Account Settings, Team, and Notifications

Welcome to your Roofr dashboard. We recommend that you save this webpage in your bookmarks bar for easy access in the future. You can do that by clicking the star up by the address bar. Now before you start anything else, the first thing you'll want to do is make sure your company profile is up to date. Your company profile will be where your logo, company name, and contact info will be pulled from for your reports, invoicing, customer communications and more. Having it set up is super important to get your brand out there and stay top of mind through the customer journey. It will save you time in the long run and ensure your company looks consistent across all your users. You can get to your company profile by clicking on the Roofr icon by your email in the top left hand corner. Select User Profile from the drop down menu. You can also access this by clicking the Settings button on your main left side navigation. Your settings are broken down into two sections, Personal and Company. Personal is where you can change your email, phone number, address and password, and sign up to receive texts from us about product updates. You can set your preferences for notifications here too. These preferences can be changed at any point. Company is where we'll get into the fun stuff. Taking the time to input your company info means that all of your customer facing documents have consistent and professional company branding. Customize your company name, website, address, logo, and colors here. So all of your proposals, measurements, invoices, and more will automatically look and feel like your brand. No matter the size of your team, you can trust that every interaction a homeowner has with your company will be consistent and professional. Now, we don't want you to be lonely. If you have team members, now is the time to invite them to join your office on Roofr. Adding team members is the best way to ensure those processes you built out are followed. Jobs and tasks are tagged and assigned properly. Expenses are tracked correctly and much, much more. Now in order to add a team member, a payment method must be added first. To add a payment method, simply click on purchases And then, Edit Payment Method. Your entire team's Roofr purchases, like Roofr Reports, will be used on this card. All historical purchases can be viewed in the Company Profile. If there's ever concern over what was purchased, by what team member, or dates of purchase, You can view that all here. These reports can be exported as a CSV for your bookkeeping needs. Once completed, head back to the Team tab and simply enter your team member's work email. Select a role and send the invite. Selecting a role allows you to customize permissions. Which empower you to stay in control and ensure team members have just the right amount of access and visibility needed to get their job done. For example, members can only view jobs and job records that are assigned to them. Managers can view all job records and edit them. This differentiation lets you add everyone to your dashboard while maintaining control over what they can and cannot do. This is helpful if you don't want everyone on your team to access your revenue numbers, for example, or to be able to edit team members jobs. This ensures your team focuses only on the work that's relevant to them. Need more seats for more team members? Roofr doesn't charge per seat, we include a certain amount on each of our plans. That way anyone who should be using your Roofr account can have their own profile. Additionally, some Roofr features and tools, text message notifications, the instant estimator, material ordering, automation tools, discounts, invoicing and payment processing are also only available on different subscription tiers. You can get access to extra seats and features anytime by upgrading your account. If you ever have any questions about these features, our team is here to help. If you use CompanyCam, GoodLeap, or want to add any integrations to other tools, That is also done in your company profile, in the integrations tab. Setup instructions are linked below each item to walk you through the process. Setting up all this info is the very first thing you'll want to take care of in your new Roofr account. It can take time, but you'll be glad to have it done properly when you start ordering measurements and building proposals.