Full course outline

What My Roof CRM does: the life of a roofing job

A five-minute orientation. Learn the eight stages every job moves through and which screen you use at each one, so the rest of the course makes sense.

Beginner5 min

Create your account and verify your email

Sign up, understand what the app creates for you behind the scenes, and verify your email address so you can send proposals later.

Beginner6 min

Log in, stay signed in, and reset a forgotten password

Everything about getting back into the app: the login page, how long a session lasts, resetting a password, and what the "workspace access removed" message means.

Beginner5 min

A tour of the app: sidebar, board and where things live

Walk the sidebar top to bottom, learn what each screen is for, collapse the sidebar, use the account menu and find your way around on a phone.

Beginner8 min

Set up your branding: logo, colours and company details

Make every proposal, email and the app itself carry your company name, logo and colour. Ten minutes that pay off on every document you ever send.

Beginner10 min

Invite your team and understand roles

Send invitations, see what the invited person experiences, remove a member, and learn exactly what an Owner can do that a Member cannot.

Beginner8 min

Plans, trial and billing

Understand the Starter and Pro limits, what the beta gives you, how to subscribe or change plan through Stripe, and what happens when a workspace goes read-only.

Beginner7 min

Quick start: from new job to signed proposal in 20 minutes

The whole happy path in one sitting: create a job, create a proposal from the default layout, price one option, send it for signature and watch it come back signed.

Beginner20 min

The job board: stages, cards and drag-and-drop

Read a board card at a glance, move jobs between stages by dragging or with the menu, search, show lost jobs and understand which moves happen automatically.

Beginner10 min

Create a job (and its customer)

Fill in the New job dialog correctly, understand the default job name, pick a lead source and see how the customer record is created or matched automatically.

Beginner6 min

The job page: header, proposals, photos, appointments and activity

Learn every region of the job page: the header actions and stage stepper, the Proposals and Photos tabs, the Appointments and Roof measurements cards, and the activity timeline.

Beginner10 min

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.

Beginner8 min

Notes and the activity timeline

Add call notes, read the automatic timeline entries, and understand the device info attached to homeowner events.

Beginner4 min

Edit job and customer details (Project Settings)

Change the job name, revenue and created date, fix customer contact details, and understand the disclaimer about existing proposals.

Beginner5 min

The Jobs list: grid, list, status and delete

Use the Jobs page (headed "Projects") to search every job, switch between grid and list, change OPEN/WON/LOST status and delete a job.

Beginner4 min

Customers: the roll-up view

See every homeowner with their linked jobs, open jobs, revenue and last activity, and learn why customers are edited on the job rather than here.

Beginner3 min

Mark a job lost, reopen it, or delete it

Keep the board honest: mark jobs lost so they drop out of totals, reopen them when the homeowner calls back, and delete test jobs completely.

Beginner4 min

Instant quote: let homeowners price their own roof

Put a "price your own roof" tool on your website and ads. Homeowners enter their address, learn what a new roof includes and see your Good / Better / Best prices; every request lands on your board as a new lead.

Beginner8 min

Calendar: week, month and list views

Find your way around the calendar: switch views, filter by team member, show canceled visits and understand the time-zone notice.

Beginner5 min

Schedule an inspection, estimate or install

Book a visit from the calendar or the job page, assign it, set location and notes, send the homeowner a confirmation and reminder, and edit, complete or cancel it later.

Beginner7 min

Automations: automatic emails and texts to homeowners

Switch on the messages the app sends by itself for appointments and stage changes, set the company time zone, and understand the rules that keep homeowners from being spammed.

Intermediate8 min

Edit automation wording, insert details and send yourself a test

Open an automation, rewrite the email and text, drop in homeowner and appointment details with tokens, preview the result and email yourself a test before saving.

Intermediate7 min

Measurements explained: snapshots, active and Quote-Safe

The mental model behind roof measurements: where numbers come from, what a snapshot is, why only one is active, and how measurements reach a quote without silently changing it.

Intermediate6 min

Import an EagleView or RoofScope PDF

Upload an aerial measurement report, check the values the app extracted, fix anything flagged, and apply it as the active snapshot.

Beginner6 min

Measure a roof manually on the aerial map

Draw facets and label edges on the satellite image, set pitch and scale, reach Quote-Safe, then save, finalize and activate the drawing.

Advanced15 min

Connect RoofScope and order a report from a job

Paste your RoofScope API token in Settings, then search your RoofScope reports or place a new order from the import dialog and apply it when it is ready.

Intermediate8 min

Apply measurement changes to a quote

When measurements change, review the new quantities for every calculated line, see blocking issues and preserved overrides, and apply them before sharing.

Intermediate6 min

Measurement tokens and categories (Settings)

See the standard tokens such as @roof.total_area_sqft, add categories and tokens for the things your estimators capture, and disable the ones you never use.

Advanced6 min

The product list: your default pricing catalog

What the product list is, how quote items pull from it, what each column means, and the plan limits on how many items you can keep.

Beginner5 min

Add and edit product items

Create a product with name, unit and description, set material and labour costs with a margin or type a manual price, mark tax-exempt items, and edit existing rows.

Beginner6 min

Pricing methods: automatic vs manual, and quantity formulas

Understand how automatic pricing is computed, when a manual override makes sense, and attach a quantity calculation so a product's quantity comes from roof measurements.

Advanced10 min

Import and export the product list (Excel)

Download the product list as an Excel workbook, edit prices in bulk, and upload it back. Understand that an upload replaces the whole list and how the ID column works.

Intermediate7 min

Additional price lists and overrides

Create a second price list (retail, insurance, commercial), include products and override their prices, then point a proposal or layout at it.

Intermediate7 min

Proposals explained: reports, layouts, templates and pages

The vocabulary and the moving parts: how a proposal is made of pages, how layouts and templates differ, and what the homeowner actually receives.

Beginner6 min

Create a proposal from a job

Create a proposal with the default layout or pick another, understand the default name and prefilled signer, duplicate a proposal and delete one.

Beginner5 min

The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

Beginner10 min

Cover, introduction, terms and text pages

Style the cover with a branding theme, write the introduction and terms with the rich text editor, use tokens to personalise text, and pull in a saved template.

Beginner6 min

Quote editor: options, sections and items

Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.

Beginner10 min

Quote editor: adjustments, taxes and totals

Add discounts or markups as dollars or percentages, choose what the homeowner can see, apply taxes, and read every total line from subtotal to grand total.

Intermediate7 min

Inspection page: sections, items and photos

Document what you found: add sections, upload a photo and note per item, and understand how these photos become the "What we found on your roof" gallery for the homeowner.

Beginner6 min

Authorization page: disclaimer, upgrades, selections and signers

Set up the page the homeowner signs: the disclaimer, optional upgrades they can add, product selections such as shingle colour, the quote profit margin, signers and footer notes.

Intermediate8 min

PDF Upload pages and Shared PDF pages

Attach a one-off PDF to a single proposal, or reuse a brochure or certificate from your Files library as a Shared PDF page.

Beginner4 min

Layouts explained and the default layout

What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.

Beginner5 min

Create a layout and set it as default

Create a new layout in Settings, build its pages in the layout editor, pick its price list, and make it the default for new proposals.

Intermediate8 min

Edit, duplicate and delete layouts

Change an existing layout's pages, duplicate it to make a variant, delete unused layouts, and understand what changing a layout does to existing proposals.

Intermediate5 min

Templates explained: categories, shared templates and limits

The six template categories, how a template is pulled into a page, the difference from layouts, and the Starter limit.

Beginner4 min

Quote, introduction and text templates

Create a Quote Details template with your standard sections and items, create text templates for introductions and custom pages, and pull them into a proposal.

Intermediate7 min

Authorization templates

Save your disclaimer, standard optional upgrades, profit margin and product selections as a template in the Authorization Template Editor, then apply it to any proposal.

Intermediate5 min

Text tokens: personalise proposals, templates and emails

The full list of tokens such as {{CUSTOMER_FIRST_NAME}} and {{SIGNED_QUOTE_TOTAL}}, where they work, and what happens when a value is empty.

Beginner4 min

Review and send a proposal for signature

Open the Document Preview, clear any warnings, send the signing email with a template, and confirm the job moved to Quote sent.

Beginner7 min

What the homeowner sees: proposal page and e-sign

Walk through the homeowner's side: the email, the branded proposal page with photos and options, choosing upgrades, and signing on the e-sign page.

Beginner8 min

Additional signers: two or three people signing in order

Add a second or third signer, understand the strict signing order and signer-specific links, read the status on the job, and handle the common error messages.

Intermediate6 min

Track opens, edit after sending and republish

Read the open tracking on cards and activity, understand that the homeowner sees a frozen version, edit a sent proposal, and republish so they see the change.

Intermediate6 min

Sign now and Manual sign (in person)

Close at the kitchen table: let the homeowner sign on your device with Sign now, or record an acceptance you obtained on paper with Manual sign.

Intermediate5 min

Create and send an invoice

Create the invoice from a signed proposal, check what it pulled from the accepted snapshot, set dates, deposit and terms, preview and send it to the homeowner.

Beginner8 min

Create and send a material order

Generate the order from the signed proposal, fill in job number and delivery details, edit the materials list, add scope of work and inspection pages, and send it to a supplier.

Beginner7 min

Finish the job: In production and Paid

Use the two manual stages, let the Install underway and review-request automations fire, and understand how Paid affects the board and dashboard.

Beginner4 min

Dashboard: revenue and quote summary

Read Total Revenue (Won), the Quote Summary counts and percentages, the Open Projects list, and change the date range.

Beginner4 min

Settings tour: every tab and what it controls

A map of the Account Settings page: Layouts, Templates, PDFs, Products & Pricing, Page Settings, Project Settings, Measurements, Tax Settings, Email Settings, Automations and Integrations.

Beginner5 min

Taxes: required and optional rates

Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.

Intermediate5 min

Page Settings: what prints on title pages

Toggle whether the project email and phone number appear on report and order title pages.

Beginner2 min

Project Settings: automatic revenue on signed agreements

Understand the "Auto-generate project revenue on signed agreements" switch and when to turn it off.

Beginner2 min

Files: your shared PDF library

Upload brochures, warranty certificates and other PDFs once, organise them in folders, and use them as Shared PDF pages in any proposal.

Beginner4 min

Email Settings: the emails the app sends on your behalf

Edit the subject, body, button text and PDF attachment for each email the app sends: quote sent for signing or review, sign canceled, document signed, invoice and order.

Intermediate6 min

Profile and email verification

Update your name, check whether your email is verified, resend the verification email, and understand what verification unlocks.

Beginner3 min

The super-admin panel: overview, users, plans, payments, settings

For My Roof CRM staff: who gets super-admin access, what each admin page shows, and how to disable a user account.

Advanced6 min

Attach tutorial videos to help guides

Paste a YouTube, Vimeo, Loom or direct video link onto a guide from the admin panel, order multiple videos, edit or remove them, and see the result on the public guide.

Intermediate5 min

How to use this help center

Search, browse by module or role, follow the course in order, mark lessons complete, print a guide, and switch between the Guide, Video script and Test checklist tabs.

Beginner4 min

How to test the product using the guides

Turn any lesson into a test run: prepare the preconditions, follow the steps exactly, tick expected results, probe the known pitfalls and report findings in a consistent format.

Intermediate8 min

Recording standards for tutorial videos

Resolution, browser setup, demo data, narration style, pacing, chapters, thumbnails and the file naming every My Roof CRM tutorial follows so the series feels like one course.

Intermediate8 min

Produce a tutorial video from a guide, step by step

The end-to-end workflow for video editors: pick the lesson, prepare the demo data, record each scene from the shot list, edit to the chapter list, publish, and hand the link to the admin.

Intermediate10 min