What it does: Users can send emails from within the job, allowing them to perform any communications tasks without needing to leave the job.
Purpose: In its present form, emails sent must be associated to a contact/customer in Roofr, which is done through the job. This helps us to build a robust historical job activity log, while also ensuring emails and links are sent to the right customers.
Available On: Pro, Premium, and Elite.
Step 1: Open a job under the Jobs tab, and on the right-hand side pane, you’ll see the option to create an email.
Step 2: Choose between an email template, or a blank email. If choosing ‘template’, you’ll have access to all email templates you’ve made under Email & SMS.
Note: Proposal templates can only be used if the job has a proposal attached, and has a status of either Sent or Signed (Won).
Step 3: Whether you choose a template or a blank email, you may customize the email body, subject line, and button links.
Step 4: Add an email address if no customer record is associated to the job, or choose from a list of your customers when clicking the email address field.
Step 5: Once you’re happy with your email, hit send! You’ll immediately see a record of the email in the history log, which includes the sender, recipient, email preview, and date it was sent.
📣 Thoughts? Feedback? Questions? We’d love to hear it. Email us at [email protected]
Automations help you effortlessly move the job through the pipeline with the peace of mind that nothing is falling through the cracks.
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.
Automatically send emails when jobs change status via the Automations tab.
Learn how to create email templates from scratch or choose from a template library.