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Add the Roofr Dashboard as an app to your smartphone's home screen. The shortcut will make your life a whole lot easier.
Learn how to quickly invite and add your team members to one shared workspace.
Learn how to create, edit, manage, reassign and delete your customers on Roofr!
Automations help you effortlessly move the job through the pipeline with the peace of mind that nothing is falling through the cracks.
Your job details is your command center. This is where you manage your job from inside Roofr, and keeps you hyper organized. You can capture your customer details, lead source data, write notes, create tasks, collaborate with your team, communicate with your homeowners, order reports, track proposals, order and track materials - and keep a detailed activity log of it all.
Your job board is where the magic happens. Here’s where you’ll track jobs, stay up to date on tasks, and streamline your workflow.
The performance dashboard is your at-a-glance insight on how your business is performing. It lets you drill down into the data so you can know which leads are bringing in the most revenue, how quickly you’re closing deals, what your win rate is, where your bottlenecks are, how your sales team is performing - and a whole lot more.
Allows you the flexibility to choose which questions are included on your Instant Estimator for your leads to fill out.
Learn how to quickly set up and start using your own personalized roof estimate software! Find out more today!
Learn how to add material calculations to a DIY or ordered measurement report. Manage your roofing business more efficiently today!
Learn how to upload your logo and include it in measurement reports.
Learn how to order a Roofr Report (roof measurement report) in only a few clicks.
How to automatically add your Contractor License Number (CLN) to the cover page of all your proposals.
Learn how to add multiple signatures or initials to text sections in a proposal.
Learn how to create a proposal using a measurement report for auto-populated item quantities.
Learn how to create a roofing proposal template that you can re-use on future proposals. Discover more today!
Learn how to customize your proposal by adding new pages, changing the cover image and layout, & more.
Learn how admins on your team can set profitability minimums and defaults to ensure your team doesn't send a proposal that isn't profitable.
Learn how to hide or show line item totals, quantities, and unit pricing on a proposal before sending it to your customer.
Learn how to show or hide line items on a proposal before sending it to your customer.
Learn how to create an invoice in the Roofr platform to properly bill your customers.
How to create consistency for your invoices to keep branding and billing consistent.
Learn how you and your team members can record and track payments within one system.
Learn how to integrate Roofr with your CRM.
Learn how to quickly connect your Roofr account to your CompanyCam account in seconds.
Learn how to quickly connect your Roofr account to your GoodLeap account.
Learn how to sync your Roofr jobs as projects within CompanyCam, saving your time and keeping both platforms up to date automatically.
Learn how to easily sync your Roofr Reports and Proposals to a CompanyCam Project.