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.
What it does: Allows you to automatically add your Contractor License Number (CLN) to the cover page of all your proposals.
Purpose: Helps you to build credibility with customers by displaying your business license immediately, so that they can trust that they are getting professional help.
Prerequisites:* None, but this feature will only display on the front cover of your proposals.
Available On: Free, Pro, Premium & Elite Plans
Adding your Contractor License Number in settings
Step 1: Log in to your Roofr platform and navigate to your profile settings by clicking on the arrow beside your name in the top left corner of your dashboard, and choosing “View Profile”
Step 2: On the top navigation bar, click “Company Profile”
Step 3: Add your Contractor License Number into the text box provided and click “Save Changes”
Adding your Contractor License Number to your proposal
Step 1: Trick question. You’re done! By adding your CLN to your company settings, your CLN will automatically appear on the front page of your proposals under the rest of your company details. You can now confidently send proposals knowing your credentials will always be there.
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Table of contents
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