New in Roofr: Job tagging
If you manage the job pipeline — whether you’re the ops lead, the office manager, or the owner doing it all — keeping work organized shouldn’t require a whiteboard, a spreadsheet, and a dozen texts.
When updates live in different places, it’s hard to see what needs attention first.
Job tagging gives you a simple, flexible way to organize every job in one board — so you know exactly what’s happening and what needs to move next.
What’s new
You can now add tags to any job in Roofr to keep your pipeline clean, organized, and easy to scan.
A few examples contractors are already using:
- “Ready to install”
- “Awaiting materials”
- “Paid”
- “Warranty”
- “Follow-up needed”
Why this matters:
Tags let you group jobs your way — so you instantly know what to prioritize without digging through every card.
How it works
There are two ways to use job tags:
1. Add tags manually
Apply tags on any job card to quickly categorize status, job type, next steps, or team ownership.
2. Automate tags with workflows
Let Roofr update tags when key actions happen:
- Add “Paid” when an invoice is completed
- Add “Awaiting materials” when a PO is created
- Add “Follow-up needed” when a job hasn’t moved
Your board stays accurate — without extra admin work.
Why it matters
- 🔎 Instant clarity — Know what needs attention the moment you open your board
- 🤝 Everyone aligned — One shared system with consistent tags across sales, office, and crews
- ⚡ Less upkeep — Automations keep your pipeline organized for you
- 🎯 A cleaner workflow — Replace scattered lists with one predictable source of truth
When jobs live in one organized board, your team moves faster and nothing slips through the cracks.
Who it’s for
Job tagging is especially helpful for:
- Ops leads and office managers managing the pipeline
- Owners juggling multiple workflows
- Sales teams handing off work cleanly
- Crews that need clear, simple instructions
Use cases
- See at a glance which jobs are install-ready
- Track material delays in one view
- Flag jobs that need a follow-up
- Keep warranty work separate from active jobs
- Maintain one unified board even if different teams work differently
Try job tagging today
If you’re on Premium or Elite, tagging is already live in your account.
Start tagging your jobs today — and see how a cleaner board turns into a smoother day.
Not on Premium yet?
Talk to your account manager to learn how job tagging and the full Roofr CRM can streamline your workflow.
