Getting Started

How to Create and Manage Your Jobs

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

Last updated
June 7, 2022

What it does: Creates a library of all your “Jobs” created on Roofr.

Purpose: Includes all of your Job’s information for you to easily reference.

  • Create a new job from the “Jobs” page
  • New Jobs are automatically created every time a new report or proposal is created to keep you organized.
  • Link Jobs to customer records for easy management.

Prerequisites*:  A Roofr Report, DIY Report, or Proposal will need to be created in order to create a new Job.

*Requirements to create a job.

Available On: Free, Pro, Premium & Enterprise Plans

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How to Create a Job from the “Jobs” Page

Step One: Log onto the Roofr platform and click “Jobs” in the left side navigation.

Step Two: Click the “New Job” button on the top right of the screen.

Step Three: Type in the address for the new Job you are creating, and click “Continue”.

Step Four: Select “Order a Roofr Report”, “Create a DIY Report”, or “Create a Proposal”.

Step Five: Continue the steps of your selection until completed. This new Report/Proposal will now be attached to the Job on the “Jobs” page.

To learn how to order a Roofr Report, click here.

To learn how to create a DIY Report, click here.

To learn how to create a Proposal, click here

How to Delete a Job from the “Jobs” Page

Step One: Log onto the Roofr platform and click “Jobs” in the left side navigation.

Step Two: Search and select the job you would like to delete.

Note: A job can only be deleted if there are no Reports or Proposals attached to it. You must archive the attached Reports/Proposals in order to delete a job.

Step Three: Click the three dots on the Jobs record, and select “Delete”, and then select “Delete” again in the module. You’re all done!

Creating a Job for Multi-Family Roofr Report Orders:

Step One: Log onto the Roofr platform and select “Measurements” on the left side navigation.

Step Two: Select “Order a Roofr Report” and type in the address of one of the buildings you are ordering a report on.

Step Three: Ensure the pin on the map is on top of the roof of your desired building, and then select “Add multi-family building”. Repeat steps 2-3 until you’ve included all the buildings you want to be included in the same job.

Step Four: Next, click “Confirm” and then continue ordering the reports as you normally would. A new job will be created and will include all the reports ordered for each building.

How to Attach a New Roofr Report to an Existing Job

Step One: Log onto the Roofr platform and select “Measurements” on the left side navigation.

Step Two: Select “Order a Roofr Report” and type in the address of the building you are ordering a report on.

Step Three: If there is a Job record with the same address already created, you will be prompted to “Attach to matching job”. Once confirmed this is the job you’d like to add the report to, click “Continue”.

Note: If you would like to create a new Job for a report with the same address as a previous Job, click the button next to “Attach to matching job” to de-select.

Step Four: Continue ordering the Roofr Report as you normally would. Once you have finished ordering the report, it will automatically show up under the selected Job’s page.

How to Attach a New Proposal to an Existing Job

Step One: Log onto the Roofr platform and select “Proposals” on the left side navigation.

Step Two: Select “New Proposal” and then select “Create without measurement”.

Note: If you select a Roofr Report to create the Proposal with, it will also automatically link the new Proposal to the Job that the Roofr Report is attached to.

Step Three: Type in the address of the building that you’d like to create a Proposal for.

Step Four: If there is a Job record with the same address already created, you will be prompted to “Attach to matching job”. Once confirmed this is the Job you’d like to add the Proposal to, click “Continue”.

Note: If you would like to create a new Job for a Proposal with the same address as a previous Job, click the button next to “Attach to matching job” to de-select.

Step Five: Continue creating a Proposal as you normally would. The Proposal will now be attached to the select Job.

How to Remove a Customer Record from a Job

Step One: Log onto the Roofr platform and click “Jobs” in the left side navigation.

Step Two: Search for the Job that you would like to remove a customer record from. 

Step Three: Once found, on the Jobs record click “Details” under the customer’s name.

Step Four: To attach an existing customer record to the Job, search for the customer’s name and select it once it appears under the “Name” field, or manually type in the new customer’s information to create a new customer record and click “save”.

Step Five: If you want to keep the job unattached to any customer, remove the current customer’s information and click “save”.

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