Default Checklist
Here is a brief explanation of your default checklist items. There are two ways to visualize your default checklist items:
Inside your prospective job
Inside Tools > Checklist > Prospect checklist
This section will reference the default checklist that you can see under your prospective job.
Assigned
Assign Lead: Assign the prospect to any of your representatives by clicking on assign lead. This checklist item will be marked as done by default when you or one of your representatives adds the lead into the system.
Verified
Verify Lead: Complete the form to verify your lead.
Roof Layout
Draw Roof: Click there to start drawing the roof layout. If you have never drawn a roof layout inside ROOFLINK, click here for a guided tour.
Enter Values: If you already have the roof measurements, click on "Enter Values" to submit your measurements.
Inspection Form
View: Click here to view the details and the checklist of your roof inspection.
Mark As Complete: Click here to mark the inspection form as complete.
Upload Hard Copy: Click here to upload the hard copy of your inspection report. The checklist item will automatically show as complete when you upload the hard copy.
Estimate
Create From Scratch: Click here to create a customized estimate.
Create From Template: Click here to create an estimate based on one of the templates loaded inside your system.
Signed Contract
Upload Hard Copy: Click here to upload a hard copy of your contract.
Import Template: Click here to import one of the templates you have inside ROOFLINK
Submitted
Submit: Click here when you finish the job and would like to mark it as completed inside of the checklist.
Deleted
Delete: Click here to delete the prospect. When you click on "Delete" your prospect will be deleted, but you still can revert this action.
Un-Delete: After clicking on delete, you can click on 'Un-Delete' to restore your job.
Permanently Delete: Click here to permanently delete your job and be redirected to the home page.
Modify your checklist items for your prospects
If you would like to modify your checklist items, go to Tools> Checklists > Prospect Checklist
Add more items to the default prospect checklist
Tools> Checklists > Prospect Checklist
Delete items inside your prospect checklist
Tools> Checklists > Prospect Checklist
Click on the prospect checklist
Go to the item you would like to delete
Click on the red minus icon
Add new sections for your prospect checklist
Tools> Checklists > Prospect Checklist
The new section is going to be shown under your prospect checklist.
Delete Checklist
Tools> Checklists > Prospect Checklist
We highly encourage you not to delete your default checklist unless you've created a checklist that replaces the default one.
Click on the delete button next to your checklist name.