Roofr contacts allows you to:
Associate multiple contacts to a single job
Access & manage all contacts created in Roofr from a central contact list
Add more details to the contact record itself, including secondary email addresses & phone numbers
Text or Email your contacts directly from the job card to have all communication in one place
How to manage Roofr contacts
Add a New Contact:
Navigate to the Contacts section in your Roofr dashboard
Click + New Contact to open the contacts detail page
Enter the contact's full name and select their contact type
Click Manage types to ****add or manage your available contact types
Add at least one contact method (email or phone)
Optional: add label or role, company, and billing address
Click Save
đĄ Crew Lead and Supplier contact types cannot be changed once they are assigned to a contact
Contact details page:
Edit the contact information
Add internal notes
Create and view jobs associated with the contact
View the lifetime value of the contact
Exporting Contact List:
Export your entire contact list to CSV or Excel using the dropdown in the upper right of the contacts page
Export selected contacts by selecting the check boxes and selecting Export
On the Job Card
View, edit and message all your related contacts
Create a new contact
Change the primary customer of the job
The â indicates your Primary Customer - This is the main point of contact for the job and will be assigned the lifetime value once the job is moved to the Job Completed status.
What's Next?