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

Here are the latest product updates plus a new partner for your marketing!

Schedule Send Messages - On Web and Mobile

You can now send a message later instead of right now. Write your message, tap the + and choose Schedule Message, pick the date and time, and hit Schedule. Rotor sends it for you.

Handy for:

• Queuing messages to be sent the next morning

• Appointment and service reminders set a week out

• Specific timed follow-ups

Message Templates - Mobile

Your saved templates now come with you. Open any conversation in the Rotor mobile app, tap the “+” next to the message box, and choose Templates to drop in a saved message — no retyping, no switching to a laptop.

Service Plan Cancellation Metrics

A new Service Plan Cancellations section in Analytics → Overview shows total cancellations, revenue churn and lost revenue at a glance, plus cancellations over time.

The Cancellations By widget is where it gets helpful — switch the breakdown between cancellation reason, frequency, service type, last technician, salesman and completed jobs to see the pattern behind your churn.

As a reminder, you can set Cancel Reasons under Settings → Customization on desktop.

Improved Meta Conversion & ROAS Tracking

We've tightened up how Rotor reports conversions back to Meta, so your ad results and return on ad spend are more accurate. Fewer missed conversions means Meta optimizes on better data — and you get a clearer picture of what your ad spend is actually returning.

Go to Analytics → Meta to now better track “Projected ROAS” and “Actual ROAS” according to whether leads convert into customers as well as how much as been sold and collected. Visit Settings → Integrations to set up how conversions should fire to Meta. You may need to disconnect and reconnect Meta to have this function properly.

Variable Cycle Billing

Service plans can now bill from the work itself instead of a price you type in. Rotor prices each charge from the plan's own visits and line items, so every visit gets paid for, in full, exactly once — and when you re-price a line item, the next charge picks it up on its own.

Turn it on in Settings → Service Plans, then set a plan's billing to Cycle and choose Variable.

Read the full guide →

New Partner: UZ Marketing

We've partnered with UZ Marketing, now a UZ Verified Partner for Rotor. They make custom print marketing built for home service crews:

• Custom yard signs for job sites

• Custom door hangers for canvassing

• Custom door hangers for canvassing

• Design templates and tools

• Free nationwide shipping and fast turnaround

Leave a sign behind on every job and let the neighborhood do some of your selling.

VIEW THE PARTNER PAGE →

Everything above is live now! On mobile, grab the latest version of the app to see templates and scheduling.

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.

Hope everyone is transitioning well into a new season! Before getting into updates, we have another webinar today which will be BIG for those looking to learn more about online advertising 🙌🏼

🚨 LIVE EVENT TODAY - Wed, Sept. 2nd, 4 PM PT (6 PM CT, 7 PM ET)🚨

Weston Wiltbank - WBNK Marketing

Weston Wiltbank is the owner and founder of WBNK Marketing. He has spent the last several years helping home service companies scale through Meta Ads. He manages over $1.5 million in ad spend for over 200 home service businesses.

Today he is sitting down with us to talk about how to run profitable Meta Ads, build amazing offers, and drive recurring revenue. We can’t wait to see what he shares!

Share it with your friends, the more the merrier. We sponsored to open up this opportunity for everyone!

👉 REGISTER HERE: https://forms.getrotor.com/f/westonliveevent/

EVENT IS LIVE IN 1 HOUR! We’ll be sending out the zoom link in just a few minutes to those who register.

What Else We’ve Been Up To

Here are a few of the many noteworthy updates!

• Improved Mobile UI: Enjoy the latest IOS update with Liquid Glass components!

• Performance Share Card in Mobile: The mobile app now has a interactive performance share card. Stay tuned for additional metrics to be made available to share!

• V1 of Mobile Personal Performance Page: You can now view personal stats within a date range on mobile. We have a lot of improvements in the works for this page.

• One-Time vs Service Plan Clean-Up: Now there is more visual separation on web and mobile between One-Time / One-Off Jobs and Recurring Service Plans.

• Expansions to API: We now support more data surrounding billing cycles and are working on making additional web-hooks available for those using the API.

  
  

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.