🚧 New in Roofr: Stage blocking tasks
If you've ever had a job move forward before something important got done - you’re not alone.
Whether it’s missing signatures, skipped site photos, or forgotten inspections, letting jobs progress without checking all the boxes can create chaos. Mistakes get made, customers get frustrated, and your team ends up doing rework that wastes time and money.
That’s why we’ve built Stage Blocking Tasks - a simple but powerful way to take control of your workflow and make sure the right steps get done at the right time.
What’s new
You can now create a new type of task on any job: a Blocking task.
These tasks work just like your standard CRM tasks, with one important difference:
A Blocking task will stop the job from moving to the next stage until it’s marked complete.
This means you can require things like photos, forms, approvals, or materials to be finalized before your team is allowed to move forward.
How it works
You can use Stage Blocking Tasks in two ways:
1. Manually on individual job cards
Any time you’re adding a task, just toggle the “Stage Blocking” option. That task will then lock the job in its current stage until it's marked done.
2. Automatically across all jobs
With Task Automations, you can create Blocking tasks that trigger for every job at a specific stage. For example:
- Add a “Collect signed contract” Blocking task at the Estimate stage
- Add a “Schedule install date” task at the Production stage
- Add a “Final walkthrough complete” task before closing the job
This lets you bake quality control into your workflow — once, and for every job moving forward.
Why it matters
Stage Blocking Tasks aren’t just about control, they’re about efficiency and accountability.
✅ Consistency
No more corner-cutting. Ensure every rep follows the same process, every time.
🚀 Efficiency
Jobs move smoothly when the right steps get done in the right order. Less confusion, fewer delays.
🔒 Quality Control
Catch mistakes before they happen. Keep standards high without needing to manually follow up on every detail.
Who’s it for?
This feature was built for teams that care about process — especially those using Roofr’s CRM to manage task-heavy workflows.
It’s especially valuable for:
- Operations managers who want clean, repeatable processes
- Sales managers who need visibility and accountability from their team
- Owners who want peace of mind that jobs are done right the first time
The bottom line
When your workflow is clear and enforced, everything runs better- faster job cycles, fewer mistakes, happier customers.
Stage Blocking Tasks are live in your CRM now.
Start using them to bring more structure, speed, and reliability to your job process.
Ready to start using task blocking tasks?
Check out this help article here.
Book a call with your Account Manager about getting set up with stage blocking tasks here.
