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RoofLink
Categories
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V2 from Browser
Desktop and browser workflows for RoofLink Pro / V2 users.
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Mobile
Mobile workflows for field reps, canvassers, sales teams, and office staff using RoofLink in the field.
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Commissions & Payroll
Set up, assign, and manage commission structures and commission payments in RoofLink.
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Production/Job Management & Payments
Manage approved jobs from material ordering and work scheduling through change orders, payments, invoicing, and close...
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Documents & Signatures
Manage shared company files, customer job documents and photos, reusable PDF templates, electronic signatures, and in...
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Estimates & Measurements
Create accurate roof measurements and estimates, connect measurement services, compare estimate options, and manage i...
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Leads & Customers
Create, find, and manage RoofLink leads and customer records. Use these resources to work from the map, manage lead s...
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General Settings
General Settings covers the foundational setup and administration of your RoofLink account. Use these resources to ma...
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Rooflink Trial / TOOLKIT
If you recently registered with Rooflink for a trial, you are using TOOLKIT which is a light version of Rooflink ENTE...
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Enterprise- Getting Started & Onboarding
The Rooflink Onboarding Team will initially onboard you're company by requesting the following information:
1) Emplo...
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Enterprise- Admin & Office- Video & Tutorials
These pages/videos have been created to guide users with the Admin role or title. Admins can edit all settings within...
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Enterprise SR (Sales Rep)- Videos & Tutorials
These pages/videos have been created to guide users with the SR (Sales Rep) role or title. The typical responsibiliti...
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Enterprise- PM (Project Managers)- Videos & Tutorials
PM (Project Manager)- Can view jobs that they are assigned as PM. Generally assigned to perform QA Inspections. Can p...