Roofr Academy Lessons | On-Demand Learning

Account Settings, Job Board, Job Cards, Team Members & More

In this lesson, we'll be covering the basics of setting up your account based on your operations and processes.

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22 minutes

Beginner

Mastering Catalog, Proposals & Proposal Templates

Learn how to set up your catalog, build proposal templates, and create proposals from measurements and jobs, all within the Roofr CRM.

Job Tasks, Attachments & Notes

This lesson covers creating job tasks and job notes, adding attachments to job cards, customer communication, and setting up basic automations for creating tasks and sending emails.

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Account Settings, Job Board, Job Cards, Team Members & More

Mastering Catalog, Proposals & Proposal Templates

Job Tasks, Attachments & Notes