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How to add a report to a Roofr Proposal

Learn how to add the related measurement report directly to your Roofr proposal and edit the viewable pages.

Prerequisites: A completed Roofr measurement and a draft Roofr proposal.

How to add a report to a Roofr Proposal

1) Open the proposal

  • From a Job Card in your Roofr dashboard, click Proposals

  • Click the proposal you wish to add the report to

2) Add the report

  • Click the '+' button in the left hand menu

  • Select Measurement report from the options window

💡Jobs that don’t have an associated report will not have that option available.

3) Edit the pages

  • Click the 👁️ icon at the top of any report page to hide it from the final proposal.

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