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.
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.
How to Create Email Automations
Automatically send emails when jobs change status via the Automations tab.
How to Create Email Templates
Learn how to create email templates from scratch or choose from a template library.