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
