Case study
Impact
42% Revenue Increase in 9 Months
Company
Roofio
Industry
Solar
Challenge
Delayed Quotes, Missed Sales
How Roofio found a unified solution for proposals, CRM, and pipeline management to support growth.
Summary
Roofio, a multi-state leader in solar and roofing, turned to SubcontractorHub to consolidate its operational stack. By replacing disparate tools with a single, integrated platform, Roofio streamlined its entire workflow—from AI-powered proposals to integrated financing—freeing its teams to focus on growth and customer service.
Overview of Roofio
Founded in 2017 and headquartered in Texas.
A full-service energy and roofing company operating across seven states.
Core services include
Comprehensive roofing solutions: repairs, replacements, and storm damage restoration. Residential and commercial solar installations.
Mission
To help homeowners take control of their energy future.
Pressure Points
As Roofio scaled, managing a patchwork of disconnected software for proposals, customer tracking (CRM), and financing created significant friction. This fragmentation led to administrative bottlenecks, slowed sales cycles, and made it difficult to maintain clear visibility across projects and partnerships, hindering efficient operations and growth.
Solution Highlights
In early 2025, Roofio implemented SubcontractorHub as its all-in-one sales & project management platform. Key features that transformed their workflow include:
AI-Powered Design & Proposals
Generating accurate solar layouts and customized proposals in seconds.
Unified CRM & Pipeline
Tracking all customer interactions and project stages in a single dashboard.
Integrated Financing
Seamlessly connecting multiple lending partners to offer homeowners accessible payment options directly within the workflow.
Centralized Operations Hub
Providing a shared source of truth for sales, administration, and build partners.
Results that Speak
SubcontractorHub has become the core operational system for Roofio, fundamentally improving efficiency and scalability. The platform has eliminated app-juggling, provided critical visibility into the project pipeline, and created a seamless experience from initial quote to funded completion, enabling Roofio to execute projects faster and more reliably.
Proposal Speed
Time to create a customer-ready proposal reduced from XX:00 hours to 0Y:00 minutes.
Operational Efficiency
Estimated administrative time saved across teams: Z hours per week.
Process Integration
`#` of key lending partners integrated directly into the sales workflow.
System Consolidation
Replaced N disparate tools with one unified platform.