Remember Everything Frustrating About Building Bids & Estimates for Roofing Jobs? Be frustrated no more

• “I’m always worried I’m forgetting something in new proposals that will end up costing me money later.”  – Fixed it.

• “Word docs and spreadsheets are the worst” – Never press “New Document” again.

• “I was working on a roof and I didn’t get the quote out in time.” – Won’t happen anymore.

• “My estimates are lacking a professional look.” –  Not now.

Before Projul

• Losing out on new roofing business because your estimate wasn’t submitted first 

   

• Building each estimate from scratch

   

• Paper estimates got lost and went unsubmitted

   

• You lost out on profits because your margins weren’t always accurate
   

   

After Projul

• Closing new roofing jobs because your accurate estimates are submitted quickly

   

• Profit margins are consistent from job to job

   

• Estimates are instantly synced with your scheduling and your crew members receive automatic notifications for new assignments

   

• No more unbalanced books – know where your money is going and where your money is coming from   

How It Works

Create a New Estimate Template

 Be known as the professional in the roofing business. Create, send, and collect approval signatures for your professional, branded estimates.

Building estimates for your roofing jobs is fast, easy, and accurate. Create and save an estimate template to be used for future roofing bids. Once you upload your roofing business brand kit, all documents created in Projul can be branded. Send estimates right to your clients’ electronic devices for easy approval. Once you receive the go-ahead on a project, convert the roofing estimate to an actual schedule with a click of a button. 

1. Maintain brand consistency and recognition when you use branded, consistent documents.

    

2. Use templates from previous estimates to quickly create an estimate for a new roofing job.
     
3. Save any created bid as a template to use in the future. 

Add Material, Labor, Change Fees, and More

 When your line items stay consistent across your estimates, you protect your profits. Use saved costs to ensure accurate estimates.

Mistakes on an estimate can cost you thousands of dollars. Even worse, your reputation could be on the line. Using automated estimating features protects your profit and your business. It’s pretty much guaranteed you’re going to be inputting “shingles, roofing nails, underlayment,” and more. Save yourself time and input or import the info once.

1. Input your costs into Projul once and use them across all future estimates, invoices, change orders, and more. If you have an existing spreadsheet of your costs, or they’re already saved in Quickbooks, Projul can sync items to prevent additional data entry needs.

    

2. When you build a new estimate, choose saved costs, labor, etc to input directly into your new document.

    

3. As your costs and fees fluctuate, you can edit pre-saved items to reflect the changes. 

Digitally Send Your Estimate for Review and Approval

 Everything is online these days. Get your business there, too. Instantly send estimates directly to your customers for review and approval. Get the estimate quickly and get the job on your schedule.

Send an estimate and receive approval all while standing on a roof. Literally. Projul makes it easy for you to create, send, and receive approval for the job all from one app. Stop losing prospective roofing work because you were on the roof working.

1. Estimates are emailed directly to your prospective customer.

    

2. Customers can make notes, ask questions, or request changes right away.

    

3. Customers can agree to the estimate, sign the estimate, and send it back to you – all from their electronic device.  

Get the Deal Done & Get On Their Roof!

 Enjoy those brief moments of pride and excitement when you close a deal. Then enjoy how easy Projul has made it for you to go from closing the deal to working on your customer’s new roof. 

You already did the demanding work when you created the estimate. Once the business is approved, easily convert the estimate to a project schedule complete with crew member assignments and project timelines.

1. After you’ve collected the approval signatures, click a button and see your estimate turn into a roofing project schedule on your calendar. 

    

2. Schedules and timelines in the estimate are converted to schedules and timelines on your live schedule, immediately notifying assigned team members.

    

3. Use easy drag and drop scheduling in multiple scheduler views to change any scheduling needs for your new project.

Why It Works 

Quickly Access Saved Material and Labor Costs

 When you get a request for an estimate, chances are you’ve been on a really similar roof. Use templates from previous projects and make your estimating process more efficient. 

Inputting line items for every estimate, change order, or invoice is going to result in accounting errors. Save your time, money and sanity and use saved line items to keep costs consistent and accurate. Select your line item from a drop down menu and have complete confidence in the accuracy of your estimate.

1. Your time is valuable. Don’t waste it on data entry. Use previously saved line items when creating a new estimate.

    

2. Your estimates are more accurate than ever. Costs are relatively constant from job to job.

    

3. Do you need to charge more for labor when working on a steep roof? Edit saved line items to reflect new costs.

See If a Job Is Worth Your Time

When your estimate is accurate, you can see if the job is worth your time. See your estimated gross profit and know if the potential business is worth having in your pipeline.

You’re a roofing expert. Part of running the business is knowing what business to send in an estimate for and what business to pass on. With your business goals in mind, view your detailed estimates and evaluate if the job is helping you meet your goals. When your numbers are reliable, you have the information you need to keep your business on track. 

1. When your estimates are accurate, your estimated gross profit is accurate. Creating detailed estimates helps you see the big picture on profitability for the prospective roofing job. 

    

2. With an accurate gross profit estimate, you can determine if changes can be made to the scope of work to better accommodate your business goals and needs.

Keep the Job and Profits on Track With Change Orders

We know you can get into some sticky situations on the roof. We also know customers can change their minds mid project. Change orders are necessary for roofing contractors. We got you covered.

Get into Projul and easily create change orders when the need arises. Protect your profits with accurate accounting. No more losing a napkin in your truck with notes on project changes. Now you can be organized like a boss.  

1. Develop or customize a change order template or use one of Projul’s included templates for all your change orders.

    

2. Let your client know you mean business with branded change orders. 

    

3. Your crew won’t be waiting around for instructions. Change orders are sent directly to the client’s email inbox for instant approval. Get your crew back to work quickly, even when the unexpected arises.

Get The Money You Earned by Converting Estimates to Invoices

 At the end of the day, you’re getting up on that roof to make some money – and maybe to work on your tan. Easily convert your detailed estimate to an invoice and get paid the money you worked hard to earn!

How confident are you in your past invoices? Are you sure you included every line item from the roofing job? Did you remember the change orders? Don’t miss out on an item or two that could end up reducing your profit margins. Protect your hard work!

1. Refer to estimates and change orders to ensure you’re invoicing accurately.

    

2. Easily create invoices directly from change orders and estimates.

    

3. Choose to invoice based on a percentage of the entire job or by manual calculations. 

    

Send Invoices and Collect Payment All In the App

 Why use a hammer on shingles when you can use a nail gun? Projul is no different. Now that you’ve created estimates, change orders, and invoices in Projul, keep using it to get PAID!

How often do you ignore a paper bill? If you’re like everyone else, they tend to get lost in the shuffle. Don’t do that to your customers or to yourself. Once you convert estimates and change orders to invoices, send the invoice directly to your client’s email. Set up Projul to run payments and get paid faster. 

1. Manage your Projul account to accept online payments.

    

2. Create an invoice from an estimate or change orders.

    

3. Check the option on an invoice to allow for online payment.

    

4. Email the invoice directly to your customer.

    

5. Set up invoices to sync to your Quickbooks – and by set up, we mean that we will do that for you.