Help Articles

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Material Ordering
Payments & Invoicing
CRM
Account
Instant Estimator
Integrations
Marketplace
Measurement Reports
Homeowner
Calculator
Getting Started
Proposals
DIY Measurements
Material Ordering
Payments & Invoicing
CRM
Account
Instant Estimator
Integrations
Marketplace
Measurement Reports
Homeowner
Calculator
Getting Started
Proposals
DIY Measurements

Add Material & Calculations To Your Roof Measurement Report

Learn how to add material calculations to a DIY or ordered measurement report. Manage your roofing business more efficiently today!

Measurement Reports
Measurement Reports

Add Roofr as an App to Your Smartphone

Add the Roofr Dashboard as an app to your smartphone's home screen. The shortcut will make your life a whole lot easier.

Getting Started
Getting Started

Format Guidelines for Your Catalog CSV File

Learn how to format your catalog CSV

How to Add Contractor License Number to Your Proposals

How to automatically add your Contractor License Number (CLN) to the cover page of all your proposals.

Proposals
Proposals

How to Add Multiple Signatures on a Proposal

Learn how to add multiple signatures or initials to text sections in a proposal.

Proposals
Proposals

How to Add Your Logo to Measurement Reports

Learn how to upload your logo and include it in measurement reports.

Measurement Reports
Measurement Reports

How to Add Your Logo to Proposals

Learn how to add your business's logo to your proposals.

Proposals
Proposals

How to Add a Co-Signer to a Proposal

Learn how to customize your proposal by adding a co-signer.

Proposals
Proposals

How to Add and Remove Team Members on Roofr

Learn how to quickly invite and add your team members to one shared workspace.

Getting Started
Getting Started

How to Calculate the Pitch of a Roof

Find out how to calculate the pitch of a roof and learn how to use the pitch tool when creating a measurement report. Check it out today!

DIY Measurements
DIY Measurements

How to Create Automations

Automations help you effortlessly move the job through the pipeline with the peace of mind that nothing is falling through the cracks.

CRM
CRM

How to Create Detailed Job Records

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.

CRM
CRM

How to Create Email Automations

Automatically send emails when jobs change status via the Automations tab.

CRM
CRM

How to Create Email Templates

Learn how to create email templates from scratch or choose from a template library.

CRM
CRM

How to Create a Catalog

Learn how to create a catalog so you can re-use items on future proposals.

Proposals
Proposals

How to Create a Material Order

Learn how to create a material order

Material Ordering
Material Ordering

How to Create a Measurement Report (DIY)

Learn how to create a measurement report for free in mintues.

DIY Measurements
DIY Measurements

How to Create a Proposal

Learn how to create a proposal that wins more work.

Proposals
Proposals

How to Create a Proposal With a Measurement Report

Learn how to create a proposal using a measurement report for auto-populated item quantities.

Proposals
Proposals

How to Create a Roofing Proposal Template

Learn how to create a roofing proposal template that you can re-use on future proposals. Discover more today!

Proposals
Proposals

How to Create and Edit Your Invoices

Learn how to create an invoice in the Roofr platform to properly bill your customers.

Payments & Invoicing
Payments & Invoicing

How to Create and Manage Your Jobs

Learn how to create, manage, delete and reassign jobs on Roofr!

Getting Started
Getting Started

How to Create, Edit, and Manage Your Customers

Learn how to create, edit, manage, reassign and delete your customers on Roofr!

Getting Started
Getting Started

How to Customize a Proposal

Learn how to customize your proposal by adding new pages, changing the cover image and layout, & more.

Proposals
Proposals

How to Duplicate and Delete a Material Order

Learn how to duplicate and delete your material order

Material Ordering
Material Ordering

How to Integrate Roofr with Other Platforms (Zapier Integration)

Learn how to integrate Roofr with your CRM.

Integrations
Integrations

How to Link Roofr to CompanyCam

Learn how to quickly connect your Roofr account to your CompanyCam account in seconds.

Integrations
Integrations

How to Manage Questions on Your Instant Estimate

Allows you the flexibility to choose which questions are included on your Instant Estimator for your leads to fill out.

Instant Estimator
Instant Estimator

How to Manage Your Invoice Settings

How to create consistency for your invoices to keep branding and billing consistent.

Payments & Invoicing
Payments & Invoicing

How to Order a Roof Measurement Report (Roofr Report)

Learn how to order a Roofr Report (roof measurement report) in only a few clicks.

Measurement Reports
Measurement Reports

How to Record Your Payments

Learn how you and your team members can record and track payments within one system.

Payments & Invoicing
Payments & Invoicing

How to Reset Your Roofr Password

Learn how to reset your Roofr password in less than 3 minutes.

Getting Started
Getting Started

How to Send Emails from within a Job

Send emails to homeowners from directly within a job record.

CRM
CRM

How to Send a Material Order

Learn how to send a material order

Material Ordering
Material Ordering

How to Send a Proposal

Learn how to send a proposal to prospective clients in just a few clicks.

Proposals
Proposals

How to Send an Invoice

Learn how to create and send an invoice to your customers in minutes.

Payments & Invoicing
Payments & Invoicing

How to Set Profitability Minimums on Your Proposals

Learn how admins on your team can set profitability minimums and defaults to ensure your team doesn't send a proposal that isn't profitable.

Proposals
Proposals

How to Set Up Your Goodleap Account

Learn how to quickly connect your Roofr account to your GoodLeap account.

Integrations
Integrations

How to Set Up Your Job Board

Your job board is where the magic happens. Here’s where you’ll track jobs, stay up to date on tasks, and streamline your workflow.

CRM
CRM

How to Show & Hide Line Items Totals, Quantities, and Unit Pricing on a Proposal

Learn how to hide or show line item totals, quantities, and unit pricing on a proposal before sending it to your customer.

Proposals
Proposals

How to Show & Hide Line Items on a Proposal

Learn how to show or hide line items on a proposal before sending it to your customer.

Proposals
Proposals

How to Show & Hide Line Items on a Proposal Template

Learn how to hide or show individual line items in your proposal template for fast re-use before sending it to your customer.

Proposals
Proposals

How to Sync All Roofr Jobs to CompanyCam as Projects

Learn how to sync your Roofr jobs as projects within CompanyCam, saving your time and keeping both platforms up to date automatically.

Integrations
Integrations

How to Sync Roofr Reports and Proposals to CompanyCam

Learn how to easily sync your Roofr Reports and Proposals to a CompanyCam Project.

Integrations
Integrations

How to Upload Images from CompanyCam to a Roofr Proposal

Learn how to upload your photos taken on the job site using CompanyCam to a Roofr Proposal.

Integrations
Integrations

How to Use the Invoice Dashboard

View a list of all of your invoices in one place so you can easily filter for a specific invoice status and more.

Payments & Invoicing
Payments & Invoicing

How to Use the Performance Dashboard

The performance dashboard is your at-a-glance insight on how your business is performing. It lets you drill down into the data so you can know which leads are bringing in the most revenue, how quickly you’re closing deals, what your win rate is, where your bottlenecks are, how your sales team is performing - and a whole lot more.

CRM
CRM

Material Order Statuses

Learn what the statuses on your material order mean

Material Ordering
Material Ordering

Roof Estimate Software & How to Set It Up (Instant Estimator)

Learn how to quickly set up and start using your own personalized roof estimate software! Find out more today!

Instant Estimator
Instant Estimator

Roof Pitch & How to Add One to a Pitchless Report

Learn how to manually add a roof pitch to a Report. We'll teach you all you need to know. Learn more now!

Measurement Reports
Measurement Reports

Roofer Leads and How to Manage Them

Learn how to manage new inbound roofer leads from your Instant Estimator so you can qualify and quote in seconds. Find out more today!

Instant Estimator
Instant Estimator

Roofr Report Update 2024

An important update from Roofr on the price of Roofr Reports.

Measurement Reports
Measurement Reports
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