatically.
Go to the Measure tool, search an address, and draw the roof outline on the satellite image. Set the pitch, classify edges (ridge, hip, valley, eave, rake), and XRoof calculates area, waste factor, and materials.
Open a job, click 'Create Estimate,' choose materials, add pricing tiers, and hit Send. The customer gets a branded link to view, approve, and e-sign.
Use the Report Builder to create PDF proposals with your logo, pricing tiers, material swatches, photo galleries, and scope of work. Customers can view online or download as PDF.
After creating an estimate, click 'Send Contract.' The customer receives a link to review terms and sign electronically. Signatures are ESIGN-compliant and legally binding.
Go to Settings > Templates to create reusable job templates. When adding a new job, select a template to pre-fill job type, description, and budget.
Go to Settings and click 'Connect Stripe.' This lets you collect deposits, progress payments, and final invoices directly from customer portal links. Funds go to your bank account.
On any job, go to the Invoices tab and create invoices for each milestone (deposit, 50% completion, final). Customers pay through a secure Stripe link.
Your dashboard shows total outstanding invoices. Overdue invoices trigger automatic payment reminders if you have automations enabled.
Go to the Team page and click 'Invite.' Enter their email and select a role (admin, office manager, sales, field tech, or viewer). They'll get an email to set up their account.
Each role has different access: owners see everything, admins manage settings, office managers handle scheduling, sales reps see pipeline, field techs see assigned jobs, viewers are read-only.
Use the Dispatch board to assign crew members to jobs by day. Work Orders let you create detailed task lists for each job that field techs can check off.
Go to Automations and create rules like 'When estimate is sent, send follow-up email after 2 days.' Supports email and SMS sequences with customizable delays.
Automatic reminders are sent to customers before scheduled appointments. Configure timing in Settings > Notifications.
After a job is marked complete, XRoof automatically sends a satisfaction survey. High ratings prompt a Google Review request.
On your phone, open xroof.io in Safari (iPhone) or Chrome (Android), tap Share > Add to Home Screen. XRoof installs as a native-feeling app with offline support.
Field Mode shows today's schedule with large touch targets. Tap a job to see details, call the customer, add notes, or mark it complete — all optimized for on-site use.
XRoof caches key pages so you can view jobs and schedules even without cell service. Data syncs when you're back online.
The dashboard shows revenue (MTD), active jobs, close rate, pipeline value, deal velocity, and lead sources. Weather correlation helps you spot storm-driven demand.
Track which lead sources (Google Ads, referrals, canvassing) generate the most revenue. See conversion rates and average deal size by source.
Use the Export feature to download jobs, customers, and invoices as CSV files for your accountant or external reporting.
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