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