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6 how-to guides · 4 comparisons

Roof Manager How-To Guides

Learn Roof Manager, one workflow at a time.

Step-by-step guides for ordering roof measurement reports, canvassing door to door, setting up your price list, building proposals and sending invoices in Roof Manager. Each one follows the product as it works today, button by button. When you are still choosing software, the comparisons below set Roof Manager beside EagleView, Roofr and the leading canvassing and estimator tools.

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New to Roof Manager? These four guides take one roof from an order to an invoice.

Search address
Tap the exact roof
Request the report
Search, then put the pin on the exact roof you want measured. Simplified drawing of the screen · demo data.

Roof Reports · 8 min read · 7 steps · video 0:47

How to Order a Roof Measurement Report

To order a Roof Manager roof measurement report, open Order Report, search the address, tap the exact roof so the red pin sits on it, then press Request Report and Submit Request. One report credit is used, a person traces and checks the roof, and the report appears in Report History when it is ready.

Free to start: 2 reports, no card
Then: $10 CAD a report
Back in: 1–3 hours, usually under an hour
Traced by: a person, then checked

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All Roof Manager how-to guides

Grouped by the part of the job they cover. Every guide is written against the current product and says what happens after each button.

Roof Reports

Order a measurement report and get it back ready to price.

Guide + video · 0:47 · 8 min read How to Order a Roof Measurement Report Pin the right roof, submit the request and get a traced, reviewed report back in your account. Watch & read

Door-to-Door Sales

Work a neighbourhood, log every door and book inspections on the doorstep.

Step-by-step guide · 6 min read How to Run Door-to-Door Roofing Sales in Roof Manager Draw an area, log every door with a status and book inspections that land in Leads. Read guide

Proposals & Pricing

Set your prices once, then turn a roof report into a signable proposal.

Invoicing

Bill the homeowner and collect through your own Square account.

Guide + video · 0:58 · 4 min read How to Create and Send a Roofing Invoice Create an invoice, email it with a Square pay link and mark it paid when the money lands. Watch & read

Compare and choose

Not product guides: comparisons and a buyer’s guide for contractors choosing software, with prices dated and sourced on each page.

All blog articles

Follow a path for your role

The same guides, in the order a sales rep or an office manager meets them.

Sales team: door to signature

For reps and sales managers: from the first knock to a signed proposal.

Office: quote to paid

For whoever prices and bills the work: set prices once, then quote and invoice.

Can't find the answer in a guide?

Follow the first guide on your own account

2 free reports on signup, no credit card required. Order a report, then build a proposal from it.

Start With 2 Free Reports See a Sample Report