Building Roofr Workflows: A Walkthrough

Retail, insurance, commercial, repairs —no matter the job type, your pipeline should match your process.

In this Masterclass, we’ll show you how to take control of your Job Board with multiple workflows, custom job stages, and tailored views that give your team clarity at every step.You’ll learn how to:

- Set up multiple workflows for different job types like insurance, retail, commercial, and repairs
- Customize job stages in the backend for smoother team handoffs and fewer dropped balls
- See what these changes look like live in the Job Board
- Keep your team aligned with better pipeline visibility

Join us live to see how customizing your Job Board can streamline operations, speed up handoffs, and boost team adoption.