Roofr's calendar helps you manage important job events in the same place you manage the rest of your work. The calendar is designed to work specifically for roofers, connecting calendar events directly to the job card so you always knows what needs to be done and when.
In this article:
How to manage Roofr Calendar
1) How to create an event
In your Roofr calendar, click +Event
Select event type and name the event
Enter the date and time
If you would like the event to repeat, select the frequency from the dropdown or create a custom frequency (optional)
Select the job associated with the event (optional)
Invite teammates by selecting from the available list or entering an email address (optional)
Invite crews by selecting from the available list or entering an email address (optional)
Include a description (optional)
Click Save
đĄ Roofr team members receive calendar event notifications they can add to their calendars. Guests and crews receive an email notification informing them they've been included in an event (guests are not able to automatically add an event to their own outside calendars at this time)
2) How to customize your calendar view
Choose your time frame (day, week or month)
Filter events by team member or crew
Show or hide events by type
View your calendar colors based on people or event type
3) How to manage Custom Event Types
To manage Calendar settings, click the COG icon
Click +Add event type to create (1)
Type your custom event type name in the box and click the check to confirm (2)
To hide an event type, click the eye icon to cross out (3)
Use the Type dropdown in the New Event creation modal to add an event type
How to bulk reschedule events
Bulk rescheduling lets you select a batch of events, shift them by any number of days, and send everyone the update in one go.
Click Reschedule events
Select the events you want to reschedule
In the control panel, enter the amount of days to move the event by (or arrow up/down)
To move the event back in time use a minus (-)
Click checkmark to confirm (x to cancel)
Click summary to review your changes
Click Finalize changes
Enter a Reason for reschedule, click confirm
đĄGood to Know:
Everyone invited to the moved events receives a notification email
Move up to 50 events per session
Events can be moved up to 365 days (forward or back)
Only the selected event in a repeating series is moved (the rest stay as scheduled)
What's Next?