My Roof CRM

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.

Advanced 6 minOwner / manager· Last checked 2026-10-03

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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: /settings?activeTab=measurement-settings · Guide last checked 2026-10-03

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Preconditions

Steps

Result

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

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