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
Why did Roofr switch to daily billing?

Platform Fees let you automatically pass credit card and ACH processing fees on to your customer. No more manual math or eating into your profit — the fees are built right into the invoice, so you always get your full payout.

What are Platform Fees and how do they work?

Daily billing gives you a real-time view of your revenue. Instead of a surprise bill at month’s end, fees are deducted daily before funds hit your account — making cash flow more predictable and easier to plan for.

What is a credit card chargeback?

A credit card chargeback occurs when the cardholder disputes a transaction. Chargebacks occur for several reasons, including:

  • Fraudulent transactions
  • Shipping, delivery, or pricing issues
  • Credit or refund not processed
  • Unsatisfied with product or service purchased
  • Duplicate charges
  • Unrecognizable business name on credit card statement

In the event of a chargeback, the funds are immediately returned to the cardholder and debited from your account. After you receive a chargeback notification, you will be given the opportunity to contest the chargeback and submit any evidence that proves the validity of the original transaction (ie: signed documentation, photos of completed work). For any chargeback, please contact us at roofr@payabli.com

What is an ACH Return?

An ACH return is a message from the check writer’s bank (your customer’s bank) saying that they couldn’t make the deposit. Returns can happen for several reasons, such as insufficient funds or an old account. If you have received an ACH return notification, there will be a resolution step included in your email as well as the payment itself. For more details about the error itself, please see the ACH return code help article here.

In the event of an ACH return, you will see the money debited from your account. This is because we will pre-fund you in good faith and in an effort to get you paid as quickly as possible.

In every case, you should contact your customer to address why the return happened and request that the customer contact their bank to have the transaction go through. Once you re-process the payment, funding will occur within 2-3 business days.

Is there an integration with Quickbooks?

We are working on this now!

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?

Yes, Platform Fees let you automatically pass along the processing fees associated with ACH and credit card payments to your customers. So instead of you covering those costs, they’ll be included in your customer’s invoice total.

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 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.

CRM
Does Roofr work on my phone?

Yes! Roofr is now optimized to work on your phone, from the job site, on a roof, or anywhere you need to access your dashboard. Learn how to add Roofr to your phone screen for easy app-like access. 

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 doesn’t replace a full marketing strategy, but makes it more efficient. Way more efficient.

Can I create custom stages in my board view?

Yes! You can customize your job stages in the job board to match your existing workflows.

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
How much does the Instant Estimator cost?

The Instant Estimator is only available on our Elite subscription plan. Access is included in the monthly fee, and there are no additional costs for additional Instant Estimator links or regions.

Can I try the instant estimator for free?

While we do not offer a free trial of the Instant Estimator, you can purchase the Instant Estimator as an add-on for any subscription plan, including our no-monthly cost Starter plan. If you would like to see the Instant Estimator in action and find out what else is included with our subscription plans you can talk to an expert on our team.

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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 paid subscription plans unlock access to faster turnaround times and discounted per-report measurement prices. 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 your 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?

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

Our no-monthly fee Starter plan gives you access to basic Roofr Reports at $19 USD per report. This means the only pay for reports you order.

If you want access to faster report delivery, discounted per-report pricing, and premium measurement features, but aren't ready to commit to a Roofr platform plan, you can upgrade your Starter plan with Measure+. Measure+ is a monthly paid subscription that unlocks $13 USD per report pricing, and premium report features. There are two Measure+ options to choose from, with prices varying on delivery time.

Learn more about Measure+ options on our pricing page, or talk to an expert to learn more about our discounted annual pricing.

Do you guarantee your measurement report delivery times?

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 (2, 6, or 12 hours).

Learn more here.

How much does a roof report cost?

Our premium roof measurement reports cost $19 each and are delivered in 24 hours or less, or $13 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 (2, 6 or 12 hours) on our Starter plan.

How long does it take to receive my report?

With our free, pay-as-you-go Starter plan, our delivery times are within 24 hours. If you need it faster, you can pay an additional fee (and receive in 2, 6 or 12 hours) or you can upgrade to a paid plan that prioritizes your orders and delivers them in an average of 2 or 6 hours depending on your plan type. Talk to an expert to learn more.

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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 Starter plan includes 3 seats, our Essentials plan includes 5 seats, and our Scale plan includes 10+ seats.

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

Can I register month-to-month?

Yes, we offer monthly plans on a no-contract basis.

Will you help me onboard my company?

Yes, once you register for a subscription plan, you will have a dedicated Account Manager to help onboard your company.

Onboarding packages vary depending on your plan.

Talk to an expert to learn more.

Does Roofr offer a free trial?

No, we don't offer a free trial, but our Starter plan is available for no monthly fee and includes access to a job tracking board, unlimited $19 Roofr Report orders, 10 free proposals to create and send, and limited CRM functionality. If you'd like access to more, you can talk to an expert on our team to see subscription plan features in action.

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

Yes, we integrated with ABC Supply, SRS, and QXO directly.

Can I register month-to-month?

Yes! Our subscriptions are 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 Account Manager to help onboard your company.

Onboarding packages vary depending on your plan.

Talk to an expert to learn more.

Can I try proposals for free?

We offer a no-monthly cost Starter plan for no monthly fee that includes our pay-per-use measurement features ($19 Roofr Reports, DIY Reports). This plan also includes 5 free digital proposals that include e-signatures, image uploads, and more. If you would like to see features included with our subscription plans you can talk to an expert on our team.

DIY Measurements
How do I purchase more DIY Report credits in my free account?

You can quickly purchase more credits for DIY Reports by logging into your existing account, going to the "Measurements" page and clicking the "DIY Reports" tab at the top. Once there, you should see blue text in the top right corner that says "Buy DIY credits".

Click on that text, and select the amount of credits you would like to purchase and then click the "Buy credits" button to complete your transaction.

How much do draw-it-yourself measurements cost?

Draw-it-yourself measurements are the most affordable way to create fast and professional measurement reports. The DIY tool is available on any Roofr account and like Roofr Reports, reports are charged on a per-use basis, but the cost varies by plan.

If you are on our free Starter account, each report requires 1 credit and you can purchase credits for 3.50 - $4 per report.

If you are on a paid Roofr subscription (Essential or Scale plans) DIY reports that use your own images or images from Bing are free, and reports that use premium imagery require 1 credit which costs $2-$3.50 per report.

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