Getting Started

How to Create and Manage Your Jobs

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

Last updated
January 12, 2023

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 1: Create a New Job

Log onto the Roofr platform and click “Jobs” in the left side navigation. Click the “New Job” button on the top right of the screen.

In the modal that appears, type in the address for the new Job you are creating, and click “Continue”

Step 2: Add a Customer to the Job

On this screen, you can add an associated customer to this job. For example, if you have a customer who your business does multiple properties for, you might want to assign a number of jobs to that customer.

At the bottom of this page, you may also add notes pertaining to this particular Job.

Step 3: Order or Create a Report, or Create a Proposal

From this page, you have the option of jumping right into creating a DIY Report, ordering a Roofr Report, or creating a Proposal.

Clicking on any of these options will take you down the respective flows of what you have selected.

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

Step 4: Attach Report/Proposal to Job

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

How to Delete a Job from the “Jobs” Page

Step 1: Log onto the Roofr platform and click “Jobs” in the left side navigation.

Step 2: Search and select the job you would like to delete.

Step 3: Click the three dots on the Jobs record, and select “Delete”, and then select “Delete” again in the module. You’re all done!

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.

Creating a Job for Multi-Family Roofr Report Orders:

Step 1: Order a Roofr Report

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

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

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Hit “Continue” when you’re ready.

Step 2: Labeling Your Building

Ensure the pin on the map is on top of the roof of your desired building, and then select “Add multi-family building” on the bottom of the screen

When the next screen loads, you’ll be greeted with our map screen featuring a red location pin in the middle. Drag the screen to center the first roof of the multi-family building under the location pin.

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Once centered, click the “Add multi-family building” button in gray on the bottom of the screen.

You’ll notice that after you’ve clicked this button, the location pin has now received a numbered label. This is your first roof.

Step 3: Adding Additional Buildings

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Drag the screen again to center the second location pin over the second building. Once centered, click the “Add multi-family building” button again.

Continue the dragging process until you have labeled each building of your address with a numbered location pin.

When you’re ready to move forward, hit the blue “Confirm” button on the bottom of the screen.

Step 4: Adding Secondary Structures

A modal will pop up walking you through the process of a multi-family. Here you can label if there are any secondary structures you want labeled (eg. a garage, shed). Please also share any notes here you’d like our design team to consider.

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After the details have been filled, hit “Next”

Step 5: Ordering Your Report

You’ll be asked to confirm your Roof Report order. If all the details seem correct to you, click “Order Report” to submit your order.

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How to Attach a New Roofr Report to an Existing Job

Step 1: Log onto the Roofr platform and select “Measurements” on the left side navigation.

Step 2: Select “Order a Roofr Report” and type in the address of the building you are ordering a report on.

Step 3: 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”.

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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 1: Create a Proposal without Measurement

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

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.

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

Step 2: Attach Proposal to Job

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”.

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You’ll have the option here to create a proposal from an existing template. To learn more about Proposal Templates, click here.

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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.

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

Step 2: Search for the Job that you would like to remove a customer record from. 

Step 3: Once found, on the Jobs record click “Details” under the customer’s name.

Upon clicking “Details” a modal will pop-up with the respective customer’s information. To remove this Customer Record, click the “x” icon to the right of the customer’s name.

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After clicking the “x” you’ll notice all of the fields with customer data will be cleared of data. Next, click “Save”

You’ve successfully removed a Customer Record from a job.

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