Company settings
- Basic Info
- Payment method, Subscriptions, Invoices.
- Connect Email & Calendar
- Integrate NearMap
- Import Roof Measurements
- Integrate Zapier
The Rooflink Onboarding Team will initially onboard you're company by requesting the following information: 1) Employees, Roles & Responsibilities, and Commission Structures 2) Last 5-10 Roofing Material Orders- These will be used to create suppliers, supplier contact, products, supplier pricing, and roof templates. 3) Supplier price list- All accessories products and supplier pricing to include vents, skylights, and any other regularly used product that is not on a already provided roofing material order. 4) Last 5-10 Labor Work Orders- These will be used to create crews, labor products, and labor cost. 5) Labor pricing- All labor items and pricing to include trades other than roofing that is not on an already provide roofing labor order. 6) Last 5-10 Executed Contracts- These will be used to create customer estimate descriptions, scopes of work, default customer pricing, and contract terms & conditions.