Monthly Updates

Test Update

test
Proposals
Measurements
CRM
Payments
Jobs
Customers
Performance
Material Ordering
Instant Estimator
WHAT’S NEW IN

Proposals

✨What’s new

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

💡 Why it’s awesome
Say goodbye to duplicate work, long email chains, and pen and paper.
✨What’s new

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...

💡 Why it’s awesome
Get peace of mind by automating steps in your workflow so you can trust that nothing is going to get missed.
✨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.
WHAT’S NEW IN

Measurements

✨What’s new

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

💡 Why it’s awesome
Say goodbye to duplicate work, long email chains, and pen and paper.
✨What’s new

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.

💪 Pro Tip
By default we’ll show you pitchless reports. If you don’t want to receive reports without a pitch, you can updates your preferences in your settings. You can change it at any time!
WHAT’S NEW IN

CRM

✨What’s new

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

💡 Why it’s awesome
Say goodbye to duplicate work, long email chains, and pen and paper.
✨What’s new

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...

💡 Why it’s awesome
Get peace of mind by automating steps in your workflow so you can trust that nothing is going to get missed.
WHAT’S NEW IN

Payments

✨What’s new

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.

💡 Why it’s awesome
The job board makes it easier for you to focus on what needs to be done. It helps you work more efficiently and gives you visibility on your business.
✨What’s new

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.

💡 Why it’s awesome
Insights help you understand where to invest more effort, and where to pull back.
WHAT’S NEW IN

Jobs

✨What’s new

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...

💡 Why it’s awesome
Get peace of mind by automating steps in your workflow so you can trust that nothing is going to get missed.
✨What’s new

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.

💡 Why it’s awesome
Insights help you understand where to invest more effort, and where to pull back.
WHAT’S NEW IN

Customers

✨What’s new

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...

💡 Why it’s awesome
Get peace of mind by automating steps in your workflow so you can trust that nothing is going to get missed.
✨What’s new

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

💡 Why it’s awesome
Say goodbye to duplicate work, long email chains, and pen and paper.
WHAT’S NEW IN

Performance

✨What’s new

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

💡 Why it’s awesome
Say goodbye to duplicate work, long email chains, and pen and paper.
✨What’s new

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.

💡 Why it’s awesome
Insights help you understand where to invest more effort, and where to pull back.
WHAT’S NEW IN

Material Ordering

✨What’s new

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...

💡 Why it’s awesome
Get peace of mind by automating steps in your workflow so you can trust that nothing is going to get missed.
✨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.
WHAT’S NEW IN

Instant Estimator

✨What’s new

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

💡 Why it’s awesome
Say goodbye to duplicate work, long email chains, and pen and paper.
✨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.
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.

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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.

<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>

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...

<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>

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

<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>

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.

a blue and white logo with the word rooffrit on it

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.

two smartphones displaying a real estate report and a real estate reporta pair of iphones displaying metal roof prices