Help & Docs
Everything you need to run your Roofers Lab dashboard.
Getting Started
- Your dashboard at a glanceA quick tour of the main screens so you know where everything lives.
- Signing in to Roofers LabWhere to log in, what to do if you're asked for a code and how to reset a forgotten password.
- Using the Roofers Lab appReply to leads, check your calendar and book jobs from your phone.
- Setting up your notificationsTurn on the alerts that make sure a new lead never sits unanswered.
Features
- Your Inbox: every message in one placeText, email and Facebook/Instagram messages land in one thread per customer.
- Missed-call text-backWhen you can't pick up, the system auto-texts the caller so you don't lose the lead.
- Contacts: every customer's record in one placeThe full history for every lead and customer: info, tags, notes and everything you've said to them.
- Opportunities: your job pipelineA drag-and-drop board where every job moves through stages, from new lead to won.
- Calendar & Booking: let homeowners book themselvesShare a booking link so customers pick an open inspection slot without a single call.
- Invoicing: send a bill, get paidCreate an invoice, send it by text or email and collect payment without chasing a check.
- Reputation: get more 5-star reviewsSend review requests after every job, and read and reply to your Google reviews (and Facebook, if you connect it) from one place.
- Forms: turn website visitors into leadsBuild a lead form, put it on your site, and every submission creates a contact. Wire the follow-up and it lands in your Inbox too.
- Facebook & Instagram: ad leads straight into ContactsConnect your Facebook page so leads from Facebook and Instagram ads land in Contacts. Wire the follow-up and they hit your Inbox too.