My Roof CRM

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.

Rough runtime

4:11

Scenes

8

Lesson

11.3 · For testers & video producers

File name

11-03 recording-standards.mp4

Before you record

  • This page open to read from.
  • 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: Recording standards for tutorial videos/help/[slug]Title card, then the first screen of the lesson.For the video team: the standards that keep every tutorial consistent.
10:2036sScreen setup/help/[slug]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").Full HD, clean browser, light theme, the demo company.
20:5636sDemo data/help/[slug]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.Fictional people, fictional addresses, and the setup list from the script.
31:3236sNarration style/help/[slug]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".Speak the labels as they appear, and let each click land before you move on.
42:0836sPacing and cuts/help/[slug]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.Trim the waiting. Zoom when text is small, then zoom back out.
52:4436sIntro, outro and chapters/help/[slug]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.Title card, intro, lesson, outro, end card. Chapters come straight from the script tab.
63:2036sDelivery/help/[slug]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.Export, name it by module and lesson, upload unlisted, and send the link to the admin for attaching.
73:5615sRecap & next lesson/help/[slug]Hold on the finished result, then the end card.Next and last: producing a video from a guide, start to finish.

Narration, in order

  1. 0. Intro: Recording standards for tutorial videos

    0:00 · 20s

    Title card, then the first screen of the lesson.

    For the video team: the standards that keep every tutorial consistent.

  2. 1. Screen setup

    0:20 · 36s

    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").

    Full HD, clean browser, light theme, the demo company.

    Show before cutting: Every video of the series looks identical in framing.

  3. 2. Demo data

    0:56 · 36s

    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.

    Fictional people, fictional addresses, and the setup list from the script.

    Show before cutting: Nothing personal or secret appears on screen.

  4. 3. Narration style

    1:32 · 36s

    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".

    Speak the labels as they appear, and let each click land before you move on.

    Show before cutting: Narration matches the on-screen action within a second.

  5. 4. Pacing and cuts

    2:08 · 36s

    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.

    Trim the waiting. Zoom when text is small, then zoom back out.

    Show before cutting: Each scene lands near its planned timestamp.

  6. 5. Intro, outro and chapters

    2:44 · 36s

    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.

    Title card, intro, lesson, outro, end card. Chapters come straight from the script tab.

    Show before cutting: Chapters match the scenes; the end card names the next lesson.

  7. 6. Delivery

    3:20 · 36s

    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.

    Export, name it by module and lesson, upload unlisted, and send the link to the admin for attaching.

    Show before cutting: The admin can attach the link from the admin panel within a minute.

  8. 7. Recap & next lesson

    3:56 · 15s

    Hold on the finished result, then the end card.

    Next and last: producing a video from a guide, start to finish.

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