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.
Lesson summary
In this lesson, we'll be teaching you how to set up and optimize your account so it works efficiently and effectively based on your unique processes. This includes account settings, managing team members, customizing your job board, job card walk-through, updating workflows, stages, and more.
Lesson contents
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Roofr Introduction: Account Set Up & Optimization
Roofr Introduction: Account Set Up & Optimization
Mastering Catalog, Proposals & Proposal Templates
Mastering Catalog, Proposals & Proposal Templates
Mastering Catalog, Proposals & Proposal Templates
Mastering Catalog, Proposals & Proposal Templates
Mastering Catalog, Proposals & Proposal Templates
Account Settings, Job Board, Job Cards, Team Members & More
Account Settings, Job Board, Job Cards, Team Members & More
Account Settings, Job Board, Job Cards, Team Members & More
Account Settings, Job Board, Job Cards, Team Members & More