How to Set Up Your Showcase Using the Roofle Catalog

Setting up product cards in your showcase in RoofQuote PRO™ is easy with just a few steps

Requirements

RoofQuote PRO™ active subscription (Admin user access)

Overview

There are two ways to create your showcase. In this guide, we will concentrate on using the Roofle Catalog to build your showcase. Alternatively, you can refer to the Create Custom Product Cards link for the second method of creating your product cards.

Instructions

1. Log In to Roofle

   Access the Roofle portal by navigating to app.roofle.com and logging in with your credentials.

2. Access Product Settings

   After logging in, locate and click on the gear icon located at the upper right corner of the page. Then, select 'Settings' and choose 'Products' from the drop-down menu.

3. Browse through Roofle’s product catalog

   Locate the desired product in the catalog and select the "Add" button to include it in your showcase.

   
   

4. Add Products to Your Showcase

   Once you've chosen a product card, it will be displayed in your showcase. 

   

5. Customize Your Product Cards

   Select the product card you want to personalize. Click on the "Customize" button. 

   

   You have the flexibility to change existing information on the card as needed.

   

   Adjust pricing, show or hide colors, replace images, and customize product card details such as Warranty, Top features, What's Included, and Additional costs as required.
   
   You can also upload photos and choose between default label options or create a personalized label with your desired text.

   

   Include a custom button for each product card, like "Schedule an Inspection" or "Consult with an Expert" or "View Roof Details". Just insert the URL where you want to direct your customers and label the button accordingly.

6. Review and Finalize

   Take a final look at your showcase to confirm that everything is presented to your satisfaction. Your showcase is now complete with the product cards you have selected and personalized. If you need to make any additional adjustments, simply follow the steps outlined above.

7. Test it out

   You can utilize Rep Quotes to preview how your showcase will appear.

Congratulations on successfully creating your showcase!