Case study
More Quotes, Faster: How Citadel Roofing Replaced Three Platforms with One in Billdr
Discover how Citadel Roofing, a Greater Vancouver commercial and residential roofing contractor, replaced Excel, a separate CRM and an invoicing system with Billdr to send more quotes, faster, and win more work.
3 → 1
Platforms, replacing Excel, a CRM, and a separate invoicing system
More quotes
Sent faster and more accurately, with more getting accepted
1 place
For quoting and finance, freeing Jeff to take on more day-to-day roles
How Billdr Changed Their Day-to-Day
Jeff Hlookoff, operations manager at Citadel Roofing, spent more than 25 years in building maintenance and building envelope repairs before going back to BCIT in his early 40s and moving into roofing. Based in Port Coquitlam, Citadel handles commercial, residential, and strata roofing, waterproofing, and repairs across Greater Vancouver, from Squamish to Chilliwack. To cut down on paperwork, the team moved from three separate platforms onto Billdr.
Before Billdr
- Three systems for one job. Excel sheets, a CRM, and a separate invoicing system all in use at once.
- Excess paperwork on every new project.
- Back-and-forth between programs to find what was really needed.
- Slower quoting that limited how many quotes went out.
- Quoting and finance in separate places, taking up Jeff’s time.
- Less time with customers and for other day-to-day work.
After Billdr
- Everything in one place for quoting, customers, and invoicing.
- More quotes going out, faster and more accurately.
- More quotes accepted as quote volume has grown.
- Streamlined quoting and accounting that make the day-to-day easier to manage.
- Competitive, timely pricing with all the tools they need in Billdr.
- More time for customers and other projects, and to get his son to hockey.
We’re able to do them quicker and more accurately, and get them out in a timely fashion. So, for us, Billdr has been a game-changer on that, as the more quotes go out, the more we get accepted.
Why Citadel Roofing Loves Billdr
From the first quote to the final invoice, Billdr gave Citadel one platform built around the way they work.
1. Three Platforms Down to One
Billdr replaced Citadel’s Excel sheets, separate CRM, and invoicing system, cutting the paperwork and the time spent switching between programs.
2. More Quotes, More Wins
Citadel now sends out more quotes, faster and more accurately. As Jeff puts it, the more quotes go out, the more get accepted.
3. A Smooth Onboarding
Moving from three platforms to one went as smoothly as it could. Jeff says Quinn from Billdr was always available by text, phone, or email.
4. The Right Price, Built in Canada
Cost was the first reason Citadel switched from a competitor, and Billdr being a Canadian company was a big selling point.
5. A Partner That Adapts
Jeff says Billdr has everything Citadel needs, and the team has worked with them to put those tools in place for the way they run their business.
“It’s a no-brainer for us”
“Easy to learn, super convenient, and everything’s all in one place. It’s a no-brainer for us.”
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Still have questions?
Yes. Billdr is built for residential and commercial general contractors, home builders, and specialty contractors across North America. Whether you're a small & medium team (1-30 FTEs) or a growing business (30-100 employees), Billdr scales with the way you build.
Note: Billdr is not adapted for general contractors building high-rises, airports, industrial projects.
Absolutely. Billdr is designed for owners, project managers, estimators, office staff, field crews, subcontractors, and even your clients through dedicated portals. Everyone stays connected in one system.
Yes. Billdr syncs with QuickBooks Online, so invoices, expenses, purchase orders, bills, payments, and customers move across automatically and nothing gets entered twice. Your operations team works in Billdr while your accountant keeps working in QuickBooks
Yes. You can book a personalized demo with our team or start your subscription and schedule a free onboarding session. We'll help you get set up quickly so you can experience Billdr with your own projects.
Yes. Billdr includes import tools to help you migrate customers, contacts, projects, price lists, templates, and more. Our Customer Success team is available to guide you through the transition and ensure a smooth setup.