Jesse Mahan

Integration Part 3-Testing Add the “QB Not Synced” to your ROOFLINK dashboard, navigate to your dashboard by selecting the ROOFLINK logo, select the group you would like to add the QB Not Synced...

Integration: Part 2- Account Mapping Part two of the integration establishes ROOFLINK to Chart of Account mapping rules. Once established for each account type, further customization can be mapped...

Integration: Part 1- Establishes Basic Synchronization Rules First, login to your ROOFLINK account, you must be an Admin to perform the following. Select Tools>Integration>QuickBooks. Select “...

Preparation: First, make sure the QB account is set up properly. First, login to your QuickBooks online account. Select gear icon (top right) to open settings. Select Account and Settings, Select ...

Roof Link Toolkit, a light version of the Rooflink Enterprise product, is now available for immediate download and use. It boasts powerful features like canvassing, weather tool, roof drawing tool,...

Roof.Link Data Source Guide   The below data sources can assist in building email templates. Simply copy and paste into an email template. To easily find the data source required, hit Control+F on ...

ROOFLINK - Sales App Overview from ROOFLINK on Vimeo.

*Hover third-party integrations are only available with Hover plans that are above pay-as-you-go. Attempting to connect a pay-as-you-go plan will result in an error message. Hover pricing can be fo...

Eagleview Setup is only available to Admins. Once the Eagleview setup is complete, Eagleview ordering will be available to all company users.    To Connect your Eagleview account, select Profile & ...

If you have multiple Rooflink users connecting to a single Company Cam account, your Company integration options are limited. Please see the below video outlining the limitations of having a single...