The Roofr Job Board keeps you up to date on the jobs in your pipeline and the value of those jobs, so you know what needs to be done and when.
What you'll learn on this page:
How to set up your Roofr Job Board
Job Board Settings
Job Board - Your job board stages reflect your complete workflow from initial lead to final payment. Use it to manage daily operations and optimize your processes.
Stage Categories - Stages are grouped into categories representing different lead phases. Three categories are customizable, three are locked.
Workflow Customization
From your Job Board click Settings -> Manage Stage
Customizable Categories
New Incoming Leads - Lead qualification activities
Qualified Leads - Sales activities through proposal signing
Won Jobs - All post-sale activities (pre-production, production, completion, invoicing)
š” Stage categories impact dashboard metrics like speed-to-lead and conversion rates.
Move (1), delete (2) or toggle on/off (3) stages as desired
Use the pen icon to rename any unlocked stages
Locked Categories - These final job outcome categories cannot be disabled or modified, though individual stages can be renamed:
Completed Jobs
Lost Jobs
Unqualified Leads
Customizing Job Stages
Simplify workflows - Remove unused stages or consolidate into broad groups
Expand workflows - Add detailed steps for multiple teams or services
Match your process - Use familiar names for better team adoption
Customized stages help ensure your process is followed, improves customer experience, and prevents tasks from falling through the cracks.
š” In the Settings tab you can also;
View your lead sources and the number of jobs associated with them
Customize the look and layout of your teamās job cards to feature the customer name or the address of the job
Create default folders that will automatically appear in every new job to keep your attachments organized
Adjust Job Costing to be accessible to Only managers or the entire team
š We're here to help!
Your dedicated Account Manager can provide examples, offer advice, and help you get set up - Talk to an expert
Job Board Filters
Add filters to your job board by clicking the Filters & sort button
Sort By: Last updated, created date, address value or time in stage
Assignees: Select the assignee's you wish to include in your board view
Stages: Select the stages you wish to include in your board view
Updated date: Show only jobs last updated on or after this date
Lead sources: Select the lead sources you wish to include in your board view.
š” If you can't find a job in your board view, try clearing filters to show more jobs