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.
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WHAT’S NEW IN

Measurements

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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.
WHAT’S NEW IN

Payments

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WHAT’S NEW IN

Jobs

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WHAT’S NEW IN

Customers

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WHAT’S NEW IN

Performance

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WHAT’S NEW IN

Material Ordering

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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.
WHAT’S COMING

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.

Less 2D Reports, More Aerial Imagery

We’re investing in better 3D image coverage behind the scenes. Which means increased pitch data, and less 2D measurement reports. 💪

Win Jobs with Custom Cover Layouts

New proposal cover designs have dropped. Create custom, professional proposals that make your company stand out from the competition.

<svg width="55" height="55" viewBox="0 0 55 55" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M53.2239 12.8738C53.807 13.4555 53.807 14.3987 53.2239 14.9804L31.9487 36.2073C31.3656 36.7891 30.4203 36.7891 29.8373 36.2073L19.6955 26.0886L3.95496 41.7934C3.37191 42.3751 2.42659 42.3751 1.84354 41.7934C1.26049 41.2116 1.26049 40.2685 1.84354 39.6867L18.6398 22.9286C19.2228 22.3469 20.1681 22.3469 20.7512 22.9286L30.893 33.0474L51.1125 12.8738C51.6955 12.2921 52.6409 12.2921 53.2239 12.8738Z" fill="white"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M37.2344 13.9271C37.2344 13.1044 37.9028 12.4375 38.7274 12.4375H52.1644C52.9889 12.4375 53.6574 13.1044 53.6574 13.9271V27.3336C53.6574 28.1563 52.9889 28.8232 52.1644 28.8232C51.3398 28.8232 50.6714 28.1563 50.6714 27.3336V15.4167H38.7274C37.9028 15.4167 37.2344 14.7498 37.2344 13.9271Z" fill="white"/> </svg>

Add Tables to Proposals

You can now add tables to your proposal's text section for more flexibility and organization.

Material Ordering Beta is also live

After your proposal is signed, create an order and your materials and quantities will automatically pull into the form. The pre-formatted form takes care of the rest — customer details, supplier and branch contact info — so you can focus on more important stuff.

<svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M19 3L5 3C3.89543 3 3 3.89543 3 5L3 19C3 20.1046 3.89543 21 5 21H19C20.1046 21 21 20.1046 21 19V5C21 3.89543 20.1046 3 19 3Z" stroke="url(#paint0_linear_7407_2395)" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> <path d="M10 7H7L7 16H10V7Z" stroke="url(#paint1_linear_7407_2395)" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> <path d="M17 7H14V12H17V7Z" stroke="url(#paint2_linear_7407_2395)" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> <defs> <linearGradient id="paint0_linear_7407_2395" x1="3" y1="12" x2="21" y2="12" gradientUnits="userSpaceOnUse"> <stop stop-color="white"/> <stop offset="1" stop-color="#EDF0F2"/> </linearGradient> <linearGradient id="paint1_linear_7407_2395" x1="7" y1="11.5" x2="10" y2="11.5" gradientUnits="userSpaceOnUse"> <stop stop-color="white"/> <stop offset="1" stop-color="#EDF0F2"/> </linearGradient> <linearGradient id="paint2_linear_7407_2395" x1="14" y1="9.5" x2="17" y2="9.5" gradientUnits="userSpaceOnUse"> <stop stop-color="white"/> <stop offset="1" stop-color="#EDF0F2"/> </linearGradient> </defs> </svg>

Roofr Payments is in Beta

Now you can offer secure digital payment processing directly from Roofr. No set up fees. No minimums. No switching platforms.

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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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