If there's a product you'd like to showcase but it is not in the ROOFLE Catalog, this article will show you how to create a custom product card which goes into My Catalog"
Requirements:
- Roof Quote PRO™ active subscription
- Admin user access
Instructions:
- To start, login to your portal and find the Settings icon.
- Choose Products from the menu.
- Once on the Products page, select on the My Catalog tab.
- Next, click on the "Create Product Card" button
- A blank product card will open. It follows the same parameters as a prebuilt card from the ROOFLE Catalog. You will need to complete all of the blank fields and upload images.
- Product Name
- Two Images (size: 250 KB max; format: PNG, JPG, JPEG)
- Price
- Type (what type of product or service)
- Warranty (optional)
- Top Features (highlight value/selling points)
- What's Included (what is included with the calculated instant price)
- Additional Cost (what is not included in the calculated instant price)
- Once satisfied, click on Create to add the custom product card to My Catalog
- To add to your Selected Products, use the Add button on your newly created product.
PRO TIP: Custom product cards have the ability to be priced Per Square or as Fixed cost. This makes them a great resource for creating a "Roof Repair" product card or something similar.
NEED MORE HELP? We have a library of custom product cards that you can copy into the My Catalog on your account. For more info, refer to this article.