FAQ's
Frequently Asked Questions
Find answers to common questions about RootBot AI, our roofing CRM platform, pricing, features, and support.
Getting started is easy! Simply click "Start Free Trial" to create your account. Your registration will be reviewed by our admin team, and once approved, you'll receive an email with login credentials. You can then choose your plan and start managing your roofing business immediately.
Yes! We offer a 14-day free trial on all our paid plans. You can explore all features without entering credit card information. After approval, you'll have full access to test lead management, project tracking, estimations, and all premium features.
Our AI-powered platform includes intelligent lead scoring, automated follow-up suggestions, smart pricing recommendations, predictive analytics for project timelines, and automated workflow optimization. The AI learns from your business patterns to provide increasingly accurate insights.
The number of team members depends on your plan. Starter allows 5 users, Professional supports 15 users, and Enterprise offers unlimited users. Each team member gets role-based access controls, ensuring they only see relevant information for their position.
Yes! RootBot AI offers native mobile apps for both iOS and Android. Field crews can access job details, update project status, capture photos, log time, and communicate with the office in real-time. The app works offline and syncs when connected.
Absolutely! We provide easy data import tools for customers, leads, and projects. You can upload CSV files or use our API for custom integrations. Our support team offers free migration assistance on Professional and Enterprise plans to ensure a smooth transition.
We accept all major credit cards (Visa, Mastercard, American Express) and PayPal. Payments are processed securely through industry-leading payment gateways. Enterprise customers can also arrange for annual invoicing and bank transfers.
Yes, you can cancel your subscription at any time with no cancellation fees. Your account will remain active until the end of your current billing period. We also offer data export options so you can download all your information before leaving.
Security is our top priority. We use bank-level 256-bit SSL encryption, daily automated backups, multi-factor authentication, and host on secure AWS servers. Your data is isolated in our multi-tenant architecture, and we're fully GDPR compliant.
Yes! All plans include access to our comprehensive knowledge base, video tutorials, and email support. Professional and Enterprise plans also get priority phone support, personalized onboarding sessions, and dedicated account managers to ensure your success.
RootBot AI integrates with popular tools including QuickBooks for accounting, Google Calendar, Outlook, Zapier for automation, and various email marketing platforms. We also offer a REST API for custom integrations with your existing business tools.
Absolutely! You can fully customize estimate templates, proposal formats, invoices, and forms to match your brand. Add your logo, colors, terms, and conditions. Create multiple templates for different service types or customer segments.
Still Have Questions?
Our team is here to help! Contact us for personalized assistance.