How to Create, Edit, and Manage Your Customers

‍What it does: Creates a library of all your customers’ created on Roofr.

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

• Create a new customer record from scratch
• Create a new customer record by adding customer details manually to a measurement report or proposal
• Link customer record to your CRM via Zapier
• Create a customer record on Roofr by pulling their info from your CRM using Zapier

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Prerequisites*:  None.

*Requirements to create a customer record.

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Available On: Free, Pro, Premium & Elite Plans

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How to Create a New Customer Record from the “Customers” Section:

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

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

Step Three: Enter their full name, phone number (optional) and email address (optional).

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Note: You’ll notice a “Jobs” section on the right of this page. This is where all the customers’ jobs will be once created. Learn more about “Jobs” here.

Step Four: Click ‘Save” and you’re done! A new record has been created. You can use the search bar on the “Customers” page to look up customers you have created.

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How to Delete a Customer Record from the “Customers” page:

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

Step Two: Search for and select the customer record you would like to delete.

Step Three: Click the three dots on the right side of the customer record, and click “Delete” and then “Delete” again to confirm.

OR click on the customer record, and on the bottom of the page under their details (name, number, email) click the “Delete customer” button, and then select “delete”.

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Note: Once a customer record is deleted, their information will be removed from all Jobs, Roofr Reports, DIY Reports, and Proposals it was previously attached to.

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How to Create a New Customer Record from a Roofr Report:

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

Step Two: Search for a Roofr Report you’d like to attach a new customer record to.

Step Three: Once found, click the “Add customer” button on the report’s record.

Note: If you already have a customer record created you’d like to attach to the report, search by their name in the “Name” field and select.

Step Four: Type in the full name, email address (optional), and phone number (optional) of the new customer you are creating, and click “save”.

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Step Five: A new customer record has been created, and attached to your report! Great job.

Note: To change the customer attached to the report (and the Job associated with the report) click “Details” on the report’s record under the customer’s name, then click the “x” button, and type in the new customer’s information and click “save”. 

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How to Create a New Customer Record from a Proposal:

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

Step Two: Click “New Proposal” on the top right of the page.

Step Three: If you’d like to create from a Roofr Report, search and select the report you’d like to use for the Proposal.

Note: If you attach a Roofr Report that has a customer record attached to it, this customer’s info will automatically be added to the new Proposal. To learn how to change the customer record, scroll down to the next section of this article. 

Step Four: Select the template you’d like to use for the new Proposal.

Step Five: Once you’re on the editing screen, click “Add customer” on the top left of the page.

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Note: If you already have a customer record created you’d like to attach to the report, search by their name in the “Name” field and select.

Step Six: Type in the full name, email address (optional), and phone number (optional) of the new customer you’d like to add, and click “save”.

Step Seven: A new customer record has been created, and attached to your report! Great job.

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How to Edit a Customer Record on a Proposal:

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

Step Two: Search for a Proposal you’d like to attach a new customer record to.

Step Three: Once found, click on the Proposal’s record to enter the “editing” screen.

Note: If you have already sent a Proposal to a customer to review but would like to update the customer’s information, you will need to cancel the signature request before you can make updates to the customer’s info. Once updated, you can re-send the Proposal to your customer.

Step Four: Once you’re on the editing screen, click “Customer info” on the top left.

Step Five: Click the “x” button by the current customer’s name, and then type in the full name, email address, and phone number (optional) of the new customer you’d like to add, and click “save”.

Note: If you already have a customer record created you’d like to attach to the report, search by their name in the “Name” field and select.

Step Six: A new customer record has been created, and attached to your report! Great job.

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How to Add a Customer Record on a Job:

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

Step Two: Search for a Job you’d like to attach a new customer record to.

Step Three: Once found, click on “Add customer” on the Job’s record.

Note: If you already have a customer record created you’d like to attach to the Job, search by their name in the “Name” field and select.

Step Four: Type in the full name, email address (optional), and phone number (optional) of the new customer you are created, and click “save”.

Step Five: A new customer record has been created, and attached to your Job!

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Note: To change the customer attached to the Job click “Details” on the report’s record under the customer’s name, then click the “x” button, and type in the new customer’s information and click “save”. This will automatically update the customer for any measurements or proposals that are part of the job.

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How to Reassign a Team Member on a Customer Record:

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

Step Two: Then, search and find the customer you want to reassign

Step Three: Click the three dots on the right side of their customer record and click “reassign”.

Step Four: On the pop-up, use the drop down to select a new team member and then click “reassign”.

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