Go From Instant Quote To Final Price With Rep Quotes

Verify SqFt and Waste, Add Costs, Add Discounts, and Email Final Quotes

Requirements:

• Roof Quote PRO™ active subscription
• Admin, Sales Rep, or Production user access

Overview:

Rep Quotes enables your sales team to turn an instant quote into a final price so they can win the job at record speed.

Verify Roof Details (Edit SqFt and Waste)
Add Additional Costs
Add Discounts
Email Final Quotes

Instructions:

1. To start, login to your portal and go to the Dashboard.
2. Click on the Instant Quote Lead you want to edit.
   1. Admins can assign contacts to any rep and they will be notified by email.
   2. If a lead was generated through Rep Quotes OR a Sales Rep's public link, it will already be assigned to that Sales Rep
      
      
3. Click Open Quote
   
   
   
4. Follow the next steps as needed.

Verify and Update Your Roof Structure Details

1. Click Order Measurement in the bottom righthand corner.
2. Once your measurement is available, the button will say Open Measurement
   
   
   
3. Review the roof area and waste information
   
   
   
4. Go back to your Open Quote page. Click the pencil icon next to the Total SqFt or Waste Factor
   
   
   
   
   1. If the SqFt needs to updated, select Custom and input the SqFt from your Measurement
   2. If the Waste Factor needs to be updated, select Custom and input a new waste factor
      
      
      
5. Click Save
   
   

Add Additional Costs

1. In your Open Quote, click 'ADD' next to Additional Cost
   
   
   
2. In the popup, toggle Additional Cost to on
3. Use your preferred process to gather the information needed to complete the necessary additional cost questions (over the phone, onsite, high-res imagery like EagleView or Quickmeasure).
4. Add any applicable additional costs.
   1. Additional costs will be tallied on the right side in real-time
5. Once you've completed all questions for each roof structure, click Save
   
   
   

Add Discounts

1. In your Open Quote, click '+ ADD' next to Discount 
2. In the popup, toggle Discount to on
3. Choose a discount type, either Percentage or Fixed Price
4. Choose whether to discount the Total Cost, the Additional Cost Total or an individual Additional Cost
   
   
   
5. Set the percentage or fixed price amount to discount off the quote
6. Click Save
   
   
   

Email Your Final Quote

1. In your Open Quote, click the 'Email Details' button on any product card
   1. (You can select multiple products in your quote later)
   2. Ensure price range is turned off if you want to send an exact price
      
      
      
2. By default, the contact email will be the recipient but you can also change the recipient ('Send To') email
3. You can choose to include a PDF of the quote and SqFt details
4. Add a custom Comment Title as a headline to your quote
   1. Click Save As Default if you wish to use keep your title as a placeholder for future quotes
      
      
      
5. Add custom Comment Text to provide details such as cost breakdown, project scope, warranty, timelines, next steps, your information, or other details
   
   
   
6. Confirm which products and details you want to include in your quote
   
   
   
7. Click Send

Example Comment:

1. Base Price - Includes materials for a complete roofing system and skilled labor to complete the job
2. Additional Costs - These are items specific to your roof that require additional labor or material