Create Multiple Estimates in RoofLink
Video Description:
3 Estimates in 3 Minutes—No Setup Required
RoofLink’s new Multiple Estimates feature eliminates the need to duplicate jobs or send multiple PDFs to prospects.
Kylie, the user experience designer at RoofLink, introduces the new multiple estimates feature that allows users to create up to six estimates for a single job. This feature enables easy comparison of estimates through a user-friendly dropdown, and users can rename and export these estimates using a new document template.
The functionality is also available on the mobile app, ensuring that representatives can access it on the go. Additionally, users can set a primary estimate and access archived estimates, enhancing the overall job pipeline experience. Kylie emphasizes the commitment to continuously improve the platform for roofers.