Inspect once. Build the proposal from there.
Guide your reps through the inspection, capture the details in one place, and turn them into a homeowner-ready Good, Better, Best proposal using your materials, subcontractor rates, and margin rules.
Runs on the rep's iPhone. Homeowners open a link, no app required.
The inspection is done. Why are you still rebuilding the estimate?
Your rep has the photos, measurements, and notes. Then comes the spreadsheet, the search for labor rates, the repeated data entry, and the proposal formatting. Most retail roofs are repeatable. The work of quoting them shouldn't start over every time.
- 01Missed inspection details
A skipped pipe boot or valley shows up as a change order later. - 02Inconsistent rep performance
Your best rep and your newest rep should produce the same inspection. - 03Re-entered measurements
Squares typed into a spreadsheet, then into a quote, then into an order. - 04Hidden labor and disposal costs
Margin disappears inside blended line items nobody can break down. - 05Slow proposal turnaround
The homeowner is talking to two other roofers while your quote sits in a queue. - 06Unprofessional customer documents
Every rep formats their own, and it shows.
Three steps. One record.
The information captured in the field carries through to the proposal. Nothing gets typed twice.
Inspect
Follow a guided mobile checklist, one roof area at a time. Capture photos, findings, and voice notes as you go. Required steps can't be skipped.
Build
Measurements land on the job. Saved roofing packages, supplier pricing, subcontractor labor, disposal, and margin rules turn them into quantities and three priced options. Automatically, in a draft you review.
Review and send
Check the scope and pricing, polish the descriptions, and send the Good, Better, Best proposal from the phone. The homeowner opens a link, picks a package, and signs.
Your suppliers. Your labor rates. Your margins.
Use your supplier prices and subcontractor rates. See material, labor, and disposal costs before you send the proposal.
- Pick the supplier and the crew. Each proposal is priced against one supplier price list and one subcontractor labor sheet.
- Labor and disposal ride along. Install labor, tear-off, and nails follow the shingle quantity on their own.
- Margin lands where you set it. Set it per line or with a slider, inside limits you define.
- Fix a price without breaking the rest. Change it on this quote only, or update your price list for next time.
Example numbers. Your catalog, your rates.
| Item | Qty | Unit cost | Cost | Sell |
|---|---|---|---|---|
| Architectural shingles, lifetime SHINGLE | 115 bdl | $38.50 | $4,427.50 | $17,166 |
| Install labor LABOR | 34.2 SQ | $95.00 | $3,249.00 | — |
| Tear-off & disposal, 1 layer DISPOSAL | 34.2 SQ | $65.00 | $2,223.00 | — |
| Coil nails, 1¼" | 8 bx | $42.00 | $336.00 | — |
| Starter strip STARTER | 6 bdl | $58.00 | $348.00 | — |
| Parent + sub items | $10,583.50 | 38.3 % margin |
Make the options easy to understand.
Three clearly different packages, each with the inspection photos, the scope, and the products by name. The homeowner picks one and signs on their phone.
- 30-year architectural shingles
- Synthetic underlayment
- Ice & water shield at eaves
- Replace pipe boot, seal ridge nails
- Tear-off and haul-away
- Lifetime architectural shingles
- Synthetic underlayment
- Ice & water at eaves and valleys
- Ridge vent for attic airflow
- Replace pipe boot, new chimney step flashing
- Tear-off and haul-away
- Designer shingles, class 4 impact rated
- Synthetic underlayment
- Full ice & water coverage
- Ridge vent for attic airflow
- Lead pipe boots, new chimney and step flashing
- Tear-off and haul-away
Upgrade packages show whole-project prices, never confusing add-on math. Sent prices are frozen, so what the homeowner signed is what the office sees.
Your rules handle the math. AI helps with the words.
ServFuel is not an AI estimator. Contractor-controlled formulas calculate quantities and pricing. AI gets the jobs where a second pair of hands actually helps.
Your rules decide
- Quantities from measurements and waste factor
- Material pricing from your supplier list
- Labor and disposal from your subcontractor sheet
- Margin, per line and per package
- What goes in Good, Better, and Best
- Warranties and contract terms, from your templates
AI assists with
- Photo captions from what the rep tagged on the roof
- Homeowner-friendly descriptions for each package
- Cleaning up spoken notes into written findings
- Suggesting items from your own catalog, never inventing them
Prices, warranties, and contract terms come from your catalog and templates. Your rep reviews the proposal before sending.
See the workflow live.
Thirty minutes on a video call. We run the whole workflow on a phone, on a roof like yours, from the last inspection step to the homeowner's proposal link. No slide deck and no pre-built proposal.
You bring a recent job, your supplier's price list, and your sub's rates if you want to see your own numbers. We bring the phone and the clock.
We time the stretch from "inspection complete" to "proposal link sent" while you watch. We only publish numbers we've measured, so ask for it on the call.
- 1A guided inspection on the phone
including the steps reps skip today5 min - 2Measurements landing on the job
and the draft recalculating on its own5 min - 3Your pricing, your way
supplier list, labor sheet, margin slider8 min - ▶Review and send Good, Better, Best
clock runs from "inspection complete" to "link sent"7 min - 5The homeowner's view on their phone
pick a package, sign3 min - 6What happens after they sign
orders, crew scope, completion2 min
The signed scope keeps working.
The package the homeowner accepted becomes the source for what gets ordered, what the crew does, and what gets documented at the end.
Quantities and products from the accepted scope, ready for your supplier.
Scope, findings, and photos for the crew lead's phone. No re-explaining the job.
Found rotten decking? Price it from the same catalog and get it signed on site.
Before-and-after photos and the finished scope, sent to the homeowner from the same record.
Each job shows one next action. Follow-ups run automatically until the homeowner replies, and a rep can take over with one tap. Job links sync with JobNimbus.
Straight answers.
Does AI set my prices?
What does the rep need in the field?
Where do the measurements come from?
Can I use my own supplier and sub pricing?
Do I have to write formulas?
What does the homeowner have to install?
What happens after they sign?
What does ServFuel cost?
See your inspection become a proposal.
A 30-minute live walkthrough on a roof like yours, with your questions and the clock running. No slide deck. Tell us when works and we'll confirm by email.
Request sent.
We'll email you shortly to confirm a time. Check your inbox for a note from Kevin at ServFuel.
