The proprietary operating system built by pros, for pros. Map, estimate, and trigger automated CRM pipelines from a single, high-velocity interface.
Designed to seamlessly replace & integrate with your stack
From satellite tracing to team-wide synchronization, everything you need to dominate the market.
Professional-grade touch-interface drawing. Click, trace, and refine roof facets with lightning-fast hardware acceleration.
Automate your complex pricing tiers, travel surcharges, and solar adders instantly as you draw.
Manage leads visually. Push quotes directly to your CRM with one-touch integration.
Manage permissions and performance across your entire field force with centralized team dashboards.
Change pricing or protocols in the admin vault and push updates to every field rep’s device in real-time.
Reduce eye fatigue during late-night quote generation. Optimized for high-contrast field performance.
Turn your website traffic into actionable pipeline. Embed our do-it-yourself quoting widget directly onto your company homepage, allowing homeowners to build their own estimates and explore pricing. We automatically capture their information and route the high-intent lead straight into your CRM.
Stop wasting time double-entering data. With PreserveIQ, you can trace a property, generate a pixel-perfect quote, add the lead to your CRM pipeline, and email the proposal to the customer—all in less than a minute.
"It completely transformed our sales velocity. We map the property and build out the preservation estimate while talking with the client. The quote hits their inbox before we've finished the conversation, and our close rates skyrocketed."
Shingle Preservation & PV Specialist
Whether you are a solo operator or running a 10-rep field force, we have the stack for you.
Try the self-serve estimator. This is the exact tool you can embed on your own website to invite visitors to generate their own preliminary quotes—all while seamlessly capturing their contact information to follow up.
Everything you need to know about the platform.
It's simple. We provide you with a short piece of iframe code to copy and paste onto your company website. When homeowners visit your site, they can draw their own roof layout and receive a preliminary estimate. Their contact information and quote are instantly routed into your PreserveIQ CRM pipeline as a high-intent lead.
Yes. PreserveIQ features a flexible estimation dashboard where you can define custom travel radius charges, out-of-town variable adders, and multi-tier discount structures tailored to your company.
When a quote is generated, it safely logs into your Visual Pipeline CRM. From there, you can instantly trigger integrated email and text messaging workflows to follow up with leads automatically, ensuring cold deals never slip away.
Absolutely. Our Growth Team and Enterprise plans come standard with dashboard template configurations to sync up perfectly with your setup day one.
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