151 results found
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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 -
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 -
Colour coordinate the job status on the job list based on colours in map view
Under the address in the job list where is says the status (Ex: Quote in progress) that little bubble will be red since that is the colour in the map
2 votes -
Combine Manufacturers + Catalog into one page
Combining the Manufacturers and catalog pages into one page on the left hand side
2 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 -
13 votes
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2 votes
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Leads from Roofgraf
This user would like leads provided by Roofgraf
2 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 -
CRM Integration
The user would like a CRM Functionality implemented into Roofgraf , where you can upload invoices, calculate the gross profit margin, log the amounts paid out and received
34 votes -
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 -
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 -
Ability to deliver Roof Inspection Reports
This is a business of its own that a roofer might do. More common in commercial where risks/costs are higher before purchasing a building. See attached example provided by customer Raise the Roof.
1 vote -
Auto-Save on Drawing Tool
This user would like an Auto-save functionality on the drawing tool.
3 votes -
1 vote
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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 -
Incorporate a visual pitch identifier graphic/tool in drawing tool.
Provide users a visual tool that would show them what a 3/12 versus 4/12 versus 5/12 etc. physical looks like so it can be compared to the live roof or the image of the roof.
1 vote -
Customize Roofgraf Proposals
This user would like to be able to edit the font of the text on his Roofgraf proposals. He would also like to be able to include a copy of the image of the roof with the measurements (as displayed on page 2 of the roof report) with his PDF proposals.
3 votes -
Project Timeline
This user would like to have a Project Timeline and Tasklist attached to all Roofgraf projects, so he can track the progress of each job and assign specific tasks to each user.
2 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
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