20 results found
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Support "due upon completion" as an option for Invoice payment terms
This roofer would not like to specify a due date for the invoice, but simply state that payment is "due upon project completion"
1 voteWhen creating an invoice, you can now define Payment Terms as “Due upon completion”, rather than NET 7, NET 30, etc
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Edit or delete notes
This roofer would like the ability to edit or delete notes, so that only the most up-to-date information displays on the project page.
1 voteYou can now delete notes from the Project Details page.
The ability to edit notes will be coming in a future release!
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Filter job searches using the client's name
An existing client would love the ability to filter his searches (Job's) using his clients names rather than having to remember which is the property address to search off of that.
1 voteThe ability to search projects by client name on the Jobs page has been restored.
We apologize for the inconvenience this issue caused – thanks for your patience!
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5 votes
You can now disable the ability for a user to order roof reports but de-selecting this permission for the role that’s assigned to those users.
All this can be done under Manage Staff
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Assign multiple users to a project
This user would like to assign multiple users to a project, so that more than one user can receive the notification when a proposal is opened or signed.
2 votesThis feature is now live.
To assign users to a project, select EDIT STATUS at the top of the Job Details page.
From there, select the second dropdown menu and click the checkbox(es) for each user you would like to assign to the project.
From there, all assigned users will receive notifications related to that project.
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Adding Notes
Maybe under Client put a place to write updates/Notes ? Called , Emailed Dates ?
1 voteYou can add notes to any project at any time from the Job Details page.
These are private to your team (cannot be seen by your customer), and can be used to record any important information, such as a call that was made or an appointment that was scheduled
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Edit SOW directly on proposal
I would like a way to easily add and edit production notes directly on the proposal
3 votesThis functionality is now supported. By selecting the Edit button next to the Statement of Work on the web version of the proposal, you can now add a new line item, delete or edit an existing line item, and re-order line items to your liking. These changes are reflected on the Job Details page and the PDF proposal.
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An option to view all jobs except archived jobs
Have an option to select all jobs except archived jobs.
1 voteWhen viewing the Jobs page, select the dropdown menu under Status in the top-right corner. Select “All” – this will select all job statuses except “Archived”
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Define shingle color selection when generating BOM
This user would like to be able to define the customer's choice of shingle color when generating a Bill of Material - for cases where he captures a paper signature
1 voteYou can now specify which color was selected when generating a BOM (if the customer didn’t select this when e-signing the proposal).
Look for the dropdown menu next to the Shingle in the list of materials
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Move Roofer's Logo to top of Page 1 on Roof Report
This user would like his company's logo to be more prominent on the title page of the Roof Report. He would like his logo to appear at the top of the page and to be at least the same size as the Roofgraf logo
1 vote -
Have the option to include or not include shingle colors on Proposal
As a client I would like the option to include or not include the color samples on the proposals. I usually show color samples in person.
1 voteThis is supported today. To remove the color selection from the proposal, please ensure that the shingle included in each of the templates used to create the proposal does not include any color options.
Once you’ve removed all color options for each of the shingles used to create the proposal, the Color Selection section will be removed from the proposal.
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Create an invoice in Roofgraf
It seems roofers always send an invoice once I deal is signed or when the job is completed.
We have had multiple requests to generate an invoice through Roofgraf (will add the concerned users once I've tracked them).
The invoice should include details on client's contact information, property address, payment schedule, unique reference number for the document itself... (I will add necessary items as I get more specific feedback)
10 votesYou can now create an invoice from the Cost & Pricing Summary on the Job Details page.
This feature only works when SmartQuote templates applied, and will work best once you’ve captured an e-signature on your proposal!
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Notification sent when email of proposal has been viewed.
I would like a notification sent to me when my client has viewed a proposal I have sent out to them.
2 votesYou will now be notified when your customer opens the proposal you sent them.
You can choose to receive email and/or SMS notifications under My Preferences.
To receive SMS, make sure you have a phone number listed under your name in Manage Staff.
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As a client, I would like to see my payment history
As a client I would like to be able to see when I was last charged, payment history, refund, history of credit card update information.
3 votesYou can now view a full history of all payments made on the Roofgraf platform from your Company Settings.
Look for Payment History at the bottom of the page. From there, you can filter payments by date and type (subscription vs roof reports), and download a PDF receipt
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1 vote
Roofgraf is now available in French & Spanish.
Select your preferred language under My Preferences.
You can also define your customer’s preferred language in the Client Info section of the job details page. When changing this setting, note that all PDFs generated from that project will be displayed in the customer’s language.
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3 votes
Use the trash icon to delete a user from your account.
If this user is an Account Owner, you will need to change their role before deleting them.
If this user has projects assigned, you will be asked to re-assign those projects to another user.
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Roles & Permissions
A User should be able to create a list of permissions and a list of roles, then to assign permissions to each role. Clients are concerned about adding junior staff who could potentially make unwanted changes to the subscription, templates, etc.
6 votesRoles & Permissions are now available in Roofgraf. Head to Manage Staff and select Manage Roles.
From there, you can create a custom role, or edit the permissions for the pre-defined roles.
Once you’ve configured which permissions should apply to each role, please then head back to Manage staff and edit each user to ensure they have the appropriate role.
If you’d like us to expand the list of permissions, please submit further requests!
Thanks
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Send a confirmation receipt everytime a proposal has been opened for the first time
To have Roofgraf send a confirmation receipt to Roofgraf account holder every time a proposal has been opened and sent out successfully.
0 votesRoofgraf will now send an email and/or SMS notification to the user assigned to a project when that project’s status changes from Quote Sent to Quote Viewed.
The status will update automatically as soon as your customer opens the web version of the proposal you sent.
Please ensure you have the correct email / phone number under Manage Staff to receive these notifications.
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Generate a work order (for subcontracting crews)
Add the ability to print a work order showing labor details for the sub contractors.
Be able to print a statement of per square pitch labor cost to have something in writing to show contractors how much they are getting paid for a job based on drawing in Roofgraf.
Many roofers use sub-contractors to do the installation. They do not want to share all the details of the job with this sub. The User should be able to "generate Work Order" in the same way that they generate the BOM. The Work Order should include the Labor cost, total SQ,…6 votesYou can now generate a Work Order as PDF from the Cost & Pricing Summary on the Job Details page.
Please be advised that this feature is only available with SmartQuote templates applied.
Please ensure you’ve correctly modelled your labor costs, and the total value of these will displayed on the PDF!
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To be able to print BOM before job status is changed to won
So the BOM can be generated before the client signs
0 votes
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