Exterio

Exterio An AI-native, sales-first CRM for exterior contractors, built to help teams win more jobs and run their entire business.

Built by a team with over 13 years of experience serving hundreds of exterior contractors today, Exterio is an AI-native, sales-first CRM designed to help contractors win more jobs without sacrificing operations or production. For years, contractors have been forced to choose between clunky legacy CRMs that try to do everything and lightweight sales tools that fall apart once a job is sold. Exteri

o was built to eliminate that tradeoff. Exterio is designed around one simple truth: sales performance drives everything. Faster follow-up, clearer pipelines, consistent communication, and professional buying experiences directly impact close rates. That’s why every workflow, from pipeline management and automation to estimating and proposals, is built to help teams move faster, stay organized, and close more work. Instead of static PDFs, Exterio introduces a modern digital buying experience. Homeowners can review packages, select upgrades, and move forward through a clean, web-based experience that feels professional and easy to trust. While Exterio is sales-first by design, it is not a sales-only tool. Built on modern, AI-native technology from the ground up, Exterio provides the operational depth contractors need to run their business on one platform. Sales, production, payments, reporting, and job costing work together in a clean, intuitive system designed to scale. Exterio supports roofing, siding, gutters, windows, and full exterior work with flexible workflows that adapt as businesses grow. It is a clean-slate rebuild informed by real-world contractor experience and designed to evolve as the platform grows. For contractors looking for a modern CRM built to improve sales performance today and support their business long term, this is what comes next.

Big News! Roof Chief is officially Exterio.After more than a decade building CRM software for exterior contractors, we m...
04/06/2026

Big News! Roof Chief is officially Exterio.

After more than a decade building CRM software for exterior contractors, we made a decision.

Not to rebrand.
Not to iterate.
But to start over.

Exterio is a completely new platform — rebuilt from the ground up using everything we’ve learned, and designed for how contractors sell and operate today.

It’s a sales-first, AI-native CRM built to help contractors:

Win more jobs
Follow up faster
Deliver a modern buying experience
Run their entire business in one system

Most importantly — this is still the same team.

Same company.
Same commitment.
Just a new foundation.

Welcome to Exterio.

🚀 The New Roof Chief Is HereWe’ve completely refreshed Roof Chief — redesigned to make quoting, scheduling, and managing...
11/04/2025

🚀 The New Roof Chief Is Here

We’ve completely refreshed Roof Chief — redesigned to make quoting, scheduling, and managing your jobs faster and easier than ever.

Here’s what’s new:
⚡ Faster navigation — estimates, proposals, and photos are right where you need them.
🧩 New Pipeline Board — a visual, drag-and-drop board to manage every lead and job.
💰 Streamlined estimating and proposals.
💻 Modern, mobile-friendly design.

Everything you rely on stays exactly the same — it’s the same Roof Chief you know, just faster, cleaner, and more powerful.

See it in action today! Visit: www.roofchief.com to watch video overview or request a demo!

In 2025, homeowners expect more than a handshake and a checkbook. They want digital checkout and flexible payments.For c...
10/03/2025

In 2025, homeowners expect more than a handshake and a checkbook. They want digital checkout and flexible payments.

For contractors, that’s good news:
💸 Get paid faster (no more waiting on checks)
📈 Close bigger jobs (gutters, siding, decking, upgraded shingles)
🤝 Give homeowners a smooth experience

We broke down how payments + financing inside your CRM can help you win in 2025.

👉 Read the full guide: https://www.roofchief.com/resources/roofing-crm-payments-financing-in-2025-roof-chief

🚨 New Feature in Roof Chief: Internal Comments!No more updates getting lost in texts or group chats. With Internal Comme...
09/19/2025

🚨 New Feature in Roof Chief: Internal Comments!

No more updates getting lost in texts or group chats. With Internal Comments, your team can:

💬 Keep conversations tied directly to the job
📸 Share photos and quick updates from the field
🔔 Tag teammates and get notified instantly
🗂️ Separate job notes from action items

It’s live today for all Roof Chief users.
👉 See how it works: https://www.roofchief.com/resources/introducing-internal-comments-keep-the-right-conversations-in-the-right-place

📢 One BIG new feature in Roof Chief. Plus a bundle of time- and margin-saving updates.We’ve made it easier than ever to:...
09/12/2025

📢 One BIG new feature in Roof Chief. Plus a bundle of time- and margin-saving updates.

We’ve made it easier than ever to:
✅ See your jobs at a glance with a drag-and-drop Job Pipeline Board (Beta)
✅ Protect your profits with margin floor guardrails and smarter estimates
✅ Stay organized with custom job naming + pre-set folder structures
✅ Close more jobs in the field with our new mobile & tablet UI

All designed to help roofing contractors save time, protect profits, and keep jobs on track.

👉Full details here: https://www.roofchief.com/resources/new-in-roof-chief-job-pipeline-board-smarter-estimates-and-more

🚀 Big News: Roof Chief created Quick Quotes!On some jobs, a full roof report matters. But on others, waiting hours (or d...
08/26/2025

🚀 Big News: Roof Chief created Quick Quotes!

On some jobs, a full roof report matters. But on others, waiting hours (or days) for one kills momentum.

That’s why we built Quick Quotes — a way to turn instant roof measurements inside Roof Chief into a ready-to-send proposal in seconds.

✅ Be the first bid on the table (contractors win 30–50% more jobs that way)
✅ Protect your profits with Smart Pricing
✅ Win more jobs from the leads you already have

In today’s market, it may be hard to get your next lead — but with Roof Chief, you can close more of the ones you already have.

👉 See how Quick Quotes works: https://www.roofchief.com/resources/the-fastest-way-to-quote-a-job-without-sacrificing-your-margins

We just launched a new integration with our friends at CompanyCam!Now your job site photos on CompanyCam flow straight i...
07/09/2025

We just launched a new integration with our friends at CompanyCam!

Now your job site photos on CompanyCam flow straight into Roof Chief — no uploads, no chasing images, no extra steps.

Crews can keep using CompanyCam like they already do in the field. Roof Chief automatically pulls those photos into the right job file so your whole team can stay in the loop.

Here’s what it means for you:
✔️ Photos matched by job address
✔️ Synced to the CRM in real time
✔️ One less thing to track down

It’s simple, clean, and already live. 👉 Learn more about how it works: https://www.roofchief.com/resources/roof-chief-companycam-your-job-site-synced-in-real-time

Thanks to the team at Roofing Contractor for the great write up and story on our original founder, Rod Menzel, and the a...
07/08/2025

Thanks to the team at Roofing Contractor for the great write up and story on our original founder, Rod Menzel, and the amazing team he built at GreatWay Roofing. ❤️

Honoring GreatWay Roofing founder Rod Menzel for his unwavering commitment, kind heart and entrepreneurial spirit

Roofing projects move fast — and when your team isn’t all working off the same game plan, it leads to mistakes, missed m...
06/17/2025

Roofing projects move fast — and when your team isn’t all working off the same game plan, it leads to mistakes, missed materials, and frustrated customers.

We just dropped a new blog about how to eliminate communication gaps in roofing crews using a CRM that actually works for contractors.
No fluff. Just the tools you need to keep everyone in sync and jobs running smooth.

Give it a read here: https://www.roofchief.com/resources/how-to-eliminate-communication-gaps-in-roofing-jobs-using-a-crm

Webinar Replay: How Roofing Software Can 2x Your Job Win Rate and Save You Hours Every WeekIf you missed this one, now’s...
06/13/2025

Webinar Replay: How Roofing Software Can 2x Your Job Win Rate and Save You Hours Every Week

If you missed this one, now’s your chance to catch up. This free, on-demand webinar shows how modern roofing CRM software helps contractors win more jobs, work faster, and stay organized — without the spreadsheets or app overload.

You’ll learn how to:
✔️ Estimate in minutes
✔️ Send clear proposals with e-signatures
✔️ Automate follow-ups
✔️ Choose the right CRM for your business

Watch the full session and blog summary here 👉 https://www.roofchief.com/resources/webinar-how-roofing-software-can-2x-your-job-win-rate-and-save-you-hours-every-week

🚀 Big News: You can now collect payments directly in Roof Chief!We just rolled out a game-changing update—payments are n...
05/23/2025

🚀 Big News: You can now collect payments directly in Roof Chief!

We just rolled out a game-changing update—payments are now built right into the platform. That means you can:

✅ Collect deposits and final payments with ease
✅ Track payments without jumping between apps
✅ Impress your customers with a modern, hassle-free experience

It’s all about making your job simpler and helping you get paid faster 💵

Check out the full blog post for all the details 👉 https://www.roofchief.com/resources/a-big-step-forward-payments-are-now-built-into-roof-chief

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110 N Wacker Drive, Suite 2500
Chicago, IL
60606

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