MyRoofCRM Documentation
Practical guides for setup, pricing, team collaboration, financial configuration, and day-to-day workflows.
Getting Started
Follow phased setup guides from basic to advanced.
Products & Pricing
Manage your default catalog, imports, and additional price lists.
Core Areas
Projects & Reports
Operational workflows from project creation to report delivery.
Account & Team
Configure account-wide controls and organization access.
Financial
Set taxes, manage pricing adjustments, and track revenue.