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The Implementation Process at Roofr is the onboarding experience that begins once your subscription is activated. Its goal is to help you get your account set up properly and ensure your team knows how to use Roofr effectively in your day-to-day operations. The process includes two main parts:

1. Account Setup

Our team helps configure your Roofr account based on the information you provide. This includes setting up your tools, some integrations, and other backend configurations so your account is ready to use.

2. Training/Onboarding

Once your setup is ready, our product specialists will guide you through your Roofr tools. You'll learn how to use key features, understand best practices, and see how Roofr fits into your daily workflows.

Together, these steps ensure your team is set up for success and ready to start using Roofr efficiently.

Once you subscribe to Roofr, the implementation process will guide you through setting up your account and learning how to use the platform effectively. Here’s what to expect:

1. Start Learning Right Away
We recommend beginning with our Education Sessions and Roofr Academy courses. These resources help you learn the fundamentals of Roofr and start exploring the tools available to you.

2. Receive Your Welcome Email
The owner of the Roofr subscription will receive an email titled “Welcome to your Roofr subscription plan! 🎉”. This email includes a link to the Kickoff Account Setup Form.

3. Complete the Kickoff Form
In this form, we ask for information about your business and the tools you want to set up in Roofr. This helps our Account Setup team configure your account properly.

4. Our Team Prepares Your Account
Once the form is submitted, our team will begin setting up your Roofr tools based on the information you provided.

5. Book Your Onboarding Call
After submitting the form, you will be able to schedule an onboarding call with one of our Implementation Specialists. During these sessions, we’ll walk you through your tools, answer questions, and help you start using Roofr in your daily workflow.

Together, these steps ensure your account is properly set up and that your team is ready to start getting value from Roofr.

The implementation process typically takes 2-4 weeks, depending on how quickly the required information is submitted and our current build and training availability. Here’s a general timeline:

1. Account Setup (~5 business days)
Once you submit your Account Setup Form, our Account Setup team will begin building your tools. This process usually takes up to 5 business days, depending on complexity and current demand.

2. Onboarding & Training (usually within 7 business days of submitting the form)

After you submit the Kickoff Form, you can book a call with an Implementation Specialist. During these sessions, we’ll review your setup, walk you through your tools, and answer any questions to ensure everything fits your workflow.

3. Optimization (first few weeks of use)
As you begin using Roofr, you may test your workflows and request adjustments. Our Account Setup team is always available to support changes and tweaks to help ensure the platform fits your business processes.

The exact timeline may vary depending on how quickly the required information is submitted, the complexity of the account setup, scheduling availability, and overall demand.

Your availability to collaborate with our team also plays an important role. Customers who complete their setup form promptly and attend their training sessions early are often able to start using some of Roofr’s core tools within the first couple of weeks.

While many customers begin seeing value quickly, setting up and optimizing the full suite of tools may take additional time as workflows are refined.

Absolutely! In fact, we highly recommend it.

You can start using many of Roofr’s tools as soon as your account is active. While our team works with you to configure and optimize your setup, you can begin exploring features, attending Education Sessions, and completing Roofr Academy courses.

Many customers start using core tools early in the process while continuing to refine their setup with our team. Implementation is designed to support you as you grow into the platform, not delay your ability to use it.

Starting early helps you become familiar with the platform and allows our team to tailor your setup based on how you plan to use Roofr.

No, implementation is not mandatory. You are welcome to explore and set up Roofr’s tools on your own if you prefer.

However, if you would like our team to help configure your tools and guide you through the setup process, submitting the Account Setup Form is required. Without this form, we won’t be able to move forward with building your tools or scheduling your onboarding call.

If you're having trouble completing the form, don’t worry! Our Support team is here to help. Simply reach out to support@roofr.com.

The Account Setup Form will adjust automatically based on the tools included in your plan. Below are some of the most common items customers prepare before submitting the form.

If you're setting up the Instant Estimator, have this ready:

• The options you want to show potential customers (e.g., material types, roofing packages, etc.).
• Pricing per square or per square foot for each option.
• Pricing broken down by low, moderate, and steep slopes.
  You can also check this page for tips on setting up your Instant Estimator!

If you're setting up Proposals (Quotes), have this ready:

• A list of materials, accessories, and other line items you include in your quotes.
• Descriptions or scope of work for your services.
• Your pricing structure (labor, materials, accessories, and any additional fees).
• Recent quotes you've created, which help us match your quoting style.
• Any documents you want included in proposals, such as:
  
  • Terms and conditions
  • Cancellation policies
  • Payment terms
  • Contracts

We also recommend attending our Proposals Deep Dive Education Session to better understand how Roofr Proposals work and why these details are important for setup.

If you're integrating Supplier Pricing (ABC, QXO, or SRS):

• Make sure your Roofr account is connected to your supplier account.
• You can find instructions in our Help Center on how to complete this connection.

Once connected, our team can pull your last 6 months of orders and help match your supplier pricing within Roofr.

Yes! Your progress is automatically saved as you go, so you can leave the form and return later to continue where you left off.

Important:
To access your saved progress, you must:

• Use the same email address
• Use the same device you started the form on

If you switch devices or browsers, your previously entered answers may not be saved.

You won’t be able to submit a new form or replace the one you’ve already submitted. However, you can still make changes to your setup.

Simply email our Account Setup Team at accountsetup@roofr.com, and they’ll be happy to add, update, or replace any of the information you previously provided.

This can happen right after submitting the form, during your training sessions, or even months later if you need to make adjustments. Just reach out to the team, explain what you’re trying to achieve, and provide the necessary information. They’ll take care of the rest.

No worries! If you’re a new business and don’t have all the information yet, you can simply let us know in the form.

For certain questions, you’ll have the option to indicate that you’re new or don’t have those details available yet. Our team can still help set up your tools with basic configurations so you can get started and begin using Roofr.

As your business grows and you gather more information, we can always update and refine your setup later.

Once your form is submitted, our Account Setup Team will review the information and begin preparing your Roofr tools. During this time:

• Our team will start configuring your tools based on your submission.
• You will be able to schedule your onboarding call with an Implementation Specialist.

In your onboarding sessions, we’ll review your setup, answer questions, and make sure everything is aligned with how you run your business.

On average, most customers receive up to three 1:1 onboarding sessions with an Implementation Specialist. These sessions are designed to help you:

• Understand your workflows in Roofr
• Learn how to use key tools
• Optimize your setup

Each session typically lasts about 45 minutes.

Our team is still here to support you. After implementation, you can continue learning and getting help through:

• Education Sessions
• Roofr Academy
• Help Center articles
• Roofr Unlocked community

If you need help, you can always reach out to Support at support@roofr.com. 

You can also reconnect with your Implementation Specialist if, down the line, you want help implementing a new part of the platform or rolling out additional tools.

For adjustments, tweaks, or updates to your setup, our Account Setup Team is always available. Simply email accountsetup@roofr.com, explain what you're trying to achieve, and provide the necessary information. The team will take care of the rest.