QuoteMGR: Quote Builder

QuoteMGR is the roofing quote builder for contractors who close jobs in the field — not the office.

WEB APP + MOBILE APP — ONE PLATFORM Every feature on the iOS app is also at quotemgr.614restore.com. Phone, iPad, or desktop — everything syncs. The web app adds Roofr and EagleView PDF import that auto-populates your material before the appointment.

WHAT SETS QUOTEMGR APART

Your Business, Your Materials, Your Pricing Add any material. Set your own costs, labor rates, and margins — not industry presets or AI guesses. Your numbers, applied to every quote automatically.

Manufacturer Material Templates Management configures Good/Better/Best products per manufacturer once — GAF, Atlas, CertainTeed, Owens Corning. Field selects the manufacturer; every material field fills in for all three tiers. Select Atlas and the quote builds with ProLam, Pinnacle Pristine, and StormMaster. Consistent across every rep.

Win Rate, Close Rate & Average Deal Size Track pipeline performance in real time. See win rate, close rate, and average deal size by rep or across the whole team.

Quote View Notifications & Follow-Up Alerts Get notified when a homeowner opens and views a quote. Get notified if it hasn't been viewed — no lead falls through because nobody followed up.

Financing Built Into the Quote Connect to the financing companies you already work with. Customers apply directly from the quote — the option is there when they're looking at the numbers and deciding.

White Label Every Document Your logo, colors, motto, and process. Add a portfolio page, manufacturer brochures, shingle color pages, or any custom content you want homeowners to see.

Strike Mode — Estimate in Seconds Enter Roofr or EagleView measurements on iPhone or iPad. Strike Mode generates a complete line-item estimate in seconds. No laptop needed.

Photo-Tagged Inspection Reports Photos tagged by damage location — slope, surface, section. Homeowners see exactly what was found and where.

Good/Better/Best Tiered Quoting Three material tiers at every job. Homeowners who want the upgrade get the chance to choose it.

AI-Generated Project Descriptions One tap generates a professional scope of work from your materials and measurements.

AI Integration Connect your own AI provider with a free API key for free-text integration — find the link right in the app.

E-Signature with Full Tracking See when your document was opened, viewed, and signed. Homeowner signature returns immediately for your countersignature.

Change Order Protection Modified estimates automatically become invalid and require new signatures.

Work Orders & Invoices from the Signed Quote One tap for a work order. One tap for the invoice. No re-entering data.

Payment Tracking Log payments against a job and generate receipts automatically, all synced across web and iOS.

Team Management Add team members by role. Everyone syncs across iOS and web in real time.

QuickBooks Sync Invoices flow directly to QuickBooks.

CANVASSING & CONTINGENCY TOOLS Sign contingency agreements digitally, on-site, with the homeowner. Once signed, the customer is automatically added to the app and new leads are divvied up evenly across your sales team. Attach a full photo inspection report to every contingency — professional documentation that helps you go to battle for your money with homeowners against that insurance company that seems to always give you trouble. Receive up to five canvassing seats for no additional charge as an early adopter benefit.

COMING SOON — Android App QuoteMGR for Android is in development. The full mobile experience — Strike Mode, tiered quoting, e-signature, inspection reports — coming to Android soon.

PRICING Starter and Professional plans as monthly or annual subscriptions. Business plans for larger teams — contact quotemgr@614restore.com.

Terms of Use: https://quotemgr.614restore.com/eula Privacy Policy: https://quotemgr.614restore.com/privacy