Skip to main content

🛠️ How to Customize Dispositions

Customize Dispositions

K
Written by Kyler Terry
Updated over 5 months ago

Dispositions let you categorize your reps' door-knocking outcomes. With Roofing Redline, admins can fully customize these disposition options—including icons, colors, statuses, and sub-statuses—to match your sales process and team style.

⚙️ Step 1: Access the Custom Dispositions Settings

🔐 Note: You must have admin permissions to edit dispositions.

  1. Open the Roofing Redline app.

  2. Tap the Settings icon in the bottom-right corner.

  3. Scroll down and tap Admin.

  4. At the bottom of the Admin menu, tap Custom Dispositions.

🎨 Step 2: Customize or Create a Disposition

You’ll now see a list of default and previously customized dispositions.

To Edit an Existing Disposition:

  1. Tap on a disposition from the list.

  2. Make changes as needed:

    • Change the icon (e.g., to a checkmark)

    • Pick a color

    • Edit the title (e.g., “Left Door Hanger”)

    • Add a description

    • Set a sub-status or sub-sub-status if desired

  3. Toggle the visibility with the Hide/Unhide switch.

  4. Tap Save.

To Add a New Disposition:

  1. Tap the “+” (if available in your version).

  2. Set:

    • Title

    • Icon and color

    • Optional: Sub-statuses, description

  3. Make sure the disposition is set to Unhidden.

  4. Tap Save to add it to your active list.

🧩 Step 3: Organize Your Disposition List

  • Press and hold a disposition, then drag it up or down to reorder the list.

  • Place the most frequently used statuses at the top for quicker access.

💡 Reordering and organizing makes it easier for reps to navigate in the field.

🧼 Step 4: Hide Unused or Irrelevant Dispositions

You can hide any default or leftover options that don’t fit your workflow (e.g., “Spouse Not Home,” “Solar Inquiry”).

  1. Tap the disposition you want to hide.

  2. Toggle the Hide switch.

  3. Tap Save.

✅ Example: Create a “Left Door Hanger” Disposition

Here’s how to create a custom status for reps who leave marketing material:

  • Icon: ✔️ Checkmark

  • Color: Blue

  • Title: Left Door Hanger

  • Description: Door hanger was left at the residence

  • Sub-status: Optional (e.g., “Info Only,” “Returned Visit”)

  • Visibility: Unhidden

This helps you track passive touches without requiring full interaction.

📞 Need Help?

If you have questions or need help customizing your disposition list, our support team is ready to help.

Related Articles
🎨 How to Set Up Your Company Branding in Roofing Redline
📍 How to Manage Canvassing Areas & Track Reps
Did this answer your question?