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Ordering a roof measurement report is straightforward. Sign in to your account, click Order Report, type a property address, review the satellite preview, and click Generate. The PDF is delivered by email when it's ready.
Every Roof Manager report includes: pitch-corrected sloped area, projected footprint area, ridge, hip, valley, eave, and rake lengths in linear feet, material bill of materials (shingles, underlayment, starter strip, ridge cap, ice-and-water shield, drip edge, flashing), high-resolution satellite imagery, pitch diagram, and a confidence score.
The PDF is branded with your company logo, address, phone, and licence number. All quantities are in the units adjusters and suppliers expect.
For properties with high-quality satellite imagery (the vast majority of urban and suburban US and Canadian addresses), accuracy is 99% versus manual measurement. Every report includes a confidence score and imagery quality indicator.
Low-confidence reports (typically rural or heavily-obscured roofs) are flagged with a warning banner. In those cases, the engine runs automated cross-checks and refuses to produce a report if confidence is too low — we'd rather delay a report than ship a wrong number.
Reports cost $10 CAD each. New accounts receive 2 free reports with no credit card required.
Need volume? The $199/month plan covers up to 30 reports per month, with Crew Cam AI included. Or prepay the $1,990/year annual plan — 12 months for the price of 10, with 360 report credits granted up front.
If satellite imagery is unavailable for a property, no charge is applied — the report attempt is free. If you believe a report was generated incorrectly, contact support@roofmanager.ca within 30 days with the report ID and we'll issue a credit refund or re-run the report at no cost.
Go to Settings → Billing in the customer dashboard. You can update payment method, billing address, and company information. Changes take effect immediately for future charges.
Go to Team Members in the sidebar and click Add Member. Enter their name and email (phone is optional), then pick an access level:
Every access level can be fine-tuned under Customize access, and the See prices & totals checkbox controls whether that person sees any dollar amounts.
Your invitee gets an email link to set up their own login — or you can set a password for them on the spot and share it. There is no per-seat fee for team members.
Want the full picture? Read Team Members: Roles, Permissions & Monitoring — the complete guide.
Roof Manager lets you add your whole crew to one account — sales reps, estimators, office staff, and field crews — each with their own login and exactly the access you choose. Team members are free and unlimited, everything they do happens inside your account, and you can see who did what at any time. This guide walks through every part of it.
Sign in and click Team Members in the left sidebar (or go to roofmanager.ca/customer/team-members). It is one page with three tabs:
Access level is the fastest way to set someone up — one click configures everything sensibly. You can still fine-tune afterward.
| Level | Best for | Gets access to | Sees prices? |
|---|---|---|---|
| Admin | A co-owner or office manager | Everything, including billing and team management | Yes |
| Sales | Sales reps and estimators | Leads, customers, proposals, invoices, reports, calls and door-to-door | Yes (you can turn this off) |
| Field Crew | Installers and site crews | Jobs and Crew Cam AI only | No |
Admins have full access to every tool and it cannot be limited — when you pick Admin, all the tools switch on and lock. That is by design: an admin is your deputy. If you need someone with narrower reach, use Sales or Field Crew and adjust from there.
Open Customize access in the invite (or edit) window to turn individual tools on or off. Whatever you check is what that person can open; everything else is hidden from them. The controls are:
Separately, the See prices & totals checkbox decides whether that person sees dollar amounts anywhere — invoice totals, proposal pricing, revenue and profit. Turn it off and those numbers are simply hidden for them, which is handy for a rep you want quoting from your pricebook without seeing your margins.
Two things are always handled for you: account settings stay available to everyone (people can manage their own profile), and team management stays admins-only (a Sales or Field Crew member can never add, remove, or re-permission other people).
If you chose the email invite, they receive a message with a secure link. Clicking it lets them set a password and land straight in the dashboard — already scoped to the access you gave them. If you set a password instead, just share the email and password with them and they can log in immediately. Either way they only ever see the tools you enabled; the rest of the sidebar isn't there for them.
You do not have to wonder who did what — it is all on the Members and Activity tabs.
Every person on the roster has a … menu on the right:
Pending invitations sit in the same roster with an Invited tag. From there you can Resend the email, Copy invite link to send it yourself, or Cancel invitation. A team member can also remove themselves with Leave team.
Adding team members is free — invite as many people as you need; there is no per-seat charge. The one exception is Crew Cam AI camera seats, which have their own limit on the Crew Cam AI plan; if you go past it you will be prompted to add a seat.
Yes — open the … menu on their roster card and choose Edit access. Changes take effect immediately the next time they load a page.
Their See prices & totals checkbox is off. Edit their access and turn it on.
No. Only the account owner and admins can add, remove, or change team members.
Open the person's … menu and choose Resend, or Copy invite link and send it to them directly (text, WhatsApp, etc.). You can also add them with Set their password now instead and skip email entirely.
Suspend pauses access temporarily — good for a seasonal crew member — and you can reactivate them in one click. Remove revokes access for good. Neither deletes the work they already did.
No. Everything they created stays in your account; only their login access is removed.
The default pipeline has five stages: New Lead, Quoted, Approved, Scheduled, Complete. You can add, reorder, or rename stages in Settings → Pipeline. Most insurance-heavy contractors create a separate pipeline with stages for Adjuster Pending, Supplement Submitted, and Carrier Payment.
When you order a report from inside a lead record, it attaches automatically. To attach an existing report to a lead: open the lead, click Attachments → Add Report, and select the report from your report history.
In Settings → Integrations, click Connect Google Calendar. Grant permission, select which calendar to use, set buffer time between appointments (default 15 min) and business hours. Appointments booked in Roof Manager will sync to this calendar automatically.
Go to Settings → Payments. Choose Stripe or Square and sign in to authorize. Invoices sent from Roof Manager will now accept credit card payments directly. Processing fees are passed through from Stripe/Square; we charge no platform fee on top.
For insurance work: (1) Order the measurement report, (2) In the lead record, click Generate Estimate, (3) Select insurance-compatible line items (starter, ridge cap, ice-and-water shield, drip edge, flashing are auto-populated from the BOM), (4) Attach the measurement PDF as supporting documentation, (5) Export the proposal as PDF for the adjuster.
Go to Settings → Data Export. Choose what to export (leads, jobs, invoices, reports) and the date range. Exports are delivered as CSV or JSON. If you need a full archive for migration or backup, email support@roofmanager.ca and we'll generate a complete account archive within 24 hours.
Go to Settings → Account → Close Account. Your data is retained for 90 days in case you want to reactivate. Credits are non-refundable but never expire — if you return within 12 months, your credits will be waiting.
Email support@roofmanager.ca.