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Monthly Updates

June, 2023

Now you can group items into categories and create clear sections in your proposal.
Proposals
Measurements
CRM
Payments
Jobs
Customers
Performance
Material Ordering
Instant Estimator
 What's New In

Proposals

✨What’s new

Stay Organized with Estimate Section Headings

Now you can group items into categories and create clear sections in your proposal. Customize your categories with things like materials, labor, and equipment.

💡Why It’s Awesome
This creates transparency with your customers. The proposals are to easy-to-read and require a lot less back and forth in the sales cycle.
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✨What’s new

Know Immediately When Your Customer Opens Your Proposal with View Notifications

When you email a proposal to a customer, you will now be notified as soon as they open it for the first time. You’ll get an email saying someone has viewed the link, so that you can follow-up faster.

💪 Pro Tip
Knowing when a customer has opened your proposals helps you stay proactive in your sales cycle...but you can also see how many times a customer has viewed your proposal in the list view.
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✨What’s new

Stay Compliant with Contractor License Number

Add your Contractor License Number in your settings and it will automatically be added to the cover of your proposals moving forward. That’s one less task for you to worry about.

👷 Who It’s For
In Florida and California, contractors legally have to show their Contractor License Numbers. But this is good practice for all contractors. It helps build trust with customers.
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Go to Proposals
WHAT’S NEW IN

Measurements

✨What’s new

Take the Guesswork Out of Calculating Waste Factor

Roofr will automatically offer an accurate waste factor recommendation for paid subscribers on Roofr Reports. On a free plan? You can include recommended waste factor as an add-on for only $5 when ordering your next report.

👷 The Problem It Solves
Slow quotes w/roofers having to double-check material calculations. Underbidding on jobs. Ordering too much or too few materials.
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Go to Measurements
WHAT’S NEW IN

CRM

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Go to CRM
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Payments

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Go to Payments
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Jobs

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Go to Jobs
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Customers

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Go to Customers
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Performance

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Go to Performance
WHAT’S NEW IN

Material Ordering

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Go to Material Ordering
WHAT’S NEW IN

Instant Estimator

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Go to Instant Estimator
WHAT’S NEW IN

Platform updates

WHAT’S NEW IN

CRM functionalities

WHAT’S NEW IN

Tools/Parent features

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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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