July, 2023
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Proposals
Editing Proposals is Getting Easier
We've made a small, but mighty change to the look of your edit mode. The new editing experience shows what your proposal will look like before you are ready to preview the full document.
Measurements
More Measurement Coverage Across the US
We now have much greater coverage of rural areas! However, we don't always have access to pitch data in rural areas so you will receive pitchless reports from these regions.
CRM
Payments
Jobs
Customers
Performance
Material Ordering
Instant Estimator
Connect Your Roofr Leads to Your CRM
You can now connect leads from your Instant Estimator to your CRM using Zapier. As leads come in, instantly get them in the right hands.
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.
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.
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...
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
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.
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.
Read about most recent
ARTICLES
Benefits of Using Templates for Your Roof Proposals
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