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