Roofing
Close the roof in the driveway. Rex runs the office behind it.
Build Good/Better/Best proposals from photos and measurement reports, signed with a deposit before your rep leaves. Then Rex works inside your CRM, accounting and email to chase quiet proposals, invoice finished roofs and send the numbers every Monday.
Which roofs finished this month have no invoice?3 jobs found · CRM and QuickBooks checkedAnswered8:05 AM
Drafted 3 final invoicesChange orders and deposits appliedYour review8:07 AM
Sent 14 follow-ups on quiet proposalsFrom your email, after you approvedSent10:20 AMPipeline and close-rate reportEvery Monday, 7:00 AMScheduledMonWhere it slips
Most roofing money isn't lost on the roof.
- 01
Proposals that go quiet.
The homeowner said they'd think about it. Nobody called in week two.
- 02
Finished roofs nobody billed.
The crew is three jobs ahead. The final invoice is still a note on someone's desk.
- 03
Numbers you see at month end.
Close rate by rep and margin by job live in five systems and one spreadsheet.
Ask
Ask the business a question. Get the number.
Rex reads your CRM, estimates and accounting, so you get your own numbers in seconds, not a spreadsheet next week.
- Close rate, average ticket and proposals by rep
- Unpaid jobs, by age and by rep
- Margin by job and by product
Analyzing your requestWorked for 3s
Marcus T.
Dana R.
Luis M.Act
Then it does the follow-up.
Rex drafts from your own email and writes back to the job. You decide what needs your sign-off.
- Follow-ups on every quiet proposal
- Final invoices with change orders applied
- Work orders drafted from the signed estimate
Analyzing your requestDrafting an email0s Waiting for you11sHi Maria,
Checking in on the three roof options we walked through on September 12. Prices are held through the end of the month.
Happy to answer questions or adjust the scope to your budget. Would a quick call this week help?
Thanks,
Ridgeline Roofing
How it works
Inspect. Price. Sign.
The sales side your reps already know, now connected to everything Rex does after the signature.
01 · Inspect
Photos and measurements.
Shoot the roof in the XBuild app or upload an EagleView, GAF QuickScope, Hover or Roofr report.
02 · Build
Good/Better/Best in minutes.
Options from your shingle packages and pricing, with live supplier pricing from ABC Supply, SRS and QXO.
03 · Close
Signed, with a deposit.
The homeowner reviews options on their phone, signs and pays a deposit before your rep leaves.
Customers
From roofing teams on XBuild.
Customer-reported results and early-access findings. Early-access figures are live query outputs, not revenue recovered.
Your rules
Rex does the work. You keep the rules.
Drafts wait for you.
Follow-ups, invoices and work orders can wait as drafts until you approve them.
Inside your systems.
Rex reads and writes back to the CRM, accounting and email you already run. Nothing to migrate.
Every action on the record.
Approvals, permissions and an audit trail show what Rex did, when, and who signed off.
Questions
Common questions.
Do I have to replace my CRM or accounting?
No. Rex works inside the systems you already run, such as AccuLynx, JobNimbus and QuickBooks, and writes back to them.
Which measurement reports can I upload?
EagleView, GAF QuickScope, Hover, Roofr and other PDF measurement reports. XBuild reads the report to build the estimate.
Will Rex contact homeowners without my OK?
Only if you allow it. Follow-ups, invoices and work orders can wait as drafts until you approve them.
Does it handle insurance work too?
Yes. The same platform builds insurance estimates and supplements, and Rex tracks each claim to the final check.
