Help Articles

How to Create a Proposal

Learn how to create a proposal that wins more work.

Proposals

How to Customize a Proposal

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

Proposals

Add Material & Calculations To Your Roof Measurement Report

Learn how to add material calculations to a Roofr Report. Manage your roofing business more efficiently today!

Measurement Reports

How to Send a Proposal

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

Proposals

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.

Proposals

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.

Proposals

How to Add a Co-Signer to a Proposal

Learn how to customize your proposal by adding a co-signer.

Proposals

How to Add Your Logo to Proposals

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

Proposals

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.

Proposals

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!

Instant Estimator

How to Create a Roofing Proposal Template

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

Proposals

How to Create a Catalog

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

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.

Proposals

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!

Instant Estimator

How to Add Your Logo to Measurement Reports

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

Measurement Reports

How to Add Pitch to a Pitchless Report

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

Measurement Reports

How to Create a Measurement Report (DIY)

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

Measurement Reports

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.

Proposals

How to Add Multiple Signatures on a Proposal

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

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.

Proposals

How to Manage Your Invoice Settings

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

Payments & Invoicing

How to Create and Edit Your Invoices

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

Payments & Invoicing

How to Send an Invoice

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

Payments & Invoicing

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.

Payments & Invoicing

How to Record Your Payments

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

Payments & Invoicing

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.

CRM

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.

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.

CRM

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.

CRM

How to Manage Questions on Your Instant Estimate

Allows you the flexibility to choose which questions are included and how they are ordered on your Instant Estimator.

Instant Estimator

How to Create Email Templates

Learn how to create email templates from scratch or choose from a template library.

CRM

How to Create Email Automations

Automatically send emails when jobs change status via the Automations tab.

CRM

How to Send Emails from within a Job

Send emails to homeowners from directly within a job record.

CRM

Roofr Report Update 2024

An important update from Roofr on the price of Roofr Reports.

Measurement Reports

How to Create a Material Order

Learn how to create a material order

Material Ordering

How to Send a Material Order

Learn how to send a material order

Material Ordering

How to Duplicate and Delete a Material Order

Learn how to duplicate and delete your material order

Material Ordering

Material Order Statuses

Learn what the statuses on your material order mean

Material Ordering

Format Guidelines for Your Catalog CSV File

Learn how to format your catalog CSV

Proposals

How to Add Upgrades to Proposals

Add upgrades to proposals for added revenue opportunities.

Proposals

How to Sign Up For Roofr Payments

Learn how to sign up for Roofr Payments and complete your application.

Payments & Invoicing

How to Take Credit Card & ACH Payments

Learn how anyone at the company can process payments through Roofr.

Payments & Invoicing

How to Request Credit Card & ACH Payments

Learn how to create a payment request and follow up on requests.

Payments & Invoicing

How to Create an Invoice from a Proposal

Learn how to convert your proposals to an invoice with a single click.

Payments & Invoicing

Canceling a Paid Roofr Subscription Plan

A step-by-step guide to canceling a subscription plan in Roofr.

How to Add a CompanyCam Project Showcase to your Instant Estimator

Instant Estimator

ACH Return Code Definitions

Having ACH codes or errors pop up? Here's what they mean. Understand what your Roofr ACH code definitions are.

Payments & Invoicing

Your Guide to Automated Follow Up

A guide to using automation rules to create automated follow up with homeowners.

Why does my invoice have a different total than my proposal?

Why does my invoice have a new tax rate in the adjusted subtotal?

How to create a personalized contact card on the Instant Estimator

Learn how to personalize your Instant Estimators with personalized contact cards to build trust instantly with homeowners.

How to Add a Discount to Proposals

With discounts, you can now apply value or percentage-based discounts directly to your digital proposals, making it easier to attract homeowners and close deals.

Proposals

How to Set Up and Use Calendar View

In this article, we'll cover how to set up and maximize the Roofr Calendar view to keep your jobs, team and project schedule organized.

CRM

How to Create Automations for Event Types in Roofr Calendar

Use Automations with your calendar to streamline your workflow even further. Create automations to update the job status, create tasks for your team, send emails and SMS, and keep your whole team operating seamlessly. Here’s a step-by-step guide to setting up automations for your Calendar.

CRM

How to Add Team Members to a Calendar Event

Assign events to team members (e.g., project managers, salespeople, production managers) to keep everyone on the same page and ensure smooth collaboration between teams.

CRM

What is the Batches and Funding Report for Payments?

More information on the batching and funding reports for payments, how it works, and definition of terms.

Payments & Invoicing

How to organize your catalog using item types

Learn how to organize your catalog to streamline processes in Roofr

Catalog

How to Set-Up your File Manager

Managing company documentation just got a whole lot easier with Roofr’s new File Manager! Whether you need to attach documents to proposals, send files to customers, or reference important job-related information, File Manager keeps everything in one easy-to-access place.

Proposals

How to Use Roofr’s New Measurements Page

Roofr’s Reports Page just got a major upgrade, making it easier than ever to manage and access all your measurement reports.

Measurement Reports

How to Add New Questions to your Instant Estimator

Guide to customizing, managing, and previewing your new instant estimator questions and options.

Instant Estimator

How to submit an application for SMS text messaging

Learn how to easily complete requirements for SMS compliance and submit your SMS application in Roofr.

Account

How to place a Material Order directly to ABC Supply

Easily create material orders in Roofr using ABC Supply’s integrated pricing. Select a signed proposal, review and customize your order, then send it directly to ABC Supply. Track your order in myABCsupply and stay connected with your rep for updates.

Material Ordering

How to download your material details from Beacon

This guide explains how to download your Beacon material list in CSV format with pricing and upload it seamlessly into your Roofr catalog.

Catalog

How to connect your Beacon account with your Roofr platform

This guide will walk step-by-step on how to integrate your Beacon account with your Roofr platform.

Integrations

How to Connect your Roofr Catalog items to Beacon Pricing

This article guides you through the steps to individually connect your catalog line items to your Beacon integration.

Integrations

How to upload your Beacon material items into your Roofr catalog through a CSV upload

This guide will go step-by-step on how to upload your Beacon material items to Roofer using CSV import.

Integrations

How to Use your Beacon integration: An End-to-End Guide

In this guide, we will go through how to set up and utilize your Beacon integration, from setting up the integration all the way to sending material orders.

Integrations

How to use your Beacon materials in a proposal

This article will walk you through how to assign Beacon as a supplier when creating a proposal, automatically pulling in Beacon pricing.

Proposals

How to create a Material Order with your Beacon integration

This article will walk you through the steps to create a material order from a signed proposal, and use your Beacon integrated pricing.

Material Ordering

How to Set Up Roofr Job Costing

Learn how to understand and improve your job profitability.

Job Costing

Importing Invoices & Material Orders to Roofr Job Costing

Learn how to import invoices and material orders into Roofr for streamlined job costing.

Job Costing

Adding Actual Values to Roofr Job Costing

Learn how to add actual values to Roofr job costing for accurate expense tracking.

Job Costing

Job Costing FAQ

Find answers to common questions about Roofr job costing.

Job Costing

How to Use the Insurance Section on the Job Card

Learn how to use the insurance section on the job card to make capturing and accessing insurance information simple and efficient.

CRM

How to Manage Purchase Tax in your Roofr Proposals

Learn how to add material purchase tax percentage to your Roofr catalog items.

Proposals

How to Order a Roofr Multi-building Report

Learn how to order a Roofr Multi-building measurement report.

Measurement Reports

Roofr Measurement PDF vs. Dashboard View

Learn how to view all of your detailed report measurements in your Roofr dashboard.

Measurement Reports

How to update your Roofr account email

Learn how to change the email address associated with your Roofr account.

Getting Started

Roofr Payments: How to manage accepted payment methods

Learn how to how to manage accepted payment methods.

Payments & Invoicing

How to update your Roofr account payment method

Learn how to change the payment method associated with your Roofr account.

Getting Started

How to Update a Signed Proposal

Learn how to create, edit and send a duplicate of a signed proposal that needs changes.

Proposals

How to Order a Roofr Measurement Report

Learn how to order an accurate Roofr Report in minutes.

Getting Started

How to Reset Your Roofr Password

Learn how to reset your Roofr password.

Getting Started

How to connect my ABC Supply account with Roofr

Learn how to set up ABC supplier pricing in Roofr, ensuring you get accurate, up-to-date pricing from your preferred ABC branches.

Integrations

How to use your ABC Supply Integration: An End-to-End Guide

This guide walks you through everything you need to know to get your ABC integration setup and ready to use.

Integrations

How to Create a Work Order

Learn how to use work orders to streamline your operations, reduce errors, and ensure every job is executed perfectly.

CRM

How to Create and Manage Your Jobs

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

Getting Started

How to set up your ABC Integration with no existing catalog

Ready to connect your Roofr catalog with ABC Supply? Even if you're new to the business or haven’t placed an order with ABC yet, you can still set up this integration easily. Follow this guide to get your Roofr catalog connected and ready to go!

Integrations

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.

Getting Started

How to use the ABC Supply Integration in your Roofr Proposals

Roofr's integration with ABC Supply makes it easy to apply real-time pricing to your proposals. Follow these steps to get your proposals set up!

Integrations

How to Create, Edit, and Manage Your Customers

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

Getting Started

How to Connect your Roofr Catalog items to ABC Pricing

This guide will help you set up your catalog pricing in Roofr with the ABC Supply integration. This integration ensures Roofr automatically syncs with the latest ABC pricing, so you never worry about manually updating prices or sending proposals with outdated material costs.

Integrations

How to Set Integrated Pricing as your Proposal Default

Ready to streamline your proposals and automatically pull in your integrated pricing from your go-to branch? Follow these easy steps to set up your default proposal supplier settings like a pro.

Proposals

How to Add and Remove Team Members on Roofr

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

Getting Started

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.

Integrations

How to Link Roofr to CompanyCam

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

Integrations

Your Guide to Custom Stages & Multiple Workflows

A guide to the newly customizable job board features that allow you to tailor your workflows.

Getting Started

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.

Integrations

Your Guide to Stage Customizations

A guide to the customizing job stages for your job board.

Getting Started

How to Sync Roofr Reports and Proposals to CompanyCam

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

Integrations