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DUAL-TRADE SOFTWARE

Roofing and solar quoting software,
powered by AI

Babio.ai is the AI platform built for companies that sell both roofing and solar — one system for leads, combined quoting, e-signature, and follow-up, instead of running two disconnected tools.

One combined quote
for both services
One platform instead
of two disconnected tools
Performance tracked
separately by trade
ONE SYSTEM, NOT TWO

What changes when both trades run on the same platform

Most dual-trade companies end up duplicating work across separate roofing and solar tools. Here's what that actually costs.

Running two separate systems

Lead and project data entered twice, once per tool
Two separate proposals when a job involves both services
No single view of how a dual-trade lead is progressing
Reps switching between tools mid-conversation with a homeowner

Running on Babio.ai

One lead record, shared across both service lines
A single combined quote when a project covers both
Full visibility into every stage, for either trade, in one place
One conversation, one system, from inquiry to signed contract
HOW IT WORKS

How combined roofing and solar quoting works in Babio.ai

When a homeowner requests pricing for a roof replacement with solar, or solar on an aging roof, Babio.ai calculates both scopes together instead of treating them as two unrelated transactions. Roof type, age, and structural condition feed directly into how the solar system is priced and designed, the same way an experienced dual-trade estimator would account for it.

The homeowner reviews one proposal and signs once. Behind the scenes, your team still sees performance broken out by trade, so nothing about reporting gets lost in the combination.

Combined inquiry
AI prices both scopes
One proposal signed
Tracked by trade
WHY IT MATTERS

What a unified system does for dual-trade companies

Four concrete outcomes from replacing two disconnected tools with one AI-powered platform.

No double data entry

A lead's information is captured once and used across both roofing and solar workflows, instead of being re-entered into a second tool.

One proposal, one signature

Homeowners reviewing a combined project sign a single contract instead of juggling two separate paperwork processes.

One view of the whole pipeline

Managers see roofing and solar leads side by side, instead of checking two separate dashboards to understand the business.

Trade-level reporting, still intact

Combining the systems doesn't blur the numbers — performance and acquisition cost remain trackable by service line.

FULL PLATFORM, BOTH TRADES

Everything dual-trade companies need, shared across both services

The same tools that power Babio.ai for roofing and solar individually work together for companies selling both.

Shared lead qualification

Inquiries are qualified for roofing, solar, or both, based on what the homeowner actually asked about.

Combined system design

Solar sizing and pricing account for the roofing scope when both are part of the same project.

Unified payments

Deposit collection and credit checks run through one flow, even when a project spans both trades.

Separate trade reporting

Performance and acquisition cost stay broken out by service line for accurate per-trade analysis.

WHO THIS IS BUILT FOR

Built for every kind of dual-trade business

Independent contractors offering both services

Quote, sign, and manage roofing and solar jobs from one system, without learning or paying for two separate tools.

Mid-size dual-trade companies

Keep both sales teams working from the same lead data and reporting, instead of operating in separate silos.

Companies expanding from one trade into the other

Add a second service line without rebuilding your sales process from scratch in a second piece of software.

Sales managers & directors

Get a single, accurate view of performance across both trades, with the detail to break it apart when needed.

FAQ

Frequently asked questions about roofing and solar quoting software

What is roofing and solar quoting software?

It's software built for companies that sell both roofing and solar, allowing them to generate combined or service-specific quotes, manage leads for both trades, and avoid running two disconnected systems.

Can Babio.ai generate a single quote covering both roofing and solar?

Yes. Babio.ai can calculate pricing for both scopes together, accounting for how roofing work affects solar installation, such as roof type, structural condition, and panel compatibility.

Do I still need two separate systems if I sell both services?

No. Babio.ai is built to manage lead generation, quoting, e-signature, and follow-up for both roofing and solar within a single platform, removing the need to duplicate work across two tools.

Can homeowners sign one contract instead of two?

Yes. When a project covers both services, homeowners can review and sign a single combined proposal rather than separate roofing and solar contracts.

Does this work if a lead only wants one of the two services?

Yes. The platform handles roofing-only, solar-only, and combined leads, routing and qualifying each based on what the homeowner actually requested.

Can I track performance separately for roofing and solar?

Yes. Even though both services run on the same platform, lead source, conversion, and acquisition cost can be tracked separately for each trade.

Is this only for large dual-trade companies?

No. Independent contractors offering both services benefit just as much, since combined quoting removes manual work regardless of team size.

Does combined quoting account for how roofing affects solar pricing?

Yes. The system factors in roof type, age, and structural fit when calculating solar pricing alongside the roofing scope, instead of pricing each service in isolation.

See roofing and solar quoting
working as one system

Book a live demo and see combined quoting, e-signature, and trade-level reporting running on a single platform.

Request a demo

Sassly is a real early-stage software looking for an analytics platform that scales with you, check out our stage program.

Helping Solar & Roofing Companies close more deals with AI that generates leads, verifies homeowners, sends proposals, books appointments, and automates your entire sales funnel.

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