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 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 SignaturesLearn how to present or email contracts to your customer for a signature or initials.