Product Updates
All the Roofr product updates you’ll want to know about first.
Monthly product updates
Take a look back at what was released this month in Roofr, and get a sneak peek at what’s coming next. Plus scroll through any past months you missed.
Platform release notes
A place to stay informed on everything our product team has been working on. Check here for platform improvements, bug fixes, UI updates etc.
Newly released feature blogs
Dig in to more details on our latest feature releases. Learn what’s new, how it works, and why it matters to your business.
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Product Guides
A guide to all things product including tips and tricks.
PDF Signer: Turn paperwork into progress
Roofr’s new PDF Signer makes collecting signatures fast and seamless—no printing, scanning, or third-party tools needed. Upload any PDF, add signature fields, and send it directly from the Job Card.
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Keep insurance info organized in Roofr
Keep insurance paperwork consistent and error-free. With Roofr’s new insurance fields, you can record insurer details once on the job card — then auto-fill them across every proposal with dynamic fields. No more copy-pasting, missing claim numbers, or messy documentation — just clean, professional proposals every time.
Treats only: New October Roofr features to sweeten your workflow
Spooky season, smoother systems. Explore new ways to organize, analyze, and get paperwork signed without missing a beat.
Product Masterclasses
A deep dive with Roofr experts on how to best use our products and features.
Manage Tasks Like a Boss: Time Savers & Best Practices
Has mastering task management been lost on your to-do list? If you find yourself micromanaging crews, or just want to reclaim time in your day, this one's made for you.
Roofr Basics: Live Demo and Tips to Get Started
New to Roofr? Still learning the ropes? Maybe you don't want the pressure of a 1:1 demo yet. So watch this Masterclass instead!
ESX & Beyond: Streamline Your Insurance Process with Roofr
Wish it were easier to run your insurance process through Roofr? Now it is, thanks to ESX file compatibility and our new PDF Signer. Join Pete, along with Product Manager Lane Alo, for a full product demo, beta feature breakdown, and example workflows.
Help Articles
Step by step help articles that teach you how to use our suite of products and features.
How to Create a Proposal With a Measurement Report
Learn how to create a proposal using a measurement report for auto-populated item quantities.
How to Send a Proposal
Learn how to send a proposal to prospective clients in just a few clicks.
How to Customize a Proposal
Learn how to customize your proposal by adding new pages, changing the cover image and layout, & more.
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