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Description
Transform your approach to commercial HVAC management. Gain valuable insights into your HVAC systems to enhance operational efficiency and effectiveness. Isn’t it important to be aware of what’s atop your building? Access essential information that can expedite your sales process and optimize your financial planning. Effortlessly send service requests and RFQs to your chosen vendors with ease. Leverage our innovative technology combined with extensive industry expertise to secure the most advantageous deals. Monitor your HVAC work history while enjoying an automatically refreshed inventory, all conveniently located in one platform. Compile essential maintenance records and address issues with tenants who fail to uphold HVAC standards. Empower your decision-making with data-driven insights. With our integrated reporting features and dedicated analytics team, you can make well-informed choices grounded in reliable data rather than uncertain assumptions, ensuring your HVAC systems operate at their best. Additionally, streamline your processes and enhance communication with stakeholders to foster a more collaborative environment.
Description
RoofIT is a comprehensive CRM software specifically tailored for roofing businesses, enabling them to maintain organization, connectivity, and profitability by consolidating all aspects of their operations into a single, user-friendly platform that the entire team can easily adopt. This software streamlines job management, allowing users to oversee projects from initial lead through to final completion, featuring automated workflows that facilitate scheduling, task updates, and seamless communication between office personnel and field teams. With the capability to generate real-time reports, RoofIT provides insights into performance, revenue, and productivity through live data, enhancing both team collaboration and customer interactions by allowing for immediate sharing of updates, photos, and notes, thus preventing scattered messages and overlooked details. Furthermore, the software integrates built-in accounting features with QuickBooks Online to eliminate the need for duplicate entry of estimates, invoices, and expenses, while also offering supplier integrations that enable effortless ordering of materials from partners like ABC Supply and SRS Distribution, complete with live pricing and delivery tracking directly accessible within your job files. This makes RoofIT not just a tool, but a vital partner in optimizing your roofing business operations.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$349 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ravti
Founded
2012
Country
United States
Website
ravti.com
Vendor Details
Company Name
RoofIT
Country
United States
Website
roofitsolutions.com
Product Features
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Product Features
Roofing
Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management
