April product recap: efficiency is in full bloom 🌸
TL;DR:
April’s updates are here to make your spring workflow smoother than ever 🌼
Here’s what’s new:
- Your proposals dashboard just got a major upgrade with a new table view.
- Measurements are now easier to manage with a single, streamlined reports page.
- Plus, a sneak peek at what’s coming soon—like searchable proposals, our Signatures feature, and better material pricing with purchase tax.
April’s feature releases are all about making it easier to stay organized, move faster, and get more done with less hassle. Whether you're sending proposals, reviewing measurements, or managing material costs, we've got something fresh to help.
A new way to view and manage your proposals
Big news: your proposals dashboard just got a glow-up. You can now toggle between the classic card view and a sleek new table view.
With the new table format, you can:
- Quickly scan through key proposal details like content, status, and customer info
- Choose the view that fits your workflow best—cards or tables, it's up to you
🧠 Pro Tip: Table view is perfect for those juggling multiple proposals and needing fast access to updates.
Available for: All users
👉 Learn more about your new proposals table view
One page, all your measurement reports
No more hunting through tabs—your measurement reports are now all in one place.
With the upgraded Measurements page, you’ll enjoy:
- A unified view of Roofr Reports and DIY Reports by job address
- Easy access to every report version for a job
- Job summary cards so you can see all the key info at a glance
Available for: All accounts
👉 Learn how to use your new Measurements page
👀 Coming soon: even more ways to win
Search and sort through proposals faster
We’re making it easier than ever to find exactly what you need in your proposals. Soon, you’ll be able to search across PDFs, photos, and text sections with lightning speed.
🧭 Get ready to find what you need without the scroll-hunt.
Available for: All subscribed users
Sign on (any!) dotted line with our new Signatures feature.
We’re bringing e-signatures straight into Roofr. With Signatures, you’ll be able to:
- Customize your proposal PDFs
- Add checkboxes, initials, and full e-signatures directly in-app
This is going to make signing (and sealing the deal) easier than ever.
Available for: Elite subscribers
💼 Not on Elite yet? Book a call with your account manager to upgrade.
Introducing purchase tax tracking for better material pricing
Now, you can factor in purchase tax—the tax you pay on materials—to get a clearer picture of your job costs.
With this new feature, you can:
- Include purchase tax directly in your estimates
- Improve accuracy in your pricing and protect your margins
💡 Visibility = profitability.
Available for: All subscribed users
👉 Learn more about setting up your material pricing
