Send instant quote leads automatically to your One Click Contractor account
Requirements
- Roof Quote PRO™ active subscription
- One Click Contractor account
- Admin user access
Overview
Automatically send your RoofQuote PRO™ lead data to One Click Contractor account by directly integrating your accounts.
Instructions
- Login to your RoofQuote PRO portal
- Find the Settings (gear) icon and select Developer from the menu
- Find the One Click Contractor integration and click 'Connect Account'
- Enter your One Click Contractor account login credentials (email & 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
- Test out the connection
- Create a new test lead using the Rep Quotes tool
- 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