We’ve made SEVEN major updates to Rotor designed to give your customers more ways to pay and get help, and to give your team more control over scheduling, automations and payroll.

Klarna Payments

Customers can now split an invoice into Klarna installments at checkout. Klarna appears alongside Card and Google Pay in the client portal, and eligible invoices can be paid in 4 interest-free installments every 2 weeks.

What this gives you:

• Another payment option at checkout for larger invoices

• Customers pay over time while you are paid up front

• Available across the client portal, web and mobile apps

To turn it on: go to Settings → Client Portal, enable Accept Klarna Payments, then scroll to the bottom of the page and press Save. The toggle will not take effect until you save.

Learn more about Klarna: https://helpcenter.getrotor.com/en/help/articles/2258913-klarna-payments

Support Ticket Portal

Support tickets now have their own page in the portal on web. If you would rather not go through the chat bot, you can go straight to the Tickets tab and submit one with New Ticket.

The ticket portal makes it easier to:

• Submit a request directly without using the chat bot

• See outstanding and resolved tickets in one place

• Check the status of anything still open

• Reference past tickets and what was completed

Phone Number Nicknames

If you manage more than one phone number, you can now give each one a friendly nickname so your team can tell them apart at a glance. Nicknames show up in the Inbox alongside the number.

Nicknames help you:

• Label numbers by purpose, such as Main Line, Sales or Support

• Identify which number a call or message came in on

• Manage multiple numbers without memorizing them

To set one: go to Settings → Engagement, select the number, and enter a Nickname.

Checklist Photos on the Customer

Every photo your team adds to a job checklist now shows up on that customer’s record, so you have a running visual history of the work without digging through individual jobs.

Each photo shows:

• Who added it

• A button that takes you straight to the job it came from

This makes it easier to answer questions about past visits, verify work that was completed, and see how a property has changed over time.

We also fixed a bug relating to technicians still being able to complete a job when the job checklist was forced to be completed first.

Learn more about Job Checklists:

https://helpcenter.getrotor.com/en/articles/4845015-job-checklists

Custom Frequencies - LIVE ON WEB

You can now set a custom cadence on recurring work on web instead of picking from the preset list. Enter a number in the Every field and choose Day(s), Week(s) or Month(s) — for example, every 6 weeks.

On daily cadences, click the calendar icon next to the frequency to open Customize schedule and choose which days of the week the plan runs. You can select up to 7 days. Day selection does not affect the first job — it applies to the recurring jobs that follow.

These changes will be live on mobile as well with the next App update.

Learn more about Service Plans:

https://helpcenter.getrotor.com/en/articles/3625554-service-plans

Remove from Pipeline

There is a new automation action: Remove from Pipeline. It archives the triggering opportunity and takes it out of its pipeline, with no configuration needed. It is only available when the workflow trigger is an opportunity.

Learn more about Workflows & Automations:

https://helpcenter.getrotor.com/en/articles/9225600-workflows-and-automations

Payroll Updates

Four changes to how payroll calculates and displays pay.

1. Multi-tech jobs no longer split before commission. When more than one technician is on a job, the job amount is no longer divided between them before the commission rate is applied. Each technician earns their rate on the full job amount.

2. New rate modifier for shared jobs. There is now a Technician count condition on commission rate modifiers, so you can add or subtract percentage points based on how many techs share the job.

3. Tips are payable on payroll. Tips now appear as their own payable rows and can be paid out alongside commission.

4. Upsell rate clarification on Rate Settings. Rate Settings now shows a breakdown of what a user earns on an upsold line item. The technician rate covers the work and the upsell rate is added on top of it. If someone else sold the upsell, that person earns the upsell portion and this user keeps the technician portion.

Learn more about Payroll:

https://helpcenter.getrotor.com/en/articles/4974486-payroll

Review the Latest Updates

Log in to Rotor and review these updates and articles with your team. Reach out to us directly via our in-app support with any questions and we are happy to coordinate.

Keep in touch!

If you’re curious about Rotor or would like to learn more, we’d love to meet you! We feel super blessed to work alongside such a great industry and love helping our companies succeed.

👉 BOOK TIME WITH US:  https://calendly.com/carson-getrotor/rotor-demo

Follow the journey on Instagram @get_rotor

Have feedback on any of these? We want to hear it. Reach out through the Discord community, the in-app chat, or email us at support@getrotor.com.

- The Rotor Team

Busy season is upon us and we could not be more excited for what's ahead for everyone building their business on Rotor!

The pace at which Rotor has grown and improved over the past few months is a direct reflection of your continuous feedback and trust. We are extremely grateful to be on this journey with you all and are just getting started🙌🏼

For those of you discovering Rotor for the first time, welcome! We know you are going to love what we have been building.

Mobile Calling is LIVE!

You can now make and receive calls directly through the Rotor mobile app — set up inbound call routing, access voicemail, view your call history, and reach leads or customers without ever leaving the platform. Whether you are in the office or out in the field, your calls are now fully connected to your Rotor workflow.

Mobile Calling is available on all current Rotor plans. If you are on an older or discounted plan and don't see it yet, reach out and we will help get you sorted.

👇🏼 LEARN HOW TO SET UP HERE 👇🏼

Mobile Calling Help Article

What Else We've Been Up To

Among a long list of changes and improvements, here are some of the highlights from the past few months:

New Financials Tab: A completely redesigned financial hub bringing Invoices, Payments, and Payouts together in one place — plus Instant Payouts, Partial Refund handling, and ACH payment support.

Crew Scheduling: Smarter, more visual scheduling built for teams in the field. Coordinating your crew just got a whole lot easier.

Time Tracking: Track time directly within Rotor. Know exactly where your team's hours are going, job by job.

Home Page Rebuild: A faster, cleaner, more actionable home base every time you log in.

Technician & Job Reporting: Deeper insights into how your team and jobs are performing. Finally, the numbers you actually want to see.

Multi-Location Accounts: Scale without losing visibility. Rotor now supports multi-location account structures for businesses managing more than one location.

Expanded Automations & API: Invoice Reminders in workflows, plus new automation triggers that recognize actions taken on mobile. Our growing API is also making it easier than ever for teams to integrate Rotor into the tools and workflows they already rely on.

Improved Support for International Businesses: Better defaults and fewer friction points for businesses operating outside of the USA.

Busy Season is Here — Are You Ready?

Schedules are filling up fast and customers are ready to book. There has never been a better time to see what Rotor can do for your business. Whether you are just getting started or ready to take things to the next level, our team would love to show you around!

👉🏼 Book a Demo Call

Have feedback on any of these updates? We want to hear it! Reach out through the discord community, our in-app chat or email us at support@getrotor.com.

Hello Rotor users,

We've been working hard this past month and are excited to announce two new features: Client Portal and Workflows!

We've also fixed numerous bugs and continue to plan ways to make Rotor an even better platform for the long run.

Please submit feedback, bugs, and ideas through our Feedback hub (click the icon next to your profile icon in the top right on desktop).

Learn more about Rotor features by referencing our help center here:

https://helpcenter.getrotor.com/

Client Portal

• Links for Quotes, Invoices, Receipts, Agreements will all log them into the client portal

• Customers and Leads can see all the Appointments, Invoices, Quotes, Agreements, and their card on file

• Company subdomains

  • Link previews will show your brand logo

  • Anytime your clients can visit the portal and login via their phone number or email. They can access it at <company-name>.portal.getrotor.com/p/login

Workflows

• Automations are now workflows

• Visualize & Build your own automations

• Customize Triggers & Actions

• Found under Engagement → Workflows

• Visualize your pipeline better & when opportunities will move next via automation

We're grateful for your continued support and feedback as we build Rotor together.

-Team Rotor