💡 TL;DR – What’s new?
We’ve been busy building features that’ll make your roofing business smoother, smarter, and more profitable. Here’s the quick scoop on what we launched in February:
- Job Costing – Track every dollar spent on labor, materials, and invoices, and get a clear idea on how much your jobs actually cost.
- Custom Invoice Numbers & Insurance Fields – Stay organized and on top of your paperwork.
- Beacon Integration beta– Get up-to-date supplier pricing in your proposals and send material orders in a couple clicks.
- Coming Soon – Platform fees automation, a payments dashboard, and measurement reports
Let’s dive into the details. 👇
📊 Master your margins with job costing
💰 Know exactly what you're spending – and making – on every job. Get the whole picture of your job financials all within your Roofr platform.
- Track labor, materials, and invoice totals within Roofr. Details can be pulled automatically or tracked manually.
- See how accurate your proposals are to your final costs.
- See where you’re spending and make adjustments to maximize your profits.
💡 Not sure where to start? See where your profit margins should be compared to industry benchmarks and learn about four profit killers to watch out for.
🔢 Invoice numbers: Picking up where you left off
Keep your bookkeeping seamless and standardized.
- Edit your invoice numbers to match your existing records.
- Keep things neat, organized, and easy to track..
📖 Learn how to customize your invoice numbers.
🏠 Insurance fields: Make your claim (and keep the details in check)
Insurance roofers, rejoice! Keep insurance jobs organized and efficient from start to finish, with insurance-specific fields.
- Easily track claim numbers, deductibles, adjuster contact details, and more.
- Your team will be able to find all the details they need to get the quote sent and signed.
📖 Learn more about insurance fields
🏗️ Beacon + Roofr = Effortless supplier integration
Keeping your pricing update to date just got a whole lot easier.
- Sync your BeaconPro+ account for up-to-date supplier pricing.
- Set a preferred branch and send proposals faster.
- Convert signed proposals into material orders, sent directly to Beacon.
📖 Learn how to set up your Beacon integration.
📦 Signed, sent, delivered: Simplified material orders
Make sure nothing falls through the cracks when placing supplier orders.
- Send material orders directly to Beacon or ABC Supply from Roofr.
- Use pricing from your integrated supplier and convert signed proposals into orders instantly.
- Specify delivery details and key points of contact for a smoother process.
📖 Learn more about material orders with ABC Supply or Beacon.
🔮 Coming Soon: More features to love
Here’s a sneak peek at what’s launching next! 👀
💳 Roofr payments – Platform fees, handled
- Automatically pass platform fees to customers when they pay via credit card or ACH.
- No more manual fee calculations – just seamless, accurate transactions.
📖 Learn more about Roofr Payments.
📏 Measurement reports in proposals – No extra steps needed
- Import measurement reports directly into your proposals.
- Keep everything in one place, so your customers can review and sign faster than ever.
📂 Default attachment folders – Stay organized
- Create default job card folders like “Insurance” or “Repair Notes.”
- Keep documents easily accessible and neatly stored.
📖 Learn more about job notes organization.
🎯 Ready to level up?
That’s a wrap on February’s updates! Want a personal walkthrough? Book a call with your Account Manager and make the most of these game-changing features. 🚀
