151 results found
-
Multiple drawings on one project
This user would like to be able to attach multiple drawings (and reports) to one project - for projects that include multiple buildings to be quoted separately.
6 votes -
Excel version of Bill of materials
I would like an excel version of the bill of materials that would easily integrate the data onto our accounting software.
3 votes -
12 votes
-
Business Operations Dashboard
This user would like a Dashboard in Roofgraf to report on sales and production metrics (leads received, deals won / lost, total revenue & expenses (profit/loss), roofs installed, etc
7 votes -
Waste Factor on all Materials
I would there to be a way for Roofgraf to calculate the waste factor for re-decking material.
2 votes -
Take out the Lead button from the "new" button and make it it's own page on the left hand side
It will help declutter the jobs page and map view and it will be a better page to organize all leads that have been inputted into Roofgraf
2 votes -
Combine Manufacturers + Catalog into one page
Combining the Manufacturers and catalog pages into one page on the left hand side
2 votes -
Job Budgeting - Profit/Loss
This user would like to track real-time expenses and payments received per job. These incomings / outgoings should be displayed against projections.
9 votes -
Taking Payments Through Roofgraf
This user would like to be able to process the payment of deposits directly on his Roofgraf proposals.
Some notes from Max:
The roofer would like to provide his clients with payment receipts. He would also like to track the payments from the Job Details page. There should be a section entitled "Payments" with the total amount, and amount paid and a bar that shows the amount paid vs amount remaining to be paid. He should be able to log payments (much like we log notes now) and these should update the bar at the top of this section. Each…9 votes -
Squares/Sqft shown on proposal
User wants to have the square footage shown as an option on the proposal so the customer can see
2 votes -
2 votes
-
Have Customer's home as background of Proposal
I would like my customer's home to appear as the background to the proposal, I know that we can add our own background images in the company settings page, however this does not allow me to customize individual proposals.
1 vote -
Leads from Roofgraf
This user would like leads provided by Roofgraf
2 votes -
Add company website and address on proposal
I would like my website and company address to appear on the proposal
1 vote -
Option to include project files on roof report
This user would like an option to include project files in his roof report.
For example, he'd like to take a screenshot of the property from multiple angles, and present these images after the title page of the Premium Roof Report.
1 vote -
Print all Good / Better / Best options on one PDF proposal
This user would like to include all Good / Better / Best options on one PDF proposal
2 votes -
Exporting data from Roofgraf
I would like a way to export my clients information from Roofgraf onto an excel sheet (export as CSV file) so that I could easily have their information listed and I could add that information to my mailing list
12 votes -
Scheduling (Sales & production calendars)
This user would like to be able to schedule jobs in Roofgraf, both through the Sales cycle (appointments) and through Production (installation, delivery of materials, etc)
6 votes -
Display Public Notes on webquote and PDF proposals
This user would like to record Public Notes on his Roofgraf projects. These would track interactions with the customer and would populate a Comments section on the webquote and PDF version of the proposal. This would be useful when presenting the proposal to the Homeowner, to keep a record of their interaction and settle any disputes, and also when presenting to the insurance company.
1 vote -
Create insurance claims in Roofgraf
This user would like to create & process insurance claims in Roofgraf.
5 votes
- Don't see your idea?