We've been busy, rolling out new features to help you ramp up for roofing season and make sure your team is set up for success. Just like spring cleaning, we're embracing the "in with the new" mindset—here’s what’s fresh at Roofr and what’s coming soon!
💡 TL;DR – What’s new?
- Default job folders – Standardize job organization across your team so important documents are always in the right place.
- Preferred payment settings – Ensure customers pay you the way you prefer, whether ACH or credit card.
- SRS Distribution integration – Get up-to-date supplier pricing in your proposals and send material orders seamlessly.
- Coming soon – Platform fees automation, purchase tax calculations, and e-signatures to simplify your workflow.
Let’s dive into the details. 👇
📂 Elevate job organization with default job folders
Keep your job documents organized without the hassle. With default job folders, you can ensure consistency across your team and make sure everything is where it should be.
- Create up to ten default folders in your Job Card.
- Default folders automatically populate in new job cards.
- Never lose track of important documents again.
📅 Available for: All users
Check it out on your job board.
💳 Get paid the right way with preferred payment settings
Take control of how you receive payments with preferred payment settings.
- Accept both ACH and credit card payments, but set your preferred method.
- Ensure your customers pay you exactly how you want.
📅 Available for: Roofr Payments users
🔗 Early access to the Roofr x SRS Distribution integration
Tired of manually updating supplier pricing? Our SRS Distribution integration beta is now available for early access, and will automatically sync material costs to keep your estimates accurate.
- Get SRS Distribution pricing updated nightly in your Roofr catalog.
- Build proposals in seconds with real-time pricing.
- Convert proposals into material orders and send them directly to your SRS Distribution branch.
📅 Available for: Early access is now available for Premium & Elite subscribers
🔗 Learn more about setting up your SRS Distribution integration
👀 Coming soon: Game-changing features
🏦 Automatic platform fee calculations
No more manual calculations! Ensure your invoices include platform fees for ACH and credit card transactions automatically.
- When you process a transaction via ACH or credit card, there is a fee associated, and now, you can automatically include that in your invoice.
- Never get stuck covering transaction fees again.
- Simplify your invoicing process with automatic fee inclusion.
📅 Available for: Roofr Payments users
📊 Purchase tax: Accurately account for material costs
Make sure you’re considering the full cost of materials by factoring in purchase tax in your estimates.
- Purchase tax is the "sales tax" you may pay to your supplier when purchasing job materials.
- Automatically include purchase tax in your material costs in proposals.
- Ensure accurate pricing and budgeting for every job.
📅 Available for: All subscribed users
✍️ Signatures: Seamless document signing & tracking
E-signatures are coming to Roofr! Our new Signatures feature lets you customize your PDFs, track customer interactions, and speed up approvals.
- Add e-signatures, checkboxes, and more to your PDFs.
- Track when customers view your document.
- Keep projects on schedule with faster approvals.
📅 Available for: Elite subscribers
🔗 Reach out to your account manager to learn more.
Stay tuned for more updates coming soon, and as always, we want to hear your feedback! If you have any questions or suggestions, reach out to our team—we’re here to help.
