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Step-by-step guides for every part of RidgeSync — 55 articles across 15 topics. Search, browse, or ask the assistant.
Getting Started
How to sign up for RidgeSync, set up your company and brand color, import the paperwork you already use, and run your first roofing job from lead to paid.
5 articles
Your Website & Domain
How to build your roofing lead site, add your logo and photos, write local SEO blog posts, connect your own domain, and show finished jobs on your town pages.
4 articles
Leads & Contacts
How website leads reach you, how to set a lead status, how to convert a lead into a job in one click, and how to keep every customer in Contacts.
2 articles
Pipeline & Jobs
How to run every roofing job across your pipeline stages on one board, what lives on the job page, how to record a voice note, and how to close a job out.
6 articles
Measurements & Estimates
How to get roof measurements into RidgeSync — a Roofr or EagleView report, a photo of any report, or a hand measurement — and price them into an estimate.
4 articles
Systems & Catalog (Pricing)
How to set up the products, labor and roofing systems your estimates price from, so every quote uses your real supplier costs and your price per square.
3 articles
Proposals & E-Sign
How to build a branded roofing proposal, send it by text or email, and let the customer pick an option and e-sign it from their phone in a couple of taps.
3 articles
Material & Work Orders
How to build the material order straight off a signed quote — shingle bill of materials, AI metal takeoff with panels cut to length, and saved suppliers.
3 articles
Invoicing & Payments
How to bill deposits and balances in RidgeSync, send an invoice by text or email, record payments, void a bill sent in error, and see what is still outstanding.
5 articles
Financials & Performance
How to see what your roofing company is making — pipeline and close rate, per-job profit, expenses, crew pay and 1099s, and a tax-ready profit-and-loss.
7 articles
Files & Jobsite Photos
How to keep contracts, permits, receipts and jobsite photos attached to the right roofing job, upload across jobs in File Manager, and caption with AI.
2 articles
Calendar & Scheduling
How to put a roofing install on a shared calendar the whole crew can see, run multi-day jobs, and keep task due dates and close dates in one month view.
1 articles
AI Features
Everything AI does across a roofing job — site and blog copy, reading reports, captioning photos, scanning receipts, metal takeoffs, and the assistant.
2 articles
Team, Billing & Account
How to invite your crew and control what they see, join a team you were invited to, set your Google links, manage your plan, and export your own data.
5 articles
RidgeSync On Your Phone
How to install RidgeSync on your phone like an app, get a push when a lead or a signature lands, work with no signal on a roof, and switch the app to dark mode.
3 articles
Ask the RidgeSync assistant
Tap the Ask RidgeSync bubble in the bottom-right and ask anything about how the product works. For anything about your account or billing, email our support team.
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Email us with your account email and a short description and we’ll get you sorted.
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