Business Pilot vs Roofr

Business Pilot is an ERP/CRM for installation companies that brings leads, scheduling and finances into one platform. It manages work from the first enquiry through sales, surveys, contracts, products, supplier orders, scheduling, job costing, invoicing, installation and aftercare. Website enquiries can be captured and graded to help sales teams prioritize opportunities. Its interactive schedule board lets teams move installation dates, update contract records and notify fitters. The BP Site App gives installers job details, photos, technical specifications and digital sign-off forms on their phones, with field-to-office updates. Listed integrations include Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink and Microsoft 365, with Zapier connectivity. Website leads can enter through a WordPress plugin or manual integration. Pricing is on request; the FAQ states a minimum contract value of £240 per month and a 24-month minimum subscription term. A 14-day free trial includes demo data and supports record changes, reporting and export on desktop, tablet or phone. The company says the system is not pricing software, though it connects to such software and stores quotes and related documents.

Roofr is software for roofing businesses, combining customer and job management with roof measurements, proposals, and estimating. Its CRM includes a job board, customer communications, automations, invoicing, and integrated material ordering. Measurement reports show details such as total squares, pitch, and edges, and are sold pay-as-you-go. Contractors can create proposals with materials and pricing and collect e-signatures. The Instant Estimator gives homeowners estimates based on a contractor's custom pricing, then sends job details to the job board. Roofr also lists estimate building, job scheduling, invoicing, and payments. Integrations include Google Calendar, Gmail, CompanyCam, Zapier, ABC Supply, QXO, and SRS Roofhub. QuickBooks integration is in beta, available only to U.S. businesses, and does not support QuickBooks Desktop. Roofr works in a browser on modern iOS and Android devices, with no separate app-store download. It offers chat, phone, or email support seven days a week. The Starter plan is free; paid plans start at $109/mo.