The Problem
What Gets in the Way
Long sales cycles need persistent follow-up
Commercial decisions take months and involve multiple decision-makers. Without a CRM built for long cycles, deals get forgotten between touchpoints.
Large bid estimates are complex
Commercial roofing estimates involve square footage, membrane type, insulation, drains, equipment curbs, and more. Generic estimate tools don't handle the line item complexity.
Multi-phase project management
Commercial jobs often span weeks or months with multiple phases, crews, and milestone payments. Tracking progress and billing on schedule requires more than basic job tracking.
The Solution
How Ketterly Solves It
Commercial Proposal Builder
Create detailed multi-line commercial estimates with custom line items, material specs, and phased project pricing — then send a professional branded proposal.
Long-Cycle Pipeline Management
Track every commercial opportunity through a multi-stage pipeline. Log touchpoints, set follow-up reminders, and never lose a bid to a dropped ball.
Milestone-Based Invoicing
Invoice by project phase: mobilization, progress billing, substantial completion, and retainage. Each milestone is tracked and billed independently.
Multi-Crew Project Scheduling
Assign multiple crews to different phases of a commercial project and track progress by phase on one timeline view.
Frequently Asked
Common Questions
Does Ketterly support both TPO/flat roofing and steep slope?
Yes. Ketterly's estimating system supports both flat commercial roofing (TPO, EPDM, PVC) and steep slope residential. Your estimate templates can be configured per job type.
Can Ketterly handle retainage billing?
Yes. Ketterly supports retainage — you can configure an invoice to hold back a percentage until final acceptance and release it as a separate invoice on completion.
Is Ketterly good for commercial-only roofing companies?
Yes. Ketterly's pipeline, estimating, and project tracking tools work well for commercial-focused companies. Teams doing both commercial and residential manage both in the same platform.