Learn My Roof CRM, one lesson at a time
A complete course for new users, from creating your account to collecting a signed proposal and sending the invoice. Every lesson doubles as a video script and a test checklist, so the same steps work for learning, recording and QA.
First time here? How to use this help center takes two minutes.
New here? Start with these
Full course1.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.
2.Create your account and verify your email
Sign up, understand what the app creates for you behind the scenes, and verify your email address so you can send proposals later.
3.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.
4.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.
Your course progress
Progress is saved in this browser only.
- Modules
- 11
- Lessons
- 71
- Total time
- 7.7h
Browse by module
The course follows the life of a roofing job. Pick up wherever you need to.
Module 1 · 8 lessons · 69 min
Getting started
Create your account, learn your way around, brand your documents and bring in your team.
- 1.What My Roof CRM does: the life of a roofing job5 min
- 2.Create your account and verify your email6 min
- 3.Log in, stay signed in, and reset a forgotten password5 min
- 4.A tour of the app: sidebar, board and where things live8 min
- 5.Set up your branding: logo, colours and company details10 min
- 6.Invite your team and understand roles8 min
- 7.Plans, trial and billing7 min
- 8.Quick start: from new job to signed proposal in 20 minutes20 min
Module 2 · 10 lessons · 62 min
Jobs & customers
Run every roofing job from the board: create jobs, move them through stages, capture photos and keep customer records tidy.
- 1.The job board: stages, cards and drag-and-drop10 min
- 2.Create a job (and its customer)6 min
- 3.The job page: header, proposals, photos, appointments and activity10 min
- 4.Capture photos and roof details on your phone8 min
- 5.Notes and the activity timeline4 min
- 6.Edit job and customer details (Project Settings)5 min
- 7.The Jobs list: grid, list, status and delete4 min
- 8.Customers: the roll-up view3 min
- 9.Mark a job lost, reopen it, or delete it4 min
- 10.Instant quote: let homeowners price their own roof8 min
Module 3 · 4 lessons · 27 min
Calendar & homeowner messaging
Schedule inspections and installs, send reminders, and let automations text or email homeowners for you.
Module 4 · 6 lessons · 47 min
Roof measurements
Measure a roof by hand, draw it on the map, import EagleView or RoofScope reports, and feed the numbers into quotes.
- 1.Measurements explained: snapshots, active and Quote-Safe6 min
- 2.Import an EagleView or RoofScope PDF6 min
- 3.Measure a roof manually on the aerial map15 min
- 4.Connect RoofScope and order a report from a job8 min
- 5.Apply measurement changes to a quote6 min
- 6.Measurement tokens and categories (Settings)6 min
Module 5 · 5 lessons · 35 min
Price list & pricing
Build the catalog your quotes pull from: products, pricing methods, formulas, imports and alternate price lists.
Module 6 · 16 lessons · 100 min
Proposals & quotes
Build branded proposals in the report editor, price the job with the quote editor, and reuse layouts and templates.
- 1.Proposals explained: reports, layouts, templates and pages6 min
- 2.Create a proposal from a job5 min
- 3.The report editor: pages, toolbar, preview and settings10 min
- 4.Cover, introduction, terms and text pages6 min
- 5.Quote editor: options, sections and items10 min
- 6.Quote editor: adjustments, taxes and totals7 min
- 7.Inspection page: sections, items and photos6 min
- 8.Authorization page: disclaimer, upgrades, selections and signers8 min
- 9.PDF Upload pages and Shared PDF pages4 min
- 10.Layouts explained and the default layout5 min
- 11.Create a layout and set it as default8 min
- 12.Edit, duplicate and delete layouts5 min
- 13.Templates explained: categories, shared templates and limits4 min
- 14.Quote, introduction and text templates7 min
- 15.Authorization templates5 min
- 16.Text tokens: personalise proposals, templates and emails4 min
Module 7 · 5 lessons · 32 min
Sending & e-signatures
Send the proposal, watch it get opened, collect signatures from one or more homeowners and lock the accepted version.
Module 8 · 4 lessons · 23 min
Orders & invoices
Turn the accepted proposal into material orders, work orders and invoices, then track payment.
Module 9 · 7 lessons · 27 min
Settings & integrations
Taxes, measurement settings, page defaults, email templates, RoofScope and the other switches behind the scenes.
- 1.Settings tour: every tab and what it controls5 min
- 2.Taxes: required and optional rates5 min
- 3.Page Settings: what prints on title pages2 min
- 4.Project Settings: automatic revenue on signed agreements2 min
- 5.Files: your shared PDF library4 min
- 6.Email Settings: the emails the app sends on your behalf6 min
- 7.Profile and email verification3 min
Module 10 · 2 lessons · 11 min
Platform administration
For the My Roof CRM team: the super-admin panel, plans, payments, users and attaching tutorial videos to these guides.
Module 11 · 4 lessons · 30 min
For testers & video producers
How to turn any guide into a test run or a YouTube tutorial, with the standards every video should follow.
Browse by role
Only the lessons that matter for the job you do.
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
How to test the product using the guides
Turn any lesson into a test run: prepare the preconditions, follow the steps exactly, tick expected results, probe the known pitfalls and report findings in a consistent format.
For testers & video producersIntermediate8 min
Recording standards for tutorial videos
Resolution, browser setup, demo data, narration style, pacing, chapters, thumbnails and the file naming every My Roof CRM tutorial follows so the series feels like one course.
For testers & video producersIntermediate8 min
Produce a tutorial video from a guide, step by step
The end-to-end workflow for video editors: pick the lesson, prepare the demo data, record each scene from the shot list, edit to the chapter list, publish, and hand the link to the admin.
For testers & video producersIntermediate10 min
Producing the tutorial videos?
Every lesson has a Video script tab: a shot list with timestamps, narration and what to show before cutting. Start with the recording standards.
Recording standardsTesting the product?
Every lesson has a Test checklist tab: each expected result becomes a pass/fail line you can print or copy as Markdown.
How to test with the guidesNot sure what a word means?
Job stages, snapshots, layouts versus templates, shared versus accepted versions: the glossary explains the vocabulary in plain words.
Open the glossary