18 results found
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Title PDF proposal on signed jobs as "Contract" rather than "Estimate"
This user would like the title of the PDF version of his proposals to update to "Contract" once the job is sold, so that he can present this document to the insurance company as a contract, rather than as an estimate.
1 voteWhen a job is listed as “Won” (either by electronically signing the proposal or manually updating the job status), the PDF proposal will now be titled “Contract” as opposed to “Estimate”
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1 vote
Taxes can now be modelled “as markup on material”, “as markup on labor” or “as markup on subtotal”.
We also now support up to 3 decimal places.
The major improvement here is that taxes can now be applied per template – rather than globally to all projects.
This allows you to create a template for each region where different taxes apply. You can always modify which taxes are applied at the project level.
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Deleting a service, extra cost or labor from a template
I would like to have the option to delete specific lines in labor, extra costs and services from my templates.
1 vote -
3 votes
This request has now been answered.
Be sure to set your primary business address under Company Settings.
We will then use the State / Province to filter results when searching to locate a roof!
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Change subject matter on email when sending out the proposal
I would like a way to edit / change the subject line of the email when sending out the proposal to my clients.
1 voteThe subject line can now be edited before sending a proposal. The Default Subject Line can also be edited from the Email Template section of Company Settings.
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Add License Number to "Your Roofer" section of proposal
This user advises that it is a legal requirement in NJ that he displays his License number on his proposals.
He proposes that we add this to the "Your Roofer" section at the top of the proposal.
1 voteYou will now see your license number appear at the top of your proposal.
If you haven’t entered a license number under “Company Settings”, there will be no mention of the license number on the proposal.
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Allow to hide dimension labels while drawing
They sometimes hide important information. Allowing to hide the dimension labels would allow to see the drawing better
2 votes -
Support the creation of flat roofs
Allow to set the pitch of the roof to 0/12 in the drawing system.
Create flat roof materials that can be automatically calculated from the dimensions of the drawing system (maybe add parapet height and other attributes).1 vote -
0 votes
This workaround is no longer necessary.
If you merely want to communicate something in your Statement of Work without affecting your costs / pricing, look for the Edit icon next to the Statement of Work on the proposal.
This will allow you add a line item, and this updated Statement of Work will be the same across the Job Details page, web and PDF versions of the proposal.
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Automatically find the pitch
Find the pitch of the roof in the drawing automatically
2 votes -
Display price at which contract was signed for all jobs listed as "Won" (or beyond Won)
Once a proposal is signed in Roofgraf, we could save a copy of the signed agreement on the Job Details in a section entitled "Job Documents" - alternatively, we could just display the price at which the proposal was signed somewhere on the Job Details page.
This could be stored in the Notes section of the Job Details page i.e: "Contract signed for (template name) at $x" with the date and time0 votesWe recently launched the Agreement feature. This captures a static copy of the web and PDF versions of the proposal, as they were when the proposal was signed.
This allows you to alter the pricing or list of costs for a proposal, without losing track of what was agreed upon when the proposal was signed.
Select OPEN AGREEMENT on the Job Details page to find this.
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Export Measurements from RG
Many roofers will never abandon their CRM and would therefore like to export the measurements to run through an external template. A new client has requested these as PDF (he wants to upload these PDF in the project page of his CRM). It would also be useful to export these as XML files.
0 votesThere is a new functionality on RG, where users could extract a Roof Report.
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Upload own image for taking measurements
Many operate in rural areas where Nearmap is unavailable and Google imagery is poor. In many cases, the homes are covered by trees. In many cases (whether by drone or some third party, some as a real estate listing), the user can obtain their own images upon which to measure. They should be able to upload this image to the drawing tool, and to define the height at which the image is taken, and the approximate height of the building.
17 votes -
Enlarge Roof Condition images
I would like the images in the Roof Condition section of the Proposal to appear larger when they are selected. Even when I select the image, it is not large enough on the screen to adequately show the damage that exists.
0 votes -
Create custom materials
Many clients are struggling to customize their templates. Some items are "rigid" and difficult to create. We should therefore create a "Custom Material" form which allows the User to create a material from scratch. This means entering the name of the item, the "unit" (bundle, square, roll, sheet, whatever they want to call it), the coverage (should be by SQ ft, ln ft of eave, rake, valley, hip, ridge or flashing, or any combination of these), the category (material, service, labor, etc) and sub-category (shingle, decking, underlayment, etc). One example is gutters: gutters typically follow the Eave. Right now, to…
0 votes -
Upload custom background image for RG proposal
As a User, I should be able to upload my own background images under Company Settings, and also to upload these from the Proposal Menu.
2 votesYou can now upload your own custom background image under the “Webquote cover image” section in Company Settings.
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Attaching PDF files to Job and/or Proposal
Be able to add insurance certificates or customer reference sheets (by default, but also adjustable per job). These documents would appear on the PDF version of the Proposal, and we should be able to define the order of each document / page
0 votes -
Add certification logos in the footer of the webquote
Option to include certifications on email, PDF and web quote.
0 votesYou can now attach Project Files (as public) to be shared with your customer when sending a proposal.
Files will appear at the bottom of the proposal.
If you’d like to attach the same files to each quote (certifications, brochure of previous work, etc), head to Company Settings and add your files there. They will be added to all new proposals from that point onwards.
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