Getting Started
How long does it take to get set up?

It totally depends on your business. And we know that you’re busy. That’s why we have dedicated Implementation Teams to help you get set up your account - including uploading materials, creating proposal templates, adding your team etc. Plus, you’re paired with an account manager that meets with you regularly to make sure you’re always getting the most out of your account.

Do you charge per seat?

Nope! We know that teamwork makes the dreamwork. On (most of) our subscription plans your whole team can collaborate on one account - no additional cost. We say most of because on the Pro plan - 3 seats are included. If you’re on the Pro plan and you need more than 3 users - let’s talk about upgrading you to Premium.

How many seats are included with my Roofr account?

Our Free plan includes 2 seats, our Pro plan includes 3 seats, our Premium includes 5 seats, and our Elite plan includes a custom amount of seats.

For more information on setting up your team, talk to an expert today!

Does Roofr offer a free trial?

No, we don't offer a free trial at this time, but our Pay As You Go plan includes unlimited $18 Roofr Report orders, 5 free proposals to create and send, and some CRM functionality. If you'd like access to more, you can talk to an expert of our team to see subscription plan features in action.

ACCOUNT
Is there a mobile app?

There’s no app - but you can easily create a shortcut on your smartphone to make Roofr easily accessible in the field. Here’s how!

Instant Estimator
Is there a monthly cost?

Yes, you must be part of our subscription plans to get access to our calculator.

CRM
Does Roofr CRM have tools to generate leads?

With Roofr’s instant estimator, you can not only generate leads - you generate QUALIFIED leads. The instant estimator replaces gathering contact information from a form, and actually provides an instant quote based on the lead’s address. It’s doesn’t replace a full marketing strategy, but makes it more efficient. Way more efficient.

Can I create custom stages in my board view?

If you’re reading this from the future…then yes. This will be possible in the winter.

Can I customize the job board view of my pipeline?

Yes, you can customize your pipeline dashboard based on job stages. Each stage is shown as column in your kanban view, and you can add or remove them at any time. If you want to play god, you can also change your pipeline view with filters. You can view the active pipeline by team member, job value, date range - you name it.

I want to use Roofr CRM but you’re missing a feature I love. What do I do?

Chances are we’re already working on it! The best thing to do is book a call with one of our team. They know the product inside and out, and can help find a solution. Like my mom always says, you never know until you ask!

I do siding and gutters as well - can I manage all my trades in the CRM?

You bet! There’s a couple of ways you can do this, but the easiest way is to talk to one of our experts to help get you set up. We’ve got a bada$$ implementation team dedicated to helping you get the most out of your account.

I already have a Roofr account - how do I sign up for CRM?

You don’t! The CRM features are already accessible in your account (mind blown). In your existing Roofr dashboard you’ve got access to all the CRM features - no additional set up, no additional fees. Want to learn how to start optimizing your Roofr dashboard today? Talk to an expert today.

Measurement Reports
Can I download my measurement report and add it to a customer proposal?

You don’t need to! You can instantly create a proposal with your measurement report at the click of a button. Meaning you can measure, and quote, without even stepping foot on the roof. Learn how to turn measurements into proposals here.

Can Roofr create material calculations on my roof report?

Heck yeah! On all of our paid plans, material calculations are automatically included in your roof report - as well as a recommended waste factor %. How handy! If you’re on a free account - you can add material calculations on to your report for $5 at checkout. Learn how.

**calculations are not available for metal or tile - sorry about that!

I have a subscription - do I still need to pay for measurement reports?

Our subscription plans are built to help businesses at any stage meet their needs. They offer premium features like instant estimates for lead generation and more customization for proposals - and they also unlock faster turnaround times and discounts for measurements. However, each measurement report is still ordered and paid for individually! Talk to an expert for more details on the discounts and delivery times for each plan.

How accurate are you measurement reports?

No measurement service is 100% accurate (pretty sure that's physically impossible) but we are known for our accuracy. We're also the only service that allows you to edit a finished report - allowing for maximum accuracy. As always, double check all measurements to ensure you're ordering the right amount for the job.

Is there a monthly cost?

Roofr Reports at $18 on our Pay-As-You-Go plan and $12 on any paid subscription plan.

Report pricing is separate from our monthly or annual subscription plan pricing.

Talk to an expert to learn more about our discounted annual pricing.

Do you guarantee your measurements?

We offer guaranteed turnaround times for Roofr Reports on our subscription plans (varies by plan type).

Our free, pay-as-you-go plan offers estimated 24 hour turnaround times on Roofr Reports, but you can pay an additional fee for a faster turnaround time (3, 6, or 12 hours).

Learn more here.

How much does a roof report cost?

Our premium roof measurement reports cost $18 each and are delivered in 24 hours or less, or $12 each on any paid subscription plan and delivered in as little as 3 hours. Need them faster? We offer guaranteed turnaround times on our subscription plans.

You can also pay an additional fee for a faster guaranteed delivery time (3, 6 or 12 hours) on our Free plan.

How long does it take to receive my report?

With our free, pay-as-you-go plan, our delivery times are within 24 hours. If you need it faster, you can pay an additional fee (and receive in 3, 6 or 12 hours) or you can upgrade to a paid plan that prioritizes your orders and delivers them in an average of 3 or 6 hours depending on your plan type. Talk to an expert to learn more.

Proposals
Do you integrate with roofing distributors (Beacon, SRS, ABC Supply etc.)?

Not yet! But we’ve got a stellar implementation team that can help you upload all of your material lists. Book a call!

Can I register month-to-month?

Yes! Our subscriptions are conveniently offered on a month-to-month basis.

Talk to an expert to learn more.

Is there a monthly cost?

We offer 5 free proposals on our Pay-As-You-Go plan. For unlimited proposals, you must be part of a subscription plan.

Will you help me onboard my company?

Yes, once you register for a subscription plan, you will have a dedicated customer success manager to help onboard your company.

Onboarding packages vary depending on your plan.

Talk to an expert to learn more.

Can I try for free?

We offer a "Free" plan that includes our measurement features (order $18 Roofr Report, DIY Reports). If you would like to see features included with our subscription plans you can talk to an expert of our team.

Material ORDERING
Can I create material orders from Roofr?

Yes! You can create, send and track your material orders right in your Roofr dashboard.

PAYMENTS & INVOICING
Is there an integration with Quickbooks?

Not yet, but we are working on this now! We are hoping to have an integration out in the first half of 2024. In the meantime, you can export your invoices and payments into a CSV.

Can anyone on my team take payments?

Yes! With Roofr Payments anyone on your account can create and send payment requests, without having access to sensitive accounting details.

Can I take partial payments?

Yes! You can request and submit payments for any amount less than the balance of the invoice. Additionally, you can charge any amount to any payment method (card or ACH) that your customer prefers.

How do we get billed for the processing fees?

You will receive 100% of the transaction when it is deposited in your account, so no fees will be taken off up front. Instead, our processor will draft the fees at the end of the month for the payments that were processed.

Can you pass through the CC fees?

Not yet, but we are going to be working on this in the first half of 2024! In the time being, you can always add a line item to the invoice called “convenience fee”.

Do I need to submit a credit application to use Roofr Payments?

Yes, the business owner needs to submit an application. Our processor will do business credit pull first, and they may run additional credit checks on the owner(s) if needed. These checks will be soft credit pulls. The application takes about 1 day to review and once approved, about 2-3 business days for your account to be activated.

How much does Roofr Payments cost?

There is no additional subscription fee to use Roofr Payments once you are one one of our paid plans (pro/premium/elite). There are additional payment processing fees which can be found on the one pager.

At a high level, we charge 2.8% + 30 cents per credit card transaction for Visa, Mastercard, and Discover. For Amex, this will be 3.25% + 30 cents per transaction.

For ACH, this will be .5% with a maximum of $40 so you will never exceed $40 on an ACH transaction.

Can I integrate my quickbooks account?

Not yet. But it’s on our radar. In the meantime - we’ve got some workarounds with zapier. Talk to an expert to learn how.

DIY Measurements
Are draw-it-yourself measurements really free?

Yes! We have a free version and a premium version. If you upload your own image (satellite, blueprint, drone), you can measure yourself for free. If you want to measure from a premium HD aerial image, you can purchase packages that range from $2-$3.50 per image. We also have a paid plan that allows you to upload your logo and access our proposal software. See our plans here.

How do I purchase more HD images for DIY Reports?

You can quickly purchase more HD imagery for DIY Reports by logging into your account, and going to "Measurements" and then "DIY Reports".

Once there, you should see blue text in the top right corner that says "Add DIY image credits".

Click on that text, and select the amount of credits you would like to purchase and then click the "Purchase DIY Images" button to complete.

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