Ask Us Anything, LIVE from RoofCon

Pete: All right everybody. Welcome back to the Roofr Masterclass. I'm your host, Pete McKendrick with my co-host Nic. And welcome everybody from RoofCon 2026. So we are here in Oklahoma City. First full day of RoofCon. I think it's been pretty good turnout here.

Pretty steady crowd, right?  

Nic: Big turn out. Lot of people coming by. New booth, as you can see in the side panel there.  

Pete: Very, very cool Booth. Looks like we built a house in here.

So welcome everybody. Today is our ask us anything kickoff to 2026. Excited for you guys to join us. Feel free to throw any questions that you have into the chat. That's what Nic and I are here for today. So we can questions and hopefully give you some good answers here. And get rolling. Maybe we'll get some from the crowd too here as the crowd's thinning out for the day.

Let's start off by talking a little bit about 2026, right? We got a big, yeah. 2026 coming for the industry, I think, and also for Roofr, you know, industry's going through all kinds of crazy stuff right now.

Nic: Big, big changes coming through everything right now, which is really cool, seeing how everything's been kinda scaling and operating and turning a little bit. 2026 is a big year, I think, for the industry. Last year, with the macros and everything else, it slowed down a lot of the business that has been going on for roofers individually and even we heard from supply houses that were down for a while.

So 2026 seems to be that rebound year that we'll be having things coming through. As the industry kind of ramps it up again, Roofr's doing the same, we're gonna go super fast with everything.  

Pete: It's been really interesting here to be at RoofCon. A lot of new faces, right?

A lot of new companies here, a lot of AI based stuff showing up, obviously that's gonna be a big topic for 2026 and, all the new AI companies. Seeing everything that we've got going on with that, and how people are utilizing that part of their product.

So, but yeah, I think 2026 is gonna be a crazy year. Right? A crazy year.  

Nic: It's interesting you mentioned about the ai, it's like almost a buzzword now. It is everybody, AI this, AI that and just really understanding like, how can AI be useful? We get a lot of times that we talk with our customer base and they were talking and asking like, Hey, do you guys have any integrations with ai?

Do you have anything? Yeah. Good news is we've always had AI built into the system with our measurements, our, instant estimator and stuff like that. But next year we got a bunch of other AI stuff coming in.  

Pete: Really cool stuff coming on the horizon.

I was looking last night at the breakout sessions and the speakers here and you know, I think there's no less than eight sessions about AI or AI related, you know, so the majority of your breakout sessions are gonna be talking about how you can leverage AI in your business and where to plug it in and things like that.

Some really big stuff on the horizon for us, right? We're seeing a big push into more depth of our product, for the first time. And so really excited about that. Some of this stuff is really gonna evolve, you know, some of the features that you guys have come to know and love here in 2025.

Nic: Big, big steps. One of the things with process is a lot of things are gonna be a lot easier to complete. With Roofr, everything fits into the next line. So you go from a lead acquisition into measurement, into this, into the proposal, all that stuff there, we're gonna be able to streamline a bunch of that flow across it and make it a lot more easy, to do, especially with our automations.

Yeah, taking big steps that if you guys were paying attention in Q4, there's some big automation updates that happened and every quarter this year is going to be another batch of automation updates. I know it's not exactly ai, but it's pretty close when you're talking about how those automations work.

For sure.  

Pete: Yeah. The automations are definitely evolving in a big way. And I think that's something that you guys have been asking for, to have a lot more functionality around the automation.

Like Nic said, kind of AI ish in the way that we've had these automations. So there's just a lot of depth there. Calendar, I think is getting a lot more in-depth in this coming year. So you guys will be excited about that. Obviously we added the Google integration at the end of last year, but a lot of really cool stuff coming alongside with the calendar

so we got a question here from Sam. Is there a way to have an automated process for certificates and completion that customers insurance companies need?  

Nic: So, yeah, we talked about the automation just now.  

Yeah. Like part of the, like the evolution of the automations is right now you can automate so much.

You can automate job tags, invoices, proposal status, follow ups, reminders, events. You name it in there, but soon what we're gonna be adding in is being able to add, automate a process, similar to what you're saying, like can it automatically send out a certificate of completion if we already have the dynamic fields and everything built in?

Yep. That is a PDF signer. A PDF signer that's built in. So we'll be able to have some stuff there right now, Sam, in the meantime that could be helpful is you can automate a process to send a task that's assigned to the job owner of that to remind them to send out that. But the next step obviously will be what you're talking about, sending out documents and stuff like that, kind of like a copilot, if you will.

Pete: Yeah, absolutely. If you haven't taken a look or leveraged the PDF signer, that's been a topic of conversation here at the show. A lot of people taking a look at that and leveraging it in some different ways, with some documents that they're running.

So if you guys have any. Taking a look at that. The PDF signer is a super powerful tool. You know, it allows you guys to create these interactive PDF documents that are outside of your proposal and contracts that allow you to get signatures and initials and all those types of things.

Really powerful tool. And like Nic said, being able to automate that later on will be a huge advantage. Right?  

Nic: Huge, huge advantage. I see Diane Gray asked, the new Roofr sites. Roofr sites.  

Pete: Roofr sites,  

Nic: yeah. Yeah. I, I think that's an exciting one, that we can talk about a little bit.

A lot of people have been asking like, what's this new button there? A lot of the customers that me and the sales team deal with on a day to day, especially on the partnership side, is a lot of companies that are just starting and trying to get everything going and being like, Hey, I'm just starting. I need a system in place to kind of help us scale and grow and that.

Or if you're still in the early stages and you don't have a really built out website. It's gonna be difficult, it's gonna be expensive, it's gonna be time consuming. So what roofer sites is, is actually AI that's going to allow you to build out your website based on a mood board you put in your branding, your colors, your information, and then you start going through this mood board and picking the flow that you want, the looks that you want, the feel that you want, the type of messaging that you want, and it will build out a website for you once you finish that mood board in a matter of minutes.  

Pete: Yeah.  

Nic: And it'll have multiple pages. Multiple links, back links and everything else. And because it's ai, we'll optimize the SEO for you so it'll be able to find out where the keywords are. So kind of they have you ranking higher on Google.

Now it's not to say that it's gonna do all the marketing for you, you still need to like get with a good marketing agency to really drive that through. But this is going to help you kind of get that ground running. It's an additional thing that can, you can tie it with the instant estimator, drive traffic to it and open it up.

So that's our first big AI feature of the year is Roofr sites. If you guys go on your dashboard, it's on the left hand margin. Hit Roofr sites. We do have a promo going on right now for it. So if you are looking for a website or looking for an updated website, check it out.

And you'll get the three months free that are built in. And it's gonna be able to help you set it up, get everything moving, we've seen a lot of success over the beta. We've had a closed beta and now we have the open one. We're excited to launch it to a larger group.  

Pete: Yeah.

Very cool. And if you're a new guy, start now. Like Nic said, we deal with a lot of new companies coming in, looking to put technology into the business right off the bat, or maybe they're a first year in business, they're just looking to expand.

You know, a lot of those guys don't have websites. You may not have a website. Maybe you're operating off a landing page. Some guys use even our instant estimator as their landing page in the beginning or something like that. Here's an opportunity to really quickly get a site spun up and a powerful site, with the SEO optimized just makes perfect sense to do it that way.

You know, really great tools. If you guys have not checked that out, if you are in need of a website or maybe a website facelift, might be a good way to look at it too, depending on how you, built your original site or who built your original site, you might wanna take a look at Roofr sites.

Nic: So, and that's a big thing too, like we're never ones to just be like, Hey, this is it. This is the be all, end all, no matter it's big, small or whatever. You should be going for Roofr site. Make sure it's right for you. Make sure it's the right thing. Like I, I honestly think looking at it, people that enter any from that small to medium sized, business there that are getting started that've been around that just have a website that hasn't been updated in a long time. This is a great way to make sure that it continuously updates to match those keywords in.  

Pete: It's a good point too.  

Is that the AI will continue to update the website for you,  

Nic: it does.  

Pete: So that's a, that's a super powerful piece too, because normally if you have a website, even with my youth lacrosse program, I have a website for it and I constantly have to go in there, remember to go in there, update it when we change things and stuff like that.

Mm-hmm. And it's a pain, honestly, to have to manually do it and to remember it. So the fact that the AI's taking care of that for you is definitely a huge asset, especially if you're a small company. Sure. Great question here. Michael wants to know what's up with the QuickBooks integration.

Nic: QuickBooks is live, right now, Michael. QuickBooks. So you can get it directly integrated in with QuickBooks. Just reach out to your account manager and they can do it. Right now, It is a one way sync, a two way sync will be happening a little bit further on there. We'll be able to get that all moving for you, later on in this year.

But with the one way sync, we can get everything moving for you right now. So reach out to your account manager, you can get that, sync your invoices, go directly into QuickBooks, update those pricing so there's way less clicks and way less tech debt built into that.  

Pete: Cameron's got a question here about PDF signer

Nic: yes.  

Pete: And so, it would be cool if it didn't have to and that we could use it as an internal tool. I think that that's been talked about.  

Nic: Cameron, if you were to put in the signature as only the contractor signature rather than the customer, then you could use it as an internal tool. Nice. So you just go in there, have the chat boxes and stuff that you do, and then your contractor, so your sales rep or you whomever can sign it off to select, kind of have a completion date, then it could work directly as an internal tool for them there.

But having the option for no signature could be a cool thing that we add in the future.  

Pete: Yeah, and not a bad accountability tool to potentially have your guys, if you're using it like a checklist to sign off on the bottom when they complete that checklist. Definitely a cool accountability piece. You know, if it's something that you're having sales reps do, to make sure that everything's getting done on a job site or final walkthrough type of stuff, maybe you do want those internal guys signing off like Nic said, so you can put that contractor signature in there and get that sig on there and, you know, have that little extra accountability. For sure, for sure.  

Nic: There's so much room.  

Pete: There's a whole sidewalk, but we'll walk right in front of the camera. That's good.

Nic: Awesome. Michael, you using Roofr sites right now? I love it. Yeah. Nice.

Oh, Rebecca. Rebecca, do you have an app coming yet? Well check it out. I've got a nice roofer, PWA app right there, and she functions real nice.

So this is coming out in February. All I got the, early option here to play along with because I need to make sure that I can break it, which is important. They wanna make sure that this all can flow really nicely. This right here is push notifications, so the roofer PWA is gonna be huge.

Do we, how many beta users do we need for the PWA? How many? Yeah, you need more. So if you need to get on the PWA for February, just let your account manager know there is limited spots available. But the app is here guys. It's the PWA. Progressive web app. It's going to be fantastic. So, it's gonna be exciting.

Pete: Super pumped about that. We were talking about it earlier a little bit with a customer. You know, everyone has an app, right? And that, it's been one of the main things we've been asked for, for years, right? Is like, oh, when you guys gonna have an app? When you guys gonna have an app?

And I'll be honest with you, with the PWA, that these guys have gone the direction that our team chose to go. I was a little skeptical at first. Yeah. You know, I was thinking like, everybody else got an app. Maybe we should have an app. I'll be honest with you, the PWA is. Very, very incredible. Like just very clean, works really, really well.

I also worked for about a week and a half to try to break it. Mm-hmm. And was pretty unsuccessful, to be honest. I really couldn't break it much. And, to be honest, the functionality that you have on it, super impressive. The fact that you have access to pretty much everything. Everything. I mean, literally everything, even the backend stuff, the reporting, all the things that you don't usually get when you have an app.

I had an app at the former company I was with. It was very forward facing. It was for your sales guys to use out in the field. Very effective for that, but definitely hindered if you were an operations manager, an owner, because you couldn't really get to the backend stuff there.

You had to go back to your desktop to get access to that backend stuff. The PWA allows you to have access to everything, and I mean, it's just super easy to get to, super clean, to use, and, just flows really, really nicely. I'm super impressed. Our team. Did an incredible job with it and really excited for you guys to get into your hands and see it.

Like I said, Nic and I have been playing with it for a couple weeks and it's just really cool. I can tell you that on a. Prior masterclass when you guys were asking questions, I was literally replicating what you guys were asking on the PWA on the side. Just to see if I could do it in real time and was able to do it really quickly and cleanly because stuff was so easy to find.

So, Rebecca, stay tuned. Here we are shortly to have an app for you to use.

Nic: I see a comment here down below from Danny. One thing he mentioned is like the notes.

So right here, if I'm in a job, which is cool, this is really tough to see, but like if I were to click on this button here, all the notes and stuff up, just pop up. So like, Danny, you're, you're completely right. Going scrolling all the way down was frustrating. Hard to find, hard to utilize. This is gonna help out.

But on top of those notes, Danny. What I'm super excited for with this PWA, this app is that the push notifications are here. Yes. So no longer having to worry about like an email coming through or a text coming through or whatever, and trying to get this stuff. This is going to tie it in directly to your phone.

So if your phone's unlocked, like mine is right now, if I get this, something that happened, a customer views my proposal, a customer emails me, a teammate tags me. Anything that happens, you're gonna be notified on your phone like a regular app. Yeah. So it's gonna be huge, huge bonus for everybody that's using it.

And the reason we went with PWA, instead of going with an iOS app or on Google Play was to make sure that this is being updated as quickly as everything. 'cause you don't have to have frees for applications, your website, your app for Google Play and app for iOS.

Pete: Yeah. And the beauty of that is it keeps it seamless, right? The way you guys will be able to use it on the desktop, it'll operate exactly the same way. On your phone because we're not having to build special versions for iOS or Android, that's slightly different, right? So this way it keeps it consistent across all platforms and you don't have to relearn it just to use it on your phone.

I mean, that's a game changer, right? Being able to have those notifications on your phone now, you know, keep you guys up to date in real time. It's just gonna allow you guys to be that much quicker getting to stuff, responding to things and reacting to events, in the CRM.  

Nic: Quickly, Cam, Cameron Burns, you mentioned that it won't work, it won't send without a customer input. That is true. However, if you hit the preview button, you can complete it on your phone, on your tablet, on your computer as you're going through that. So use that preview button for the PDF doc and just put in, contractor information rather than customer, and you can use it as an internal checklist for now.

Boom. Sam, message us at [email protected] or [email protected]. Happy to help out. Alrighty. Got a lot of interest here. Search option refined. So we don't have to scroll all the way to the bottom. Looking for And the lead. Yeah, that's gonna be the updated in there as well. Notifications available for the website version as well.

You can still have the website version, but the PWA functions like the website version one, Sam, so that one will be where the push notifications are. We'll be able to set it up on your phone, exactly the same, exact same functionality, so it'll be easy there as well.

Where do I go? Finance. Go for financing.  

Pete: Yeah, so we're fully integrated right now with GoodLeap. If you guys are familiar with them, they've become pretty big player in the roofing space here in the last couple of years. We have a full integration with them. If you're looking for something that flows seamlessly with our proposal tool, allows you to have all of your financing right there, the ability for the customer to apply and everything right there at your fingertips, right on the proposal.

Good Leap is fully integrated. I think the plan for 2026 is to potentially add a couple, bring some more in. So that's definitely on the horizon. If you guys aren't using GoodLeap or you want to, have somebody else that you're loyal to and you potentially want to use them, there will be the option to potentially do that as well.

Nic: In the meantime, there's a lot of great financing players out there. Like obviously we're very preferable towards GoodLeap, direct integration. But if you're looking like Improvifi or anything else like that, there's some great options. And if you're using the Roofr CRM and the Roofr proposals, you can still utilize that.

So you can build it into, like linked into your texts, especially in your terms and conditions or. Embed it into your PDFs, whether a QR code or a clickable link, and embed that into your, your actual proposals. And you can have that flow right across, and that way you can kind of build that in.

I was talking to the Improvify team, earlier today, and they have a lot of contractors doing that, so they have the link that would go directly to that. They have it built in and directly into that stuff there too. As for like, where should you go for financing, Austin? I think a big thing is how long have you been in business?

So most lenders will not approve you unless you're one year, two year in business.  

Pete: Yeah. Usually two. I think it's usually two years in business. Yeah.  

Nic: Yeah. So always keep in mind like, like how long have you been in business, what your FICO scores are and everything that is, like how the business health and stuff.

'cause you're gonna check in on that. And if you're new in business. You're looking for something, look for lenders that have that option for those new, new businesses.  

Pete: That. That's where I would start, quite honestly, Austin, is I would get in touch with, either Chris or his team over at Improvify.

If nothing else, they can point you in the right direction. I know they have access to a number of vendors that, you know, depending on your situation and the criteria that you.

They can, they can kind of put, put you where you should be. So, I would definitely check them out to start with. But like Nic said, you know that a lot of the more traditional vendors in the industry, usually, are specifically looking for somebody that's been in business a couple years.

We do have some. Vendors that will handle newer people. Right? Yeah.

Our favorite feature or update that came out in 2026. Ooh.

Actually nothing's come out in 2026, so that's a loaded question, but, oh, that's right.  

Nic: Jen, you set us up for failure.  

Pete: How dare you. This was, but in 2025, if that's what you're referring to.

Nic: PDF signer.  

Pete: Yeah. PDF signer is probably a good one.  

Nic: Dope. We basically built. Something that functions like a billion dollar tool, like a Panda doc, a DocuSign, all that stuff. We built you guys a free version inside the tool.

Pete: Yeah,  

Nic: it's unbelievable. It functions really well. The process is great. Some updates that we need to do, right, Cameron? We've gotta make sure that you can build the checklist and everything built in there with it. But we got some stuff building out for it, so it's got some work to be doing.

I think that would be my favorite.  

Pete: Yeah, that's a good one. I really like, I'm a big fan of the calendar. I think the calendar functionality, the fact that it now with the Google integration, I think has allowed that calendar to become super flexible. Yeah. That was a really good one. I also, you know, the automations, the upgrades that we've made to automations have been really, really cool.

I think super tight. I mean, we just continue to do more and more stuff with that. I really like delay functionality. The ability to now kind of build out these delayed, communications, email and texting. And our team has gotten even further in depth with the timing of the delays and like, minutes, hours, days, years.

I mean, you can set it up to literally go out for an entire year or multiple years. So, you know, if you're. Wanting to send campaigns to completed, you know, customers that are completed jobs. You just wanna. Stay top of mind with them. Like we've got the ability to set all that up in internally now, so really, really cool.

Nic: Automations are slept on with us. Yeah, absolutely. Like they're super powerful. The like sending, especially like a big conversation we're having here with a lot of contractors, just like how is your customer communication set up to make sure that you have. Those good reviews every time that they're set up, they know what's working, what's not.

They know how you're cut, like when the material's being delivered to their house, when your install is. If you move that because of a rain day, are they notified automatically? So having that being done all in Roofr right now is unreal because like you can have these event automations, which are some of my favorite.

They're for created, deleted, upcoming, updated, and. And I think that's it. So those are all the triggers for each event. So if it's for a change and you move it one day, you can send an automatic email and text like, Hey, we moved your date to this day because of probably one of these three reasons kind of deal.

So making that customer communication so high is gonna be super valuable.  

Pete: Proactive now and the ability to have it set up in a way that it's like. It's automatic, right? Yeah. And it's still gonna be so quick. It's like in real time, right? I make a change automatically. It's sending that message out so that customer's notified immediately right away, right?

It's not a situation where it's delayed in any way. Right? So we really are proactive in our communication now. We really have no excuse to not be, you know, with those automations built in. A hundred percent.  

Nic: I see Michael in keeping it things simple. As an elite user, I use Roofr sites with GoodLeap financing and that's been great for my customers.

Yeah, it's just got everything in flow said, keeping things simple. Mike, but you're using everything. Yeah, he's using all of it. You're very modest.

RISE. So we do RISEs across the country. One day events. We have speakers, we have these talks, we have masterclass, essentially going in and practices. So highly recommend you joining a RISE in the future and it can go through with everything else.

Is there an easier way to download our customer list? Yeah. Sam, depending. Are you on Elite is the question. Because if you're on Elite and you go into job reports, you can download your entire customer and export everything on your own.

Pete: Yeah, that's actually a feature that we haven't really talked much about. Quite honestly, all things that we liked about 2025 is our job reporting, right? We were asked specifically for the ability to get raw data out of Roofr, and so we added the ability to go in.

If you guys go into your performance tap. You'll see a new section there called Job Reports. You can click it, you can get to the, essentially all your customers, right? You could filter and find out the stuff, and then you can export that  

Nic: into a CSV, a JSON, or whatever the case you need. And pull it out.

We have customers that are pulling that out like quarterly and putting into external hard drive or something.  

Pete: Guys, people pull it out for reporting reasons and you know, analytical reasons. And also, I think we're gonna have guys pull it out, put it in like high level.

Yep. Things like that. So if you have some more sophisticated, marketing running someplace else and you wanna run it through there, you can. So, pretty powerful tool. If you guys haven't checked that out, it's under performance. Job reports.  

Nic: Chris. Will you guys build a way to attach files inside of Roofr. Are you talking about emails, Chris? Like, when you're sending emails out, you have to download that file from the job and then upload it into an email. If you are, then yes, we are creating that right now. Perfect. You can see a lot of the clean functionality that's coming in.

So like from the file manager or the job attachments, you can see it starting to work symbiotically through your work orders. That will go directly to job orders or from your photos, attachments. You can pull them in there, for PDFs into your proposals. You can pull up to the file manager, all that stuff there.

The next step that we'll be building, Chris, is being able to add that stuff into email to the click of the button, because that's the obvious next step for that for sure. At the moment, yeah, it's kind of frustrating. You gotta download them and then upload those in. But we will be adding that in, this year as well. Yeah.

Pete: An internal note, is there a way to notify the team member, by email?  

Nic: That should be standard.  

That should be what would be happening.

Pete: If you add them, right? If you attach yes. If you put them in the, actual note, it should. If you add them in the note, I believe they do get a notification.

I wonder if push notifications will cover that.  

Nic: Push notifications will cover that, but for now, it should  

Pete: let them know. It should notify them via email if it's  

Nic: Chris, get them to check out their notifications tab and their settings, and they might have it turned off.

They might have gone in there and unclicked it, but it should be coming directly to them. Either that or they're ignoring you. It's one of the two. See notifications via the dashboard. In the home screen, you can, Sam. Yes. So if you go to the home screen, you'll be able to see everything that's built in there, upcoming and overdue appointments, member by member across your team to make that very clean and easy.  

Pete: Yeah. And I believe we do have some more notification stuff coming.

Yes. A little evolution of notifications coming in 2026 as well. So, I know the team's been looking into that and how we could more effectively manage notifications so you guys have a little clear view of them. So, keep an eye on that coming up in 2026.

Nic: Why should I use Roofr over other CRMs? Love the question. I will definitely answer it. Look, it comes down to like, the best CRM is the one that you're gonna be using. So the best one is the one that you're, is, is you're actually gonna to use and actually gonna be using everything.

What are you doing in your business that you're able to digitize? So really take a hard look 'cause Roofr is better in a lot of things, but it might not be better for your company. It might be better to have a JobNimbus or AccuLynx. It depends on what you're looking for.

Write down your priorities, not your nice to haves, your need to haves.  

Pete: Yeah,  

Nic: what are the things that you need to run a successful business day in, day out across the board there, and we can make sure that everything is built in there. So being able to write down your priorities, understand your need to haves there, and finding out what fits. Where Roofr can fit and really help out with a lot of people. Is that it is a true all-in-one tool. A lot of people claim all in one, but there's relying on single source solutions to kind of integrate it to complete their customer journey.

Whereas us everything's in there. You have your instant estimator, you have your measurements that's built in that are native to this. It's not an integration. You have your proposals, your invoices, your material orders, your PDF sign or all that stuff is built in all for the same price. So I think when you're looking at running, lean, running powerful with the team, this is the way that it's gonna help out with, it's not a hammer, it's a golf simulator.

That's the big thing there is making sure that, is that what you need for your team or do you need something super robust? Has multi-location identifications. That summarizes all the reports.

And I'll tell you what, like I think the best bet is go high level or AccuLynx for something like that.  

Pete: Yeah, and I'll say this, I think the biggest mistake that's made when we're looking at, you know, Roofr versus Job Nimbus versus AccuLynx versus all these other Proline and all these other guys, is you gotta look at not where you guys are at now, but where you ultimately want to go with the company and then what CRM is gonna fit.

For that, right? What CRM is gonna allow you to not only get on it today and be successful, but still be successful on it, five years from now, we all know that, you know, leaving one CRM for another CRM is an absolute nightmare, right? And it's probably the biggest pain point of people that we talk to and just the industry as a whole, right?

It's moving CRMs, nobody wants to do it. Having to retrain a team on it and deal with the data migration and all that is, is. Crazy, right? And nobody wants to have to handle that headache. So you know when you're looking for a CRM and you're comparing CRMs. Like Nic said, what's a need to have right now, but also, what are some things that you potentially need two years from now, three years from now?

Like, what are your goals for the company? Where do you plan to be? And will this CRM still work then? Because the worst thing you want to do is look at your pain points right now, pick a CRM and then next year outgrow it. We've seen that time and time again.

Try to find something that's gonna fix our problems today. And then come to find out that it's got shortcomings down the road. So just, keep that in mind as you're taking a look and comparing these.  

Nic: I see some, in the other tab that we didn't know existed. When can we upload different file formats such as Excel, word in the file manager?

Great question. We have been looking into that. I don't have a definitive timeline  

Pete: but different file formats. No, I don't honestly know. That's a good question. I would have to actually ask the team.  

Nic: Mentioned it to them. That they have plans on it. I just don't know of timeline. But on  

top of that too, Sam, like videos is something that we want in there as well.  

Pete: Beat the videos up all the time.  

Nic: Yeah. So like add in videos, add in slide, like slide decks and all that stuff.

Oh, siding. siding is a question that comes in. Will we ever do siding, Pete?  

Pete: What does Matt Radford say? We're above that. Yes, exactly.

Nic: He does say that. The best dad joke of all time. It is the best dad joke of all time. We're roofs. We're roofs. We only do roofs.  

Pete: There may come a time, it's not on the agenda. For any time in the near future. But, obviously, could be an integration.

Nic: I know that a lot of people do sidings as a secondary trade to their roofing company, but I think the majority of our users are particularly just doing Roofing specifically when we look into the data from the proposal.

Pete: Yeah, and the thing about it too is that, you know, our software allows you to handle siding jobs, right? Like, I can run a siding job through, I can do a proposal for a siding job. The only thing really that, the only hindrance, I guess, or you could say is that, you know, from a measurement standpoint, we don't handle the siding.

So from a siding, takeoff standpoint. But everything else as far as being able to run siding jobs or any trade honestly, through Roofr, with the ability to do mult, like we were working with a customer today, multiple options.

Right. She was looking to add other options for, you know, a person to do a good, better, best. Yeah. And then be able to add on a siding or with skylights or gutters or whatever. And so she was, we were doing them as upgrades, that she could add on to the. Actual package that was chosen. We have the ability to accommodate all that stuff.

It's just that on the takeoff standpoint at this point that we don't specifically deal with siding. But yeah, still a lot of options there to run those jobs through Roofr effectively.

Nic: On that same note, what about takeoffs for new construction blueprints?

That one's a little bit more difficult. The problem is. For everybody here that's been in this industry a long time. The problem is every blueprint is different. There's no similarity on formats where the scale is. Some of them don't even have roof drawings attached to them.

I have people sending it like, Hey, can you do this takeoff, help me with this takeoff. Where's the roof drawing? Yeah. They're like, I don't know. I'm just like, you gotta ask. 'cause like, I don't know what to do there.  

Pete: We can't measure an elevation view.  

Nic: You're gonna have the side views only so it has become a little bit more difficult with that aspect there.

Now there are going to be possibilities in the future. Trying to create a process for our AI and our teams.

Pete: Tough without it being any consistency to the process itself. So, every architect has decided to add his own flair to that. So,  

Nic: Ricky Bobby, do you wanna come on camera real quick?

I gotta go. You gotta go. All right. If you ain't first, you're last. Ricky Bobby Shake & Bake, just walk. You can see him in the background there. There he big timed us. Yeah, he did. Oh my God. Twice today.  

But, yeah, blueprints.  

Blueprints are gonna be something that we're gonna be looking into in the future there.

Any other questions? Do more robust reporting? Yes.  

Pete: Yeah. I think that you'll see that job report we were talking about earlier is gonna get. More and more stuff added to it, to allow you guys more functionality of how you can generate reports in Roofr. Like I said, we kind of started by just giving you guys the raw data.

It was the easiest way for us to start. We recognize the fact that we don't have reporting built. In Roofr. So we're gonna allow you to take that information and go build your own reports, outside of Roofr. But here's the data, right? And now we're going to slowly back into having those reports, inside of Roofr.

So you'll start to see some stuff I think, appear there as the team works on it, you know, some canned reports. And then obviously the ultimate goal is the ability for you guys to ultimately be able to take that data and build custom reports inside of Roofr. That's gonna be a little ways off, but in the meantime, you will see some reports start to roll in, to that area there in the performance dashboard.

So a hundred percent.

Nic: Will measurements ever have a customizable list of vendors? On the material calculations page. That's an interesting question.  

Pete: Yeah. We've added a few, over the course of the last couple years, but mm-hmm. I don't know that it'll ever be customizable potentially.

I don't know if there's any plans.  

Nic: Maybe like you gotta pick or choose like which ones, like our proposals essentially do that right now. You create a customizable material calculations because it's gonna pull those measurements directly in there. But then be a view that kind of ties that in together as well.

Pete: Like Nic said, it's already kind of existing so. Really carry over to measurements eventually. I saw a question there too about penetrations and obstructions. Yeah. That's definitely on the roadmap.

I literally just talked to the measurements team a few weeks ago about it. Definitely a plan to deal with penetrations and obstructions for you guys that are solar guys and commercial guys. You know that comes up a lot. And so the team is totally aware that we need to do a better job of that.

And so, there's definitely a plan to kind of get that, dialed in for you guys. Cool.

Nic: But if you lose a job. How do you keep it off your list to keep it in your system? The only thing I saw there, if you're talking about the job report, Tyler, you can exclude, there's a button that says exclude, so you can exclude close lost jobs.

Yeah.  

Pete: He may be talking too about the job board. So this is a kind of a debate that we've had internally of like, how do we handle those jobs? And like archiving obviously is a big one. That's a great point. I believe that there has been some conversations about the potential to archive a job to where you could potentially remove it from your job board without fully deleting it from your system.

Obviously, especially as we're transitioning from one year into another, some people like to clean up their job board, they're creating a stage at the end beyond job completed or whatever the case may be, where they can move those jobs to it, and just kind of dump 'em in there.

Nic: Instead of putting 'em into loss or unqualified. Like from a data perspective. Tyler, I'd like not to tell you how to run your company at all. I just think that it's super important. For everybody to understand that lost job category. So keeping those jobs in your CRM, but putting 'em to loss and marking the reason so that you can start to understand in the data why you're losing jobs the most.

If it's for like a bogus reason and like that guy was a jerk and he smelt bad, great. Like then that, put that in there as the reason so that you could start to understand like what's working and what's not. And that's a big part that could really help you out for the future as  

Pete: Yeah, that's a great way to dial in a process issue, potentially.

Right. By seeing exactly, what's the main cause that we're losing jobs, you know? So many times we're just like, oh, you know, we lost a job. We don't necessarily keep track of 'em as well. We just kind of push 'em to the side, but being able to really have that insight is, a huge advantage to dial in the process and be like, okay, we're losing jobs because of this.

Is it a performance issue with our sales guys? Is it a process issue? Is a speed issue, like what is the case and what can we do? If it's a response issue or a speed thing, maybe AI could be something that you plug in to help with that.

So having those lost details are super important to be able to see that on the performance dashboard and know exactly why we're losing jobs, so that we can dial that in and, and see where we, what we can do to help it.  

Nic: Well, we are, getting booted. Yes, I believe we're getting chased.

There's, the police officer. No, you're all good. Do you wanna go jump on camera and say hi though? So yeah, we're, we're, we're shutting her down right now . Thank you guys for joining. Yeah, this was awesome, man. It was cool. Our first live one.  

Pete: Our first live one together. Very good. On camera. We need to do another one.

Yeah, it's been a good show. I think it's a good turnout today and a lot of good vendors.

Nic: Shout out to the RoofCon Team. Hunter and Diego and everybody else again. Yeah, you guys killed it. And, just a reminder, guys, if you're, new to Roofr or Roofr- Curious ever, we do have a new document up there, Roofr- Curious is a great one.

Pete: That is a great  

Nic: Download our brand new guided tour, and seven, takeaway steps. I think, we'll wrap it up here. I think we could outrun them.

Pete: Yeah. I feel confident we can outrun them.