# Exterio Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Exterio Software - reviews, pricing plans, popular comparisons to other Construction Management products and more.

Source: https://www.capterra.com/p/233368/Roof-Chief

---

# 

 Exterio Software Review 2026: Features, Integrations, Pros & Cons

Last updated on June 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Exterio

## What is Exterio?

Built by a team with over a decade 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. Exterio 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. For contractors looking for a modern CRM built to improve sales performance today and support their business long term, this is what comes next.

## What is Exterio used for?

[Roofing](https://www.capterra.com/roofing-software/)[Construction Estimating](https://www.capterra.com/construction-estimating-software/)[Construction CRM](https://www.capterra.com/construction-crm-software/)

Recognitions

Best ease of use

Top alternative

Featured

Overall rating

Based on 21 user reviews

Reviews sentiment

Positive

95%

Neutral

5%

Negative

0%

Starting price

$199

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

-   Construction CRM / 2026
-   Construction Estimating / 2026
-   Construction Management / 2026
-   Roofing / 2026

Our "Best of" badge program showcases products with the highest ratings...

-   Construction CRM / 2026
-   Construction Management / 2026
-   Roofing / 2026

Do you work for Exterio?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.roofchief.com&name=Exterio)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Exterio

4.7 (21)

VS.

[4.6 (846)](https://www.capterra.com/p/116187/Acculynx/reviews/)

Starting Price

$199

Per User, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (21)

Ease Of Use

4.4 (846)

Value For Money

4.8 (18)

Value For Money

4.2 (731)

Customer Service

4.7 (20)

Customer Service

4.7 (770)

## Exterio alternatives

[4.3 (407)](https://www.capterra.com/p/162690/Leap/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.5 (832)](https://www.capterra.com/p/166113/Contractor-Foreman/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (1,463)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.5 (1,398)](https://www.capterra.com/p/147181/STACK-Takeoff/reviews/)

Starting price

$2599.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/233368/Roof-Chief/alternatives/)

## FAQs about Exterio

Overview

### Which roles and teams benefit most from Exterio?

Exterio is most used by business owners, presidents, and general managers who need visibility into sales, estimating, and daily operations. Office managers, administrators, and customer service teams benefit from streamlined scheduling and documentation, while project managers, estimators, and sales teams use it to track jobs, quotes, and customer communication.

Answer based on 21 reviews

Overview

### What company size and specific industries is Exterio built for?

Exterio is designed for small to mid-sized roofing companies in the US and Canada, typically serving businesses with less than $15 million in annual revenue. It is built for roofing contractors and related exterior-focused firms that need software suited to their size and regional market.

Talk to an expert

### More questions?

Ask our experts

Features and Usability

### What are the key features of Exterio?

Exterio includes accounting and data collection, plus project management tools such as job tracking, task scheduling, and work order management. It also offers estimating and takeoff, bid management, invoicing and ACH payment processing, access control, document storage, reporting and analytics, and integrations with QuickBooks and third-party systems.

Pricing

### How much does it cost and what fees or limitations are included?

Exterio starts at $199 per user per month for the Pro plan, and a free trial is available. The Pro plan includes 100% US-based support, AI Inspection Reports, automated material orders, calendar management, custom proposals, E-Signatures, financing, free onboarding and implementation, and more.

Answer based on 5 reviews

Integrations

### Which third-party tools and platforms does Exterio integrate with?

Exterio connects to 7 third-party tools, including EagleView, Gmail, Google Calendar, Microsoft Outlook, QuickBooks, QuickBooks Online, and Stripe. Its integrations cover roofing data, email and calendar sync, accounting, and payments, giving teams a concise set of connected business and field-service tools.

Answer based on 7 reviews

Getting Started and Support

### What training and onboarding options does Exterio offer?

Exterio provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars offer guided instruction, while documentation and videos support self-paced reference and step-by-step review of product features and setup details.

Answer based on 2 reviews

Getting Started and Support

### What customer support options does Exterio offer?

Exterio provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users describe the support experience as quick, helpful, and attentive, with staff often handling questions and setup issues promptly. Some feedback also points to a desire for better access during specific hours.

Answer based on 6 reviews

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Scheduling

4.5 (13)

84.62% of 13 reviewers that rated this feature as important or highly important

Plan availability and assign specific time slots for tasks and resources

CRM

4.0 (10)

70.00% of 10 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Material Ordering

4.8 (10)

60.00% of 10 reviewers that rated this feature as important or highly important

Generate and send material orders from estimates directly to suppliers

Photo Capture

4.1 (10)

50.00% of 10 reviewers that rated this feature as important or highly important

Capture photos for any type of use case

Quotes/Estimates

4.8 (9)

77.78% of 9 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

Billing & Invoicing

4.5 (8)

50.00% of 8 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Exterio 73 features

Regulate who can view information within the system

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Take aerial view measurements of properties and create estimates using tools like Google Maps, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Notifications/alerts for upcoming events or tasks

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Provides a channel for team members to share AI models, media files, communicate, and work together

Specialized for organizations who focus on commercial projects and processes

For commercial and industrial purposes

Manage and track all internal and external communication conducted via calls, email, text, or chat

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Collection of data related to the costs associated with various items, products, services, or activities

Forecast the cost and resources required to complete a project

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

A website or login for customers to access information

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Process of gathering, measuring, and analyzing accurate data

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Electronically collect payments for goods or services

Digitally sign online documents

Pre-made examples and templates for emails

Estimate expected cost based on various factors before a project begins

Plan, manage, and track the financial activities of an individual or organization

Specialized for organizations who focus on residential projects

Archive of job costs for similar projects

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Calculate total itemized costs, including initial costs and any changes

Manage and track all job information and associated tasks

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Generate and send material orders from estimates directly to suppliers

Process of planning, procuring and controlling material flows along with supplier evaluation and shipping

Access software remotely via mobile devices

Ability to handle several projects simultaneously

Capture photos for any type of use case

Plan and coordinate all the resources, costs and time needed to execute assignments

Monitor the progress of projects from start to finish

Create proposals based on costs of labor and materials

Create, send, and track purchase orders and their statuses

Integrates with QuickBooks

Generate quotes or estimates for customers

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Plan availability and assign specific time slots for tasks and resources

Track information, qualifications, and contact details of subcontractors

Measure digital plans to calculate labor and materials needed

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Organizing a group of people to accomplish a task

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Creating, assign, and track jobs and/or tasks for work orders

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.3 (21)

4.3

Based on 21 reviews

## Pricing

Value for money

4.8 (18)

Free Trial

[View pricing plan details](https://www.capterra.com/p/233368/Roof-Chief/pricing/)

Pro

$199.00

Per User,Per Month

It includes:

-   Full featured CRM
-   Precise estimating tool
-   EagleView® Integration
-   Custom product collections
-   Custom and templated proposals
-   E-Signatures
-   Automated material orders
-   Job and production scheduling
-   Job site documentation
-   Customer job portal
-   Calendar management
-   Invoicing and Payments
-   Financing Available
-   QuickBooks® integration
-   Fully branded experience
-   Home dashboard
-   Customizable reports
-   Free onboarding and implementation
-   100% US based support
-   Mobile app
-   AI Inspection Reports

Value for money

4.8 (18)

4.8

Based on 18 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

EagleView](https://www.capterra.com/p/175004/EagleView-Roofing/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (20)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (20)

4.7

Based on 20 reviews

## User reviews

Overall rating

4.7

Based on 21 reviews

Filter by rating

5(15)

4(5)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JG

John G.

General Manager. Sales.

Construction

### "Roof Chief is AMAZING!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 17, 2025

Roof Chief has proven to be such a valuable resource for our company. Creating estimates and proposals is so simple and quick. It also includes invoicing, job costing, and you are able to download all job photos directly into the job file. It’s all at your fingertips and so easy to use. The support team at Roof Chief is amazing! I would highly recommend Roof Chief!

Pros

Easy to learn. Easy to teach new employees how to use. Our entire team has been much more organized.

Cons

We like everything about it. We have had no issues whatsoever. There is nothing negative that I can say.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

HS

Hanes S.

General Manager

Construction

### "Roof Chief is Great!!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 1, 2025

Roof Chief is reliable and keeps our customer data organized and easy to access. Customer support is phenomenal.

Pros

Roof Chief is simple and intuitive to use. Quoting roofs is quick and accurate - and creating professional proposals is seamless.

Cons

Would like an app based platform. Roof Chief is a little cumbersome to use on a mobile device - I think they are working on this.

Alternatives considered

[JobNimbus](https://www.capterra.com/p/126797/JobNimbus/)

Reasons for choosing Exterio

Ease of estimating. Other systems are powerful but estimating stinks.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

HR

Hayden R.

Account Executive

Construction

### "Great Time Saving Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 31, 2025

Pros

I love how Roof Chief streamlines the process of everything from estimating to material ordering. \[sensitive content hidden\] on tech support is great whenever I need something handled quickly that I don't have time to figure out or helping learn the system generally.

Cons

Integration with quickbooks is not as useful as we'd like.

Alternatives considered

[Roofr](https://www.capterra.com/p/208102/Roofr/)

Reasons for choosing Exterio

More customization options for everything

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RD

Ryan D.

CEO

Construction

### "Very Happy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 28, 2025

My roofing company handles everything from large full community reroof projects down to small residential 1 hour repairs. Our entire business process is built on Roof Chief and we have been very happy with it for the last 5+ years.

Pros

It's a comprehensive software from first call with the customer all the way through to final invoice. The team behind Roof Chief is super responsive whenever we need help or have feature ideas. You don't get that with most other software companies out there.

Cons

We'd love to see new features related to proposal design for our customer facing bids.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TR

Tony R.

Operations

Construction

### "Great comprehensive product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

March 28, 2025

Pros

Easy to use and a lot of functions make this a comprehensive solution for our software needs.

Cons

The monthly subscription cost is pretty steep

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JW

Jennifer W.

Office Manager

Construction

### "Very user-friendly! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 27, 2025

I've only been using the software a short time, less than a year, and I know I am not using it to the fullest extent yet, but what I have learned so far, I love! Their training and support have been phenomenal!

Pros

I like how user-friendly Roof Chief is! Very easy to jump in and learn it.

Cons

I've worked with a lot of customer service software and I feel it could incorporate a little more CS aspect of things in it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LH

Liz H.

Director of Marketing and HR

Construction

### "Trusted Partner since 2016"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 26, 2025

We've been working with Roof Chief for our roofing company since 2016, and I can't say enough about the level of service and support they provide. Even though we're located on opposite coasts, it feels like we're working side by side with close colleagues.

Pros

One of the standout features of Roof Chief is their customer service. \[sensitive content hidden\], in particular, has been exceptional—he's not only efficient but also incredibly open to new ideas and always brings a kind and supportive attitude to every interaction. It’s clear that Roof Chief values collaboration, and it shows in the way they consistently go above and beyond to ensure we're taken care of. Our estimators love how easy it is to build out formulas for accurate estimates. It’s a tool that has really streamlined our process and made our job a lot easier.

Cons

We can't wait for the app to use out in the field!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AP

Angele P.

Office Manager

Construction

### "Makes our day-to-day work flow easier"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 25, 2025

We couldn't be happier with the system. It is very detailed and allows us to easily manipulate the tools that we need. The sales representatives can price out jobs and order directly through the system, the project managers can easily schedule jobs due to the color coding and availability week by week, and the office can utilize an all-in-one system to record data, labor, and the job process daily.

Pros

I like the seamless integration, organization, and quality output. It allows our office staff to record information accurately and invoice accordingly, our sales representatives to stay on task, and our project managers to schedule jobs efficiently. The customer support is beyond helpful and quick to respond to every question with thoughtful care and consideration. Simply put, it makes our day-to-day easier.

Cons

It is sometimes slow to react and save information.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GS

Garrett S.

Owner

Construction

### "Roof Chief Saves Us Time"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 20, 2025

Roof chief came into our company a few years ago at the perfect time to help us organize our systems. Right off the bat, the team at roof chief set everything up for us and made things extremely easy on our company. The software works well with assigning jobs with quickbooks also. It has job tracking to keep us on the right track as well. Overall, I'm a fan of roofchief.

Pros

There are a good number of things that I like about Roof Chief. First off, the staff is extremely helpful including \[sensitive content hidden\] who we've been working with as he helps us with anything we could ever need. The software itself is innovative and easy to navigate, saving us time at sales to focus on the customer.

Cons

I haven't found an issue large enough to complain about.

Switched from

[JobNimbus](https://www.capterra.com/p/126797/JobNimbus/)

Job Nimbus was too hard for us to use, and Roof Chief brought us in and quickly set up a meeting to get to know us better in order to find our needs.

Alternatives considered

[AccuLynx](https://www.capterra.com/p/116187/Acculynx/)

Reasons for choosing Exterio

Roof Chief had a team that really seemed to care about our company and molding their software around us to fit us best.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JT

Jon T.

Owner

Construction

### "Roofer's best friend"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 20, 2025

It works for what we need it to accomplish

Pros

Lite and customizable, helps to keep the team on the same page

Cons

Mobile accessibility is a slight downside

Alternatives considered

[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/)

Reasons for choosing Exterio

They were too bloated with unnecessary features and pricing was unfriendly

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/233368/Roof-Chief/reviews/)

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