Learn My Roof CRM, one lesson at a time

What My Roof CRM does: the life of a roofing job

A five-minute orientation. Learn the eight stages every job moves through and which screen you use at each one, so the rest of the course makes sense.

Getting startedBeginner5 min

Log in, stay signed in, and reset a forgotten password

Everything about getting back into the app: the login page, how long a session lasts, resetting a password, and what the "workspace access removed" message means.

Getting startedBeginner5 min

A tour of the app: sidebar, board and where things live

Walk the sidebar top to bottom, learn what each screen is for, collapse the sidebar, use the account menu and find your way around on a phone.

Getting startedBeginner8 min

Set up your branding: logo, colours and company details

Make every proposal, email and the app itself carry your company name, logo and colour. Ten minutes that pay off on every document you ever send.

Getting startedBeginner10 min

Quick start: from new job to signed proposal in 20 minutes

The whole happy path in one sitting: create a job, create a proposal from the default layout, price one option, send it for signature and watch it come back signed.

Getting startedBeginner20 min

The job board: stages, cards and drag-and-drop

Read a board card at a glance, move jobs between stages by dragging or with the menu, search, show lost jobs and understand which moves happen automatically.

Jobs & customersBeginner10 min

Create a job (and its customer)

Fill in the New job dialog correctly, understand the default job name, pick a lead source and see how the customer record is created or matched automatically.

Jobs & customersBeginner6 min

The job page: header, proposals, photos, appointments and activity

Learn every region of the job page: the header actions and stage stepper, the Proposals and Photos tabs, the Appointments and Roof measurements cards, and the activity timeline.

Jobs & customersBeginner10 min

Notes and the activity timeline

Add call notes, read the automatic timeline entries, and understand the device info attached to homeowner events.

Jobs & customersBeginner4 min

Edit job and customer details (Project Settings)

Change the job name, revenue and created date, fix customer contact details, and understand the disclaimer about existing proposals.

Jobs & customersBeginner5 min

The Jobs list: grid, list, status and delete

Use the Jobs page (headed "Projects") to search every job, switch between grid and list, change OPEN/WON/LOST status and delete a job.

Jobs & customersBeginner4 min

Customers: the roll-up view

See every homeowner with their linked jobs, open jobs, revenue and last activity, and learn why customers are edited on the job rather than here.

Jobs & customersBeginner3 min

Mark a job lost, reopen it, or delete it

Keep the board honest: mark jobs lost so they drop out of totals, reopen them when the homeowner calls back, and delete test jobs completely.

Jobs & customersBeginner4 min

Instant quote: let homeowners price their own roof

Put a "price your own roof" tool on your website and ads. Homeowners enter their address, learn what a new roof includes and see your Good / Better / Best prices; every request lands on your board as a new lead.

Jobs & customersBeginner8 min

Calendar: week, month and list views

Find your way around the calendar: switch views, filter by team member, show canceled visits and understand the time-zone notice.

Calendar & homeowner messagingBeginner5 min

Schedule an inspection, estimate or install

Book a visit from the calendar or the job page, assign it, set location and notes, send the homeowner a confirmation and reminder, and edit, complete or cancel it later.

Calendar & homeowner messagingBeginner7 min

Measurements explained: snapshots, active and Quote-Safe

The mental model behind roof measurements: where numbers come from, what a snapshot is, why only one is active, and how measurements reach a quote without silently changing it.

Roof measurementsIntermediate6 min

Import an EagleView or RoofScope PDF

Upload an aerial measurement report, check the values the app extracted, fix anything flagged, and apply it as the active snapshot.

Roof measurementsBeginner6 min

The product list: your default pricing catalog

What the product list is, how quote items pull from it, what each column means, and the plan limits on how many items you can keep.

Price list & pricingBeginner5 min

Add and edit product items

Create a product with name, unit and description, set material and labour costs with a margin or type a manual price, mark tax-exempt items, and edit existing rows.

Price list & pricingBeginner6 min

Import and export the product list (Excel)

Download the product list as an Excel workbook, edit prices in bulk, and upload it back. Understand that an upload replaces the whole list and how the ID column works.

Price list & pricingIntermediate7 min

Additional price lists and overrides

Create a second price list (retail, insurance, commercial), include products and override their prices, then point a proposal or layout at it.

Price list & pricingIntermediate7 min

Proposals explained: reports, layouts, templates and pages

The vocabulary and the moving parts: how a proposal is made of pages, how layouts and templates differ, and what the homeowner actually receives.

Proposals & quotesBeginner6 min

Create a proposal from a job

Create a proposal with the default layout or pick another, understand the default name and prefilled signer, duplicate a proposal and delete one.

Proposals & quotesBeginner5 min

The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

Proposals & quotesBeginner10 min

Cover, introduction, terms and text pages

Style the cover with a branding theme, write the introduction and terms with the rich text editor, use tokens to personalise text, and pull in a saved template.

Proposals & quotesBeginner6 min

PDF Upload pages and Shared PDF pages

Attach a one-off PDF to a single proposal, or reuse a brochure or certificate from your Files library as a Shared PDF page.

Proposals & quotesBeginner4 min

Layouts explained and the default layout

What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.

Proposals & quotesBeginner5 min

Create a layout and set it as default

Create a new layout in Settings, build its pages in the layout editor, pick its price list, and make it the default for new proposals.

Proposals & quotesIntermediate8 min

Edit, duplicate and delete layouts

Change an existing layout's pages, duplicate it to make a variant, delete unused layouts, and understand what changing a layout does to existing proposals.

Proposals & quotesIntermediate5 min

Templates explained: categories, shared templates and limits

The six template categories, how a template is pulled into a page, the difference from layouts, and the Starter limit.

Proposals & quotesBeginner4 min

Quote, introduction and text templates

Create a Quote Details template with your standard sections and items, create text templates for introductions and custom pages, and pull them into a proposal.

Proposals & quotesIntermediate7 min

Authorization templates

Save your disclaimer, standard optional upgrades, profit margin and product selections as a template in the Authorization Template Editor, then apply it to any proposal.

Proposals & quotesIntermediate5 min

Text tokens: personalise proposals, templates and emails

The full list of tokens such as {{CUSTOMER_FIRST_NAME}} and {{SIGNED_QUOTE_TOTAL}}, where they work, and what happens when a value is empty.

Proposals & quotesBeginner4 min

Review and send a proposal for signature

Open the Document Preview, clear any warnings, send the signing email with a template, and confirm the job moved to Quote sent.

Sending & e-signaturesBeginner7 min

What the homeowner sees: proposal page and e-sign

Walk through the homeowner's side: the email, the branded proposal page with photos and options, choosing upgrades, and signing on the e-sign page.

Sending & e-signaturesBeginner8 min

Additional signers: two or three people signing in order

Add a second or third signer, understand the strict signing order and signer-specific links, read the status on the job, and handle the common error messages.

Sending & e-signaturesIntermediate6 min

Track opens, edit after sending and republish

Read the open tracking on cards and activity, understand that the homeowner sees a frozen version, edit a sent proposal, and republish so they see the change.

Sending & e-signaturesIntermediate6 min

Create and send an invoice

Create the invoice from a signed proposal, check what it pulled from the accepted snapshot, set dates, deposit and terms, preview and send it to the homeowner.

Orders & invoicesBeginner8 min

Create and send a material order

Generate the order from the signed proposal, fill in job number and delivery details, edit the materials list, add scope of work and inspection pages, and send it to a supplier.

Orders & invoicesBeginner7 min

Finish the job: In production and Paid

Use the two manual stages, let the Install underway and review-request automations fire, and understand how Paid affects the board and dashboard.

Orders & invoicesBeginner4 min

Dashboard: revenue and quote summary

Read Total Revenue (Won), the Quote Summary counts and percentages, the Open Projects list, and change the date range.

Orders & invoicesBeginner4 min

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.

Settings & integrationsBeginner5 min

Taxes: required and optional rates

Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.

Settings & integrationsIntermediate5 min

Page Settings: what prints on title pages

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

Settings & integrationsBeginner2 min

Files: your shared PDF library

Upload brochures, warranty certificates and other PDFs once, organise them in folders, and use them as Shared PDF pages in any proposal.

Settings & integrationsBeginner4 min

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.

Settings & integrationsIntermediate6 min

Profile and email verification

Update your name, check whether your email is verified, resend the verification email, and understand what verification unlocks.

Settings & integrationsBeginner3 min

How to use this help center

Search, browse by module or role, follow the course in order, mark lessons complete, print a guide, and switch between the Guide, Video script and Test checklist tabs.

For testers & video producersBeginner4 min