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How to Filter Your Roofing Customer

Updated over 2 weeks ago

This guide walks you through how to apply a filter to view only your roofing customers. It’s a simple process designed to help you streamline your customer management and quickly access job-specific profiles, saving you time when working on roofing-related tasks.

Follow the below-mentioned steps to filter your roofing customers.

Step 1: Go to “Customers” in the main menu.

Step 2: Select “Roof” from the list option.

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