Monthly Updates

August, 2023

Welcome to a special edition product update to introduce you to the recent CRM features launched in beta!
Proposals
Measurements
CRM
Payments
Jobs
Customers
Performance
Material Ordering
Instant Estimator
WHAT’S NEW IN

Proposals

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WHAT’S NEW IN

Measurements

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WHAT’S NEW IN

CRM

✨What’s new

Save Time on Repetitive Tasks with Automations

Save hours every week by automating your workflow. Make your own custom automations or choose from our commonly used automations templates.

Templates include;

- Move job stages

- Update proposal value

- Create task lists

- and many more...

💡 Why it’s awesome
Get peace of mind by automating steps in your workflow so you can trust that nothing is going to get missed.
WHAT’S NEW IN

Payments

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WHAT’S NEW IN

Jobs

✨What’s new

Stay Organized with  Detailed Job Cards

Job Cards are your command center. Here’s where you keep all your critical job details without the fear of losing anything important.

- Capture job details and customer info in one place

- Order reports and create proposals from the job card

- Write notes, add attachments, assign tasks

- Stay up to date with the detailed activity log

- Communicate with your team directly on the job

💡 Why it’s awesome
Say goodbye to duplicate work, long email chains, and pen and paper.
✨What’s new

An Easier Way to Manage Your  Jobs with Interactive Job Boards

Job Boards that work the way you do.

Job Stages: You can easily drag and drop jobs from each stage to stay organized and up to date.

Real-time Insights: View the number of jobs in each stage, and the total value of those jobs.

Filter Views: Filters let you change the view of your job board so you can view by job stage, assignee, date, value - you name it.

💡 Why it’s awesome
The job board makes it easier for you to focus on what needs to be done. It helps you work more efficiently and gives you visibility on your business.
WHAT’S NEW IN

Customers

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WHAT’S NEW IN

Performance

✨What’s new

The Insights You Need to Improve Your Business with Performance Dashboards

Monitor sales team performance, track close rates, and identify pipeline opportunities in seconds.

Performance Dashboard: Overall look at the performance of your jobs, and your team, and leads.


Workflow Dashboard: Measure the efficiency of your business.


Pipeline Dashboard: A look at your current active pipeline so you can focus in your efforts.

💡 Why it’s awesome
Insights help you understand where to invest more effort, and where to pull back.
WHAT’S NEW IN

Material Ordering

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WHAT’S NEW IN

Instant Estimator

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WHAT’S COMING

September Features

Our team is hard at work developing features you’ll love. Here’s what’s coming...

With Roofr Proposals you can customize everything. Choose your own cover page, upload your own PDFs, upload images (or sync them from CompanyCam), create text pages, update material pricing or labor quantities, choose profit margin or markup, add your logo, and much more.

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a blue and white logo with the word rooffrit on it

Call to be a Roofr Advisor

Roofr has always been for roofers by roofers.

We’re obsessed with building what actually matters to you and
the best way to do that is to hear it directly from you.

We get it! You have better things to do than waste time calculating the exact materials and labor you need for a job. And waste? Forget about it!

That’s where Roofr Proposals come in. Create in minutes with your pricing, and automatically pull measurement data from a Roofr Report so you don’t need to calculate your materials and labor ever again.

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