My Roof CRM

Capture photos and roof details on your phone

Use the Add photos screen on a phone to shoot or pick photos, tag them, record roof type, pitch and tear-off layers, add notes, and save so the job moves to Inspected.

Beginner 8 minField crew, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects/[projectId]/capture · Guide last checked 2026-10-03

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Preconditions

Steps

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

Result

Tester
Date
Build / environment (staging URL + git commit)
Browser & device
Notes / findings

Related lessons

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