Preferencias de cookies

Elija lo que podemos usar. Las cookies estrictamente necesarias mantienen su sesión iniciada y no se pueden desactivar; todo lo demás es decisión suya y no cambia nada en el funcionamiento del sitio. Puede cambiar de opinión cuando quiera desde el pie de página.

Para 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.

Sin clave de API Nada que instalar en RoofrNada que instalar Sin tarjeta de créditoSin tarjeta

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.

Comprobado por última vez con la documentación del propio Roofr el 24 de septiembre de 2026.

La brecha

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

Roofr ve

Qué se vendió, a quién y por cuánto.

ninguna fila en común
Su cuenta publicitaria ve

El clic, la palabra clave, la llamada y cuánto costó cada uno.

El archivo

Qué debe contener la exportación.

Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.

  1. Necesaria

    Homeowner phone or email

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

  2. Necesaria

    Signed amount

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

  3. Necesaria

    Signed date

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

  4. Opcional

    Job type

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

Paso a paso

Cómo sacar el archivo de Roofr.

Escrito para quien tiene Roofr abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.

  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.

Lo que recibe

La página que Roofr no puede mostrarle.

Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Contratistas de techos, no de una cuenta de Roofr.

Atribuidos a un canal$540,00060% de $900,000
Ventas coincidentes31 de 52solo alta confianza
Ticket medio$17,300por venta pagada
CanalProporciónVentasIngresos
Google Ads19$342,000
Meta Ads9$153,000
Email marketing3$45,000
Directo / Desconocido21$360,000

Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.

El argumento

Qué cambia cuando cada contract y el anuncio comparten una fila.

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.

Preguntas justas

«Roofr ya hace eso». No exactamente.

Ellos dicen

«Roofr already tracks proposal acceptance.»

Nosotros decimos

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

Ellos dicen

«Most of our work is storm-driven.»

Nosotros decimos

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

Ellos dicen

«Canvassing cannot be tracked.»

Nosotros decimos

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

Preguntas

Roofr, en concreto.

¿Algo más? Pregúntenos y le responderá una persona.

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

Roofr y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.

Empiece hoy

Dos exportaciones y lo sabrá.

Nada que instalar en Roofr, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.