Prepared for Scott Monday, Monday Roofing
Simple for your reps. Changed any time, just by asking.
You told us you want something so simple your sales guys don't have to think about it. This 5-minute video shows it with your own jobs, and how you'd change it yourself.
Watched it? Book your next call.
Pick a time that works, and bring anyone you want on it. Add their emails when you book and they'll get the invite too.
Jump to what matters to you
- Your jobs, your site
- What you asked for
- Your reps' board: cash and insurance
- On the roof: "build me a proposal"
- The homeowner: lookbook and portal
- Who sees what
- Change it just by asking
- It learns how you price
- What it costs
- Keep Roofr, or don't
- Next step
Here's what we heard
Simple for your reps
A board with cash jobs and insurance jobs kept apart, four steps each. Every job shows just one thing: what happens next.
"Build me a proposal"
Upload the Roofr report or fly a drone for Kestrel, then ask. Good, better, best comes back at your Owens Corning prices.
Your ABC Supply list
The same measurements build the takeoff: shingles, ridge cap, valley, vents and underlayment, ready for you to check and send.
Homeowners pick their colors
In the lookbook they try shingle colors on their own house. You choose which options they get. They sign in their portal.
Who sees what
Reps see their own jobs, with no money and no settings. You see everything and decide who can do what.
Change it by asking
Take something off the menu, change a board, set your first screen, rename a step. Anything that touches pricing waits for your OK.
Start with Bench. Add Aurelius when you want to talk to it.
Bench
Bench and Aurelius
Your own costs, paid to others: a Mac mini for your office that you own, a Touch ID keyboard (about $149), and an AI plan of about $100–200 a month (paid to the AI company).
Keep Roofr today. Drop it when you're ready.
Keep using Roofr: upload its reports and Aurelius does the rest. Whenever you're ready, move your jobs into Bench's own CRM. We help you bring them over, and that subscription comes off your budget.
Here's all we need from you
- What you want on your first screen when you log in
- What you want gone from the menu
- A 2-minute voice memo is plenty
- Then a quick call, trying it with your own jobs
Watched it? Book your next call.
Pick a time that works, and bring anyone you want on it. Add their emails when you book and they'll get the invite too.
