Skip to main content

πŸš€ Getting started as an Owner or Admin

D
Written by Dealer Support
Updated over 10 months ago

1 min read, 3 min video.... You can do it.

Welcome to Roofing Redline

Our goal is to provide you one tech platform to replace the 8 apps (Door to Door, Photos, Hail Maps, Proposals, eSign, etc) you have today at a much reduced cost.

This should allow you to:

  • Reduce Tech Costs

  • Have your data in one place and talking together

  • Increase sales productivity.

You can watch a demo below and then get started.

There are many features of this app and it can be very powerful for your team..

Choose a topic below to set up your company. If you are not tech savvy, just reach out and we will help you with free implementation. Need Free Setup Help?

Day 1 : get started

Day 2: Customize more to sell more - Proposals, eSign, and more.

Day 3: Learn how to track and motivate reps

  • Rep Tracking in Door to Door - want to see if reps were in the field, see how they are progressing?

  • Leader Boards - How does your team stack up. Creating a competition and reward culture is essential

  • Advanced Sales Gamification - Coming soon.

Day 4: After you have gotten settled in and want to take full advantage

  • INTEGRATIONS!!! Let your data talk to other systems

    • Do you need data pushed to Job Nimbus, Acculynx, Leap, Zapier, Etc? We can set it up fast.

    • We can set up custom rules to push data to mailers or GHL or other marketing platforms.

  • Explore lead and marketing features to drive sales (Video coming soon)

Did this answer your question?