Mastering your Instant Estimator

This course covers setting up your Instant Estimator, configuring pricing, using it in your marketing, managing leads, and optimizing performance over time.

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Lesson summary

Welcome to Mastering your Instant Estimator! In this course, we’ll walk through everything you need to get the most out of your Instant Estimator. From setup and pricing to best practices and how to use it in your marketing, you’ll not only learn how it works, but why it works, so you can drive better results from your marketing.

Lesson contents

Introduction to Mastering your Instant Estimator

Pricing in your Instant Estimator

The Homeowner Experience

Automations and your Instant Estimator

Marketing your Instant Estimator

Revising your Instant Estimator

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Lesson details

Beginner

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

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18 Minutes

Beginner

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

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.

Mastering Catalog, Proposals & Proposal Templates

Building your catalog, crafting proposal templates, and creating proposals from measurements and jobs is easy when everything works together. In this lesson, we’re teaching you everything you need to know about these foundational tools in the Roofr CRM.

Job Tasks, Attachments & Notes

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

Start lesson

Mastering your Instant Estimator

Roofr Introduction: Account Set Up & Optimization

Mastering your Instant Estimator

Job Tasks, Attachments & Notes

Mastering Catalog, Proposals & Proposal Templates

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