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

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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=page-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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