Updates

Follow new updates and improvements to Rotor.

February 13th, 2026

New

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 โ†’ 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

January 22nd, 2026

New

Hello Rotor Users!

We are excited to announce some new features that will help as your businesses grow. Navigate to your Analytics page on Rotor to see a bunch of helpful metrics.

Get Help When You Need It

We encourage you to use our in-app chat for feedback or when you get stuck. Find it on the home page (bottom right on desktop) or in the mobile app under More โ†’ Help & Support. Our AI assistant has been recently updated and can help with immediate questions, and our team reviews all messages to provide additional support when needed.

Important: Action Required for Meta Users

  • Reconnect your Meta account - Delete your existing integration and reconnect

    • Necessary so we can have permissions on ads

  • Set up Converted Statistic - Configure which lead stages count as converted leads (this calculates based on the lead's projected value field)

Financials

  • Track your Revenue Growth

  • See outstanding balances

  • See Recurring Revenue for the upcoming year

  • Service Plan overview (for those with service plans enabled)

Sales

  • Track how well your business has been selling

  • Track team member performance

  • Track new pins for those using our map feature

Meta

  • Return on Ad Spend

  • Total Ad Spend

  • Clicks

  • Ad Campaign breakdown

Dashboards

  • Multiple Dashboards to track various metrics

  • Widgets to track lead or opportunity stages and tags

  • Track progress in your pipelines

December 19th, 2025

Inbox is your new and improved center to manage your messages with leads and customers!

Highlights

  • Create filtered inboxes to organize your conversations

  • Archive old conversations to clear out the junk

  • Assign non-admin users to specific inboxes

  • See scheduled messages that will be sent in the future with automations

Tutorial Video:

October 22nd, 2025

H2OBros doubled their response rate overnight and are now consistently hitting $100k months from ads alone.

Their secret? Sending iMessages instead of regular texts.

Watch how they're using it (8:55 timestamp):

We've partnered with Blooio to bring iMessage to Rotor โ€” so you can do exactly what H2OBros is doing.

Here's what changes when you switch to iMessage:

  • 63% response rate vs. 28% with SMS

  • Send high-quality images, videos, and voice memos that actually get attention

  • No opt-out language cluttering your messages

  • Real conversations and engagement

And because of our partnership, Rotor customers get exclusive discounted pricing.

How it works:

  • One flat monthly rate

  • Integrated with Rotor

  • Full mobile app support with push notifications

  • Automatically falls back to SMS when needed

Book below to see your discount and how it works for your business!

๐Ÿ‘‰ Book Demo


Talk soon!
- Noah
CEO / Co-Founder @ Rotor
https://getrotor.com

Learn more about Rotor + Blooio


October 16th, 2025

You can now create and send professional quotes to your leads or customers โ€” by email or text!

Each quote includes a personalized link where customers can view, approve, decline, or request changes. When they take action, company admins are instantly notified so your team never misses a beat.

Quotes are fully customizable โ€” you can:

  • Add line items

  • Choose a service frequency (one-time, quarterly, semi-annual, etc.)

  • And once approved, convert the quote directly into a scheduled job

Create quotes from:

  • The new Quotes page

  • The Service tab during a customer flow

  • Or while editing a lead

Make your quoting process faster, smarter, and fully on-brand with the new Quotes feature.

Plus, the email and quote page automatically match your companyโ€™s branding, using your styles set under Settings โ†’ Business โ†’ Business Theme, so every quote looks polished and professional.

October 7th, 2025

Understanding your automations just got way easier.

Weโ€™ve added a brand-new Flow View that lets you see how your automations connect and trigger each other in a clean, visual layout powered by React Flow.

No more guessing how a text, tag, or task came to be- just click the Flow icon next to any automation to instantly see the chain reaction of triggers and actions itโ€™s connected to.

You can also head to Engagement โ†’ Automations to view all your automation flows together, explore connections, or even create, edit, and delete automations right from the visual canvas.

This update makes it simple to spot overlaps, streamline your workflows, and build automations with total clarity.

September 29th, 2025

New

We put together a quick demo to show you exactly how to use the Rotor Feedback Hub:

๐Ÿ‘‰ Watch the walkthrough here

Within the Hub, you can:

  • Submit feedback and feature requests directly to our team

  • Upvote and comment on ideas from other Rotor users

  • Explore our public roadmap to see whatโ€™s coming next

  • Stay in the loop with changelog posts like this one

This is your place to help shape the future of Rotor. Jump in, share your ideas, and let us know what matters most to your business!

โ€” The Rotor Team

September 13th, 2025

New

Weโ€™re excited to announce that weโ€™ve partnered with Featurebase to launch a brand-new way to stay connected with us here at Rotor! ๐ŸŽ‰

With our new Rotor Feedback Hub, you can now:

  • Share your feedback & ideas directly with our team

  • See our product roadmap and what weโ€™re working on next

  • Get notified about updates & improvements as they go live

  • (Coming soon!) Browse our Help Center for guides and answers to common questions

And weโ€™re not stopping there โ€” an in-app support messenger is also on the way, making it even easier to get instant help within Rotor.

๐Ÿ‘‰ Check it out here: Featurebase Portal

We canโ€™t wait to hear your feedback and keep building Rotor together with you!


The future of blue collar is bright!

- The Rotor Team