My Roof CRM

Settings tour: every tab and what it controls

A map of the Account Settings page: Layouts, Templates, PDFs, Products & Pricing, Page Settings, Project Settings, Measurements, Tax Settings, Email Settings, Automations and Integrations.

Beginner 5 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.

GuideScriptChecklist

Settings is one page with a left menu of tabs; the URL carries the tab as ?activeTab=…, so you can bookmark or share a tab. It opens on Layouts. Team and Billing are separate pages in the sidebar.

By the end you can

  • Find any setting in one click
  • Know which tabs have their own lesson

Screens used

Step by step

  1. Open Settings/settings

    Click "Settings" under Setup.

    You should see: Heading "Account Settings" and a left menu: Layouts › Report, Templates › Reports, PDFs, Products & Pricing, Page Settings, Project Settings, Measurements, Tax Settings, Email Settings, Automations, Integrations.

  2. Document tabs/settings?activeTab=layouts-report

    Click Layouts, Templates and PDFs in turn.

    You should see: Layouts list, Templates accordion, Files table with "New Folder" and "Upload File".

  3. Money tabs/settings?activeTab=product-list

    Click Products & Pricing and Tax Settings.

    You should see: Product List card with "More options" and "Manage Price Lists"; Tax Settings with "Add New Tax".

  4. Behaviour tabs/settings?activeTab=page-settings

    Click Page Settings, Project Settings and Measurements.

    You should see: Title-page toggles; "Auto-generate project revenue on signed agreements"; measurement tokens.

  5. Communication tabs/settings?activeTab=email-settings

    Click Email Settings, Automations and Integrations.

    You should see: Email templates by event; automation rules; the RoofScope card.

Tips

  • Bookmark /settings?activeTab=tax-settings or any other tab for one-click access.

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Files: your shared PDF library

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Email Settings: the emails the app sends on your behalf

Edit the subject, body, button text and PDF attachment for each email the app sends: quote sent for signing or review, sign canceled, document signed, invoice and order.

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