Cooler weather, hotter updates. This month, we’re helping you:
- keep job data accurate,
- save time on proposals,
- organize internal communication, and
- make sure all the right teammates are assigned to all the right jobs.
…and a look at what’s coming next. 👀
Adjust job close dates for accurate reporting
Jobs don’t always close when a proposal is signed. Now, you can adjust the confirmed close date on a job so your reporting always matches reality.
- Keep your job timeline accurate. Manually update close dates so reports reflect actual progress.
- Cleaner reporting. No more skewed data when jobs finish sooner or later than the signature date.
Available for: Premium and Elite subscriptions
👉 Learn how to update your job close date.
Add dynamic fields to proposals and templates
Tired of copying and pasting job details into proposals? Us too. With dynamic fields, job information fills in automatically.
- Reduce manual entry. Job details pull in automatically.
- Fewer mistakes. Less typing means fewer errors in proposals.
Available for: All users
👉 Start using dynamic fields in your proposals.
Smarter internal notes for jobs and contacts
Keep your team aligned with upgraded internal notes. Edit, delete, and reply to notes right inside job cards or contact pages.
- Edit, delete, reply. Notes are more flexible than ever.
- Filter by detail. Find the information you need faster.
Available for: All users
👉 Learn more about using updated job notes.
Add materials directly from your supplier catalog
No more extra steps when creating material orders. Add new items straight from your supplier catalog without updating it first.
- Skip catalog updates. Add items directly to an order.
- Faster workflows. Cut out unnecessary steps when creating orders.
Available for: Premium and Elite subscriptions
👉 Learn more about supplier integrations.
Assign multiple team members to a job
Make sure everyone who needs to see job details does. Add up to 10 assignees so your team stays in the loop.
- Share visibility. All assignees can view job details in their workflow.
- Stay updated. Each team member gets the relevant notifications.
Available for: All users
👉 Learn more about multiple job assignees.
👀 Coming Soon
Google Calendar integration
Sync job and appointment details into Roofr so you see everything in one place—no switching between apps.
- All your events in one view. Calendar details automatically pull into Roofr.
- Stay on schedule. Be in the right place at the right time.
Available for: Elite subscribers
ESX measurement reports
Choose the format you need. Soon, you’ll be able to order Roofr measurement reports in ESX format and upload them directly into Xactimate.
Available for: All users
Job performance report
Get a dedicated reporting view with full pipeline stage visibility, exportable job data, and deeper insights to keep every project on track.
Available for: Elite users
On our Elite subscription? 👉 Book a call with your Account Manager for early access.
Interested in learning more about Elite? 👉 Talk to a Roofr expert about our upcoming Elite features
