Getting started
Find your way around the app
Know where prospecting, leads, delivery and settings live.
Before you start
The menu changes with your role. Company administrators see more settings than reps.
Follow these steps
Open the menu with the three-line button in the top-left corner.
Use Prospecting for Map, Look up a house, Import addresses and Storms.
Use Leads for Hot leads and Pinned houses. Hot leads shows responses; Pinned houses is your property list.
Use Delivery for Review orders, Queue & Batches, Mailed and Emails sent.
Use Company for Credits, Company settings, Leaderboard and Statistics. Help also contains Show me around.
You can choose the screen for the job you want to do.
If something looks wrong
- Missing a menu item? Check your role with your administrator.
- Need to return after fixing a property hold? Use the Back to [address] chip when it appears.
RELATED WALKTHROUGH
Your first steps in QwikQuote
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Start with the menu
Open the menu in the top left. Prospecting is where you find houses. Leads is where you follow up responses. Delivery is where you review mail.
Finish at your pace
Getting set up shows the remaining account requirements. You can open the map before branding is finished. Customer-facing output can still wait for pricing, credits and delivery setup.
Read the next action
Home summarizes the work waiting on your account. A held piece is different from one that is ready, and neither means the homeowner has received it.
Return when you need help
Use Company settings for your business details and tools. Each teammate should use their own login. The written guides explain the individual steps in more detail.