My Roof CRM

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.

Beginner 4 minOwner / manager, Office & admin staff, Sales rep / estimator, Field crew, Platform administrator, Testers & video team· 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.

GuideScriptChecklist

Every lesson is written once and shown three ways. The Guide tab is for learning. The Video script tab turns the same steps into a shot list with narration for whoever records the tutorial. The Test checklist tab turns the expected results into a pass/fail list for QA.

By the end you can

  • Find any guide quickly
  • Track your progress through the course
  • Use the three tabs on a guide

Step by step

  1. Search/help

    Press ⌘K or Ctrl+K anywhere in the help center (or press /), type "send proposal" and use the arrow keys and Enter. Or use the big search box on the home page.

    You should see: Results list the guide, its module and a snippet. Enter opens the highlighted guide.

  2. Browse/help/course

    On the home page scroll "Browse by module" and "Browse by role". Open "Full course outline" from the sidebar.

    You should see: Modules list their lessons with minutes; a role filter shows only relevant lessons; the outline shows everything in order.

  3. Track progress/help

    On a guide click "Mark as complete". Return to the home page.

    You should see: The progress bar advances; completed lessons show a check in the sidebar. Progress is stored in this browser only.

  4. Use the tabs/help

    On a guide click "Video script" and then "Test checklist". Use "Print guide" / "Print script" / "Print checklist", "Copy script as Markdown" or "Copy checklist as Markdown".

    You should see: The URL carries ?tab=script or ?tab=checklist so the view can be shared.

  5. Open help from a screen/help

    In the app click "Help & guides" in the sidebar while on the Calendar.

    You should see: The help home opens with "Guides for the screen you came from" listing calendar lessons.

Related lessons

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.

For testers & video producersIntermediate8 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.

For testers & video producersIntermediate10 min

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