Two minutes to set up. Nothing to install. You can be pricing a roof before you finish your coffee.
This is the company account. Whoever signs up here is the company
admin. Your reps and office staff do not sign up themselves; you create
a login for each of them under Team once you are in.
Have an event code? Enter it here before creating your account.
One decision here: whose printer the mail comes off. It can be changed
later under Company settings, but it is worth reading once now.
How you pay
Who prints and mails
Make it yours
This is what a homeowner sees. Everything on this page prints on every
page of every estimate you send, and it is all here now so you set it once. The
same screen lives under Settings, Branding whenever you want to change it.
No logo yet
You can add this later. A logo is required before sending estimates or mail.
Keep this color for now or choose your own. Color never holds up setup or delivery.
Your Company
Estimate for 412 Pittsburgh Street
$14,200
What do you charge a square?
Your numbers, typed by you, for every material and every pitch.
Every quote QwikQuote sends is wrong until these are yours rather than
ours, so nothing here is filled in for you and there is no default to
take.
Loading your rate card...
Low slope on shingle and metal always comes to you by hand, and so does a
pitched roof on the flat card. You can rename bands, change ranges, and
set tear-off and accessory rates in Settings once you are in.
dollars
How you will pay
Credits, bought up front and spent as you work. You only ever pay
for the houses you work, and there is no subscription. The card or bank
account you add here buys your first credits and can top the wallet up on its
own so your mail never waits.
You will buy your first credits from Billing once you
are in. The account you add in a moment buys them instantly, and refills the
wallet on its own.
The account that pays, and your signature.
Nothing is charged by adding it. The authorization you sign here is what
lets the wallet refill itself when a print run needs it, so your mail never
waits on an empty balance. You can open the map without it and come back
from Billing whenever you are ready.
Card or bank details go straight from your keyboard to our
payment processor. This server never sees your numbers.
- or -
Link your bank through secure bank login.
If we cannot link it instantly, use a card to get started. After a bank
purchase, you can use the app immediately while printed mail waits for
your first payment to clear.
Bank connection is not switched on yet.
We are finishing our payment processor setup. You will get an email the
moment it is ready, and nothing you do now is lost.
✓
You are set up
Next: a two-minute walkthrough on the map, so the first
house you pin is not the one you are guessing at.
Your login
Pin a roof. Tap a house on the map and watch it measure and price itself.
Check the pitch. It is the one number worth your eyes. Fix it and the price follows.
Send it. Order the mailer, or download the PDF and hand it over at the door.
Add your team. Your reps do not sign up here; give each one a login
under Menu, Team, and their pins land on the same map as yours.
A welcome email with the full setup list is
on its way to your inbox.
