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

Rough runtime

2:25

Scenes

7

Lesson

11.1 · For testers & video producers

File name

11-01 how-to-use-this-help-center.mp4

Before you record

  • Help center open on the home page.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: How to use this help center/helpTitle card, then the first screen of the lesson.One minute on using this help center well.
10:2022sSearch/helpPress ⌘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.Command-K, type what you want to do, Enter.
20:4222sBrowse/help/courseOn the home page scroll "Browse by module" and "Browse by role". Open "Full course outline" from the sidebar.Or browse: by module, by your role, or the full outline.
31:0422sTrack progress/helpOn a guide click "Mark as complete". Return to the home page.Mark lessons complete as you go. The progress bar is yours alone, saved in your browser.
41:2622sUse the tabs/helpOn 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".Three tabs, one source of truth. Share the URL with the tab and your teammate lands on the same view.
51:4822sOpen help from a screen/helpIn the app click "Help & guides" in the sidebar while on the Calendar.From inside the app, Help & guides knows which screen you were on and suggests its lessons.
62:1015sRecap & next lesson/helpHold on the finished result, then the end card.Next: using the guides as a test plan.

Narration, in order

  1. 0. Intro: How to use this help center

    0:00 · 20s

    Title card, then the first screen of the lesson.

    One minute on using this help center well.

  2. 1. Search

    0:20 · 22s

    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.

    Command-K, type what you want to do, Enter.

    Show before cutting: Results list the guide, its module and a snippet. Enter opens the highlighted guide.

  3. 2. Browse

    0:42 · 22s

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

    Or browse: by module, by your role, or the full outline.

    Show before cutting: Modules list their lessons with minutes; a role filter shows only relevant lessons; the outline shows everything in order.

  4. 3. Track progress

    1:04 · 22s

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

    Mark lessons complete as you go. The progress bar is yours alone, saved in your browser.

    Show before cutting: The progress bar advances; completed lessons show a check in the sidebar. Progress is stored in this browser only.

  5. 4. Use the tabs

    1:26 · 22s

    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".

    Three tabs, one source of truth. Share the URL with the tab and your teammate lands on the same view.

    Show before cutting: The URL carries ?tab=script or ?tab=checklist so the view can be shared.

  6. 5. Open help from a screen

    1:48 · 22s

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

    From inside the app, Help & guides knows which screen you were on and suggests its lessons.

    Show before cutting: The help home opens with "Guides for the screen you came from" listing calendar lessons.

  7. 6. Recap & next lesson

    2:10 · 15s

    Hold on the finished result, then the end card.

    Next: using the guides as a test plan.

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