Organize Your Jobs & Your Team with the Roofr Job Board | Masterclass with Nic and Pete

In this episode, learn all about maximizing the efficiency of your roofing business with Roofr's Job Board and CRM.

Our hosts guide you through setting up and fine-tuning processes, managing leads, and maintaining high-level visibility across all your projects. Watch as they demonstrate key features like task assignment, multiple pipelines, automations, and integrating Instant Estimator and CompanyCam.

This session includes pro tips for organizing workflows, ensuring accountability, and customizing views to suit the needs of both small teams and larger organizations. Join us for a deep dive into making Roofr an indispensable tool for your operations.

00:00 Introduction and Importance of Process
01:53 Developing the Job Board Concept
02:51 Live Demonstration of the Job Board
03:42 Nick Joins and Discusses New Features
04:56 Customizing and Optimizing Your Workflow
23:33 Managing Multiple Pipelines
26:51 Exploring the Insurance Page
27:03 Overview and Icons
27:43 Managing Multiple Workflows
29:08 Job Board Development
29:29 Capabilities of the Job Card
30:51 Job Card Details and Customization
33:22 Task Management and Automation
34:24 Creating and Managing Jobs
45:49 Instant Estimator and CompanyCam Integration
47:22 Final Tips and Tricks
50:38 Q&A and Closing Remarks