Roofr

Learn how to set up and use your Outlook email integration in your Roofr account for;

Brand consistency: Your clients will receive emails from your email domain directly, instead of from Roofr

Centralization: Harness the ability to track communication and have context across the life cycle of a job

Efficiency: Allowing you to review all communications sent to and received from homeowners for future reference, dispute resolution, or compliance needs

- Brand consistency: Your clients will receive emails from your email domain directly, instead of from Roofr
- Centralization: Harness the ability to track communication and have context across the life cycle of a job
- Efficiency: Allowing you to review all communications sent to and received from homeowners for future reference, dispute resolution, or compliance needs

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🚧 Outlook x Roofr is currently in closed BETA. Access to all users will be rolled out soon.

Roofr team members may have visibility on emails sent on integrated email threads

- Roofr team members may have visibility on emails sent on integrated email threads

How to set up your Outlook integration

Navigate to the Integrations section of your Roofr Dashboard

Click Connect in the Outlook section

Review and accept access and visibility permissions

- Sign in to your Outlook account
- Navigate to the Integrations section of your Roofr Dashboard
- Click Connect in the Outlook section
- Review and accept access and visibility permissions

Select the Outlook account that you wish to sync with Roofr Inbox

Review Privacy Policy &amp; Terms of Service

Click Allow to let your Roofr account read, compose and send emails from your Outlook account

- Select the Outlook account that you wish to sync with Roofr Inbox
- Review Privacy Policy &amp; Terms of Service
- Click Continue
- Click Allow to let your Roofr account read, compose and send emails from your Outlook account

<a href="https://help.roofr.com/en/articles/15525826-supplier-integrations-connection-guide">Supplier Integrations: Connection Guide</a>

The Outlook integration centralizes your communication by maintaining a complete record of all customer interactions, standardizing message quality and ensuring you can track all incoming communications without missing a beat.

Roofr x Outlook connection guide

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Roofr x Outlook connection guide

How to set up your Outlook integration

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