Learn how to set up and use Roofr contacts to manage relationships, track job associations, and maintain comprehensive communication records for all your roofing projects.
Roofr contacts allows you to:
- Associate multiple contacts to a single job.
- Access & manage all contacts created in Roofr from a central contact list.
- Add more details to the contact record itself, including secondary email addresses & phone numbers.
- Text or Email your contacts directly from the job card to have all communication in one place.
How to use Roofr contacts
1) Centralized contact list
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View and sort your contacts details by:
- Name
- Type
- Label
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Date created
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Available actions:
- Edit to add details to the contact
- View job to go to the job card associated with the contact (only available when there is only a single job associated with the contact)
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View profile to open the contact detail page
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Add a New Contact
- Navigate to the Contacts section in your Roofr dashboard.
- Click + New Contact to open the contacts detail page.
- Enter the contact's full name and select their contact type; supplier, customer, insurance, crew or vendor
š” Supplier and crew contacts can only be added when creating material orders and work orders respectively.
Add contact information:
Email: Primary email and secondary email (optional).
Phone: Primary phone number and secondary number (optional).
Company: Enter the company name associated with this contact.
- Click Save to add the contact to your list
2) Contact details page
- View and edit contact information.
- Add contact notes.
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View lifetime value of the contact (value will trigger on a ājob completedā status).
3) Job card functionality
- View, edit and message all your related contacts.
- Add any additional contacts related to the job right from the job card.
- Change the primary customer of the job.
The ā indicates your Primary Customer. This is the main point of contact for the job and will be assigned the lifetime value once the job is moved to the Job Completed status.
š” Export your entire contact list to CSV or Excel using the dropdown in the upper right of the contacts page
What's Next?
How to apply for Roofr Payments