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Enter the address of a roof you know on the free roof check. You see the measured starting point with no card and no signup. Confirm it is the right building, then start the trial to price it; the same roof opens in your takeoff.

The measurement comes from public aerial and elevation data, so it can pick the wrong building or miss a detail only you have seen. On the result, press “Yes, this is the roof → measure it” only if the image shows the building you meant. “Adjust this outline” opens the editor to move its corners within the image shown. For a building outside that image, “Trace from your own image” opens a separate manual tool requiring your own aerial or plan image and a known dimension; it does not change the original saved analysis. Later, open the estimate and press “Edit Scope” to change any quantity, price or line.

Every estimate line names where its quantity and its rate came from, for example “Measured”, “Estimator entered”, “Your price” or “Needs your price”. Lines shown in amber still need you before they go to a customer. On the free result, open “Confidence, sources, and measurement spread”.

Open the estimate. In the proposal panel, type your customer’s email and press “Approve & email the proposal”, or press “Approve & copy link” and send the link yourself. Sending approves that version at that total; edit it afterwards and it needs approving again. During the trial MyRoofGenius does not email your customers, so you copy the link and send it from your own email.

Your customer opens the proposal link on a phone or computer with no account, reads the work and the price, types their name and presses “Record acceptance”. For a signed contract, press “Prepare contract” on the estimate, then “Copy signing link” and send it; your customer types their name and presses “Sign this contract”. Once it is signed, press “Create the job from this bid”.

Open the job and go to Change orders. Describe the scope change, choose how your customer agreed, and press “Add draft CO”. Your customer does not sign a change order inside MyRoofGenius: when they answer, you press “Customer approved” or “Customer declined”. Only approved change orders reach the job value and the invoice, and the invoice waits until every pending one is answered.

On the job, press “Create invoice from this job”. It drafts the invoice from the accepted contract and its approved change orders. You send the invoice to your customer yourself, then press “Record delivery”. Your customer pays you directly: MyRoofGenius has no online payment for your customers and no invoice carries a pay button. When the money arrives, press “Record payment (outside MyRoofGenius)”.

Before your first proposal or contract goes to a customer, MyRoofGenius asks for your company name; type it and press “Save company”. That name goes on every proposal, contract and invoice. The account owner, an admin or a manager can set it. The Company field on your profile does not change what customers see. To add people, open Team, press “Create Invite Link” and send the link. The trial includes up to 3 people. Start a plan to keep team access after the trial.

Open Contractor Owner OS, choose “Estimator review” and open “Company Operating Assumptions”. Type your hourly rate in the “Labor Rate” field, with your crew size, overhead and profit, and press “Save Company Defaults”. The account owner, an admin, a manager or the estimator can change it. A takeoff turns the roof area into crew hours with a planning figure per square, and prices those hours at your saved rate; change the hours on the labor line to match your crew. Crew size is saved with your account but does not change a price. Each labor line names whose rate it used: “Your account settings”, or “MRG national default” until you save your own.

The pricing page states what the trial includes and what each plan adds, in the same words as the Terms. We do not restate it here, so the two can never disagree.

On the no-card trial there is nothing to cancel; to stop it early, sign out or end it from Billing settings. On a paid plan, open Billing and press “Cancel Subscription”; you keep access until the end of the period you paid for.

Your roofs, estimates, jobs and customers belong to your company’s account. People you invite to your company see its work; other MyRoofGenius accounts do not. We do not sell personal information. The privacy policy names every service that processes your data.

Every plan includes roof checks under fair use, and the pricing page states each plan’s monthly allowance. If an account uses its allowance, new roof checks pause until the next renewal adds the next month's allowance, or sooner if you contact support and we raise it. Pausing roof checks never blocks your saved roofs, customers, jobs, estimates, proposals, contracts or invoices. There is no automatic pay-as-you-go or overage charge.

Every paid plan carries a money-back guarantee; the refund policy states how long it lasts. While you are inside it, open Billing and press “Request refund review”, or write to the support mailbox. Refunds are not automatic: a person reviews the charge and processes every eligible refund before any money moves. Requesting opens a request in the billing queue and sends an alert, and we reply by email. An approved refund goes back to your original payment method.

Each estimate downloads as a PDF: open it and press “PDF”. Each invoice does the same with “Download invoice PDF”. There is no one-button export of the whole account; to ask for a copy of everything, write to the support mailbox. Export what you need before you cancel: the Terms state how long saved reports and PDFs stay available afterwards.

Each roof check reads public data for the building at that address. Where the USGS elevation survey (LiDAR) covers it, pitch and roof planes are read from that. Where it does not, the result uses the public building outline with a pitch assumed from the roof’s size, and says so. Every result names its source and shows a range around the area; that range is a spread, not a guaranteed accuracy. An outline-only result has no ridge, hip, valley or eave lengths, and a large or complex building is flagged for review. Measure on site before you order material.