Set Up For Your Branding For Optimal Results

Roof Quote PRO™ is fully white-labeled with a ton of custom options to suit your company's brand and website experience.

Requirements:

Roof Quote PRO™ active subscription
Admin user access

Overview:

Customize your tool settings including colors, text, buttons, emails, and display options. Follow the Best Practices provided in this article for optimal results and higher lead generation.

Background
Text, Icons, Illustrations
Controls
Square Footage Settings
Suggested Slope Settings
Email Settings
Floating Widget
Callout

Instructions:

To start, login to your portal and go to the Settings tab
Select Branding from the Feature dropdown menu

Background Color

Expand the Background section
Set any color for the background of your instant quote tool
Option 1 - Enter the color hex code
Option 2 - Manually select the color by clicking on the color square, then use the slider to the desired color range and use your curser to select your color
You can also adjust the opacity

Save your changes.

Text, Icons, and Illustrations

Expand the Text, Icons, and Illustrations section
Set the color and font for Titles, Main Text, and Secondary Text

• Titles include the header text "What will my roof cost," structure names, Recommended Products header, Product names, and Financing options/price
• Main Text includes the text under your header, address, text under the map, selected structure slope, product descriptions, instant quote Price, and Package Details
• Secondary Text includes unselected structure slopes and product description headers

Set the color of your icons
Icons include the "x" that clears the address, trash icons to delete structures, and tooltips

Set the fill and outline colors for your Roof Borders

• Fill Color is for overlay color for included roof structures on the map
• Outline Color is for lines that cover excluded roof structures on the map and the small outline to roof overlays

Set the colors and corner rounding for Tooltip and Map Controls

• Fill Color is for map buttons and backgrounds of the roof names on the map
• Outline Color is for outlining the roof names on the map and boxes for structure cards and slope selection
• Corner Rounding changes the shape to the buttons and roof name boxes on the map - a higher number makes them more round, lower number more rectangular
• Font Color is for the roof name text and zoom icons on the map

Set the selected and unselected colors for Illustration (Slope Preview)

• Selected color is for included roofs and selected slope illustrations
• Unselected color is for excluded roofs and unselected slope illustrations

(Optional)
Edit Title to change the text of your headline "What will my roof cost?"
Edit Example Text to change the supporting text under the headline

Save your changes.

Controls

Expand the Controls section
Set the colors and font attributes for your Main Button.

The Main Button includes both call-to-action buttons on each product card ("Send Me Details" and "Get Pre-Qualified"), selected color outline, address bar outline when it's clicked, and the "See My Price" and "Show My Price" buttons shown before the quotes generated.

• The fill color is the main color of the button
• The outline color is used to outline the button. Use the same color as the fill to show no distinguishing button outline (recommended)
• Corner rounding changes the shape of your button
• The font, font weight, and font color are for the button text

(Optional) Change the Product "Call-to-action" text. It is "Send Me Details" by default. Clicking this button sends the instant quote for that specific product to the contact's email they entered in the form step, and it opens a Thank You Screen.

Set the colors and font attributes for your Secondary Button.

The Secondary Button includes the "Edit Roofs" and "Start Over" buttons

• The fill color, outline color, corner rounding, and font attributes follow the same rules as your main button explained above

Set the colors and corner rounding for the Checkbox shown on structure cards

• The fill and outline colors are for when a checkbox is checked, which indicates the roof structure is included in the quote

Save your changes.

Square Footage Settings

Expand the Square Footage Settings section

Turn on the Show Square Footage toggle to display the total square feet used to calculate their pricing for each product 

Turning on the Show Square Footage toggle will automatically turn on the other option,
Add Square Footage In Emails To Homeowners 

With this turned on, the total square feet will also be shown in quotes sent to their email. A Quote is emailed after clicking any product's Main Button or if sent directly from Rep Quotes.

Turn off the Add Square Footage In Emails option to exclude the total square feet on any quote sent to their email.

Save your changes.

Suggested Slope Settings

Expand the Suggested Slope Settings section

Suggested Slopes uses advanced building data to suggest the predominant slope/pitch of each roof structure. This greatly enhances the homeowner experience in several ways:

• They do not have to change the roof slope(s) selection before getting an instant quote
• It ensures a greater level of accuracy for calculating their instant quote
• It builds trust in the technology by auto-detecting specific details about their roof(s)

In Rep Quotes, suggested slopes will be even more specific by providing a custom slope (e.g. 4/12, 9/12, etc) versus simply flat, low, medium, and steep

If no data is available for a structure, it will not show a slope suggestion and revert back to a default Medium slope.

Email Settings

Expand the Email Settings section

You have the option to Attach PDF of Quote for Customer, which includes a PDF copy of their quote in the email sent after clicking any product's Main Button or sent from Rep Quotes.

By default, Attached PDFs are turned on. This polishes the homeowner experience by providing them with a custom branded PDF record of their quote.

Floating Widget

Select Tool Callout from the Feature dropdown menu located at the top of the Widget Tool Settings screen
Expand the Floating Widget section
Set the fill color, font options, and location of the "Instant Roof Quote" Button

This button sticks to the side of any page on your website that the Slideout Roof Quote PRO Script is installed. Clicking the button slides open the instant quote widget.

Save your changes.

Callout

Expand the Callout section

The Callout is the text box connected to the floating widget button. It is designed to grab the homeowner's attention when they visit your website or landing page.

By default, it is displayed on desktops and tablets since the screen is larger on those devices. Turn off the Show on Tablets and Desktops toggle to hide the callout for people browsing from a computer, laptop, or tablet such as an iPad.

By default, it is not displayed on mobile devices since it may take up much of the screen and make it harder to browse the page. Turn on the Show on Phones toggle to display the callout for people browsing from a mobile phone.

Set the fill, outline, and font colors

• The fill color is the background color of the callout box
• The outline color is a thin color that outlines the callout box
• The font color is for the callout title and text 

(Optional) Edit the callout title and text to change the callout message.
Callout Title is limited to 34 characters
Default text is "Need a roofing quote?"

Callout Text is limited to 55 characters
Default text is "Get Your Price NOW!"

Save your changes.