How-To Guides | Roof Manager
Guides

How-To Guides

Everything you need to run your roofing company on Roof Manager — from ordering your first report to deploying a 24/7 AI receptionist.

How to Order a Measurement Report
Video
4 min read

How to Order a Measurement Report

Get a surveyor-grade PDF for any roof in under 60 seconds.

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6 min read

How to Run D2D Sales with Roof Manager

Turn door-knocking into a closed-loop sales machine with live territory maps, instant measurements, and CRM hand-off.

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How to Build a Winning Proposal
Video
5 min read

How to Build a Winning Proposal

Turn a measurement report into a branded, signable proposal in under 5 minutes.

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4 min read

How to Send an Invoice

Invoice the deposit, the progress draw, and the final payment — all from your phone.

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5 min read

How to Get Your AI Secretary Running

A 24/7 AI phone receptionist that answers every call, books appointments, and hands you qualified leads while you're on the roof.

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How to Build a Solar Design
Video
5 min read

How to Build a Solar Design

Lay real-world-scale solar panels onto any roof and generate a branded solar proposal in minutes.

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