End-to-End Infrastructure
Built Specifically for the Shingle Preservation Workflow
Orthogonal Roof Tracing
Satellite-based perimeter bounding with automated 90-degree snapping grids.
Sniper Crosshair Sights
High-accuracy vertex pinning reticle for professional-grade roof measurement.
Pricing Modifiers
Dynamic pitch multipliers and automatic solar array masking deductions. Adjust pricing metrics and mileage to automatically calculate with a single click
Lifetime ROI Estimator
Interactive lifespan visualization comparing preservation costs vs. full replacement.
Eco-Impact Calculator
Instant reporting on landfill diversion metrics based on roof square footage.
Self-Serve Lead Widget Add-On
Embeddable conversion engine to capture organic traffic directly on your site.
Build Fast, Accurate Roof Treatment Quotes in Minutes
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 customerâall 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."
Spruce M.
Shingle Preservation & PV Specialist
Close Deals Faster & Simplify Contractor Invoicing
Pick a Core Package built for your field operations, then amplify your intake volume using our website add-on.
ðĶ Core Platform Software Packages
Solo Pro
Perfect for individual contractors starting out in the shingle preservation industry.
- â 1 Dedicated User Seat
- â High-Velocity Quoting & Sat-Trace Engine
- â Dynamic Pitch & Area Pricing Estimator
- â PDF Proposal Output Generation
- â Interactive Before/After Visualizer Panel and much more
Growth Team
Designed for expanding roof preservation companies.
- â 2 to 4 Managed Team Seats
- â Real-Time Door-to-Door Canvassing Turf Maps
- â Live Team Leaderboard Engine
- â Visual Sales Pipeline CRM Dashboard
- â Automated Follow-Up SMS & Email Matrix
Enterprise
Enterprise-grade capabilities with managerial workflow controls and security configurations.
- â 5 to 10 Expanded Roster Seats
- â Multi-tier Administrative Role Provisioning
- â Advanced User Management Interface & Performance Auditing
- â Team Intel Leaderboards and Strategic Directives
- â Dedicated Technical Training Windows
ð Optional Standalone Site Add-On
Self-Serve Website Estimator Widget
Embed our customer-facing quoting script directly onto your homepage. Homeowners map their own layout to generate an instant value appraisal, routing cold organic site traffic straight into your core tracking CRM.
⥠Experience the Speed Firsthand
Interactive Lead Widget Demo
Launch the responsive canvas emulator immediately inside an environment preview layout. This is the exact module your prospective clients use natively on your custom corporate layout spaces to safely self-qualify parameters.
Frequently Asked Questions
Everything you need to know about the platform.
How does the self-serve website estimator work?
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.
Can I customize the pricing rules for my specific region?
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.
How do the automated follow-up messages work?
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.
Is there an onboarding process for our teams?
Absolutely. Our Growth Team and Enterprise plans come standard with dashboard template configurations to sync up perfectly with your setup day one.
Software Built by Roof Preservation Operators, For Operators
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Built in the Trenches.
Hi, Iâm Steve. I didnât set out to build a software companyâI set out to scale a roof preservation business.
Operating Bright Green Roof in Calgary, I experienced firsthand the friction that slows down the daily sales workflow. We were out in the field offering an incredible service, extending the life of asphalt shingles using a highly effective, 100% plant and seed oil-based formulation (with absolutely zero soy). The product was flawless, and the market demand was there. But the administrative side of the business was acting as a bottleneck.
Standard roofing CRMs are built for traditional roofers. They quote in bundles of shingles and tear-offs. We needed to measure treatment square footage, apply dynamic pitch modifiers, and instantly calculate deductions for things like solar arrays. My team was stuck juggling satellite mapping apps, spreadsheets, and generic CRMs.
I needed a system that allowed my team to map a property, generate a pixel-perfect estimate, drop the lead into an automated CRM pipeline, and email the proposal to the customerâall in under 60 seconds. Since that platform didnât exist, I built it. PreserveIQ isn't a generic tech product coded by people who have never climbed a ladder. It is a highly specialized operating system built by operators, for operators.
Steve Meunier
Founder, PreserveIQ
