Send instant quote leads automatically to your One Click Contractor account
Requirements:
One Click Contractor account (Admin user)
RoofQuote PRO™ active subscription (Admin user)
Overview:
Automatically send your RoofQuote PRO™ lead data to One Click Contractor account by directly integrating your accounts.
Instructions:
Step 1 - Connect your One Click account from your RoofQuote PRO portal
In your RoofQuote PRO admin account, go to Settings > Developer
Find the ONECLICK Contractor integration card and click ‘Connect Account’
Enter your One Click Contractor account login credentials - email and password
Click 'Save & Continue'
On the Contact Details tab, select the Job Type for contacts sent to your OCC account from RoofQuote PRO
To complete the connection, click 'Save'
If you account connected successfully, you'll see the ONECLICK Contractor card showing 'Connected' in the integrations page
Congrats! 🎉
You've Successfully Integrated Your ONECLICK Contractor Account
Test it out
Go to Rep Quotes and create a new lead
Open your One Click Contractor Customers dashboard
Find and open the new lead record with the following details automatically included
- All contact information
- The job type that was selected when connecting your account
- Aerial image of the structures used for the instant quote
- PDFs of all quotes sent uploaded to Docs
- Products, pricing, financing info, and outbound emails logged in Job Notes
