For roofing & exterior contractors

Close in the driveway. Get paid before the other guy measures.

The fastest, best-documented bid wins. Chalk lets you document the damage, price it from your book, sign it on the hood, and collect the deposit before you leave, all on one record from the knock to the final payment.

Everything you pay for, in one place

Four apps to sell one roof? Chalk is all of them.

CRM & pipeline

Leads and where every deal stands.

Photo & documentation app

The damage that justifies the job.

Proposal & estimate tool

Priced quotes in a separate login.

E-signature tool

The contract you chase for a signature.

Payment & deposit tool

Money in yet another system.

One record in Chalk. Lead to production to payment on one record. The proposal lands first, the signature happens on site, and the deposit is in the account before you pull out of the driveway.
The cost of a slow, scattered sale

Slow and scattered loses the job.

The deal goes to the faster bid

The proposal that lands first tends to win. If pricing waits for the office, the job is gone before your number even arrives.

Storm documentation is scattered

The photos that justify a supplement are spread across phones, and assembling them after the fact is slow, incomplete, and costs you the money.

Chasing deposits

The job is sold, but the deposit lives in a separate tool, and collection turns into a week of follow-up you should not have to do.

How the job runs in Chalk

One record, from the knock to the final payment.

1

Document the damage

Photos and measured evidence captured on site, on the job record.

2

Price and propose

Build a proposal from your price book and send it before you leave the driveway.

3

Sign on site

Collect the signature in person or remotely, tied to exactly what was agreed to.

4

Collect the deposit

Request the deposit against the job, and track it to the same record.

Everything Chalk does for the job

Built to close on the driveway.

Document the damage

Photos, marked up for the file

Capture damage photos with markup, measurements, and stamps, organized on the job and ready for a supplement.

Measured floor plans on a phone

Room dimensions and a measured floor plan from a walkthrough on a supported iPhone or iPad Pro, when the interior is part of the claim.

Before and after that sells

Pair source photos into clean comparisons for the homeowner and the carrier.

Sell on site

Proposals from your price book

Standardized rates and line items, priced the same way whoever writes them, sent from the job.

Signatures on site or remote

Ordered signers, in person or by link, with a durable audit trail and the final document on the record.

Collect and produce

Deposits and balances tracked

Request deposits and balances against the job. Online collection uses a connected payment processor.

Production on a board

Move every job through your stages so nothing stalls between sold and installed.

A client hub that wins referrals

Progress and photos on a branded link the homeowner actually opens.

See the output

This is what comes out.

The record is not the point. This is: a signed proposal assembled from the field capture, ready to sign and collect on, on site. Illustrative sample, not a real client.

Elm-Ct-Roof-Proposal.pdfSample
On-site proposal + signed contract
Priced from your book, damage photos, signed on site, deposit requested
Proposal, priced from your book
Tear-off & dispose, 28 sq24 damage photos$6,720
Architectural shingles, 28 sqprice book$9,240
Underlayment & ice/waterprice book$2,180
Flashing & boot replacement8 photos$960
Signed and collected on site
Proposal total$19,100
SignedOn site
Deposit$5,730
Chalky AI

Your follow-up writes itself. You hit send.

Chalky reads only the records you can already see, cites its sources, and drafts follow-up for review. It never changes the record on its own.

Ask the pipeline. "Which jobs are waiting on a deposit?" Chalky answers from the record.
Draft the follow-up. Chalky proposes the next-step note or task for you to approve.
Surface the evidence. Point it at a job and let it pull the damage photos you need.
What you'll use

The parts of Chalk this trade leans on.

Questions

Roofing & exteriors, answered.

What is roofing job software?

Software that runs the whole job on one record, from documented damage to proposal, signature, production, and payment, so leads, photos, and money don't live in separate apps.

Can I send a proposal on site?

Yes. Build it from your price book and send it from the job record, and the customer can review, accept, and sign from their phone.

Does online payment collection work?

Chalk creates and tracks invoices and payment requests. Online collection uses a connected payment processor and reconciles status back onto the job.

Why trust a tool this new

No customers to show you yet. So here's the deal instead.

We're pre-launch and we're not going to fake a logo wall. Here's how we make it safe to be early.

1

See it run first

Before you commit a dollar, we run a real job through Chalk with you, live, and show you an on-site proposal and signed contract built from it. The product is the proof.

2

You're a founding partner

The first 30 firms shape what we build: founder pricing, a direct line to the founders, and a real say in the roadmap. You're not a customer number, you're building this with us.

3

Keep the record either way

Bring one real job. We set it up with you, free. If Chalk isn't for you, you walk away with the finished file. Cancel anytime, export everything, no lock-in.

Our promise

Bring one real job and you'll walk away with it documented, signed, and the deposit collected, whether or not you stay.

Make the switch

Bring one live job. We'll build its record with you.

No six-week rollout. We set it up with you, you run it on the next job, and you keep the finished record either way. Founder pricing for the first cohort is on the early-access page.

Better than every tool you're paying for.

Everything your CRM, camera roll, measuring app, e-sign, and spreadsheets do, on one record, done better. Give us one real job to prove it, free, and become one of our 30 founding firms.

Early access is open to a first cohort. Free onboarding, and your whole team is included.

Want the details first? See the founding-member deal →