The Right Process Makes Every Rep Your Best Rep

Guided Workflows ties your inspection, quoting, and pricing into one workflow, so even your newest rep gets it right on the first visit and sends out proposals that don’t need a second look.

Guided Workflows

Hire Faster , Scale Smarter

Stop waiting months for new hires to figure it out. Cut your training costs and get them closing while they’re still learning the trade.

Protect Every Dollar on Every Job

Missed line items quietly kill your margins. Required steps and enforced checklists make sure the right materials, labor, and pricing end up in the proposal.

Win the Deal on the First Visit

Every appointment without a signed contract is a deal at risk. Quote and close on the spot, same visit, same day.

Build the Process. Guarantee the Output. 

Inspection

Complete Inspections Without the Back and Forth

On most platforms, inspections are choose-your-own-adventure. Reps skip steps, jump ahead, and come back with missing photos that cost you a second truck roll. Zuper locks your inspection into a guided workflow, so the right data gets captured while they’re still on the roof.

  • Required, sequential checklists that reps can’t skip or jump around in
  • Mandatory photo capture at each step, GPS and time-stamped
  • Conditional fields that show or hide based on what the rep finds on site
Inspection checklist and report interface showing roof documentation workflow
Quoting

Accurate Proposals Straight Off the Inspection

When inspections and proposals are disconnected, reps build quotes manually and hope the numbers are right. Zuper’s Intelligent Quoting ties them together so every quote comes out consistent and accurate, whether it’s your newest hire or your most experienced rep.

  • Inspection inputs and measurements combine to calculate quantities, line items, and pricing automatically
  • Good, better, best options generated from your pre-configured pricing templates
  • Real-time margin visibility so you know if the deal is profitable before it’s signed
Quoting interface with proposal generation
Training

Cut Your Training Time from Months to Days

When the process lives in the software, training shrinks from months to days. New hires get confident and start closing sooner because they’re following a proven workflow instead of figuring it out on their own.

  • No more reps sitting in the truck trying to piece together a quote between appointments
  • Hire for sales ability, not trade experience. The system teaches the process.
  • Built-in sales compliance that keeps every rep within the rules of the business on every job
Training and onboarding workflow interface
Lisa Crocker, Chief Administrative Officer at Roof Doctors

Lisa Crocker

Chief Administrative Officer, Roof Doctors

“Our guys used to hate paperwork. Now, they just talk while they work. We’ve seen a 40% drop in missing compliance photos since switching to Voice AI.”

Lisa Crocker

Chief Administrative Officer, Roof Doctors

JT Ulyatt, CEO at Maven

JT Ulyatt

CEO, Maven

“What makes Intelligent Quoting different is simple: it completes the missing link in the quoting process, so reps can go from roof to quote to close without the extra rework. At Maven, we were able to increase our close rates from 30% to 70%.”

JT Ulyatt

CEO, Maven

Chris Little, Office Manager at Dickinson Roofing

Chris Little

Office Manager, Dickinson Roofing

“Zuper blows any software out of the water. I've tested out lots of different CRMs and software. For roofing, this is just the best.”

Chris Little

Office Manager, Dickinson Roofing

John Marrah, CEO at Marasun

John Marrah

CEO, Marasun

“Zuper Glass has already saved my life once - because I had both of my hands free, I was able to catch myself on a wet roof.”

John Marrah

CEO, Marasun

Cooper Knutson, Bookkeeper at Russell's Quality Roofing

Cooper Knutson

Bookkeeper, Russell's Quality Roofing

“Zuper has been working fantastically well for us. The flexibility and configurability are honestly my favorite parts it's designed mobile-first, and for the guys in the field, it really, really shines.”

Cooper Knutson

Bookkeeper, Russell's Quality Roofing

Noe Madrigal, Founder & CEO at A&A Roofing

Noe Madrigal

Founder & CEO, A&A Roofing

“As you start to scale, you have to have a CRM, photo management, a phone system, time management, and a proposal builder. That's the standard in roofing. With Zuper, we have all of it in one place.”

Noe Madrigal

Founder & CEO, A&A Roofing

Guided Workflows

Put Your Process to Work

See Guided Workflows built around your rules, your pricing, your workflow.