SOLO for Roofing

Dynamic Proposals

Live in minutes

Dynamic and interactive

Custom designs

Full service & live chat

Plug & Play

Accurate

Cost Effective

Are your roofing proposals meeting the needs of your customers and sales reps? In today’s fast-paced world consumers expect adjustments on-the-fly. The SOLO Roofing Proposal allows sales reps to provide clients with custom roofing designs. Reps may select roof type, choose shingle color, pattern, and financing type in real time. Speed and accuracy is our focus, allowing your sales reps to request and receive a proposal in minutes while in customers’ homes.

Make roof financing seamless by utilizing the SOLO Roofing Proposal. 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 in the proposal.

Financing

Integrated credit check

Send all docs from proposal

Calculate finance payments

Accept down payment

ACH/Credit Card functionality

Once-click insurance supplements

Set up monthly payment model

Financing

Integrated credit check

Send all docs from proposal

Calculate finance payments

Accept down payment

ACH/Credit Card functionality

Once-click insurance supplements

Set up monthly payment model

Make roof financing seamless by utilizing the SOLO Roofing Proposal. 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 in the proposal.

Integrated Documents

Integrated credit check forms

Automated insurable invoice

Loan options integrated

Simple finger signature

Automated bill quantities

Docusign integration

Saved in SOLO portal

SOLO Integrated Documents provide a frictionless process for sales reps and customers. Request credit checks with the click of a button on the SOLO proposal, e-sign an agreement with our Docusign integration, and automatically store all documents in our portal. We make document management easier.

Integrated Documents

Integrated credit check forms

Automated insurable invoice

Loan options integrated

Simple finger signature

Automated bill quantities

Docusign integration

Saved in SOLO portal

SOLO Integrated Documents provide a frictionless process for sales reps and customers. Request credit checks with the click of a button on the SOLO proposal, e-sign an agreement with our Docusign integration, and automatically store all documents in our portal. We make document management easier.

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

Insurance

Integrated into proposal

Simple form

Balance Claims partnership

Fast and Easy

Plug and Play

Submit on form

Close more deals

Insurance

Integrated into proposal

Simple form

Balance Claims partnership

Fast and Easy

Plug and Play

Submit on form

Close more deals

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

Contact Us

3401 N Thanksgiving Way #450

Lehi, UT 84043

888.316.5845

Hours

Monday-Friday 9am-6pm

Weekends by Appointment Only

Schedule Your Demo

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