Toggling on the insurance section on a job card makes important insurance details easy to capture, reference, and track efficiently. Remove the need to store insurance information in job notes or descriptions, and give it a structured dedicated section so you can find critical data when you need it most.
Getting Started with Insurance Fields
Access the Insurance Section: Navigate to the job details section on a Roofr job card, where you'll find the new Insurance toggle at the bottom of the form.
Enable Insurance Tracking: Simply toggle the Insurance option ON to reveal the dedicated insurance fields. Toggling off hides your insurance data, but it does not delete it.
Add Insurance Contact Information: Enter your adjuster or insurance representative contact details and use the "Add contact" button to save this information.
Record Key Insurance Details: Fill in the structured fields including:
✅ Insurance company name | ✅ Date of loss | ✅ Deductible |
✅ Policy/account number | ✅ Type of damage | ✅ Detailed claim notes |
✅ Claim number | ✅ Claim amount |
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Why use the Roofr Insurance Section:
Faster Information Retrieval: Find insurance details instantly without scrolling through notes.
Standardized Format: Consistent organization of insurance information across all jobs.
Enhanced Team Communication: Everyone on your team knows exactly where to find insurance information.
Improved Client Service: Quickly reference insurance details when clients call with questions.