Implementation

Get the most out of Roofr with FREE training.

Need help setting up your Roofr tools? Fill out the form to get started. Curious about specific tools or features? Attend a virtual lesson.

Want to do both? Hell yeah. Whatever you need, we’re happy to help.

Chase Caldwell.
“My training session with Roofr’s Implementation team helped me get the info I needed to effectively run my business on one platform.”
Stars rating
Chase Caldwell,
Owner, HOMEMASTERS - Bend
Become a Roofr Master

More than one way to learn

Whether you’re brand new to Roofr, or a seasoned owner looking for a refresh... we’ve got a resource for you.

Customized support

Share your company goals, processes, and challenges with us for support that fits your companys needs.

Education sessions

Become an expert in proposals, automations, Instant Estimator, and more. These lessons run every week!

Other resources

Take your Roofr and industry knowledge to the next level with Masterclasses, Roofr Academy, and our blog.

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Join the Roofr Unlocked Facebook group

Get advice, ask questions, and learn from other roofers using our CRM.

You’re one form away

After you fill out this form, you’ll get an email from us to get started. We can’t wait to work with you!

a must-do for All Roofr users

Get your account personalized to you

Your business is unique. And so are your processes, challenges, and goals.  Let us give you the personal support you need to get the most out of Roofr.

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WE’ve got so much to show you

Group training sessions happen every week

Owners, admin staff, and sales teams can all benefit from these training sessions. Bonus points if you attend them all.

Roofr CRM overview

You’ll walk away knowing: how to navigate the platform, track jobs, and keep your pipeline flowing.

Great for: new users, admins, office managers

Roofr branded graphic showing the Roofr logo on a blue gradient background with floating icons and screenshots of the platform, including proposals, measurement reports, job metrics, CRM board view, online payment setup, and a roofing estimate.
Roofr: CRM overview
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Proposals deep dive

You’ll walk away knowing: how to build templates, add upsells, and send proposals that stand out.

Great for: sales teams, owners, estimators

Roofr branded graphic showing the Roofr logo on a blue gradient background with floating icons and screenshots of the platform, including proposals, measurement reports, job metrics, CRM board view, online payment setup, and a roofing estimate.
Roofr: Proposals deep dive
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Automating your business

You’ll walk away knowing: how to build templates, add upsells, and send proposals that stand out.

Great for: sales teams, owners, estimators

Roofr branded graphic showing the Roofr logo on a blue gradient background with floating icons and screenshots of the platform, including proposals, measurement reports, job metrics, CRM board view, online payment setup, and a roofing estimate.
Roofr: Automating your business
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Lead management & marketing in Roofr

You’ll walk away knowing: how to customize the Estimator, manage your lead pipeline, and streamline your marketing.

Great for: marketers, sales reps, owners focused on growth

Roofr branded graphic showing the Roofr logo on a blue gradient background with floating icons and screenshots of the platform, including proposals, measurement reports, job metrics, CRM board view, online payment setup, and a roofing estimate.
Roofr: Lead management & marketing
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Roofr CRM essentials for office admins

You’ll walk away knowing: how to run day-to-day operations more efficiently without the back-and-forth.

Great for: office admins, coordinators, back office teams

Roofr branded graphic showing the Roofr logo on a blue gradient background with floating icons and screenshots of the platform, including proposals, measurement reports, job metrics, CRM board view, online payment setup, and a roofing estimate.
Roofr: CRM essentials for office admins
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CRM for project managers & post-sales

You’ll walk away knowing: how to stay organized, reduce delays, and keep your crew aligned on every project.

Great for: project & office managers, production leads

Roofr branded graphic showing the Roofr logo on a blue gradient background with floating icons and screenshots of the platform, including proposals, measurement reports, job metrics, CRM board view, online payment setup, and a roofing estimate.
Roofr: For project managers & post-sales
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Why your team needs training

Training your team on how to best use Roofr ensures that everyone is following the same process, understands how to best use your tools, and helps you work quickly to win work fast.

FAQs

Not finding your answer here? Book a call so we can give you one.

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Which email should I use to complete the form? Does it have to be me?

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.

What is the Implementation ID, and where can I find it?

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.

What do I need before starting this?

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.
Is filling out this form mandatory?

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.

I already submitted a form. Do I need to complete this again?

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!

Can I save my progress and come back later?

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.

Can I update my answers later?

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!

I’m a new business and don’t have all the required details. What should I do?

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!

My file size is too large to upload. What should I do?

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.

Why can’t I skip certain sections? What should I do if I’m stuck?

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!
How long after I submit the form should I expect my account to be set up?

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!

What should I do after submitting the form?

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.

What happens after the account is set up?

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!

Can I make changes to my initial set up?

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!

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Stars rating

Rated 4.7/5 stars with over 1,000+ reviews

“This should’ve been the first thing I did.”

Don’t just take it from us—here’s what roofers are saying after attending a session.

Last year, Roofr pretty much doubled our production from the year before and we didn't really do anything different except use Roofr’s Proposal tool. The feedback we were getting was amazing. We were noticing deals closing overnight.
Joseph Andrews

Joseph Andrews

Mastercraft Roofing

With payments, we can be at the point where the plywood is getting put on the roof when we're getting a sign change order, and we're getting paid for it. That's amazing.
Amanda Veinott

Amanda Veinott

Maven Roofing & Exteriors

We truly enjoy using [the Roofr] platform. It is so easy to use, economical, fast and very reliable. Keep up the good work there. We are hooked! It saves us so much time, and as you know time is money.
Greenhead Construction LLC

Greenhead Construction LLC

Greenhead Construction LLC

If you're not using Roofr, you are missing out! Their new CRM is by far the best investment I've made and now 3 proposals in a row I've won with the best looking presentation! Their new invoicing tool has already made my life so much more enjoyable.
Jason Shumway

Jason Shumway

Bradford Xteriors

[Automating small tasks] definitely helps us keep things organized, streamlines our process, and allows everybody to see where jobs are at so that we can work more efficiently and execute our own personal tasks.
Matthew Watson

Matthew Watson

Watchman Roofing

The way that the Roofr CRM collects sales data is amazing. I don’t need thousands of unnecessary bells and whistles in my software. Roofr gives you everything you actually need, and it's simple to use.
Juan Rodriguez

Juan Rodriguez

Salus Exteriors

Roofr's customer service and accuracy… we use their tools daily. It's saved us 10's of thousand of dollars. We are huge fans of the product.
Ben Morrow

Ben Morrow

ROOF TIGER

I have been using Roofr Services for the past two years, and my team and I are very satisfied, impeccable turnaround timing, user friendly website, great support team to back it all up and the best of all the price is a fraction of what I was paying before with much more accurate and detailed info.
Bees Construction

Bees Construction

Bees Construction

I had to measure 42 roofs in 18 hours, I knew I couldn't do it by hand and meet the deadline. Roofr was able to help me measure them all using Roofr Reports, with time to spare. They helped me each step of the way. I've never experienced that level of service before. If I could rate them higher than 5 stars, I would.
Justin Phillips

Justin Phillips

Landmark Roofing

I saw what a I saw from other companies and how they were operating - and just thought I would streamline it from the start. With me moving to Roofr solely - I can focus on 1 app, instead of trying to manage 3 apps.
Chase Caldwell

Chase Caldwell

Homemasters

Last year, Roofr pretty much doubled our production from the year before and we didn't really do anything different except use Roofr’s Proposal tool. The feedback we were getting was amazing. We were noticing deals closing overnight.
Joseph Andrews

Joseph Andrews

Mastercraft Roofing

With payments, we can be at the point where the plywood is getting put on the roof when we're getting a sign change order, and we're getting paid for it. That's amazing.
Amanda Veinott

Amanda Veinott

Maven Roofing & Exteriors

We truly enjoy using [the Roofr] platform. It is so easy to use, economical, fast and very reliable. Keep up the good work there. We are hooked! It saves us so much time, and as you know time is money.
Greenhead Construction LLC

Greenhead Construction LLC

Greenhead Construction LLC

If you're not using Roofr, you are missing out! Their new CRM is by far the best investment I've made and now 3 proposals in a row I've won with the best looking presentation! Their new invoicing tool has already made my life so much more enjoyable.
Jason Shumway

Jason Shumway

Bradford Xteriors

[Automating small tasks] definitely helps us keep things organized, streamlines our process, and allows everybody to see where jobs are at so that we can work more efficiently and execute our own personal tasks.
Matthew Watson

Matthew Watson

Watchman Roofing

The way that the Roofr CRM collects sales data is amazing. I don’t need thousands of unnecessary bells and whistles in my software. Roofr gives you everything you actually need, and it's simple to use.
Juan Rodriguez

Juan Rodriguez

Salus Exteriors

Roofr's customer service and accuracy… we use their tools daily. It's saved us 10's of thousand of dollars. We are huge fans of the product.
Ben Morrow

Ben Morrow

ROOF TIGER

I have been using Roofr Services for the past two years, and my team and I are very satisfied, impeccable turnaround timing, user friendly website, great support team to back it all up and the best of all the price is a fraction of what I was paying before with much more accurate and detailed info.
Bees Construction

Bees Construction

Bees Construction

I had to measure 42 roofs in 18 hours, I knew I couldn't do it by hand and meet the deadline. Roofr was able to help me measure them all using Roofr Reports, with time to spare. They helped me each step of the way. I've never experienced that level of service before. If I could rate them higher than 5 stars, I would.
Justin Phillips

Justin Phillips

Landmark Roofing

I saw what a I saw from other companies and how they were operating - and just thought I would streamline it from the start. With me moving to Roofr solely - I can focus on 1 app, instead of trying to manage 3 apps.
Chase Caldwell

Chase Caldwell

Homemasters

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