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Monthly Updates

October, 2023

Invoices in a click, and even more ways to customize your proposals and Instant Estimators.
Proposals
Measurements
CRM
Payments
Jobs
Customers
Performance
Material Ordering
Instant Estimator
 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.
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✨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.
Read More
Go to Proposals
WHAT’S NEW IN

Measurements

No items found.
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

No items found.
Go to Payments
WHAT’S NEW IN

Jobs

No items found.
Go to Jobs
WHAT’S NEW IN

Customers

No items found.
Go to Customers
WHAT’S NEW IN

Performance

No items found.
Go to Performance
WHAT’S NEW IN

Material Ordering

No items found.
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
A phone mockup showcasing the Roofr Report.A phone mockup showcasing a Roofr Report.

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