How-To Guides
Everything you need to run your roofing company on Roof Manager — from ordering your first report to measuring on-site with Crew Cam AI.
How to Order a Measurement Report
Get a surveyor-grade PDF for any roof.
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.
How to Build a Winning Proposal
Turn a measurement report into a branded, signable proposal in under 5 minutes.
How to Send an Invoice
Invoice the deposit, the progress draw, and the final payment — all from your phone.
How to Set Up Your Pre-Saved Proposal Templates and Suppliers List
Load your materials, pricing, and supplier accounts once — then every proposal and material order builds itself.
Best Door Knocking App for Roofers (2026): Why Turf Maps Without Instant Estimates Are Costing You Deals
The best door knocking app for roofers in 2026 is the one that quotes on the porch. Roof Manager vs SalesRabbit, SPOTIO and Roofr on turf maps, pin-to-quote ins
How to Build a Roofing Proposal in Under 5 Minutes (Roof Manager Proposal Builder Guide)
Roof Manager's proposal builder generates a roofing proposal straight from a satellite roof measurement report. Attach the report, press Calculate Materials, an
How to Manage Roofing Leads and Customers in Roof Manager (Step-by-Step Guide)
Leads and Customers are two views of one contact record: add a person in either module and they appear in the other, with no double entry. Assign a rep, move th
Crew Cam AI: The Job Site Camera That Measures Siding, Takes Your Notes, and Files Everything to the Right Job
Photo and video walkthroughs that file themselves, AI job site notes, and full siding measurement reports from one photo in about 30 seconds — inside Roof Manag
Roofing Proposal Software That Prices Itself: Turn Roof Reports Into Ready-to-Send Proposals
Set up your pricing once — line by line or per square by pitch — then turn any roof measurement report into a ready-to-send roofing proposal in one click.