37 results found
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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 -
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 -
Create insurance claims in Roofgraf
This user would like to create & process insurance claims in Roofgraf.
5 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 -
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 -
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 -
1 vote
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Support bold in Terms and Conditions
I would like have a tool bar when editing my terms and conditions on Roofgraf. Once I copy paste my document on Roofgraf the format changes and with a tool bar, it would be easier to edit and bold certain sentences.
1 vote -
Have a nicer PDF version of the Proposal
As a client, I would like Roofgraf to provide a more aesthetically pleasing PDF version of the proposal because it looks more like an invoice.
7 votes -
Multiple companies/banners under one Roofgraf account
Being able to have multiple companies setup on Roofgraf with separate logos, TCs and users.
3 votes -
Text Notifications sent to sales rep when assigned new lead / project
As a client I would like Roofgraf to send a notification to my sales rep every time I assign them a new lead.
2 votes -
Customizable Job Statuses
As a client I would like to add customized status' to my proposals.
3 votes -
Add jobs done before RG to map view
As a Roofgraf user I would like to add my past jobs to the Roofgraf Map View, so my clients could see all completed jobs not just the ones done with Roofgraf.
1 vote -
Archive Templates
Allow to create multiple templates for every possible type of roof they build. It would allow to remove the templates for manufacturers whose products we don't currently use, but would like to have the option of offering these products at a later date (without needing to recreate the templates from scratch).
0 votes -
Send BOM to supplier direct through RG
A User should be able to create a list of Suppliers (much like Manufacturers) where they can store basic details on their suppliers (Contact's name, company name, phone, email)... They should then be able to send BOM from the Job Details page by selecting a supplier from their list.
3 votes -
Add more columns to the BOM
Optional columns for Unit Price and Item Cost, in addition to the Material Name, Manufacturer, Quantity.
That would give the option to Print a materials list for the suppliers with pricing and unit measure and details of materials that will be sent directly to supplier.2 votes
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