Communication & Performance
Connect, communicate and track performance
11 articles
Communication
Send and receive messages and documents
- How to use Roofr InboxLearn how to navigate and use your Roofr Inbox to manage customer communications efficiently.
- Roofr Texting: How to Submit an ApplicationIn order to activate Roofr texting you must submit an application to The Campaign Registry that is responsible for federal SMS compliance. We provide everything you need to do this,…
- Roofr x Gmail connection guideLearn how to set up and use your Gmail integration in your Roofr account.
- How to use Roofr email templatesLearn how to set up and use email templates in Roofr to streamline your customer communications and work more efficiently.
- How to Use Roofr PDF SignerLearn how to streamline your document process with Roofr PDF Signer, allowing you to securely send, track, and collect electronic signatures for your important documents.
- Roofr x Outlook connection guideThe 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.
Performance
Get insight into how your business is working
- How to use the Job Report performance dashboardThe Performance Dashboard is your at-a-glance insight on how your business is performing.
- How to use the Lead Performance DashboardThe performance dashboard is your at-a-glance insight on how your business is performing. The Lead performance tab helps you understand which source is bringing in the best performing leads.
- How to use the Team Performance DashboardThe performance dashboard gives you a quick view of how your business is doing. Use the Team Performance tab to see how each team member is tracking toward their goals.
- How to use the Lost Jobs Performance DashboardThe performance dashboard gives you a quick view of how your business is doing. Use the Lost Jobs tab to find out where you can save lost opportunities.
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