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.

Intermediate 8 minTesters & video team, Platform administrator· 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.

GuideGuide Video scriptScript Test checklistChecklist

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: /help/[slug] · Guide last checked 2026-10-03

0 of 7 ticked · remembered in this browser

Preconditions

This page open to read from.

Steps

1. Screen setupDo: Record at 1920×1080, 30 or 60 fps. Browser zoom 100%, a single tab, bookmarks bar hidden, no notifications. Light theme. App sidebar expanded unless the lesson says otherwise. Use a demo workspace named for the series (for example "Summit Roofing Demo").Expect: Every video of the series looks identical in framing.Actual:
2. Demo dataDo: Use fictional homeowners and addresses only. Never show real emails, phone numbers, tokens or payment details. Prepare the data listed under "Before you record" in the script tab.Expect: Nothing personal or secret appears on screen.Actual:
3. Narration styleDo: Read the narration from the script tab, conversationally. Say the exact button labels. One idea per sentence. Pause for a beat after each click so the viewer sees the result. Do not say "um", "basically" or "simply".Expect: Narration matches the on-screen action within a second.Actual:
4. Pacing and cutsDo: Target the runtime in the script header. Cut dead time (loading, typing long text) with a fast-forward or a jump cut. Zoom to a region only when text is small; return to full frame before the next click.Expect: Each scene lands near its planned timestamp.Actual:
5. Intro, outro and chaptersDo: Open with a 3-second title card using the lesson title, then the intro narration. Close with the outro narration and a 5-second end card pointing to the next lesson. Paste "Copy YouTube chapters" from the script tab into the description, adjusting timestamps to the final cut.Expect: Chapters match the scenes; the end card names the next lesson.Actual:
6. DeliveryDo: Export MP4 (H.264, AAC). Name the file "<module-number>-<lesson-order> <guide-slug>.mp4", e.g. "02-02 create-a-job.mp4". Upload as unlisted first; title the video with the lesson title; use a thumbnail with the lesson title and module colour.Expect: The admin can attach the link from the admin panel within a minute.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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