Jobs & CRM
Manage your pipeline, tasks and calendar
18 articles
Job Board
Keep your pipeline organized
Job Cards & Tasks
Keep your job details organized
- How to manage Roofr Job CardsLearn how to set up and use Roofr Job Cards to capture your customer details, lead source data, write notes, create tasks, collaborate with your team, communicate with your homeowners,…
- How to manage Job TasksOrganize your roofing projects with Roofr Task management that keeps teams aligned and jobs on track.
- How to manage Internal Job NotesLearn how to use Internal notes to help organize your teams jobs and contacts right where you need the information most.
- How to manage job assigneesLearn how to add add and manage multiple assignees on your Roofr job.
- How to use Roofr Job TagsLearn how to set up and use Roofr job tags to more efficiently track and categorize your jobs.
- How to use Roofr File ManagerLearn how to set up and use your Roofr File Manager, your team’s central hub for storing and accessing important documents.
- How to Use the Insurance Section on the Job CardLearn how to use the insurance section on the job card to make capturing and accessing insurance information simple and efficient.
- How to manage Job NumbersLearn how to set up and use sequential job ID’s to better track your Roofr Jobs.
Jobs on Mobile
Organize your jobs on the go
- How to manage Job Cards on Roofr MobileLearn how to set up and use Roofr Job Cards on your phone to capture your customer details, lead source data, write notes, create tasks, collaborate with your team and…
- How to manage Job Notes on Roofr MobileLearn how to use Internal Notes on your mobile device help organize your teams jobs and contacts right where you need the information most.
Calendar & Automations
Schedule and automate your jobs
- How to manage Roofr CalendarLearn how to set up and use Roofr Calendar events to ensure your whole team stays updated on upcoming tasks.
- Roofr x Google Calendar connection guideLearn how to set up and use your Google Calendar integration in your Roofr account.
- How to manage Roofr AutomationsLearn how to set up and use Roofr automations.
Instant Estimator
Capture and qualify leads, fast
- How to manage your Instant EstimatorLearn how to set up and use Roofr’s Instant Estimator. Offer homeowners quotes in seconds and capture their information to qualify leads.
- How to add Google Reviews to your Instant EstimatorLearn how to display your best Google reviews on your Roofr Instant Estimator summary page.
- How to add a CompanyCam showcase to your Instant EstimatorLearn how to set up and display your CompanyCam Project Showcase as a widget on your Instant Estimator results page. Build trust with potential new customers by showcasing examples of…