Level 1 Setup: Fastest Setup

Get Set Up in 1-2 Hours

I want to use lump-sum pricing with a professional proposal to close more business quickly.

Who This Setup Is For

Level 1 is the fastest way to get started with MyRoofCRM. It's perfect for you if:

  • You want to create beautiful, branded quotes immediately.
  • Your pricing is primarily lump-sum or fixed-price for projects.
  • You prefer to manage complex product costs or calculations in an external tool (like a separate spreadsheet).
  • Your main goal is to impress clients and get approvals faster with a digital proposal.

What You'll Set Up

  • Lump-sum project pricing in your quotes.
  • Branded proposal layouts with your logo and colors.
  • Key document pages like warranty and terms and conditions.
  • Easy-to-select upgrades or options for your clients.
  • Digital signatures (e-signing) to close deals on the spot.

Is Level 1 Right for You? If you have a detailed product or service list and want to build quotes from that list inside MyRoofCRM, you should consider starting with Level 2 Setup. Level 1 focuses on speed and beautiful output, not detailed itemized pricing.

Your Level 1 Setup Checklist

Follow this step-by-step guide to get up and running. We recommend watching the linked tutorial videos for a visual walkthrough.

1. Set Your Company Branding

  • Goal: Make every document uniquely yours.
  • Action: Go through the Branding Guide to upload your logo, set brand colors, and enter your company details. This ensures all future quotes look professional.

2. Create Your First Proposal Layout

  • Goal: Design the structure of your quotes.
  • Action: Go to Layouts Overview and then follow Create a New Layout. This is the master template that holds all the pages (cover, quote, terms) for your proposals.
  • Tip: You can add and customize pages like "Warranty" or "Why Choose Us" directly inside your layout. Think of it as building a brochure template.

3. Learn the Inspection/Project Details Page

  • Goal: Efficiently gather all job information before creating the quote.
  • Action: Review Project Workspace Settings and Inspection Page Styles. This is where you or your sales team can record client needs, site measurements, and notes that will flow into the final quote.

4. Add Custom Pages for Marketing

  • Goal: Enhance your proposals with persuasive content.
  • Action: Use How to Edit Layouts to add custom sections and pages. Use these to add photo galleries, case studies, or detailed service explanations to your layout and win more trust.

5. Learn Digital Signatures (E-Signing)

  • Goal: Get approvals instantly, from anywhere.
  • Action: Set up and follow the eSigning Guide. Learn how to send a proposal and collect a legally-binding signature from your client electronically, eliminating printing and scanning.

You're Done

Your Level 1 setup is now complete. You're ready to:

  1. Create a new client project in MyRoofCRM.
  2. Fill in the project details.
  3. Apply your new layout.
  4. Add a lump-sum price and send a stunning, branded proposal for signature.

Still Need Help?

If you run into any issues during your setup:

  • Email Support: support@myroofcrm.com
  • Check our video library for more detailed tutorials on each feature mentioned above.