37 results found
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I want to immediately change subscriptions on Roofgraf
To manage an account, PSMs need the ability to immediately unsubscribe or change the subscription on an account. This came up because Andy (PSM) needed to change an annual package to a monthly one to prevent churn and was unable to.
1 vote -
Need API access in Roofgraf
Need api access in Roofgraf, to integrate the proposal sending and viewed notifications to trigger the next sequence of events.
1 vote -
Support Multiple pages and signature spots in terms and conditions
to have roofgraf's terms and conditions support having multiple pages and more than one spot to initial and sign in the contract
3 votes -
Generate ESX files from Roofgraf
To be able to generate .esx files from Roofgraf and upload them to Xactimate
5 votes -
Docusign in Roofgraf
Would like to have Docusign in the Roofgraf account to have a legally binding contract
3 votes -
Sort jobs by Lead type ( hot,warm,cold)
I would like there to be a way to sort my jobs by lead type. (hot, warm, cold)
2 votes -
Have the changes made on one option template for client translate on all options. ( Good,better,best)
I would like the changes I make on one option translate to the second and third option as well. Right now we need to go in each template and add the addons, one by one which is very time consuming
4 votes -
Add selection panel for underlayments on proposal
When we go to clients homes we show them the different qualities and types of underlayment that they can pick from. I would like there to be a section on the proposal where they can check off the upgrades to better/different quality of underlayments.
3 votes -
Send leads to Roofgraf automatically
This user would like a way to send new leads into Roofgraf automatically, without needing to manually enter their data (name, address, contact details, etc).
This could be done by either generating a custom web form (to be embedded on their website), or via integration with his existing lead generation tools or CRM.
3 votes -
1 vote
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Sort projects on the Jobs page
This user would like an option to sort projects on the Jobs page.
Specifically, he would like to sort by:
Date Created
Date Last Updated
Date SignedThis feature could be expanded to allow you to sort by other factors (Contract Price for Won jobs, for example), by popular demand.
2 votes -
Adding a Job Reference Number on Quotes
the prospect would like to have a Job Reference Number auto-generated on each new quote he sends out to a client which will assist in his bookkeeping and Business Management
2 votes -
PDF Templates
This user would like a selection of PDF templates to choose from when creating PDF proposals, BOMs, and later Work Orders and Invoices.
He feels that the current PDFs do not look sufficiently professional / personalized.
2 votes -
Display Job Details sections in tabs
This roofer would like the Job Details page to display in tabs, like an Excel document has sheets.
One sheet for Client Info, one for measurements (drawing tool and roof report)
One for estimating (templates, cost & pricing summary)
One for Invoice, etc
1 vote -
Auto-populate email template
Auto-populate client name in email template as well as sales person name in the email signature. Also auto populate the project address in the email template.
2 votes -
2 votes
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Rename Projects on jobs page
To be able to rename projects, and not have them based on the address (ex: Johnson Apartments Building 1)
4 votes -
Integrate Roofgraf with other software tools
This user would like to integrate Roofgraf with other software tools (Google Calendar, Quickbooks, for example) so that he can run his entire business from within one platform.
17 votes -
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
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