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How Can I Insert The Values Of A Roof Manually?

Lauren Thress avatar
Written by Lauren Thress
Updated over 3 years ago

Instructions

  1. Go to your prospect's page

  2. Scroll down to the Prospect Checklist section

  3. Click Enter Values

    enter values step highlight

  4. Complete the form to schedule your inspection

If you don't have inspections under your prospect:

  1. Go to tools > Checklist

  2. Click on the name of your prospect checklist. The default name is Prospect Checklist.

  3. Click Add Item

  4. Type Roof Layout Step

    roof layout step

  5. Click Submit

After adding the roof layout step, you can enter your roof values manually.

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