Help | Roofr

Getting Started

How to Add Roofr as an App

Add the Roofr Dashboard as an app to your smartphone's home screen.

How to Add and Remove Team Members on Roofr

Learn how to quickly invite and add your team members to one shared workspace.

How to Create and Manage Your Jobs

Learn how to create, manage, delete and reassign jobs on Roofr!

How to Create, Edit, and Manage Your Customers

Learn how to create, edit, manage, reassign and delete your customers on Roofr!

How to Integrate Roofr with Other Platforms (Zapier Integration)

Learn how to integrate Roofr with your CRM.

How to Reset Your Roofr Password

Learn how to reset your Roofr password in less than 3 minutes.

Instant Estimator

How to Manage Your Leads

Learn how to manage new inbound leads from your Instant Estimator so you can qualify and quote in seconds.

How to Set Up and Manage Your Instant Estimator

Learn how to quickly set up and start using your own personalized Instant Estimator!

DIY Measurements

How to Create a Measurement Report (DIY)

Learn how to create a measurement report for free in mintues.

How to Use the Pitch Tool

Learn how to use the pitch tool when creating a measurement report.

Measurement Reports

How to Add Material Calculations to a Measurement Report

Learn how to add material calculations to a DIY or ordered measurement report.

How to Add Your Logo to Measurement Reports

Learn how to upload your logo and include it in measurement reports.

How to Add a Pitch to a Pitchless Report

Learn how to manually add a pitch to a Roofr Report.

How to Order a Roof Measurement Report (Roofr Report)

Learn how to order a Roofr Report (roof measurement report) in only a few clicks.

Proposals

How to Add Your Logo to Proposals

Learn how to add your business's logo to your proposals.

How to Add a Co-Signer to a Proposal

Learn how to quickly add a co-signer to a proposal, and capture their e-signature.

How to Create a Catalog

Learn how to create a catalog so you can re-use items on future proposals.

How to Create a Proposal

Learn how to create a proposal that wins more work.

How to Create a Proposal Template

Learn how to create a proposal template that you can re-use on future proposals.

How to Create a Proposal With a Measurement Report

Learn how to create a proposal using a measurement report for auto-populated item quantities.

How to Customize a Proposal

Learn how to customize your proposal by adding new pages, changing the cover image and layout, & more.

How to Send a Proposal

Learn how to send a proposal to prospective clients in just a few clicks.

Integrations

How to Link Roofr to CompanyCam

Learn how to quickly connect your Roofr account to your CompanyCam account in seconds.

How to Sync All Roofr Jobs to CompanyCam as Projects

Learn how to sync your Roofr jobs as projects within CompanyCam, saving your time and keeping both platforms up to date automatically.

How to Sync Roofr Reports and Proposals to CompanyCam

Learn how to easily sync your Roofr Reports and Proposals to a CompanyCam Project.

How to Upload Images from CompanyCam to a Roofr Proposal

Learn how to upload your photos taken on the job site using CompanyCam to a Roofr Proposal.

Help Articles