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Learn how to add material calculations to a DIY or ordered measurement report. Manage your roofing business more efficiently today!
Add the Roofr Dashboard as an app to your smartphone's home screen. The shortcut will make your life a whole lot easier.
How to automatically add your Contractor License Number (CLN) to the cover page of all your proposals.
Learn how to add multiple signatures or initials to text sections in a proposal.
Learn how to upload your logo and include it in measurement reports.
Learn how to add your business's logo to your proposals.
Learn how to customize your proposal by adding a co-signer.
Learn how to quickly invite and add your team members to one shared workspace.
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!
Automations help you effortlessly move the job through the pipeline with the peace of mind that nothing is falling through the cracks.
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.
Automatically send emails when jobs change status via the Automations tab.
Learn how to create email templates from scratch or choose from a template library.
Learn how to create a catalog so you can re-use items on future proposals.
Learn how to create a material order
Learn how to create a measurement report for free in mintues.
Learn how to create a proposal using a measurement report for auto-populated item quantities.
Learn how to create a roofing proposal template that you can re-use on future proposals. Discover more today!
Learn how to create an invoice in the Roofr platform to properly bill your customers.
Learn how to create, manage, delete and reassign jobs on Roofr!
Learn how to create, edit, manage, reassign and delete your customers on Roofr!
Learn how to customize your proposal by adding new pages, changing the cover image and layout, & more.
Learn how to duplicate and delete your material order
Learn how to integrate Roofr with your CRM.
Learn how to quickly connect your Roofr account to your CompanyCam account in seconds.
Allows you the flexibility to choose which questions are included on your Instant Estimator for your leads to fill out.
How to create consistency for your invoices to keep branding and billing consistent.
Learn how to order a Roofr Report (roof measurement report) in only a few clicks.
Learn how you and your team members can record and track payments within one system.
Learn how to reset your Roofr password in less than 3 minutes.
Send emails to homeowners from directly within a job record.
Learn how to send a proposal to prospective clients in just a few clicks.
Learn how to create and send an invoice to your customers in minutes.
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.
Learn how to quickly connect your Roofr account to your GoodLeap account.
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.
Learn how to hide or show line item totals, quantities, and unit pricing on a proposal before sending it to your customer.
Learn how to show or hide line items on a proposal before sending it to your customer.
Learn how to hide or show individual line items in your proposal template for fast re-use before sending it to your customer.
Learn how to sync your Roofr jobs as projects within CompanyCam, saving your time and keeping both platforms up to date automatically.
Learn how to easily sync your Roofr Reports and Proposals to a CompanyCam Project.
Learn how to upload your photos taken on the job site using CompanyCam to a Roofr Proposal.
View a list of all of your invoices in one place so you can easily filter for a specific invoice status and more.
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.
Learn what the statuses on your material order mean
Learn how to quickly set up and start using your own personalized roof estimate software! Find out more today!
Learn how to manually add a roof pitch to a Report. We'll teach you all you need to know. Learn more now!
Learn how to manage new inbound roofer leads from your Instant Estimator so you can qualify and quote in seconds. Find out more today!