Product & Services

Roofing Proposal Software

01

Proposal Software

Are your roofing proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the SOLO roofing software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional roofing proposal template catered to your branding and sales needs.

02

Integrated Documents

Automate and streamline your document signing process with SOLO Integrated Documents software. Create a frictionless process for your sales reps to get signatures with the click of a button. Then, within minutes, your sales rep will receive the applicable agreements and documents. These documents are saved in the SOLO portal for future use.

03

Financing

 Make financing seamless by utilizing the SOLO roofing proposal software. With an integrated customer credit request field, you can qualify customers on the spot. Once qualified, input credit card or automated checking information to take care of down payments and monthly installments. Finally, allow a client’s homeowners insurance to fill the bill by submitting a claim right there in the proposal.

04

Insurance

Looking for an easy way to submit roofing insurance claims? We’ve partnered with Balance Claims to integrate the approval process right into our roofing proposals. Submit your project to insurance with a click of a button; make it simple and cost-effective for customers to get a new roof.

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Products

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Roofing Proposals

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3401 N Thanksgiving Way #150

Lehi, UT 84043

888.316.5845

Monday-Friday 9am-6pm

Weekends by Appointment Only

About

SOLO is a sales conversion platform that specializes in creating dynamic, customizable proposals for both roofing and solar services.

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