What it does: Allows you to upload and include your logo and contractor license number on all proposals.
Purpose: Allows you to increase brand awareness and stay memorable to potential clients:
Available On: Pro, Premium & Elite Plans
Adding your Logo to your Roofr Account:
Step 1: Log onto your Roofr dashboard and click the “Settings” button on the left side navigation.
Step 2: Find and click on the “Company Profile” tab across the top navigation.
Step 3: Here you’ll find a section labelled “Your Brand” in the middle of the page.
Step 4: In the “Logo” section, click the upload button.
Step 5: Select the logo you want to include on reports (must be a minimum of 120x120px).
Step 6: Once completed click the “Save changes” button.
Step 7: Click the “Proposals” button on the left side navigation.
Step 8: Click the “New proposal” button.
Step 9: Create your proposal.
Adding your Contractor License Number:
Step 1: Log in to your Roofr platform and navigate to your profile settings by clicking on the arrow beside your name in the top left corner of your dashboard, and choosing “View Profile”
Step 2: On the top navigation bar, click “Company Profile”
Step 3: Add your Contractor License Number into the text box provided and click “Save Changes”
Adding your Contractor License Number to your proposal
Step 1: Trick question. You’re done! By adding your CLN to your company settings, your CLN will automatically appear on the front page of your proposals under the rest of your company details. You can now confidently send proposals knowing your credentials will always be there.
.avif)