The Roofr Inbox feature allows you to manage all customer communications, including emails and text messages, directly from Roofr. With everything in one place, you can track emails and texts, automate follow-ups, and ensure nothing slips through the cracks. Plus, you can create and use message templates to save time and maintain consistency in customer communication.
What you'll need:
A Roofr account with a Text subscription add-on
Application approval for Roofr Texting (How to Apply For Roofr Texting)
Customer permission to receive Text messages
đď¸ Access Note:
The Inbox feature is available to users with messaging permissions in Roofr
Outgoing and incoming message are viewable to anyone ccâd or included on the message
đĄTexting is available for those with the subscription add-on
How to Use Roofr Inbox
1) Access your inbox
In Roofr, click on Communications in the lefthand navigation
The Inbox tab displays all your existing emails and texts
The Templates tab contains your pre-made email and text templates for quick use
2) Explore your inbox
Filter between Inbox, Sent, and Unread messages
Sort messages by type (email or text)
Use the Search Bar to find specific messages (search by: customer name, job address, email or phone number)
3) Send a Message
Click New Message then select to send an Email or Text from scratch or existing template
Enter the job address associated with the message you would like to send
Choose a template and add details or write a custom message
Enter the recipientâs details and send the message
4) Navigate email and text communications
Click on any message in the Inbox to see full message threads
Use the Job Info button at the top of the message window to access relevant job details
5) Link a thread to an existing job
Click on the message with no job linked
Click âLinkâ at the bottom of the page
Search for your existing job address, select and click Link now
The message thread will now be associated with that job
đĄ You can access your messages within a Job Card by clicking âInboxâ in the lower right of the Job Card. A job-specific inbox will pop up for you to review and send messages.
What's Next?