Get more out of Roofr—fast
Learning new software shouldn’t feel like a second job. Our training sessions are designed to get you (and your team) up and running in less than 30 minutes. Whether you’re brand new or looking to unlock more of what Roofr can do, you’ll walk away with the confidence to get real results—fast.
“My training session with Roofr’s Implementation team helped me get the info I needed to effectively run my business on one platform.”
Stop guessing. Start growing.
If you’re like most roofing businesses, your time is limited—and your growth goals are aggressive. Our training sessions are here to bridge that gap. In just one session, we’ll show you exactly how to use Roofr to power every part of your business.
And the best part? You don’t need to be a tech expert.
1:1 training session
Once your account is set up, we’ll personalize your experience with a 1:1 consultation from our implementation specialists.
Group training session
Our education sessions will help you understand core concepts, navigate the dashboard, and support your setup process.
Go deeper
Keep growing with our Help Resources, Masterclasses, Podcasts, and Blog—designed to help you master Roofr and the roofing industry.
Join Roofr Unlocked—a Facebook group and community of roofers sharing real tips, answers, and support about Roofr.
Ask questions, swap stories, and level up—together.
Let’s kick things off the right way
Once you’ve completed the implementation kick off form—this is where your Roofr journey truly begins. Once your form is completed and your 1:1 call is booked, our implementation specialists will walk you through setup, tailor your dashboard, and make sure your account is configured for success from day one. In the meantime, dive into group training and start exploring the account features.
Ready to hit the ground running?
Fill out the form below and we’ll send you a direct link to get started on your set-up form.
Real training. Real results.
Our group sessions are built for busy roofing pros. Whether you're just getting started or want to go deeper on a specific part of Roofr, we've got you covered. Pick a session (or a few) that fit your workflow.
Roofr CRM overview
Your guided tour of the whole platform
Get a full walkthrough of Roofr’s CRM—from leads to signed contracts. Perfect for new users or teams who want to see how all the pieces fit together to save time and stay organized.
You’ll walk away knowing: how to navigate the platform, track jobs, and keep your pipeline flowing.
👉 Great for: new customers, admins, office managers
Proposals deep dive
Win more jobs with professional proposals
Take your proposals from basic to impressive. Learn how to craft, customize, and send beautiful, high-converting proposals that close deals faster.
You’ll walk away knowing: how to build templates, add upsells, and send proposals that stand out.
👉 Great for: sales teams, owners, estimators
Automating your business
Put your process on autopilot
Spend less time on busywork. Discover how to set up Roofr’s automations to send reminders, update customers, and move jobs forward—without lifting a finger.
You’ll walk away knowing: how to build workflows that save hours every week.
👉 Great for: owners, operations managers, anyone looking to scale
Roofr CRM essentials for office admins
Everything you need to stay organized behind the scenes
This session is built for the team that keeps the wheels turning. Learn how to use Roofr’s CRM to track jobs, manage scheduling, handle invoicing, and monitor job costs—all in one place.
You’ll walk away knowing: how to run day-to-day operations more efficiently and support your team without the back-and-forth.
👉 Great for: office admins, coordinators, back office teams
Lead management & marketing in Roofr
From first click to closed job
Discover how to deliver roof quotes in seconds using Roofr’s CRM and Instant Estimator. We'll walk through setup and customization, show you how to bring leads into Roofr, qualify them effectively, and track their journey from interest to job completion.
You’ll walk away knowing: how to customize the Estimator, manage your lead pipeline, and streamline your marketing workflow.
👉 Great for: marketers, sales reps, owners focused on growth
.png)
CRM training for project managers & post-sales teams
Keep every job on track from start to finish
Take control of your post-sale workflow. We’ll walk you through Material Orders, Work Orders, the Job Board, and Supplier Integrations—everything you need to manage jobs and teams efficiently from contract to completion.
You’ll walk away knowing: how to stay organized, reduce delays, and keep your crew aligned on every project.
👉 Great for: project managers, production leads, office managers
You might be wondering...
You have questions, we have answers. Browse our most frequently asked questions about our Implementation Process.
Use an email linked to your paid Roofr subscription. This could be:
- The email of the person who purchased the subscription.
- A team member who has access to the Roofr Dashboard.
If you're unsure which email to use, it's safest to use the account owner's email. They can forward the setup email to the right person later. Once you submit the form, we’ll send you an Implementation ID. The person setting up the account just needs to click the link in the email and use that same ID.
The Implementation ID links your form to your Roofr account and company. It ensures we receive the correct information without anything getting lost. If someone else on your team is filling out the form, make sure they use the ID we provided. You can find your Implementation ID in the "Welcome to Roofr! Let's Get Started with Your Account Setup" email we sent you.
Check your inbox for this email to locate your ID.
The form will adjust based on the tools you want to set up, so you don’t have to do everything at once. You can prioritize certain tools and submit multiple forms if needed. Having said this below you can find a short list of some of the things we will need.
If you're setting up the Instant Estimator, have this ready:
- The options you want to show potential customers (e.g., material types, specific packages).
- Pricing per square/per sqft for each option, broken down by low, moderate, and steep slopes.
If you're setting up Proposals (Quotes), have this ready:
- A list of materials, accessories, and other line items you want to include (like descriptions of work or scope of work).
- Your pricing (labor, materials, accessories, and any other fees).
- Recent quotes you've done—these help us match your quoting style.
- Any documents you want to include, like terms and conditions, cancellation policies, payment terms, contracts, etc.
If you're Integrating your Pricing with Your Supplier (ABC or Beacon), have this ready:
- A material price list that includes Item Numbers/SKUs.
No, it's not mandatory if you want to set up the tools yourself. However, if you’d like our help, submitting the form is required—without it, we can’t move forward with the setup process.
If you're having trouble with the form, don’t worry! Reach out to our amazing support team at [email protected], and one of our Implementation Team experts will assist you.
If you’re setting up additional tools or adding more information (like extra Instant Estimator links or Proposal templates), you’ll need to fill out the form again. However, we have a special form for returning customers, called a subsequent implementation form. This version lets you skip many of the initial pages, especially those asking for general business information.
Also, remember that the form is dynamic—if you only need to set up one or two tools, it will adapt and be much shorter!
Yes! Your progress is saved as you go, so you can return later and pick up where you left off. Important: You must use the same email and the same device you started with. If you switch devices, your answers won’t be saved.
Once you submit the form, you won’t be able to edit your answers. However, after submitting, you’ll receive an email from one of our Implementation Specialists with the subject: "🎉 You Submitted the Roofr Setup Form - What’s Next?"
If you need to update anything, provide more information, or send additional documents, just reply to that email, and we’ll take care of it!
No problem! On page 3 of the form, you’ll see a question: "Is your company a new business or new to the roofing industry?" Simply select "Yes", and we’ll adjust the form for you. This means you can skip certain mandatory fields, like pricing, if you don’t have that information yet. Our goal is to get you started, and we’ll work with you later to fill in any missing details!
If your file exceeds the upload limit, try compressing it (you can find some free tools online) or converting it to a different format. If you're still having trouble, contact our support team - [email protected] - and if needed one of our Implementation Specialists will reach out to you.
Some sections of the form are mandatory because we need that information to properly set up your tools for your business. Pay close attention to questions marked with an asterisk (*)—these are required. If you're stuck, it's likely because you haven’t uploaded a document or provided the necessary details. Here’s what to do:
- Check for empty required fields (marked with *).
- Upload any missing documents or provide the needed information.
- If you don’t have certain details yet, refer to Question 8 in our FAQs for guidance.
- Still need help? Email our support team at [email protected], and they’ll connect you with an Implementation Specialist!
On average, your account setup is built in your Roofr Dashboard within 24 hours after you submit the form. You’re always welcome to log in and check our progress in real time.
After the initial setup, we’ll schedule your 1:1 consultation to fine-tune everything. The timing of this call depends on availability, but we’ll work to get you set up as quickly as possible!
After submitting the form, we highly recommend you:
- Book your 1:1 consultation with your Implementation Specialist. You’ll find their meeting link in the "🎉 You Submitted the Roofr Setup Form - What’s Next?" email. This session is hands-on—we’ll finalize your setup so you’re ready to use Roofr right away.
Attend Education Sessions to learn how Roofr works. These sessions cover the "how" and "why," so your consultation can focus on applying Roofr to your business, making final tweaks, and getting you up and running.
Once your account is set up, you’ll be invited to a 1:1 consultation with one of our experts. In this session, we’ll make sure you’re ready to start using Roofr—sending quotes, collecting leads, and closing jobs. After the call, if you wish to make any further tweaks or adjustments, we’re here to support you!
Absolutely! You know what works best for you, your customers, and your team. We value feedback, so if you want to make any changes or adjustments, just let your Implementation Specialist know, and we’ll be here to support you!
