TL;DR:
June’s updates are all about more accurate material calculations, easier proposal creation, and getting ready for some exciting new tools 🎯
Here’s what’s new:
- Adjust quantities for materials in your proposals- rounded or exact, your choice.
- Add measurement reports to proposals in just a few clicks.
👀 And coming soon: customer contact page upgrades, easier payments process, an all-in-one communications inbox, and Signatures to seal the deal right inside Roofr.
Always get the right material numbers with adjusted quantities
Take control of your proposals with a new option to choose how material quantities are displayed- exact or rounded.
You can now:
- Keep it precise- or keep it simple. Show exact quantities or automatically round to whole numbers.
- Customize per job. Toggle the setting for each proposal, based on what makes the most sense.
Available for: All users
👉 Check out adjusted quantities in your next proposal.
Drop measurement reports straight into proposals
No more downloading, saving, or re-uploading. You can now insert measurement reports directly into proposals right from your proposals page.
This update lets you:
- Save time. Add reports with just a few clicks.
- Stay focused. Show only the pages your customer needs to see.
Available for: All users
👉 Add a measurement report to your next proposal.
👀 Coming Soon
Customer contacts, now clearer than ever
Your contacts page is getting a refresh. Soon, you’ll be able to see customer info and job history all in one view- no digging required.
With the upcoming Contacts update, you’ll get:
- Better visibility. Instantly see which jobs are tied to each customer.
- Simpler tracking. Keep all your customer details in one place.
Available for: All users
📇 More clarity, less clicking.
Add platform fees to your invoices (automatically)
Processing payments through Roofr? You’ll soon be able to automatically include platform fees on your invoices, so you're never left covering the cost.
- What’s a platform fee? It’s the charge for ACH or credit card payments.
- Pass it on. Your customer sees and pays the full amount- no surprises for you.
Available for: Roofr Payments users
👉 Learn more about Roofr Payments.
E-sign on the dotted line with Signatures
Our new Signatures tool is almost here, so you can finalize deals faster without jumping between tools.
Soon you’ll be able to:
- Add e-signatures, checkboxes, initials, and more
- Customize PDFs like contracts or checklists, all inside Roofr
💼 Not on Elite yet? Book a call with your account manager to upgrade.
👉 Already on Elite? Reach out to your Account Manager to get early access.
Available for: Elite subscribers
Text and email, right from your inbox.
Communication in Roofr are getting a serious upgrade. Soon, you’ll be able to manage texts and emails from one shared inbox inside Roofr, and integrate your Gmail account for even better tracking.
You’ll also get:
- Total visibility. Track conversations across your team.
- Gmail integration. Everything syncs into one view.
📫 Never lose a message again.
Available for: Elite subscribers
👉 Learn more about managing communications in Roofr.
💼 Not on Elite yet? Book a call with your account manager.
