In this article:
General FAQ
How do I change my payment method?
I can't download my proposal, report, etc.
See the following steps to clear the cache and cookies on your web browser
Ensure your internet browser is set to allow pop-ups
How do I change the Unit of Measurement on my Roofr Reports?
In your Roofr Dashboard click Settings -> Preferences
Change your settings using the drop down
How do I delete a job?
Jobs that have supporting resources (such as reports) cannot be deleted
If a job only has a measurement report associated with it, you can delete the job after archiving that report
If there are other supporting resources (ex. invoices), you cannot delete the job
Move the job to the Unqualified stage, so it does not affect your performance board
How do I refund/cancel a payment that was processed through Roofr Payments?
Contact our payment support to request assistance with refunding/canceling a payment:
đ¤ [email protected] âď¸ 855-666-7354
A homeowner made a payment a couple days ago, where's my money?
See Roofr Payments: Batches and Funding to learn about funding timelines for payments processed through your Roofr dashboard
Report FAQ
My report is missing a secondary structure OR has a structure I donât need, what do I do?
Contact Roofr customer support at đ¤[email protected] or, chat with support during business hours by clicking the
Include: your Roofr account email, the address for the report, and specify the structure youâd like to add/remove. Our team will look into your request and assist you ASAP.
How do I cancel my report?
Contact Roofr customer support at đ¤[email protected] or, chat with support during business hours by clicking the
Include: your Roofr account email and the address for the report youâd like to cancel
đĄReports that are already delivered can no longer be cancelled
The address on my report is wrong, how do I change it?
Once a report is ordered, weâre not able to edit the address associated to the report
Contact Roofr customer support at đ¤[email protected] or, chat with support during business hours by clicking the
, to cancel and reorder the report
My report came back with no pitch, what now? Can I get a refund?
Learn more about Pitchless Roofr Measurement Reports
We do not refund pitchless reports, all report details update accordingly once the pitch information is added into the report
If you have further questions, contact Roofr customer support at đ¤[email protected] or, chat with support during business hours by clicking the
My report got canceled for being a duplicate, but I can't find the original report in my dashboard, help?
Navigate to the measurements tab in your Roofr Dashboard
Search for only the street number of the structure to pull the report
I still cant find my report, help?
If you have multiple workspaces in your account, check to see if the report is in another workspace
Desktop: use the dropdown at the top left of your dashboard
Mobile: tap â° More at the bottom right, then use the top dropdown
đĄAlways check which workspace youâre using before editing jobs, ordering reports, etc
I missed a structure in my multi-building order, how do I add it?
Start a new order for the same address
Select Add to matching job and confirm the job from your original order is highlighted
Pin the missing structure(s) and Confirm
đĄThe number of reports shown at checkout should match the number of buildings you need. Learn How to order a Roofr multi-building report
Proposal FAQ
My cc'ed customer and co-signer haven't received their proposal yet, where is it?
Co-signers and ccâed emails will receive the proposal after the main customer signs the proposal
My customers are not receiving their proposals, what do I do?
Confirm customer email is correct (check for typos)
Have your customers check their spam/junk folders for their proposal or invoice emails
If theyâve checked their junk/spam and werenât able to find the email, contact Roofr Customer Support at đ¤[email protected] or, chat with support during business hours by clicking the
Why can't I edit the items in a proposal template?
Catalog items cannot be edited at the template level
Find the item in your catalog and edit the details
đĄItems in existing templates wonât update retroactively. To reflect the updated information, remove the item from the template and add the edited item.
What's Next?