Monthly Updates

October, 2023

Invoices in a click, and even more ways to customize your proposals and Instant Estimators.

What's New In

Proposals

✨What’s new

Invoices in a Click

Big news - you can now convert your signed proposals into a customer invoice with one click, directly within Roofr. Now invoices are no longer a bottleneck to getting paid.

🔁 What it replaces

No more duplicate entry and multiple softwares just to create an invoice.

✨What’s new

Customized Proposal Photo Section

The way you add, edit and arrange photos in your photo section has changed. The new editing experience let's you see what your final page will look like as you build it - with layout options and photo descriptions in one place.

💡 Why it’s awesome

This is just one of the changes to proposals that make it easier to preview your layout as you work. You can also customize your cover layout, edit the estimates section, and edit your text sections.

Go to Proposals

WHAT’S NEW IN

Measurements

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Go to Measurements

WHAT’S NEW IN

CRM

✨What’s new

Quickly Sort and Filter Jobs

You can now filter, sort, and search all your jobs in the list view to access all your historical jobs in one place.

💡 Why it's awesome

Quick and easy access to all of your job history. As you start to use Roofr as your single source for job tracking - this will come in handy.

Go to CRM

WHAT’S NEW IN

Payments

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Go to Payments

WHAT’S NEW IN

Jobs

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Go to Jobs

WHAT’S NEW IN

Customers

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Go to Customers

WHAT’S NEW IN

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

✨What’s new

Custom Questions

Now, you can choose which questions you include on your instant estimators. This lets you collect the most critical information you need from leads, while delivering the best user experience.

💪 Pro Tip

Each instant estimator can be customized, so you have the flexibility to test which questions are getting the best results, and exclude questions you don’t need to ask.

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.

Become an Advisor