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Company Info
Company Name

Used on printed materials estimates.

Saved!
Role permissions
Owner
Full access. Add/remove users, change roles, close jobs, approve worksheets, edit & publish checklist templates.
Operations
Edit individual job checklists, view all jobs, manage production. Cannot close jobs, change roles, or edit checklist templates.
Sales Rep
View and update assigned jobs, check checklist items. Cannot edit templates or close jobs.
Supplementer
View supplement details and worksheet on assigned jobs only.
Default checklist templates

Edit default checklist items per stage. Changes only affect new jobs after publishing. Existing jobs are unchanged.

Makes these the default items for all new jobs in this stage going forward. Published!
Default document folders

Changes apply to new jobs only. Existing job folders are not affected.

Published!
Default message thread tags

Changes apply to new jobs only. Existing job threads are not affected.

Published!
Crews

Manage the crew list available for assignment on each trade. Changes apply immediately.

Materials Template
Owner & Operations only.

Edit calculation rules for each materials line item. Formulas use roof measurements pulled from the GAF QuickMeasure XML or entered manually.

State-Specific Code Overrides

Override specific line item formulas for jobs in certain states. Applied automatically when generating materials based on job address state.

Updates the formulas used for all future material estimates. Published!
Default Payments
Owner & Operations only.

Manage payment methods and quick-add presets. Payment methods appear in all payment dropdowns across the app. Presets let you instantly fill out common expenses on any job.

Payment Methods

These options appear in the payment method dropdown on all payment forms.

Quick-Add Presets

Saved presets appear in the Quick Add button on the Expenses section of any job. One click fills in description, method, and amount.

New Preset
Published!
Worksheet Sections
Owner & Operations only.

Define the section headers available for financial worksheets. Toggle the switch to auto-add a section to new jobs. These sections appear in the "+ Add section" popup when editing any job's worksheet.

Published!
Appearance
Dark Mode
Switch to a deep navy dark theme. Your preference is saved to this device.
Template Editor
Field Types
Drag onto the document or click to place
SignatureFull signature box
InitialsShort initial box
DateAuto-fills sign date
Text FieldFree text entry
CheckboxCheckable option
DropdownPredefined choices
Pages
Upload a PDF from Settings to get started
Field Properties
Select a field to edit its properties.
Connected Apps & Services
CompanyCam
Photo documentation & job site photos
Not connected
Pull job photos directly from CompanyCam into each job's Photos folder. Requires a CompanyCam API key from your account settings.
E-Signatures
Native — no third-party subscription needed
Built-in & active
Send contracts and documents to customers, employees, or subcontractors for electronic signature. Signed copies auto-save to the job. Send via email or SMS — no login required for signers.
Access e-signatures from inside any job under the Documents & Photos section.
QuickBooks
Invoice & payment sync
Not connected
Connect QuickBooks Online to send invoices from any job's financial section. Once connected, payments received in QuickBooks auto-log to the job's payment records and receipts save to the Payments folder. Requires QuickBooks Online (not Desktop).
You'll be redirected to QuickBooks to authorize access. No QuickBooks credentials are stored in RoofTrack.
SRS / RoofHub
Material ordering & invoice import
Not connected
Enter the integration key from your SRS RoofHub account. When a SRS invoice PO# matches a RoofTrack job number, the invoice PDF auto-saves to the job's Materials & Labor Invoices folder and line items are added to the financial worksheet.
Find this key in RoofHub under Integrations. Enter your RoofTrack job number (e.g. BNA-1) as the PO# when placing SRS orders.
EagleView
Aerial roof measurement reports
Not connected
Connect your EagleView account to order aerial roof measurements directly from inside a job. Once ordered, the PDF report and XML data file auto-attach to the job's Materials Ordering section when delivery is complete.
Credentials are encrypted and stored securely. Used only to place measurement orders on your behalf.
GAF QuickMeasure
Roof measurement & materials data
Not connected
Connect your GAF QuickMeasure account to order aerial roof measurements directly from inside a job. PDF and XML data files auto-attach to the job's Materials Ordering section and populate the materials worksheet automatically.
Find your API key in GAF QuickMeasure under Account → API Access.
Google Calendar
Sync job events to Google Calendar
Not connected
Sync your RoofTrack job events to Google Calendar. Trade dates, adjuster inspections, and follow-up dates push automatically to your connected Google account. Each team member connects their own calendar.
You'll be redirected to Google to authorize calendar access. RoofTrack only writes events — it cannot read or delete existing calendar data.
Sales Rabbit
Canvassing & door-knocking leads
Not connected
Display your Sales Rabbit lead pins on the Storm Map alongside your RoofTrack jobs and NOAA hail swaths. Requires a Sales Rabbit Pro or Enterprise account with API access enabled.
Storm window:
Legend
Hail swath
Filter by trigger
All rules 0
Stage entry 0
Inactivity 0
Job closed 0
Status
0 active
0 paused
Automations
Put routine follow-ups on autopilot. Each rule runs on its own whenever something happens to a job — so nothing slips through the cracks.
Start from a template
Notify on approval
Email customer when approved
Nudge stale jobs
Task the rep after 7 quiet days
Thank customer on close
Text + email when job closes
Report
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Operations
Financial
Rep Performance
Custom Reports
RoofTrack