Roof Quote PRO™ integrates with GAF® QuickMeasure™ for streamlined detailed measurement reports with high-resolution imagery
Requirements:
- Roof Quote PRO™ active subscription
- Admin user access
Overview:
There are two ways to order measurement reports can be ordered from GAF® on the ROOFLE platform.
- Manually from your Roof Quote PRO portal by any user
- Automatically from your website’s instant quote tool by the homeowner requesting a final proposal.
HEADS UP! The GAF® QuickMeasure™ account within your Roof Quote PRO portal is separate from any other GAF® you may already possess. There is currently no way to integrate any existing GAF® credits onto our platform.
Purchase Measurement Credits
Order Reports Manually
Order Reports Automatically
Order Statuses and Multiple Orders
Completed Reports
Instructions:
- Purchase Measurement Credits
- To start, login to your portal and find the Profile icon.
- Choose Billing from the menu.
- Click 'Get More Credits'
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Choose the amount of credits you wish to purchase
- There are discounts for buying 25 or more credits at a time
- Single-family reports cost one measurement credit
- Multi-family/Commercial reports cost two measurement credits
- Checkout on the right to complete your credit purchase
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Your payment method can be the same as your subscription payment method
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To automatically renew credits, click "Add Renew Option" from the Measurement Credits section in your billing
- Choose how many credits you'd like to automatically renew
- Choose which Renewal Option.
- When credits are low: this will auto-renew when credits reach 3 or less
- Custom date: choose a monthly or weekly renewal period and specific day
- Click Save.
- Ordering Reports Manually
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There are three places where you can order reports manually
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On your dashboard, click the three dots on the right for the lead you want to order a report, and click Order Measurement
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Click on a specific lead on your dashboard to pull up the lead details screen, then click on the Measurements tab. Once there, click Order Measurements.
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In Rep Quotes, if you’ve created a new lead or opened a quote from an existing lead, click the Order Measurements button that appears at the bottom of your screen
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- After clicking Order Measurement, you will see a popup
- Choose your roof report. In this case, GAF® QuickMeasure™.
- By default, your previously selected report will be chosen.
- Select which structures you want to include
- For Product Code, choose the report type (single-family, multifamily, or commercial)
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Once all these options are complete, agree to the terms and click Order
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- Ordering Reports Automatically
- In your PRO portal, find the Settings or gear icon
- Choose General on the pop up menu
- Once on the General Settings page, choose the Automations tab
- By default, this will take you to the Measurements Order page in the Feature dropdown
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Turn On the toggle for 'Measurement Ordering with Get Final Proposal Button'
- Choose the report you want to order automatically. In this case, GAF® QuickMeasure™.
- You also have the option to set a backup report incase your preferred report is not available
- You also have the option to set a backup report incase your preferred report is not available
- Click Save Changes
- Turning on automatic orders will change the call-to-action button on your product cards to say “Get Final Proposal”
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REMINDER! If a homeowner clicks it, a measurement report will automatically be ordered.
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- Order Statuses and Multiple Orders
- After placing an order, you can track the status of your report completion from the dashboard and lead details screen
- In Progress: order successfully placed and is being fulfilled
- Completed: order complete and report delivered
- Failed: order wasn't placed; try again
- Declined: order not accepted; place a new order
- If your order is declined, you will see a reason for the decline in your lead details screen under the Measurements tab.
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Click Reorder Measurement to make changes to the order details and try again
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- You can also place multiple orders for each lead.
- If there are multiple orders, they will each have a tab in the lead details screen if they are different reports
- If they are the same report, switch between reports using the dropdown showing the dates each report was ordered in the lead details screen under that report tab
- After placing an order, you can track the status of your report completion from the dashboard and lead details screen
- Completed Reports
- Once an order is complete, GAF QuickMeasure™ Reports will display all the primary measurement data from the report directly in your lead details screen under the Measurements tab
- Click 'See Full Report' to view the complete report online
- Click 'See Property Owner Report' to view the property owner report online
- Click 'Download PDF' for the complete report
- Click 'Download XML' for the XML format of the report
- Click 'See 3D Report' to view the 3D report online with the ability to create designs
- Once an order is complete, GAF QuickMeasure™ Reports will display all the primary measurement data from the report directly in your lead details screen under the Measurements tab