One Click Contractor Integration

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

1. Login to your RoofQuote PRO portal
2. Find the Settings (gear) icon and select Developer from the menu
3. Find the One Click Contractor integration and click 'Connect Account'
   
   
   
4. Enter your One Click Contractor account login credentials (email & password)
5. Click 'Save & Continue'
   
   
   
6. On the Contact Details tab, select the Job Type for contacts sent to your OCC account from RoofQuote PRO
   
   
   
7. To complete the connection, click 'Save'
   
   
   
8. If you account connected successfully, you'll see the ONECLICK Contractor card showing 'Connected' in the integrations page
   
   
   
9. Test out the connection
   1. Create a new test lead using the Rep Quotes tool
   2. Open your One Click Contractor Customers dashboard
   3. Find and open the new lead record with the following details automatically included
      1. All contact information
      2. The job type that was selected when connecting your account
      3. Aerial image of the structures used for the instant quote
      4. PDFs of all quotes sent uploaded to Docs
      5. Products, pricing, financing info, and outbound emails logged in Job Notes