August might be peak vacation season, but Roofr’s product updates aren’t taking a day off. This month, we’re helping you:
- keep installs on the calendar (without double-booking headaches),
- wrangle your material orders into shape,
- sweep out your proposal graveyard, and
- let automations handle those awkward late-payment reminders.
…and a sneak peek at what’s coming next. 👀
Auto event creation in Work Orders
Stop jumping between tabs just to schedule an install. Now, when you create a work order in Roofr, you can automatically create a calendar event for the install date.
- One step = two updates. Schedule the install and keep the job card aligned at the same time.
- Never miss a date. Stay on top of installs without switching between tools.
Available for: CRM users
👉 Learn how to auto-schedule installs in Roofr.
Add Purchase Order details to your Material Orders
Less details= messy books. Add your purchase order numbers directly into your Roofr material orders.
- Stay consistent across docs. Your supplier paperwork matches what you see in Roofr.
- Smarter organization. Everything you need for your material details lives in one place.
Available for: Subscribed users
👉 See how to add PO numbers. (article being updated)
Delete old proposals for cleaner dashboards
If proposals pile up, your reporting gets messy. That’s why you can now delete proposals that aren’t relevant anymore.
- Declutter job cards. Only keep proposals that matter.
- Accurate reporting. Proposal metrics reflect real opportunities, not noise.
Available for: All users
Automate your payment follow-ups
Chasing down late invoices? Not anymore. With Payment Automations, Roofr helps keep both your customers and your pipeline up to date automatically.
- Set it and forget it. Set up automations that send email reminders when invoices go past due.
- Jobs that stay in sync. When an invoice status updates, the job will automatically move into the correct stage, no extra clicks required.
Available for: Subscribed users
👉 Set up your payment follow-ups.
👀 Coming Soon
ESX measurement reports
Soon, you’ll be able to order Roofr measurement reports in ESX format and upload them directly into Xactimate. Get your measurement reports in the format you need them.
Available for: All users.
👉 Talk to your Account Manager for early access.
Google Calendar integration
Soon, you’ll be able to sync your Google Calendar directly with Roofr. See your full schedule in one place and keep your workflow aligned. Because nobody likes the “you missed the meeting” text.
Available for: Elite subscribers.
👉 Chat with your Account Manager about Google Calendar integrations
Job close date controls
Manually edit job close dates for more accurate reporting in the Performance Dashboard. Keep your job data clean, accurate, and reliable for your whole team.
👉 Learn more about your job card
Job performance report
You need clear, accurate data on your job pipeline**.** With the new Job Performance Report, get a dedicated reporting view with full pipeline stage visibility, exportable job data, and deeper insights to keep every project on track.
👉 Learn more about the job performance report
