Roofr PDF Signer is a built-in electronic signature solution that allows contractors to streamline their documentation process. Instead of printing, signing, scanning, and emailing documents manually, you can handle the entire signature collection process electronically, within Roofr.
Roofr PDF Signer vs. Third-Party Solutions
Roofr PDF Signer is fully integrated with your job management workflow
No need to pay for additional third-party signature tools
Simplifies your tech stack by keeping everything in one platform
Easily track document status within the same system you manage jobs
Prerequisites:
PDF documents you need signed/filled
Valid email addresses for sending documents to clients
šļø Access Note: Anyone with access to the Roofr job can view the associated documents.
Team managers and owners can manage, edit, delete and create templates and signature documents
How to Create a Template for Roofr PDF Signer
š” Templates are not associated with a particular job, information is created as placeholders and filled when associated with a job.
1) Access Roofr PDF Signer
Navigate to PDF Signer section
Select Create Template
2) Upload your PDF document
Click Upload from your device and select a PDF document you wish to add fillable fields to, or
Select a document from your Roofr File Manager
3) Add dynamic and fillable fields to your document
Use the toolbar to add different types of fields by click and dragging onto the document
Dynamic Fields will be automatically filled with the information from the associated job
Fillable Fields must be manually filled by the Roofr account user or the signer
Customer fields are blue. These fields can only be signed by the customer that you are sending the document to
Contractor fields are orange. These fields can only be completed by the Roofr team member that this document is assigned to
Insurance fields are gray. This information is pulled from the Insurance Fields in the job card
Fields are re-sizeable by holding and dragging on a touch screen
Templates will auto-save
4) Link the document to a job
Click Use Template
Select the address of the job and click Continue
š” You can also create a PDF Signer document directly from the job card
5) Preview and Sign
Click Preview to add contractor specific fillable information
Roofr offers two options for collecting signatures and fillable information on your document: Sign Now and Send Now
SIGN NOW
Use this option to collect a signature immediately on your device.
From the preview screen click Sign Now
This will open the document in signing mode
Hand your device to the signer
Signer can review the document and complete all required fields
When finished, click Complete to confirm
SEND NOW
Use this option when you need to send documents to recipients via email.
From the preview screen click Send
Enter recipient information
Ensure the customer name and email is correct in the To: section
Edit the email subject and message body as desired
š”Documents will be time-stamped when the signer completes their interactions.
View document history:
Search your documents by document name, address or customer
Select the options menu (ā¦) at the left of the listing you wish to view and select View History
A history panel will display all document activities chronologically, including actions, users, and timestamps
š” View the document history and proof of delivery and recipient engagement, in the job card
What's Next?