Connect your company's QXO account to RoofQuote PRO™ and associate your branches with markets
Requirements
- Roof Quote PRO™ active subscription
- QXO active account (with at least one branch and template for roofing orders)
Overview
Connect RoofQuote PRO to your QXO account to order materials through your pro portal
Instructions
- Log in to your portal
- Navigate to the Orders tab
- Click the ‘Connect Account’ button which will take you to the integrations page
- Find the QXO integration card and click ‘Connect Account’
- In the Connect Account popup, enter your company's QXO account credentials (email address & password). Then click ‘Save & Continue’
- You will see a success message popup indicating you’ve successfully connected your account. If not, check the login credentials and try again.
- Once the account is connected, you’ll need to associate each RoofQuote PRO market with a QXO branch. Navigate back to the Orders tab and then select Branches.
- Simply select a market on the left, then select a QXO branch to associate with that market.
Do this for each market, then click Save Changes.
NOTE: Orders will be routed to the branch associated with the customer’s market
You’ve successfully connected your QXO account to Roof Quote PRO™!
Next, learn how to set up formulas to make ordering materials a breeze