Roofr

👀 Setting options vary based on subscription plans and team member roles.

To learn more about Roofr subscription plans, click <a href="https://roofr.com/pricing" rel="nofollow noopener noreferrer" target="_blank">HERE</a>.

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Click your username in the top left of your Roofr dashboard

- Click your username in the top left of your Roofr dashboard
- Click Settings

- Enter your personal and business details

💡 User Profile details will be used in the Instant Estimator to populate the contact card

- Control what notifications you receive from Roofr

💡 Text notifications are only available on accounts with the SMS add-on

- Update company information, branding details, and social media links

💡 Company information and branding details will be used on reports and proposals. Social media links will be used on the Instant Estimator

- Set your unit of measurement, currency and profitability preferences
- If SMS is set up, manage what team members have access to text messages
   

- <a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/16101036-how-to-manage-new-team-roles-permissions" rel="nofollow noopener noreferrer" target="_blank">Learn how to invite team members and manage permissions</a>

- Update your subscription, add-ons, compare plans/pricing, or book a meeting with your account manager
- <a href="https://roofr.com/pricing" rel="nofollow noopener noreferrer" target="_blank">Learn about Roofr Pricing &amp; Plans</a>

- View and export a record of your purchases
- <a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/15554758-how-to-update-your-roofr-account-payment-method" rel="nofollow noopener noreferrer" target="_blank">Learn how to update your payment method</a>

💡 Reports purchased with Roofr report credits will not show up in your purchase list

- Connect other apps, software and suppliers to your Roofr account
- <a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/15525826-supplier-integrations-connection-guide" rel="nofollow noopener noreferrer" target="_blank">Learn how to connect your suppliers</a>

- User Profile
 - Enter your personal and business details
 💡 User Profile details will be used in the Instant Estimator to populate the contact card
 
- Notifications
 - Control what notifications you receive from Roofr
 💡 Text notifications are only available on accounts with the SMS add-on
 
- Profile &amp; Branding
 - Update company information, branding details, and social media links
 💡 Company information and branding details will be used on reports and proposals. Social media links will be used on the Instant Estimator
 
- Preferences
 - Set your unit of measurement, currency and profitability preferences
 - If SMS is set up, manage what team members have access to text messages
 
- Team
 - <a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/16101036-how-to-manage-new-team-roles-permissions" rel="nofollow noopener noreferrer" target="_blank">Learn how to invite team members and manage permissions</a>
 
- Subscriptions
 - Update your subscription, add-ons, compare plans/pricing, or book a meeting with your account manager
 - <a href="https://roofr.com/pricing" rel="nofollow noopener noreferrer" target="_blank">Learn about Roofr Pricing &amp; Plans</a>
 
- Purchases
 - View and export a record of your purchases
 - <a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/15554758-how-to-update-your-roofr-account-payment-method" rel="nofollow noopener noreferrer" target="_blank">Learn how to update your payment method</a>
 💡 Reports purchased with Roofr report credits will not show up in your purchase list
 
- Integrations
 - Connect other apps, software and suppliers to your Roofr account
 - <a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/15525826-supplier-integrations-connection-guide" rel="nofollow noopener noreferrer" target="_blank">Learn how to connect your suppliers</a>

<a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/16101036-how-to-manage-new-team-roles-permissions" rel="nofollow noopener noreferrer" target="_blank">How to manage NEW Team Roles &amp; Permissions</a>

Learn how to manage your preferences, personal information, subscription, team, and integrations in your Roofr account settings.

How to manage your Roofr Account Settings

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How to manage your Roofr Account Settings

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