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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Rough runtime

1:29

Scenes

4

Lesson

9.3 · Settings & integrations

File name

09-03 settings-page-defaults.mp4

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  • 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: Page Settings: what prints on title pages/settings?activeTab=page-settingsTitle card, then the first screen of the lesson.A one-minute setting: contact details on title pages.
10:2027sOpen Page Settings/settings?activeTab=page-settingsGo to Settings → Page Settings.Page Settings: tiny but worth knowing.
20:4727sToggle/settings?activeTab=page-settingsTurn on "Display project email on title page" and "Display project phone number on title page" as you prefer, for reports and for orders.Decide whether the homeowner's email and phone print on the cover of proposals and orders.
31:1415sRecap & next lesson/settings?activeTab=page-settingsHold on the finished result, then the end card.Next: Project Settings and automatic revenue.

Narration, in order

  1. 0. Intro: Page Settings: what prints on title pages

    0:00 · 20s

    Title card, then the first screen of the lesson.

    A one-minute setting: contact details on title pages.

  2. 1. Open Page Settings

    0:20 · 27s

    Go to Settings → Page Settings.

    Page Settings: tiny but worth knowing.

    Show before cutting: Cards "Report Title Page Settings" and "Order Title Page Settings".

  3. 2. Toggle

    0:47 · 27s

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

    Decide whether the homeowner's email and phone print on the cover of proposals and orders.

    Show before cutting: New title pages show the homeowner contact details accordingly.

  4. 3. Recap & next lesson

    1:14 · 15s

    Hold on the finished result, then the end card.

    Next: Project Settings and automatic revenue.

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