Roofr
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How to in Roofr
- Create multiple workflows: In the Roofr CRM, open the workflows area and create multiple workflows for each work type (retail, insurance, commercial) as referenced in 'we can create multiple workflows'.
- Turn these all on: Within each workflow you created, enable the workflow by toggling the workflow option so 'they have different flows' and the automation becomes active (referenced as 'if I turn these all on').
- Assign sales rep: On the job card or lead, go to the rep selector, 'go up here, find that rep, place it in' to assign the sales rep that will trigger rep-specific tasks and messages.
- Click Sales Appointment: On the job card, 'click on sales appointment' to create the appointment event used by the workflow to trigger reminders and tasks.
- Book calendar event: After clicking Sales Appointment, 'book in the calendar event and say that I have that in for this day' by selecting the date and time for the appointment in the calendar event form.
- Drag it across: Move the job card through stages by dragging it across the board ('we can drag it across. We can drop down and pull it across') so the workflow fires stage-based automations and internal checklists.
- Set automations (hit set): In the workflow/automation backend, choose the automation you want for that stage (reminder, follow-up, review request) and 'hit set' to save that automation for the workflow.
- Set up automatic reminders: In the Payments / Invoices or workflow messaging area, enable 'Set up automatic reminders that follow up on unpaid invoices for you' so payment reminders are sent automatically as part of the workflow.
FAQ for Roofr
Can Roofr send SMS reminders and appointment notifications from the workflow?
Yes — Roofr's CRM integrates built-in SMS messaging to automate follow-ups, appointment reminders, and payment reminders as part of workflows ('Roofr’s CRM offers integrated SMS messaging' and the walkthrough references reminders firing out).
What if automated reminders are not being sent for a job?
Verify the workflow is enabled ('turn these all on'), confirm the job card is in the correct stage (drag it across to the stage), ensure a sales rep is assigned ('go up here, find that rep, place it in'), and confirm the automation was saved ('hit set'); contact your Roofr advisor or implementation team if it still fails.
Can I have different reminder flows for different work types?
Yes — create multiple workflows for each type of work (retail, insurance, commercial) and enable them so 'they have different flows' as described in the walkthrough.
Is setup self-serve or do I need help?
You can set up workflows in-app, but Roofr also offers recommended automations and an implementation team and advisors to assist with setup and best practices ('Roofr recommended automations... implementation team members and your Roofr advisors').
Common mistakes when using Roofr
Leaving the workflow disabled after creating it.
Open the workflow and 'turn these all on' so the flow becomes active and automations will fire.
Not assigning a sales rep to the job card.
On the job card, 'go up here, find that rep, place it in' to assign a rep so rep-specific reminders and tasks trigger.
Creating an appointment but forgetting to save the automation.
After configuring the Sales Appointment and automation settings, 'hit set' in the backend to save the automation so reminders will be sent.
Moving the job to the wrong stage so stage-based reminders don't trigger.
Use the drag-and-drop board to 'drag it across' into the correct stage that has the desired automations enabled.