New this round: updates to Roofr CRM and Proposals.
Roofr CRM
- Outlook integration: Connect Outlook so email sends and syncs from Roofr CRM. Connect Outlook
- CompanyCam historical project sync: Sync up to 100 older CompanyCam projects at a time into Roofr CRM, matched to jobs by address or added as new jobs. Requires the CompanyCam integration. Learn more
- Rename files in job attachments: Rename any file in a job's Attachments tab.
- Work order installation date as a range: Set a work order's installation date as a date range instead of a single day.
- Attachment counts on job folders: See how many attachments each job folder holds.
Proposals
- Send a proposal to yourself first: Choose Send to myself in the Send dropdown to get the proposal email exactly as your customer would see it, while the proposal stays in Draft.
Missed the last roundup? Catch up here. Questions about any of these? Your CSM or Support can walk you through them.
