Roofing Software Consulting Packages
EXO Discovery
Software Strategy & Evaluation
Roofing businesses exploring their first software or switching systems
Structured 60-minute discovery workshop (key stakeholders)
Operational needs assessment—estimating, dispatch, service, field-to-office flow
“Tech stack” audit—current tools or spreadsheets
Market scan and shortlist of best-fit roofing software (2–3 options)
Evaluation scorecard + strategic recommendation report
30-minute follow-up to answer questions and next steps
“What’s the right software for your team? We help you see clearly.”
$995 one-time virtual session
PopularEXO Select & Setup
Full Selection + Implementation Management
Companies ready to buy and launch new roofing software
Includes everything in Discovery +
Full demo coordination with shortlisted vendors
Feature comparison matrix with cost/benefit insights
Vendor recommendation and decision workshop
Implementation planning: workflows, data migration, user profiles
Project-managed rollout (virtual)
Go-live support and stabilization check-in
“We help you choose, launch, and confidently use your new software.”
$4,500 one-time
(6-8 weeks virtual sessions)EXO One-Roof™
Ongoing Software Enablement
Teams launching new software or scaling usage of current systems
Includes everything in Select & Setup + ongoing optimization
Monthly performance review & adjustments
Coaching + Q&A for all staff levels
KPI/dashboard creation & tracking support
Integration assistance (e.g. CRM, accounting, GIS)
Releases & feature update guidance
Dedicated EXO Implementation Manager access
“Your software isn’t ‘set it and forget it’—we help your roofers keep getting better.”
$2,500/mo (3 month min.)
Add-On Services
Available with any package purchase+ Custom Integration Build (e.g., accounting, CRM, WIP systems): $5,000
+ Advanced Workflow Audits & Automation: $750
+ Premium Change Management Coaching: $1,000
+ Custom Reporting & KPI Dashboard: $1,250
+ Onsite Launch Day (Office &/or Field): $2,000 + travel
Not sure which package is right for your roofing business?
New business exploring its first tech investment?
Start with EXO Discovery to clarify needs and avoid costly mistakes.
Upgrading outdated systems or tired of errors?
- Go with EXO Select & Setup to ensure a smooth vendor transition.
Already launched software and need continuous improvement?
- Choose EXO One‑Roof to keep performance high and adoption strong.