Full retail Job Instruction

This video presents users with a full walk-through of a retail job. All users performing retail work are encouraged to watch the below video.

0.05 Welcome, Introduction, and Overview
0:18 Overview: Entering leads and inspections, roof drawings and templates, estimate builder, change order, and invoicing.
0:58 Basics: Widgets and Groups
1:34 Dashboard custom setup
2:35 Support- Send Rooflink a message
2:53 Profile icon or hamburger menus to navigate system
3:40 Customer Search
4:02 Profile: Personal Settings
4:16 Verify email, connect email and calendar, verify mobile, create signature and initials
4:33 Connect Company Cam and download Rooflink app
5:02 Notification settings 6:13 Calendar, Todo, Notes, and Activity Log Icons
7:00 Entering a new lead using the +Lead button
7:57 The importance of Customers Email and Phone number
9:37 Customer profile/ Prospect Overview Page
10:02 Introduction to the Overview Page, Notes, Commissions, Events
10:16 Documents Tab
10:30 Importing Company Docs
11:15 Combining photos and documents
12:19 Photos Tab
12:30 Company Cam Integration
13:10 Adding Photos
13:30 Editing photos
14:33 Sharing photos
15:27 Email Tab
15:47 Todo Tab
15:53 Contacts Tab
16:33 Activity log
16:42 Customer Information and Job Information
17:22 Navigation arrow opens GPS
17:57 Prospects and filters
18:50 Deleting Prospects
20:00 Jobs and filters
20:45 Closed jobs
21:05 Calendar (select name and set filters)
22:05 Map search feature
22:35 Colored dot legend
24:35 Filtering jobs on map
25:20 Map customer list actions
25:35 Weather tool (shows recent wind, hail, tornadoes, etc.)
26:50 Weather radar
27:20 Geofencing tool
28:25 Entering a new lead through the map
29:35 Dropping a pin
30:00 Selecting a Lead Status
31:45 Changing a Lead Status
32:15 Move dot location
32:32 View job and Verify information
33:42 Review checklist (welcome email and schedule inspection)
35:30 Inspections tab
36:00 Tagging photos
37:26 Selecting Choices and Adding descriptions to inspection line items
39:15 Submit inspection for approval and mark as complete
39:30 Create photo inspection document and view in job documents
39:45 Documents tab (view and send documents and templates)
40:37 Utilizing a Pre-Contract/ Contingency
41:13 Enable signatures
44:12 Creating roof drawing from scratch vs. measurements
45:03 Create manual layout (name, pitch, waste, etc.)
48:10 Drawing a Roof
48:35 NearMaps integration images
49:32 EagleView XML import
51:00 Roof drawing: Begin with outermost perimeter
52:25 Roof Drawing Perimeter
57:15 Side menu tools to edit roof drawing
58:35 Drawing ridges and hips
1:00:26 Drawing valleys (calculates ice and water)
1:01:26 Adding gutters to the Roof Drawing
1:01:40 Adding accessories and pitches
1:03:05 More tools (e.g. ridge vents, flashing, ice and water)
1:04:45 Area tool (custom areas, e.g. patios)
1:05:45 More tools (e.g. two story house, flat roof tool, etc.)
1:07:15 Creating secondary structures
1:08:21 Save to documents and generate aerial report
1:09:36 Overview: Create estimate from scratch, drawing, or measurements
1:11:04 Updating pricing on material orders
1:12:17 Reviewing work orders
1:13:25 Adding line items to work orders
1:14:54 Updating line items
1:16:15 Data sheet (showing profits)
1:17:19 Work doing/not doing 1:18:07 Contract preview (discounts and payments)
1:20:13 Retail packet
1:21:09 Overview: Reviewing payments
1:23:54 Final payment and marking as paid
1:25:53 Orders and scheduling
1:29:03 Change order
1:32:15 Close job