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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Lesson summary

This lesson covers creating job tasks, notes, and attachments, emailing customers, and setting up basic automations for creating tasks and sending emails.

Lesson contents

Adding Notes to Job Cards

Job Tasks: Creating, Assigning, and Using Automations

Job Card Attachments

Emailing and Email Automations in Roofr

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Lesson details

Beginner

videos

20 min

Lesson progress

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Job Tasks, Attachments & Notes

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