Help Articles

Get the help you need with our handy support articles.

Getting Started

Add Roofr as an App to Your Smartphone

Add the Roofr Dashboard as an app to your smartphone's home screen. The shortcut will make your life a whole lot easier.

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 Reset Your Roofr Password

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

CRM

How to Create Automations

Automations help you effortlessly move the job through the pipeline with the peace of mind that nothing is falling through the cracks.

How to Create Detailed Job Records

Your job details is your command center. This is where you manage your job from inside Roofr, and keeps you hyper organized. You can capture your customer details, lead source data, write notes, create tasks, collaborate with your team, communicate with your homeowners, order reports, track proposals, order and track materials - and keep a detailed activity log of it all.

How to Set Up Your Job Board

Your job board is where the magic happens. Here’s where you’ll track jobs, stay up to date on tasks, and streamline your workflow.

How to Use the Performance Dashboard

The performance dashboard is your at-a-glance insight on how your business is performing. It lets you drill down into the data so you can know which leads are bringing in the most revenue, how quickly you’re closing deals, what your win rate is, where your bottlenecks are, how your sales team is performing - and a whole lot more.

Instant Estimator

How to Manage Questions on Your Instant Estimate

Allows you the flexibility to choose which questions are included on your Instant Estimator for your leads to fill out.

Roof Estimate Software & How to Set It Up (Instant Estimator)

Learn how to quickly set up and start using your own personalized roof estimate software! Find out more today!

Roofer Leads and How to Manage Them

Learn how to manage new inbound roofer leads from your Instant Estimator so you can qualify and quote in seconds. Find out more today!

DIY Measurements

How to Calculate the Pitch of a Roof

Find out how to calculate the pitch of a roof and learn how to use the pitch tool when creating a measurement report. Check it out today!

How to Create a Measurement Report (DIY)

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

Measurement Reports

Add Material & Calculations To Your Roof Measurement Report

Learn how to add material calculations to a DIY or ordered measurement report. Manage your roofing business more efficiently today!

How to Add Your Logo to Measurement Reports

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

How to Order a Roof Measurement Report (Roofr Report)

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

Roof Pitch & How to Add One to a Pitchless Report

Learn how to manually add a roof pitch to a Report. We'll teach you all you need to know. Learn more now!

Proposals

How to Add Contractor License Number to Your Proposals

How to automatically add your Contractor License Number (CLN) to the cover page of all your proposals.

How to Add Multiple Signatures on a Proposal

Learn how to add multiple signatures or initials to text sections in a proposal.

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 customize your proposal by adding a co-signer.

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 With a Measurement Report

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

How to Create a Roofing Proposal Template

Learn how to create a roofing proposal template that you can re-use on future proposals. Discover more today!

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.

How to Set Profitability Minimums on Your Proposals

Learn how admins on your team can set profitability minimums and defaults to ensure your team doesn't send a proposal that isn't profitable.

How to Show & Hide Line Items Totals, Quantities, and Unit Pricing on a Proposal

Learn how to hide or show line item totals, quantities, and unit pricing on a proposal before sending it to your customer.

How to Show & Hide Line Items on a Proposal

Learn how to show or hide line items on a proposal before sending it to your customer.

How to Show & Hide Line Items on a Proposal Template

Learn how to hide or show individual line items in your proposal template for fast re-use before sending it to your customer.

PAYMENTS & INVOICING

How to Create and Edit Your Invoices

Learn how to create an invoice in the Roofr platform to properly bill your customers.

How to Manage Your Invoice Settings

How to create consistency for your invoices to keep branding and billing consistent.

How to Record Your Payments

Learn how you and your team members can record and track payments within one system.

How to Send an Invoice

Learn how to create and send an invoice to your customers in minutes.

How to Use the Invoice Dashboard

View a list of all of your invoices in one place so you can easily filter for a specific invoice status and more.

Integrations

How to Integrate Roofr with Other Platforms (Zapier Integration)

Learn how to integrate Roofr with your CRM.

How to Link Roofr to CompanyCam

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

How to Set Up Your Goodleap Account

Learn how to quickly connect your Roofr account to your GoodLeap account.

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.

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