CRM

How to Use the Insurance Section on the Job Card

Learn how to use the insurance section on the job card to make capturing and accessing insurance information simple and efficient.

Last updated

March 6, 2025

What it does: Makes important insurance details easy to capture, reference, and track efficiently.

Purpose: Remove the need to store insurance information in job notes or descriptions, and give it a structured dedicated section so you can find critical data when you need it most.

Prerequisites:

An existing Roofr Job Card

Available On: All Plans (Pay-as-you-go, Pro, Premium & Elite)

Getting Started with Insurance Fields

Access the Insurance Section: Navigate to the job details section on a Roofr job card, where you'll find the new Insurance toggle at the bottom of the form.
Enable Insurance Tracking: Simply toggle the Insurance option ON to reveal the dedicated insurance fields. Toggling off hides your insurance data, but it does not delete it.

Add Insurance Contact Information: Enter your adjuster or insurance representative contact details and use the "Add contact" button to save this information.
Record Key Insurance Details: Fill in the structured fields including:

✅ Insurance company name	✅ Date of loss	✅ Deductible
✅ Policy/account number	✅ Type of damage	✅ Detailed claim notes
✅ Claim number	✅ Claim amount

Benefits of Using the New Insurance Section

Faster Information Retrieval: Find insurance details instantly without scrolling through notes.
Standardized Format: Consistent organization of insurance information across all jobs.
Enhanced Team Communication: Everyone on your team knows exactly where to find insurance information.
Improved Client Service: Quickly reference insurance details when clients call with questions.

What’s Next?

Coming in late 2025-2026

Keyword searching across the job board & job list view by insurance fields.
Insurance-specific dynamic fields that can be used in Proposals, Emails, or Signatures.
Automations that leverage insurance dynamic fields.

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