My Roof CRM

Page Settings: what prints on title pages

Toggle whether the project email and phone number appear on report and order title pages.

Beginner 2 minOwner / manager, Office & admin staff· 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.

Two small cards, "Report Title Page Settings" and "Order Title Page Settings", each with toggles to display the project email and phone number on the title page. All are off by default.

By the end you can

  • Set title-page contact visibility for reports and orders

Step by step

  1. Open Page Settings/settings?activeTab=page-settings

    Go to Settings → Page Settings.

    You should see: Cards "Report Title Page Settings" and "Order Title Page Settings".

  2. Toggle/settings?activeTab=page-settings

    Turn on "Display project email on title page" and "Display project phone number on title page" as you prefer, for reports and for orders.

    You should see: New title pages show the homeowner contact details accordingly.

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