Adding a New Contact

Adding a New Contact

Adding a New Contact Learn how to add a contact, address, initial appointment time, and other useful contact details.  
Overview

Overview

OVERVIEW PAGE We’re excited to share another new Roof Chief feature. We are adding an Overview page that will enable you to see key information about each contact and their individual jobs, all in one place! This section includes the following: … Continued
Duplicate an Estimate – and move it to a new Contact

Duplicate an Estimate – and move it to a new Contact

This takes a few steps, but once you get the hang of it, it is pretty straightforward. When you’re just beginning, follow along with the video below. (No audio is on that particular video – I had lost my voice when … Continued
Options for User Accounts

Options for User Accounts

Roof Chief wants your employees to see just the right amount of information. There are many options on this. This article lists them… For Salespeople… They can see only the Contacts they are assigned They can see all Contacts Or … Continued
Adding a New Contact – different billing / job site addresses

Adding a New Contact – different billing / job site addresses

Adding a New Contact – different billing / job site addresses  In this video you learn how to add a job site address with a different billing address as well as how to schedule a visit for your estimator.
Add A New Job or Second Job

Add A New Job or Second Job

Add A New Job or Second Job For Roof Chief, a job is a project in a moment of time. If you go out to a home to do some repairs in March, and go back in August to do … Continued
Deleting or Hiding Contacts

Deleting or Hiding Contacts

Deleting or Hiding Contacts To simplify your contact list watch this video and learn how to hide or delete old contacts under contact details. If you need to find a contact that has been hidden, you can do so easily … Continued
Home Base and Different Views

Home Base and Different Views

Home Base and Different Views  Explore Index view and how to navigate the homepage to go to different areas of Roof Chief. Then compare it to Spreadsheet view and learn which one best fits your needs.
Searching Your Contacts

Searching Your Contacts

Searching Your Contacts  Searching in Roof Chief is simple and fast. Use the search bar to find the contact or information you seek. User the down arrow on the right of the search bar to advance and narrow down your … Continued
Filtering Contacts

Filtering Contacts

Filtering Contacts Create a list using criteria that you specify. Select a main filter and then layer filters to get even more precise.  
Filtering Contacts using Spreadsheet View

Filtering Contacts using Spreadsheet View

Filtering Contacts using Spreadsheet View When it comes to filtering you can get very specific. Spreadsheet view allows more information to be seen on the contact homepage than Index view. Filtering contacts in this view creates a different way to … Continued
Photosheets

Photosheets

PhotosheetsBelow are the basics on how to use Photo Sheets feature in Roof Chief. Learn how to add and edit photos, comments, and create a PDF that can be printed or emailed.
Calendar – an Overview

Calendar – an Overview

Calendar – an Overview Learn how to schedule appointments and productions, specify your calendar view, and edit your existing events.
Notes in Roof Chief

Notes in Roof Chief

Notes in Roof Chief In this video you will learn about the types of notes you can enter, where to find them, and how to create one.
Build an Estimate

Build an Estimate

Build an Estimate Learn how to create an estimate, move an estimate, duplicate an existing estimate or add a new one in under two minutes!
Roof Measurements

Roof Measurements

Capturing your measurements is easy in Roof Chief. We've got a place for you to organize all the important measurements. And of course, when you enter this information, Roof Chief can calculate your materials, labor, and other associated costs automatically.
Tear Off & Permits

Tear Off & Permits

Tear Off & Permits In this video you will learn where Tear Off, Labor, and Dump Fees live in Roof Chief and how to override them, as well as where to add a permit to the cost of the job.
Material & Labor

Material & Labor

Material & Labor Go over Material and Labor quantities to see how it’s calculated based on your companies products and rates. Get specific by moving, dragging, and selecting what you’d like to view.
Pricing

Pricing

Once you've figured out your costs, it is time to come up with a Sales Price. Roof Chief makes it easy...
Duplicating Estimates

Duplicating Estimates

Once you've got one Estimate in good shape in Roof Chief, it's very easy and fast to create copies and versions. Use this to leverage the power of the software. It takes very little time to come up with different options, so you can help guide the customer to the best outcome.
Proposals / Contracts

Proposals / Contracts

Proposals / Contracts Watch this two minute video to learn learn where to find your proposals/ contracts in Roof Chief and how to edit, duplicate, and save them. 
Emailing Proposals

Emailing Proposals

Emailing ProposalsIn two minutes you will learn how to email proposals to customers, add attachments and photos, and select a correspondence template for the body of the email.
Send for Signing – Electronic Signatures

Send for Signing – Electronic Signatures

Send for Signing – Electronic SignaturesLearn how to present or email contracts to your customer for a signature or initials.
Approving the Sale

Approving the Sale

Approving the SaleSelect the estimate the customer chose and approve it by entering a date so it appears in the report and is visible to the rest of your team!
Scheduling Dates & Crew

Scheduling Dates & Crew

Scheduling Dates & CrewWatch this video to learn how to schedule dates for a job and assign a crew.
Select a Color & Order Material

Select a Color & Order Material

Select a Color & Order MaterialNow that the job has been scheduled we’ll need to order materials. Assign each product a color and order your materials right from Roof Chief.
Invoice, Change Orders, Job Cost

Invoice, Change Orders, Job Cost

Invoice, Change Orders, Job CostOnce in Close-Out, you can indicate customer deposits and invoice the customer. Learn how to add a Change Order and view the details under Job Costing.
Special Notes

Special Notes

Special Notes are a quick and powerful way to further tailor your Proposal or Contract to the specific project and its needs.