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How to manage Roofr Calendar

Learn how to set up and use Roofr Calendar events to ensure your whole team stays updated on upcoming tasks.

Roofr's calendar helps you manage important job events in the same place you manage the rest of your work. The calendar is designed to work specifically for roofers, connecting calendar events directly to the job card so you always knows what needs to be done and when.


In this article:


How to manage Roofr Calendar

1) How to create an event

  • In your Roofr calendar, click +Event

  • Select event type and name the event

  • Enter the date and time

  • If you would like the event to repeat, select the frequency from the dropdown or create a custom frequency (optional)

  • Select the job associated with the event (optional)

  • Invite teammates by selecting from the available list or entering an email address (optional)

  • Invite crews by selecting from the available list or entering an email address (optional)

  • Include a description (optional)

  • Click Save

💡 Roofr team members receive calendar event notifications they can add to their calendars. Guests and crews receive an email notification informing them they've been included in an event (guests are not able to automatically add an event to their own outside calendars at this time)


2) How to customize your calendar view

  • Choose your time frame (day, week or month)

  • Filter events by team member or crew

  • Show or hide events by type

  • View your calendar colors based on people or event type


3) How to manage Custom Event Types

  • To manage Calendar settings, click the COG icon

  • Click +Add event type to create (1)

  • Type your custom event type name in the box and click the check to confirm (2)

  • To hide an event type, click the eye icon to cross out (3)

  • Use the Type dropdown in the New Event creation modal to add an event type

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