Feature Roadmap
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Backlog
21Under consideration
PDF export for quotes
I need to be able to send quotes as a PDF. I am quoting a commercial job and the client requires the quote in PDF format.
Duplicate Email and SMS Templates
I want to be able to duplicate existing email and SMS templates so that I can easily create variations or modify the text without starting from scratch. This is especially useful for job scheduled notifications.
AI Message Responder
Exploring ways to integrate with AI for afterhours messages, trained on business data
Prevent Job Start Until Checklist Completion
The customer is requesting functionality to enforce a checklist that must be completed by a technician *before* they can start a job. They provided examples such as 'closing a service plan' or other pre-job tasks. The current Job/Visit Checklists prevent job completion until the checklist is done, but do not restrict a technician from *starting* a job. Clock-in Checklists are for the start of the day and do not apply to individual jobs.
MCP and/or API ability with photos
Enable an AI assistant or automation tool (ChatGPT, Claude, or Zapier) to pull lead notes, lead ID, and lead photos, and to write an image back into the lead account. The desired flow is triggered when a lead is created with a holiday lights tag: the assistant or automation reads the lead's notes, ID, and photo, then re-uploads a photo to the lead account. Currently there is no way to have an AI assistant read and update lead notes and images in this round-trip flow.
Add 'Pay in Full' Billing Option
The customer requests a new feature to be added under the billing section. This feature, labeled "Pay in full," would allow clients to pay their entire contract amount upfront via various methods (cash, card, check, etc.). This option should be separate from existing "Cycle monthly billing" or "After job completion billing" options. The primary purpose is to automatically mark all pending services as paid once the full upfront payment is processed, addressing a current lack of a clear tracking method for such payments.
Mobile Setup
I have always used the mobile version of my CRM a lot. And I had some suggestions that I think would make the experience better. Overall I think the mobile version with access to all features/roles doesn’t have the same access as the desktop. I understand not everything can be on it, but I feel like it is very limited. One thing I think could help is if the main page could be all the different types of widgets and just more features and accessibility. Instead of the current setup with 3 widgets on the homepage and then only 6 of 9 can be display on the bottom header. You should be able to put everything and customizable on the front page showing many widgets. Some other features I wish I could see on mobile are just all my invoices, estimates, work orders in a list and view them. I know this is a big change but just some thoughts. Love the that you guys accept feedback!
Ability to add videos to customer profile in CRM
We take a video of each house and upload it to their profile giving the future techs an idea of what they are working with. Especially for Christmas light jobs, we need to be able to upload a video into their profile. Is this something that could be easily added?
Unique messages for different services
Id like to be able to send unique message reminders for different services. Ex for just soft washing ask the customer to water their garden or move any objects away from the siding that could otherwise be damaged by the chemicals.
EOD form for technicians when they clock out
The tech checklist is a great addition! It would also be super handy to have a End Of Day sheet that technicians are prompted to fill out when they clock out. Questions like is cash deposited?, was there any bad customers, is the truck clean?, Is there anything more you could have done today such as upsells/google reviews?, any equipment broken or missing tools? can be tracked here. As of now I do this with a google form and zapier automation to input responses into spreadsheet but having within Rotor would be great!
Next up
12Committed and queued
Custom salesmen permissions
Another thing is for my salesman. In the leads & customers on the app they can only see leads or customers they created. They can see all leads and customers on the map. Which great but the problem is they would have to created a whole nother lead or customer pin and contact to be able to edit or sign up on a service plan. For a work around right now I made my salesman and admin so he can edit leads/customers from anyone. For the future as I bring on more salesman I don’t want give them the admin abilities but I want them to be able to edit leads/customers created by someone else.
Weekly Sales Rep Cleaned Revenue Report
I want a way to see the amount of revenue that was cleaned in a specific week that was sold by a sales rep. This would help in tracking team performance and actual collected revenue on a weekly cadence without having to manually export and pivot data.
General Terms + Conditions
Instead of just having terms and conditions on agreements, would be very beneficial to have a quick terms and conditions link/page that can be tied to quotes / one-off jobs
Sending deposit requests
We send deposit requests for larger jobs. Currently, I can’t see a way to send a partial payment request for them to fill out. Would be really nice to be able to send those out.
Quote - Proposal Improvements
My last CRM had a feature where instead of sending a basic estimate with line items, you could send a “Proposal” which can include testimonials, service process, insurances and worksafe, and a bit of a blog on our company. I am giving some larger estimates and id like to be able to show more about my business.
Referral Program & Tracking (with credits)
It would be awesome to have a full-fledged referral program, with trackable commissions and metrics (A Shopify app, UpPromote, does a great job of this) but I understand that would be a large buildout. A quicker and almost just as helpful way to do this would be able to add credit to a customer’s account. Some parameters, listed in order of importance: 1) Ability to see the total amount of credit they currently have and how much has been used (ideally what invoice number the used credit is associated with) 2) All Rotor users (tech, sales, admin) manually add credit and ability to specify reason for credit (perhaps with tags or text area) Nice-to-have (not need-to-have): 3) Options to auto-apply the credit during next billing, hold indefinitely, or ideally: hold until threshold is met. Threshold would be settable via dollar amount, date, or amount of visits completed. 4) Ideally all the above would be viewable and editable by the customer in the portal (obviously with the exception they shouldn’t be able to add themselves credit)
Quote Auto-Advance Adjustment
It would be really helpful to have an approval/signature step when a customer accepts a quote. For example, instead of a customer simply clicking “Accept,” they would be required to check an agreement box or provide an electronic signature confirming that they agree to the quote, pricing, and attached terms & conditions. This would give service businesses much stronger confirmation that the customer has officially agreed to the work and policies, especially cancellation terms. It could help reduce last-minute cancellations and disputes because there would be a clear record showing exactly what the customer agreed to when accepting the quote. Ideally, businesses could also make the signature/agreement required before the quote can be accepted and the job is confirmed.
Estimate/Proposal format/custimization
- Customizing an estimate with more information about our company than just the prices — like integrated # of happy customers / Google reviews, previous testimonials - Liability and WorkSafe docs attached - IDEA — Maybe a way to send either an estimate for residential that's the same, or a "Proposal" that would be a more in-depth look into our services. Would be great for higher-ticket Permanent LED jobs or commercials.
Booking via Portal
Lot of lead flow is booked by quote but most prices are just flat rate. Having a booking portal that is tied with rotor schedule and price book would be super helpful to allow direct booking
Visual Schedule of a Mulit year agreement
With some past CRM‘s that I’ve used the only thing I would tweak with Rotor is the ability to only show the first year of services on the agreement schedule when signing up someone for a multi year contract. I feel like it’s a bit extensive for a customer to see 8+ services throughout the course of 24 months or whatever it may be - it can get a little overwhelming. What we typically would do is mention that they’re going use us for whatever the trial period is in the actual agreement contract with just the first year of services shown.
In Progress
6Actively being built
Payroll Upgrades
Id like to have a UI for my employees to see their pay and expected pay for each payroll. Itd be nice to have their upsells, tips, timesheets, and commissions in the same place where they can access it. Ahead of payroll they can see expected payroll with the jobs they are assigned to under their crew booked in the calendar. Additional Ideas: A leaderboard for techs to compete to try and get the most upsells. SGL’s (Self Generated Leads) when a technician gets lead info and adds themselves as the lead source their total SGL’s are shown. Service plan upsells - A way to track service plan upsells by technicians? For Sales reps: Same expected commission for the period end with KPI’s integrated so they can see which services they’ve sold the most, how many jobs, av job price, Volume tiers/accelerators that we can create to have milestones for the sales rep to hit to get an increased commission, independent service plan cancellations, plans sold with card on file, and a leaderboard between them and other reps. Customizability for sales reps payroll Id like to be able to track inbound vs outbound leads I assign to sales reps and pay them different commissions for each Is there a way to pay sales reps on the contracted value they’ve sold. Ex $250 Tri at 20% means 20% of $750?
Option Quoting
The ability to easily have the client mix and match what line items and/or frequency of service they would like to approve for their job. Jobber and Housecall do a good job for this
Quote deposits
It would be nice to have quote deposit option for my pressure washing and Christmas light jobs
User Assigned Trigger
We'd greatly benefit from a workflow trigger that fires specifically when a sales rep is assigned to a lead or customer. This would allow us to send an immediate internal notification to the rep, ensuring they are instantly aware of new assignments and can follow up without delay.
Notify Customer Check for Scheduling or Rescheduling Jobs
It would be really helpful to have a simple “Notify Customer” checkbox when scheduling or rescheduling a job, similar to Housecall Pro. If unchecked, Rotor would save the schedule change without sending the customer a schedule/reschedule text or email. I like to pre-schedule all of my service plan customers in advance, but I don’t want them notified until about 2 weeks before the service, once the date and time are finalized. This would let me move jobs around internally without confusing customers with multiple notifications.
In person estimate scheduling
Now that it is getting to lighting season, we are really struggling not being able to schedule estimates on the calendar. I’m sure this has been discussed before, but if there was a way to schedule a lead for an in person estimate that goes on the calendar just like a job and can go to one of the calendars like the salesperson or tech or whatever, then that person could have a way to see what estimates they have and where. And then just like a job, they could send an on my way text and have the potential client get reminder texts about the estimate. So it would be the exact same stuff as a normal job, but with the ability to convert that estimate into a service plan/job just like a quote.
Change automation based on customer
i wish we could turn off automations for certain customers such as commercial clients that don’t need certain job reminder texts. I like the automation for residential customers but not all customers need all automations. I don’t want a big on off button but maybe select the automation i want inside their customer profile
Done
59Recently shipped
Call Handling through Mobile App
As opposed to only be able to manage on desktop or routing an inbound call
Discount Name
I think it would be great to have a feature where we can name discounts. “Package discount” “Referral discount” Etc..
Picture of Technician with on the way text
this would be great for branding and overall customer, communication and experience.
Multiple Locations/Addresses for one customer
We work with multiple property, managers and realtors, even some parents who get the Window Cleaning done for their kids. It would be cool if these people could have multiple addresses.
Inbound Voicemail Inbox and Callback Capability
I want to be able to see received voicemails in an inbox and have the ability to call back people who leave them. Currently, I can't see voicemails anywhere or return calls from them, which is important for my business communication.
Tech Job Checklist
We have a physical checklist now but an integrated checklist within Rotor would be sick. - Start-of-day checklist when you clock in — making sure teams have all the tools they need for specific jobs, checked job notes for the day, trucks are filled up, etc. - Techs must fill out checklist before marking job as complete - Integrated with performance KPIs?
Payroll
- Sales rep and technician commissions calculated for certain periods - Technician increased commission on upsells or line items created from their account - Calculating technician hourly / editing technician hours within the timesheets. Editing which days they worked if they forgot to clock in or editing hours incase they forgot to clock out. - Print invoices/payroll (hours, commissions, tips) for employees/contractors - Tech performance KPIs? Via tech job checklist, # of jobs paid, callbacks or additional visits required for customer - IDEA — Performance pay integration in the future so we can calculate Total Commission – Hourly = Bonus. Bonus is paid in "limbo" the following pay period. Hourly is entitled every pay period. - IDEA — Tracking SGLs (Self Generated Leads) for technicians. (Ex: tech sees a lady walking by and gets her information as a lead, the technician is assigned to the lead automatically, but # of leads and projected value of leads is included in the KPI area for technician payroll.)
Custom Appointment reminders
It would be nice to have maybe one or two more appointment reminders as wall as the option to adjust how many days in advanced they are sent and the option to send them via email as well. It would help automat this process and the increased communication would help reduce the number of clients that need to be rescheduled and reaching out the day before to get rescheduled
Import Jobs and Recurring Schedules
I want to be able to import my recurring jobs and schedules directly from Homebase into Rotor. Currently, I have to manually re-key everything, which is super time-consuming and makes transitioning to Rotor difficult. Having an import tool for jobs/schedules would be a huge help.
Voicemail
I want to be able to create a custom real voice voicemail