Roof Chief Basics

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

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 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 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  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 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 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 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