Getting Started & Account
Start here, get set up fast
16 articles
- FEATURED • Roofr Quick Launch GuideLearn how to set up and create your Roofr catalog, templates and proposals and to send an invoice. Quote your customers and get paid, fast.
- Roofr Pricing and Packaging Update 2026✨ Introducing simpler, more flexible Roofr subscription plans
- Roofr A–Z: Platform Terms ExplainedA plain-language guide to terms you'll come across in the Roofr platform.
- How to manage your Roofr Account SettingsLearn how to manage your preferences, personal information, subscription, team, and integrations in your Roofr account settings.
Mobile Set Up
Get Roofr on the go
- FEATURED • How to add Roofr to your iPhone home screenLearn how to set up and use the improved Roofr experience on your phone to manage jobs, measure roofs, get notifications and send proposals without going back to your laptop.
- How to Add Roofr to your Android home screenLearn how to set up and use the improved Roofr experience on your phone to manage jobs, measure roofs, get notifications and send proposals without going back to your laptop.
- How to navigate Roofr MobileLearn how to use the Roofr mobile experience. It’s the same Roofr you already use for jobs, measurements, and proposals, now tuned to work smoothly on your phone so you…
Team, Customers and Contacts
Add people and control access
- How to manage Team PermissionsLearn how to invite and manage your team and permissions and take full control over who is on your team, their role, and what changes they can make in your…
- How to manage Roofr CrewsLearn how to set up and use Roofr crews to manage all your internal/external crews and subcontractors.
- How to manage Crew ApprovalLearn how to set up and use crew approval in your Roofr Work Orders.
- How to use Roofr ContactsLearn how to set up and use Roofr contacts to manage relationships, track job associations, and maintain comprehensive communication records for all your roofing projects.
- NEW • How to manage Team Roles & PermissionsLearn how to invite and manage your team and permissions and take full control over who is on your team, their role, and what changes they can make in your…
Account Details
Your login, billing and settings
- Roofr Frequently Asked QuestionsFind quick solutions, troubleshooting and next steps for frequently asked questions, including finding or updating reports, editing proposals, managing jobs, and handling payments.
- How to update your Roofr account payment methodLearn how to change the payment method associated with your Roofr account.
- How to update your Roofr account emailLearn how to change the email address associated with your Roofr account.
- How to Reset Your Roofr PasswordLearn how to reset the password on your Roofr account.