Quick start
Sales rep
From the first knock or call to the signed contract, mostly on your phone.
- 1Add a lead from your phoneCapture a lead
- 2Work your pipelineCapture a lead
- 3Add the co-owner and record consent to textCustomer, contacts and property
- 4Book the inspectionSchedule the inspection
- 5Inspect the roof and take photosInspect the roof
- 6Record the insurance claimInsurance claim
- 7Enter the measurementsMeasure the roof
- 8Build Good, Better and BestBuild the estimate
- 9Send the proposalSend the proposal
- 10Walk the homeowners through signingThe homeowner signs
- 11See your commissionsAfter the job
These are the parts of the manual you'll use most. The whole manual follows one job from the first call to the final payment, so you can see where your part fits.