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:
- Notes
- Attachments (photos, etc.)
- Info (related to the contact and job)
- Lead & Sales
- Outbound Email History
- Timeline
- Review Proposal
Below is a screenshot of the buttons currently available next to each contact name. The button on the far right, which was “Notes,” will now be where you access the “Overview” section.
Here is a short video explaining this update…
As always, we hope you find this new feature/section in Roof Chief to be very helpful. If you have any questions or you would like to share any suggestions, please feel free to email any one of us on the Roof Chief team.
