New Year, New Features: Here’s What’s Happening at Roofr 🎉

We’ve been busy! It’s only January, and we’re already rolling out some amazing features to kickstart your year with a bang 💥. From enhancing your workflows to smarter tools, here’s a look at what’s new, what’s improved, and what’s coming next.

TL;DR: The Highlights

Here’s the quick rundown of what’s new:

• A fresh Measurements page to keep all your reports in one place.
• Better job management with Work Orders and custom invoice numbering.
• ABC Supply integration—real-time pricing and effortless material orders.
• Smarter lead insights with updated Instant Estimator questions.

Oh, and we’ve got even more exciting updates on the horizon. Stick around to get the full scoop!

1. Measurements made easy: A new page for all your reports

We gave the Measurements page a serious upgrade.

• With all your Roofr Reports and DIY Reports now living on one page (or under one roof 👀), it’s easier than ever to stay organized. Instead of scrolling through a long list of individual reports, just click on the job address to view all the versions of that report in one place.
• Forgot a building in a multi-building report? No worries—you can add it in later, and the overall job summary will automatically refresh. Plus, with the new job card summary, you can view all the key details for any job at a glance.

💼 Available for: All accounts

👉 Learn more about using your new Measurements page here.

2. CRM Update: Work Orders are here!

Managing your jobs just got way easier. Say hello to Work Orders, the ultimate tool for making sure your work crews have everything they need:

• Create Work Orders from material orders, proposals, or even from scratch.
• Assign crews and email them all the details they need.
• Attach job files directly to your Work Orders and upload photos right from the job card.

It’s the productivity boost your team’s been waiting for.

💼 Available for: Premium & Elite plans

👉 Learn more about Work Orders here.

Not on Premium or Elite yet? No problem. Book a call with your Account Manager to explore this feature or chat with a product expert to see it in action.

3. With ABC Supply, Roofr Proposals and Material Orders just got smarter.

Tired of managing outdated catalogs? We hear you. With our new ABC Supply integration, you can:

• Automatically sync updated pricing directly into your Roofr catalog and proposals.
• Convert signed proposals into material orders with just a click.
• Check material availability instantly to ensure you never run out of supplies.

Wow, we love doing it all in a single platform.

💼 Available for: Premium, Elite plans

👉 Learn how to set up the ABC Supply integration here.

4. Instant Estimator: Smarter questions for better leads

Your Instant Estimator just got a boost! With six new questions, you can collect more valuable information from your leads, like details about roof damage, insurance claims, or multi-story buildings.

You can also add a “How Did You Hear About Us?” question to get better insights into your marketing efforts—and reorder your questions to suit your needs.

💼 Available for: Elite plans

👉 Learn more about the new Instant Estimator questions.

5. Invoices: Custom Numbering Now Available

No more starting from scratch with invoice numbers. You can now set your starting invoice number to keep your bookkeeping smooth and consistent.

💼 Available for: Pro, Premium, Elite plans

👉 Learn how to set up your invoices here.

👀 Coming Soon: What’s Next at Roofr?

Roofr Payments: All Fees Accounted For

We’re about to make payment processing even easier. Soon, you’ll be able to automatically pass along platform fees (for credit card or ACH payments) to your customers—no more manual adjustments needed!

💼 Available for: Roofr Payments users

👉 Learn more about Roofr Payments here.

That’s a wrap on this month’s updates! We’re always working to make Roofr the best platform it can be for your business. Whether you’re ready to dive into these new features or curious about what’s next, our team is here to help every step of the way.

Here’s to making 2025 the year of growth and efficiency! 🚀

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