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How to use Roofr email templates

Learn how to set up and use email templates in Roofr to streamline your customer communications and work more efficiently.

How to use Roofr email templates

1) Create a new template

  • In the Communications section of your Roofr dashboard;

  • Click New template, select New email template.

  • Enter a: template name, category, subject, message and (optional) link button and click Save


2) Sending an email from a template

  • Navigate to the Communications section of your Roofr dashboard

  • Click New message, select Email template

  • Enter the job address you wish to associate with the email.

  • Select a template.

  • Add the email of the intended recipient.

  • Review details and send email.

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