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Für Roofr

You can send forty proposals in a week. Four of them are the business.

Export signed work from Roofr, upload the leads behind it, and rank channels on contracts rather than on how many roofs you measured.

Kein API-Schlüssel Nichts in Roofr zu installierenNichts zu installieren Keine Karte nötigOhne Karte

CloseRev reads a Roofr export of signed proposals or invoices — the homeowner's phone or email, the amount and the date — and matches it against the calls, forms and canvassing that produced the lead. Roofing is a trade where a proposal costs almost nothing to produce and a signature is worth five figures, which makes lead counts an especially poor guide to what a channel is worth. Signed work with no traceable lead is reported as Direct / Unknown.

Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Roofr geprüft.

Die Lücke

Proposals are cheap to send, so every channel looks productive until somebody counts signatures.

Roofr sieht

Was verkauft wurde, an wen und für wie viel.

keine gemeinsame Zeile
Ihr Anzeigenkonto sieht

Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.

Die Datei

Was im Export stehen muss.

Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.

  1. Erforderlich

    Homeowner phone or email

    On the customer or proposal record. Phone is the working key in roofing.

  2. Erforderlich

    Signed amount

    The accepted contract value. A sent proposal is not revenue however good the measurement was.

  3. Erforderlich

    Signed date

    When it was accepted. Keep the lead date too — storm work and planned replacement have very different lags.

  4. Optional

    Job type

    Repair, replacement, insurance claim. Their values and their sources differ enormously.

Schritt für Schritt

So holen Sie die Datei aus Roofr.

Geschrieben für alle, die Roofr im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.

  1. Export signed proposals or invoices

    One row per signed job with a homeowner contact detail, the amount and the date.

  2. Export the unsigned ones too

    A channel that needs ten proposals per signature costs ten measurements, and that cost is invisible without them.

  3. Export your lead sources

    Canvassing, tracked numbers, search ads, the website form, storm lists and any marketplace you buy from.

  4. Cover a year

    Roofing is seasonal and weather-driven, and a quarter compares storms rather than channels.

  5. Upload both

    The join runs on the phone and the email, normalised. Proposals that were never signed stay in the file as the cost of the channel that produced them.

Was zurückkommt

Die Seite, die Roofr Ihnen nicht zeigen kann.

Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Dachdeckerbetriebe – nicht aus einem Roofr-Konto.

Einem Kanal zugeordnet$540,00060% von $900,000
Zugeordnete Verkäufe31 von 52nur hohe Konfidenz
Durchschn. Verkauf$17,300pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads19$342,000
Meta Ads9$153,000
E‑Mail-Marketing3$45,000
Direkt / Unbekannt21$360,000

Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.

Das Argument

Was sich ändert, wenn contract und Anzeige in einer Zeile stehen.

Cheap proposals make every channel look busy

When a measurement and a branded proposal take minutes rather than an afternoon, the natural instinct is to quote everything that moves.

That is good operations and it destroys lead-based reporting, because the proposal count stops carrying any information about whether the lead was real.

The number that still means something is the signature, and ranking channels on signed value rather than on proposals sent usually reorders the list substantially.

It also puts a cost on the volume: a source needing ten proposals per signature is consuming ten measurements, ten follow-ups and ten days of somebody's attention.

None of that appears in a cost-per-lead figure, and all of it is paid by the business.

Storm work and planned replacement are different businesses in one file

A hailstorm produces a fortnight of enquiries that no advertising caused, at values set by an insurance adjuster rather than by your pricing.

Planned replacement is a slow, considered purchase where the homeowner has been thinking about the roof for a year and compares three contractors.

Blended, the storm weeks inflate whichever channel happened to be running, and the conclusion will not repeat because the weather will not.

Where the export carries a job type or an insurance flag, the report splits on it; where it does not, the date range usually identifies the storm itself.

The point is not to discard storm revenue but to stop it being read as proof that a campaign worked.

Canvassing is a channel and it is usually the biggest one nobody costs

Door-knocking after a weather event produces a large share of roofing revenue in many markets, and it has a real cost in wages and time.

Because no invoice arrives from an advertising platform, it sits outside every marketing report and the paid channels are judged as though they were the whole budget.

A canvasser code on the lead record puts it into the same comparison on the same signed value, against what it actually cost to have people walking streets.

Contractors who run this frequently find the ranking between canvassing and paid search is not what either side of the argument assumed.

It also identifies which neighbourhoods and which crews produce signatures, which is a scheduling decision rather than a marketing one.

Insurance work needs its own line or it distorts the average

A claim-funded replacement has a value set by the adjuster, a longer timeline, and a conversion pattern driven by the claim rather than by your sales process.

Averaged with retail work it produces a figure describing neither, and a channel weighted towards claims will be read as though it produced retail jobs.

Separating them gives two honest rankings, and most roofers discover the sources feeding each are almost entirely different.

Where the export flags the claim, this is automatic. Where it does not, the amounts and the timelines usually make the split obvious within a few minutes.

Berechtigte Fragen

„Roofr kann das doch schon.“ Nicht ganz.

Sie sagen

„Roofr already tracks proposal acceptance.“

Wir sagen

It does, inside the system. It has no record of the canvasser, the advert or the storm list that produced the homeowner.

Sie sagen

„Most of our work is storm-driven.“

Wir sagen

Then the report will show that honestly, and separating it is how you find out what the rest of the marketing is worth.

Sie sagen

„Canvassing cannot be tracked.“

Wir sagen

A code on the lead record is enough. It does not need to be digital to be comparable on money.

Fragen

Roofr im Detail.

Noch etwas? Fragen Sie uns, und ein Mensch antwortet.

No. It reads an exported file, so your measurements, proposals and customer records stay where they are.

Roofr und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.

Heute starten

Zwei Exporte, und Sie wissen es.

Nichts in Roofr zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.