Help Articles

Your Guide to Stage Customizations

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

Your Guide to Custom Stages & Multiple Workflows

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

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 Add and Remove Team Members on Roofr

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

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 Reset Your Roofr Password

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

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.

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.

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.

How to Send Emails from within a Job

Send emails to homeowners from directly within a job record.

How to Create Email Automations

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

How to Create Email Templates

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

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.

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 Add a CompanyCam Project Showcase to your 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.

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!

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!

How to Create a Measurement Report (DIY)

Learn how to create a measurement report in minutes.

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!

Roofr Report Update 2024

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

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!

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!

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.

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.

How to Add Upgrades to Proposals

Add upgrades to proposals for added revenue opportunities.

Format Guidelines for Your Catalog CSV File

Learn how to format your catalog CSV

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 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 Add Multiple Signatures on a Proposal

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

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 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 Template

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

How to Add a Co-Signer to a Proposal

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

How to Add Your Logo to Proposals

Learn how to add your business's logo to your 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 Send a Proposal

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

How to Customize a Proposal

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

How to Create a Roofing Proposal Template

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

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.

Material Order Statuses

Learn what the statuses on your material order mean

How to Duplicate and Delete a Material Order

Learn how to duplicate and delete your material order

How to Send a Material Order

Learn how to send a material order

How to Create a Material Order

Learn how to create a material order

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.

ACH Return Code Definitions

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

How to Create an Invoice from a Proposal

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

How to Request Credit Card & ACH Payments

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

How to Take Credit Card & ACH Payments

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

How to Sign Up For Roofr Payments

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

How to Record Your Payments

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

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.

How to Send an Invoice

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

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 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 Set Up Your Goodleap Account

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

How to Link Roofr to CompanyCam

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

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.

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 Integrate Roofr with Other Platforms (Zapier Integration)

Learn how to integrate Roofr with your CRM.