Frightfully efficient features are waiting 👻
This October, we’re banishing busywork with updates that make signing documents, tagging jobs, and managing schedules smoother than ever.
This month, we’ve focused on helping you:
- organize and analyze jobs with more control,
- keep your calendar perfectly in sync,
- and download the details you need- fast.
…and a look at what’s coming next. 👀
In Beta: Order Roofr measurement reports in ESX format
Now in Beta: Roofr reports in ESX- ready to upload straight into Xactimate.
- Measurement reports how you need them. Now you have the option to order your measurement reports in ESX format. Roofr or Xactimate, no redrawing required.
Available for: All users
👉 Learn more about ESX reports.
Introducing the new job reporting dashboard - your pipeline, visualized.
The new job reporting dashboard lets you filter jobs by key details like stage, value, owner, and lead source to create custom reports that give you a clearer view of your pipeline. Quickly see how work is moving, spot trends, and understand your team’s performance in a single dashboard.
- Filter jobs by what matters. Sort and view jobs by stage, value, owner, or lead source to create tailored reports that match your workflow.
- Export for deeper analysis. Elite users can download reports for detailed tracking and performance insights.
Available for: Premium and Elite users
👉 Learn more about job reporting dashboard
Sign documents faster with Roofr PDF Signer.
Skip the print-sign-scan routine. PDF Signer lets you upload PDFs, add fillable fields like signatures, initials, checkboxes, and text boxes, and send them for completion—all without leaving Roofr.
- Customize and track all your documentation. Collect signatures electronically and keep everything organized in one place. Track your PDFs right in the linked job card, and see when they’re delivered, opened, and signed.
Available for: Elite
👉 Learn more about PDF Signer.
Create custom calendar event types.
Make your calendar work for you. Add your own event types, like tear-off, dumpster drop, or inspection, so you can easily track every kind of appointment.
- Keep events organized. Customize events to match how your team works.
- Track smarter. View exactly what you’re doing and when.
Available for: Elite users
👉 Learn how to create custom event types.
Sync your Google Calendar with Roofr.
Be in the right place at the right time. The Google Calendar integration with Roofr automatically syncs your calendar details, so you can view all job and appointment specifics in from anywhere.
Available for: Elite users
👉 Learn how to set up your integration.
Find and filter jobs quicker with job tags.
Stay organized at a glance. Add and customize tags to label projects by type, stage, or priority—then sort and filter them in seconds across your board and list views.
- Keep your jobs tagged and tidy. Tag, filter, and organize projects your way to keep every detail easy to locate and manage.
Available for: All users
👉 Check out how to use Job Tags.
Download all your job attachments in one click.
Download multiple (or all!) job attachments in one go. Get all the documents you need, quickly.
Available for: All users
👉 Learn how to download attachments.
👀 Coming Soon
Track your ABC Supply material orders in real time
Stay up to date on every material order, without the manual check-ins. You’ll get an automatic email updates whenever ABC Supply changes your order status, so you always know what’s on the way.
👉 Book a call with your Account Manager to talk through what’s new and how to use it in your account
👀 Want an even closer look at our new features?
This month, we hosted our first Roofr Builds event, giving our users a close look at all the cool new things we released this quarter. Check out the recap here!
