Roofr Doesn't Fix Your Customer Records Problem
Roofr keeps billing data but lacks an accessible site-specific equipment history database for technicians in the field.
How Customer Records Actually Works With Roofr
The Real Scenario
Repeated diagnostic work is done because techs can't see past service records on site. Binders and legacy customer notes sit in office filing cabinets.
What Roofr Does Well
Roofr is a solid project management platform. It handles:
- +Project scheduling and milestones
- +Document management and RFIs
- +Subcontractor coordination
- +Budget tracking and change orders
Where Roofr Falls Short
But when it comes to customer records, Roofr leaves a gap:
- −No scheduling or dispatch capabilities
- −No truck inventory tracking
- −No custom compliance or safety forms
Signs You Have a Customer Records Problem (Even With Roofr)
- !Can't find past work orders for a customer
- !New tech doesn't know the site's quirks
- !Equipment service history is in a filing cabinet
The Cost of Leaving This Gap Open
Without accessible history, you lose upsell opportunities and repeat the same diagnostic work — costing $200–$500/incident.
Roofr Can't Fix This Because:
Roofr keeps billing data but lacks an accessible site-specific equipment history database for technicians in the field.
Roofr is a project management tool — it wasn't built to solve customer records problems at the field level. That's what we build.
How We Fix Customer Records — Without Replacing Roofr
Map the Gap
We study exactly where customer records happens in your operation with Roofr — the paper, the re-entry, the handoffs.
Build the Bridge
A working prototype that captures field data and eliminates the customer records gap — integrated with Roofr, not replacing it.
Prove It Free
Test the prototype on a real job. If it doesn't eliminate the customer records problem, you don't pay.
Keep Roofr. Eliminate Customer Records.
Tell us about your customer records problem with Roofr and we'll build you a working solution — no commitment, no credit card.