Question 1

How do I add a new property?

Accepted Answer

Navigate to Properties in your dashboard and click the 'Add Property' button. Fill in the property details including address, contact information, and any relevant notes.

Question 2

Can I import data from spreadsheets?

Accepted Answer

Yes! RoofCast supports CSV and Excel imports. Go to Settings > Import Data and follow the step-by-step wizard to map your columns to our fields.

Question 3

How do I invite team members?

Accepted Answer

Go to Settings > Team and click 'Invite Member'. Enter their email address and select their role. They will receive an invitation to join your organization.

Question 4

What file formats are supported for documents?

Accepted Answer

We support PDF, DOC, DOCX, XLS, XLSX, JPG, PNG, and most common document formats. Maximum file size is 50MB per file.

Question 5

How do I generate a budget report?

Accepted Answer

Navigate to Reports > Budget Forecast. Select the properties and time range you want to include, then click 'Generate Report'. You can export as PDF or Excel.

Question 6

Can I customize notification settings?

Accepted Answer

Yes, go to Settings > Notifications to customize which alerts you receive and how you receive them (email, in-app, or both).

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