Roofr Basics: Organizing Your Job Board and Navigating Your Dashboard

Struggling with a cluttered job board? Not sure how to use your Roofr dashboard to get organized?

This Masterclass walks you through the basics of setting up your Roofr workflow for success. We’ll cover everything from setting job values to using automations — so you get cleaner data and a clearer picture of your pipeline.

You’ll learn how to:
- Choose the right job value every time
- Read and act on your sales funnel data
- Set up your job board intentionally for better insights
- Use automations to keep your jobs moving forward
- Understand what’s in each job card at a glance
- Keep closed-lost jobs organized without clogging your view

This Masterclass is perfect for new users or anyone who wants to get back to basics and build better habits in Roofr.